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Managing Consultant

4 months ago

Springfield, United States FORVIS Full time
Description & Requirements

We are looking for a Managing Consultant to join our team in our Southern Missouri group, this position offers you an excellent opportunity to collaborate with clients and co-workers by providing Unmatched Client Experience® in a positive environment.

To be successful as a Managing Consultant, you should be a self-starter who embraces technology, enjoys the challenge of solving problems, and appreciates a variety of clients. This is an excellent role to expand your knowledge of accounting operations and gain exposure to business development activities.

How you will contribute:

  • Formally assess a client's current accounting system and business functions
  • Assist clients with management reporting, including budgeting, KPIs, and other metrics
  • Make recommendations for improvement in all aspects of a company's financial operations
  • Implement recommendations to the system
  • Operate as an outsourced controller
  • Review work papers completed by internal and external resources
  • Research, discovery, and creation of new business technologies to streamline and grow the practice, including opportunities with existing clients
  • Participate in the proposal process for prospective clients
  • Represent the firm in the professional and business community
We are looking for people with Forward Vision and:
  • Demonstrated ability to establish priorities, manage shifting priorities, and handle numerous time-sensitive projects with multiple deadlines
  • Excellent presentation and communication skills targeted to effectively present information to C-level management, public groups, and/or board of directors
  • The ability to clearly and concisely emphasize key objectives
  • Aptitude and passion to learn new software(s) and other technologies
  • The ability and awareness to recognize when an approach is not effective and can pivot to a new approach seamlessly
  • Ability to travel as needed (to client locations, FORVIS practice offices and/or conferences)
Minimum Qualifications:
  • Bachelor's degree in accounting, finance or a related field
  • Minimum of 7 years of experience in organizational accounting operations including accounting system operations, financial statement preparation and supervision of accounting, payroll and sales tax functions, or public accounting
  • Ability to navigate several accounting packages and add-on platforms
Preferred Qualifications:
  • Experience with accounting software(s), monthly/period processing and closing, financial statement analysis and preparation
  • CPA or CMA certificate
  • QuickBooks ProAdvisor designation
  • Prior experience with QuickBooks Online, Sage Intacct, and Bill.com
  • Business development experience

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