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: 2229627

Position Title:

External Description: 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 meetings, internal meetings, and project development. Projects could include grants management, accounting services, consulting, forecasting/projections, outsourced/interim controller duties, and finding solutions 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, a consciousness of timelines, and stewardship and management experience. Devotion to client service is essential, including consistently positive interactions with clients and the demonstration of effective communication and expectation management techniques. The successful candidate will be a proactive worker with excellent project time management techniques and judgment necessary to keep the engagement executive apprised of client issues as appropriate.

How will you contribute:

• Working on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
• Overall project management, including planning, monitoring, and performing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
• Reviewing and/or assisting with client accounting including:
• General ledger and financial statement preparation
• Monthly and year-end closing assistance
• Account and bank reconciliations
• Audit preparation services
• Development of Accounting Estimates
• Possess the knowledge and experience to review the organization's (or department) processes, policies, procedures, and internal controls in order to perform an operational assessment of the client's finance and related functions.
• Experience and aptitude to present findings and client data in a clear concise manner to internal and external stakeholders
• Experience with interviewing personnel in a 1 on 1 setting to learn policies and procedures
• Assisting with the development of policies and procedures
• Cultivating engagement relationships with appropriate levels of client interaction
• Maintaining 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 guiding, developing, and coaching professional staff

We are looking for people with Forward Vision and:

• The aptitude to communicate both up and downstream to team staff and exercise judgment in assessing client interactions and when to request additional technical accounting guidance
• Technical accounting background paired with the experience to articulate changes to non-financial client personnel.
• Experience necessary to oversee and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelines
• Demonstrated experience creating and editing formal written communication.
• Advanced computer skills and aptitude to learn new accounting and other related software.
• Strengths in financial and other data assessment.
• Availability for occasional overnight travel

Minimum Qualifications:

• Bachelor's degree in Accounting or Finance
• 6 years or more of accounting and/or consulting experience with at least 2 years of experience in public accounting
• Full-cycle accounting experience within the nonprofit industry
• CPA license or eligibility for the CPA exam
• Fluency in Microsoft Office Suite

Preferred Qualifications:

• Experience with multiple of the following, QuickBooks Online, Financial Edge and FENXT, Sage Intacct, Raisers Edge, and NetSuite
• Private industry accounting department management role (Nonprofit or For-Profit)
• Team management experience

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City: Dallas

State: Texas

Community / Marketing Title: Managing Consultant | Nonprofit Advisory Services

Location_formattedLocationLong: Dallas, Texas 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.