Experienced Consultant | Nonprofit Advisory Services

Location: Dallas, TX, USA

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: 2229625

Position Title:

External Description: 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

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City: Dallas

State: Texas

Community / Marketing Title: Experienced Consultant | Nonprofit Advisory Services

Location_formattedLocationLong: Dallas, Texas US

CountryEEOText_Description:

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.