Managing Consultant | Nonprofit Advisory Services

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2227595

Position Title:

External Description: Description & Requirements

You will be assigned multiple clients and lead a team to execute projects that FORVIS is hired to perform for the Nonprofit industry. You will also be responsible for the execution of various projects from planning, procedures performed, and writing of deliverables to the client including but not limited to various client meetings, internal meetings, and project development. Projects could include system selection and implementation, accounting services, consulting, forecasting/projections, outsourced/interim controller responsibilities, and overall problem-solving for Nonprofit clients related to their financial systems, processes, and records.

This position offers an excellent opportunity for candidates who possess strong attention to detail, sensitivity to deadlines, and leadership and management capabilities. Dedication to client service is essential, including consistently positive interactions with clients and the demonstration of effective communication and people skills. The successful candidate will be an independent worker with excellent project management and time management skills and be able to keep the engagement executive apprised of client status and how to escalate issues.

How will you contribute:

• Working on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
• Assessing an organization's needs and developing creative solutions through technologies
• Performing industry and technical research for the development of new client solutions
• Communicating with Vendors and Clients to ensure all areas of need are addressed
• Overall project management, including planning, supervising, and executing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
• Assisting with the development of policies and procedures
• Leading engagement relationships with appropriate levels of client interaction; managing calendar/meetings for client and team interactions
• Reviewing and/or assisting with accounting outsourcing services including:
• General ledger and financial statement preparation
• Monthly and year-end closing assistance
• Account and bank reconciliations
• Audit preparation services
• Assisting with new business development, growing our client relationships, qualifying leads, and scoping opportunities. Ability to utilize social media and Outlook for mail merge/email blast/postings preferred
• Assisting in managing, developing, and coaching professional staff

We are looking for people with Forward Vision and:

• The ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions
• Ability to manage and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon deadlines
• The ability to professionally write and communicate deliverables including but not limited to client meetings, internal meetings, and projects
• Advanced computer skills and ability to learn new software related to the accounting function of an organization
• Highly attention to detail as well as the ability to demonstrate strong analytical skills
• Ability to complete occasional travel

Minimum Qualifications:

• Bachelor's degree in Accounting or Finance
• 5 years or more of accounting and/or consulting experience with at least 2 years of experience in public accounting
• Proficiency in Microsoft Office Suite
• Ability to assess situations and develop solutions in an efficient and timely manner
• Has untaken or led a system implementation

Preferred Qualifications:

• Accounting and/or consulting experience within the nonprofit industry
• CPA license or eligibility to sit for the CPA exam
• Experience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, NetSuite
• Has untaken or led a GL system implementation
• Private industry accounting department management role
• Team management experience

#LI-MM1 #LI-NYC

New York City Pay Transparency

Pursuant to the pay transparency laws of New York City and Westchester County, New York, the salary range displayed is for the New York City and Westchester County, New York, markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 103,200

NY Maximum Salary (USD)

$ 160,000

City: New York

State: New York

Community / Marketing Title: Managing Consultant | Nonprofit Advisory Services

Location_formattedLocationLong: New York, New York US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.