General information

Name
Geo-Consulting - Managing Consultant - Nonprofit Advisory Services
Posting Title
Managing Consultant - Nonprofit Advisory Services
Ref #
2234648
Date Published
Thursday, February 27, 2025
City
Dallas
State
Texas
Country
United States
Job Category
Other Consulting Services
Office
Dallas TX (Forvis)
Advertised Location
US-TX-Dallas
Working time
Full Time

Description & Requirements

You will be assigned multiple clients and lead a team to execute projects that Forvis Mazars is hired to perform for the Nonprofit industry. You will also be responsible for executing various projects from planning, procedures performed and writing deliverables to the client including various 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 Nonprofit clients as 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
  • Overall project management, including planning, supervising, and executing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reporting
  • 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
  • Participating and leading projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
  • Performing operation and financial assessments of client’s grants management compliance and finance departments processes, policies, procedures, and internal controls
  • 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
  • Performing industry and technical research for the development of new client solutions
  • Utilizing technology and best practices to improve internal processes for projects
  • 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 1 year of experience in public accounting 
  • Proficiency in Microsoft Office Suite 
   
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, bill.com, expensify, stripe, PayPal 
  • Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50
  • Private industry accounting department management role
  • Team management experience 
  • Master’s degree in related field
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