Experienced Consultant | Nonprofit Advisory Services
2 weeks ago
Description & Requirements
You will join a team to actualize projects with FORVIS clients in the nonprofit industry from planning and procedures performed to the writing of final documents to the client. You will participate in client meetings, internal meetings, and project development. Projects could include grants management, accounting services, consulting, forecasting/projections, outsourced/interim controller duties, and overall solution-finding for FORVIS clients related to their financial systems, processes, and records.
This position offers an excellent opportunity for candidates who possess strong attention to detail and sensitivity to timelines. Devotion to client service is essential, including consistently positive interactions with clients and the demonstration of effective communication and human relations techniques. The successful candidate will be a proactive worker with excellent project management and time management experience and knows when and how to keep the engagement executive apprised of client status and issues that need to be escalated.
How You Will Contribute
Working on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
Overseeing overall project management including planning, monitoring, and completing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
Assisting with outsourced accounting services including:
o General ledger and financial statement preparation
o Monthly and year-end closing assistance
o Account and bank reconciliations
o Audit preparation services
Participating in and guiding projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
Performing operational and financial assessments of the client's grants management compliance and the finance department's processes, policies, procedures, and internal controls
Assisting with the development of policies and procedures
Guiding engagement relationships with appropriate levels of client interaction
Stewarding calendar/meetings for client and team interactions
Performing industry and technical research for the development of new client solutions
Utilizing technology and best practices to improve internal processes
Assisting in directing, developing, and coaching professional staff
We Are Looking For People With Forward Vision And
Aptitude to communicate both up and downstream to team staff and exercise judgment in determining client interactions
The experience to steward and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
The experience to professionally write and communicate solutions including but not limited to client meetings, internal meetings, and projects
Advanced computer experience and the aptitude to learn new software related to the accounting function of an organization
High attention to detail as well as strong investigative skills
The ability to travel on occasion
Minimum Qualifications
Bachelor's degree in Accounting or Finance
2 years or more of accounting and/or consulting experience with another public accounting firm
Fluency in Microsoft Office Suite
Preferred Qualifications
Master's degree in Accounting or a related field
CPA license or eligibility to take the CPA exam
Accounting and/or consulting experience within the nonprofit industry
Experience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, Expensify, Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50
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Dallas, United States FORVIS Full timeGeneral information Name ...
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Dallas, United States Forvis Full timeDescription & Requirements You will join a team to actualize projects with FORVIS clients in the nonprofit industry from planning and procedures performed to the writing of final documents to the client. You will participate in client meetings, internal meetings, and project development. Projects could include grants management, accounting services,...
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