Experienced Consultant | Nonprofit Advisory Services

3 weeks ago

Dallas, United States Forvis Full time
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

#LI-DFW

#LI-HL2

  • Managing Consultant | Nonprofit Advisory Services

    3 weeks ago

    Dallas, United States FORVIS Full time

    Description & Requirements As a Managing Consultant, you will be assigned multiple clients and direct a team to actualize projects that FORVIS is hired to perform for the Nonprofit industry. You will also be responsible for the completion of various projects from planning to the final report to the client including but not limited to various client...

  • Advisory Platform Consultant

    7 days ago

    Dallas, United States Cetera Full time

    Develop & build advisory business on Cetera's platforms through relationship building & advisory business consulting with a pipeline of advisors without advisory business experience through a goto-market strategy of attraction & engagement developed & implemented for the assigned Division.The successful Divisional Sales Development Consultant will drive the...

  • CFO Advisory Services

    3 hours ago

    Dallas, United States East 57th Street Partners Full time

    This is East 57th Street Partners... WE KNOW THE RIGHT PEOPLE. MORE IMPORTANTLY, THE RIGHT PEOPLE KNOW US At East 57th Street our business is professional accounting, human resource, technology, executive search, and strategic business advisory services. Our products are high caliber, self-motivated, and self-managed professionals who provide superior...

  • CFO Advisory Services

    3 hours ago

    Dallas, United States East 57th Street Partners Full time

    This is East 57th Street Partners... WE KNOW THE RIGHT PEOPLE. MORE IMPORTANTLY, THE RIGHT PEOPLE KNOW US At East 57th Street our business is professional accounting, human resource, technology, executive search, and strategic business advisory services. Our products are high caliber, self-motivated, and self-managed professionals who provide superior...

  • Transaction Advisory Services Senior Associate

    7 days ago

    Dallas, United States Weaver Full time

    The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all...

  • Investment Advisory Associate

    4 weeks ago

    Dallas, United States International Search Consultants Full time

    Job DescriptionJob DescriptionInvestment Advisory AssociateDallas, TXISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families,...

  • Senior Accountant

    5 days ago

    Dallas, United States Benaiah Consulting Group. LLC Full time

    Job DescriptionJob DescriptionHybrid-Remote RoleExceptional Base Comp + Bonus + 100% Employer Pd Benefits$85K to $110K DOEAre you a forward-thinking, proactive accounting leader who struggles with your firm's age-old focus on where we've been vs. where we're going?Are you the type of person who enjoys creatively solving problems and facing...

  • Senior Accountant

    4 weeks ago

    Dallas, United States Benaiah Consulting Group. LLC Full time

    Job DescriptionJob DescriptionHybrid-Remote RoleExceptional Base Comp + Bonus + 100% Employer Pd Benefits$85K to $110K DOEAre you a forward-thinking, proactive accounting leader who struggles with your firm's age-old focus on where we've been vs. where we're going?Are you the type of person who enjoys creatively solving problems and facing...

  • Investment Advisory Associate

    3 weeks ago

    Dallas, United States International Search Consultants Full time

    Investment Advisory AssociateDallas, TXISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments....

  • Investment Advisory Associate

    4 weeks ago

    Dallas, United States International Search Consultants Full time

    Investment Advisory AssociateDallas, TXISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments....

  • Financial Planning Consultant

    2 weeks ago

    Dallas, United States Hilltop Holdings Full time

    Job Description The Wealth Management Advisory Services and Products provides holistic product solution from financial planning, income solutions, fee-based solutions, and services to registered advisors in Hilltop Securities Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services...

  • Growth Consultant

    11 hours ago

    Dallas, United States Hilltop Securities Inc. Full time

    HilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network (HTIN) and...

  • Growth Consultant

    4 weeks ago

    Dallas, United States Hilltop Securities Inc. Full time

    HilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network (HTIN) and...

  • Senior to Senior Manager- Accounting Advisory

    3 weeks ago

    Dallas, United States Regal Executive Search Full time

    Senior to Senior Manager- Accounting Advisory / Technical Accounting Job Number: 2424 Job Description Senior Assocaite to Senior Manager – Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients...

  • Senior Risk Advisory Analyst

    3 weeks ago

    Dallas, United States Hilltop Holdings Full time

    **Senior Risk Advisory Analyst (Broker/Dealer)** CAROUSEL_PARAGRAPH * Dallas, Texas * Audit, Risk, Compliance & Fraud * 13325 * Hilltop Holdings ** Share Job** ** Job Description** Hilltop Holdings Inc. (NYSE:HTH) is a Texas-based diversified financial holding company specializing in banking, mortgage origination , and financial advisory through its...

  • Liaison For Advisory Organizations

    1 week ago

    Dallas, United States The Salvation Army USA Southern Territory Full time

    Liaison For Advisory Organizations & Fund Development 8585 N Stemmons Fwy, Dallas, TX 75247, USA Req #30521Friday, April 12, 2024The Salvation Army, an internationally recognized non-profit, faith based organization, has a job opening for a Liaison For Advisory Organizations & Fund Development at North Texas Area Command, located in Dallas, TX.Job Summary:...

  • Manager Compliance Advisory

    7 days ago

    Dallas, United States Comerica Full time

    Manager Compliance Advisory Retail The Retail Compliance Advisory Manager will provide guidance and direction to Retail line of business on the organization's Compliance program and serve as a trusted advisor to Retail leadership. This individual will report directly to the Deputy Chief Compliance Officer and act as the primary compliance contact for...

  • Associate Director

    2 weeks ago

    Dallas, United States WTW Full time

    As an Associate Director in our Executive Compensation and Board Advisory practice, you will collaborate with some of the industry’s top consultants while you develop deep and cutting-edge technical knowledge and skills. You will manage consulting projects while providing input to senior colleagues and overseeing and quality-reviewing junior staff’s...

  • Remote Senior Audit Associate

    3 weeks ago

    Dallas, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionOur Client, one of their area’s leading tax & accounting firms, is seeking to add an experienced Senior Accountant/Auditor to their dedicated team. Must have CPA license or equivalent, recent CPA firm exposure and experience working with Municipalities and NFPs.Job DescriptionResponsibilities of the work you’ll be doing...

  • Senior Advisory Operations Analyst

    7 days ago

    Dallas, United States GuideStone Financial Resources Full time

    Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work...