Forvis Mazars, LLP
Experienced Consultant | Nonprofit Advisory Services
Forvis Mazars, LLP, Dallas, Texas, United States, 75215
General Information
Name:
Geo-Consulting - Experienced Consultant - Nonprofit Advisory Services
Posting Title:
Experienced Consultant | Nonprofit Advisory Services
Ref #:
2233420
Date Published:
Tuesday, August 13, 2024
City:
Dallas
State:
Texas
Country:
United States
Job Category:
Other Consulting Services
Office:
Dallas TX (Forvis)
Advertised Location:
US-TX-Dallas
Working time:
Part 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 grants management, accounting services, consulting, forecasting/projections, outsourced/interim controller duties, 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 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 industryOverseeing overall project management including planning, monitoring, and completing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reportingAssisting with outsourced accounting services including:General ledger and financial statement preparationMonthly and year-end closing assistanceAccount and bank reconciliationsAudit preparation servicesParticipating in and guiding projects evaluating Federal and State grant compliance and other compliance with regulatory requirementsPerforming operational and financial assessments of the client's grants management compliance and the finance department's processes, policies, procedures, and internal controlsAssisting with the development of policies and proceduresGuiding engagement relationships with appropriate levels of client interactionStewarding calendar/meetings for client and team interactionsPerforming industry and technical research for the development of new client solutionsUtilizing technology and best practices to improve internal processesAssisting in directing, developing, and coaching professional staffWe are looking for people with Forward Vision and:Aptitude to communicate both up and downstream to team staff and exercise judgment in determining client interactionsThe experience to steward and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelinesThe experience to professionally write and communicate solutions including but not limited to client meetings, internal meetings, and projectsAdvanced computer experience and the aptitude to learn new software related to the accounting function of an organizationHigh attention to detail as well as strong investigative skillsThe ability to travel on occasionMinimum Qualifications:Bachelor's degree in Accounting or Finance2 years or more of accounting and/or consulting experience with another public accounting firmFluency in Microsoft Office SuitePreferred Qualifications:Master's degree in Accounting or a related fieldCPA license or eligibility to take the CPA examAccounting and/or consulting experience within the nonprofit industryExperience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, Expensify, Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50
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Name:
Geo-Consulting - Experienced Consultant - Nonprofit Advisory Services
Posting Title:
Experienced Consultant | Nonprofit Advisory Services
Ref #:
2233420
Date Published:
Tuesday, August 13, 2024
City:
Dallas
State:
Texas
Country:
United States
Job Category:
Other Consulting Services
Office:
Dallas TX (Forvis)
Advertised Location:
US-TX-Dallas
Working time:
Part 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 grants management, accounting services, consulting, forecasting/projections, outsourced/interim controller duties, 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 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 industryOverseeing overall project management including planning, monitoring, and completing consulting projects in the areas of process improvement, operational assessments, compliance, and financial reportingAssisting with outsourced accounting services including:General ledger and financial statement preparationMonthly and year-end closing assistanceAccount and bank reconciliationsAudit preparation servicesParticipating in and guiding projects evaluating Federal and State grant compliance and other compliance with regulatory requirementsPerforming operational and financial assessments of the client's grants management compliance and the finance department's processes, policies, procedures, and internal controlsAssisting with the development of policies and proceduresGuiding engagement relationships with appropriate levels of client interactionStewarding calendar/meetings for client and team interactionsPerforming industry and technical research for the development of new client solutionsUtilizing technology and best practices to improve internal processesAssisting in directing, developing, and coaching professional staffWe are looking for people with Forward Vision and:Aptitude to communicate both up and downstream to team staff and exercise judgment in determining client interactionsThe experience to steward and prioritize multiple client projects, including monitoring project time budgets and consistently meeting or exceeding agreed-upon timelinesThe experience to professionally write and communicate solutions including but not limited to client meetings, internal meetings, and projectsAdvanced computer experience and the aptitude to learn new software related to the accounting function of an organizationHigh attention to detail as well as strong investigative skillsThe ability to travel on occasionMinimum Qualifications:Bachelor's degree in Accounting or Finance2 years or more of accounting and/or consulting experience with another public accounting firmFluency in Microsoft Office SuitePreferred Qualifications:Master's degree in Accounting or a related fieldCPA license or eligibility to take the CPA examAccounting and/or consulting experience within the nonprofit industryExperience with QuickBooks, QuickBooks Online, Financial Edge, Intacct, bill.com, Expensify, Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50
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