General information

Name
Geo-Consulting - Senior Consultant - Nonprofit Advisory Services
Posting Title
Senior Consultant | Nonprofit Advisory Services
Ref #
2234619
Date Published
Tuesday, February 25, 2025
City
Cincinnati
State
Ohio
Country
United States
Job Category
Other Consulting Services
Office
Cincinnati OH (Forvis)
Advertised Location
US-OH-Cincinnati
Working time
Full Time

Description & Requirements

You will join a team to actualize projects with Forvis Mazars 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 accounting services, consulting, forecasting/projections, outsourced/interim controller duties, technology implementation support and overall solution-finding for Forvis Mazars 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 timeline and project management capabilities. Dedication 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
  • Assessing an organization’s needs and developing creative solutions through technology
  • Performing industry and technical research for the development of new client solutions
  • 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: 
    • General ledger and financial statement preparation
    • Monthly and year-end closing assistance
    • Account and bank reconciliations
    • Audit preparation services
  • Performing operational and financial assessments of the client’s 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
  • Utilizing technology and best practices to improve internal processes
  • Assisting with new business development, fostering client relationships, qualifying leads, and scoping opportunities. Ability to utilize social media and outlook for mail merge/email blast/postings preferred


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 analytical skills
  • The ability to travel on occasion


Minimum Qualifications:

  • Bachelor’s or Master’s degree in Accounting or Finance
  • 2 years or more of accounting and/or consulting experience, primarily in the nonprofit industry
  • Fluency in Microsoft Office Suite
  • Ability to work remote or hybrid schedule


 Preferred Qualifications:
 
  • At least 1 year of client service experience
  • CPA license or eligibility to sit for the CPA exam
  • Experience with QuickBooks, QuickBooks Online, FENXT, Sage Intacct, NetSuite
  • Has been involved with or lead a GL system implementation 
  • Private industry accounting department role






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