Forvis Mazars, LLP
Consultant, Nonprofit Advisory Services
Forvis Mazars, LLP, Dallas, Texas, United States, 75215
You will join a team to execute projects with F orvis Mazars clients in the nonprofit industry from planning and procedures performed to the writing of deliverables 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 responsibilities, and overall problem-solving for F orvis Mazars clients related to their financial systems, processes, and records. This position offers an excellent opportunity for candidates who possess a strong attention to detail and sensitivity to deadlines. 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 know when and how to keep the engagement executive apprised of client status and issues that need to be escalated. What You Will Do:
Work on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
Oversee overall project management including planning, supervising, and executing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
Assist with outsourced accounting services including:
General ledger and financial statement preparation
Monthly and year-end closing assistance
Account and bank reconciliations
Participate and lead projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
Perform operational and financial assessments of clients grants management compliance and finance department s processes, policies, procedures, and internal controls
Assist with the development of policies and procedures
Lead engagement relationships with appropriate levels of client interaction
Manage calendar/meetings for client and team interactions
Perform industry and technical research for the development of new client solutions
Utilize technology and best practices to improve internal processes
Assist in managing, developing, and coaching professional staff
Minimum Qualifications:
Bachelors degree in Accounting or Finance
2 years or more of accounting and/or consulting experience with another public accounting firm
Proficiency in Microsoft Office Suite
Preferred Qualifications:
Masters degree in Accounting or related field
CPA license or eligibility to sit for the CPA exam
Accounting and/or consulting experience within the nonprofit industry
Experience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, Expensify, stripe, PayPal
Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP , NetSuite, Xero, SAGE 50
Ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions
The 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 the ability to learn new software related to the accounting function of an organization
High attention to detail as well as strong analytical skills
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