Manager | Nonprofit Advisory Services

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

5 years or more of accounting and/or consulting experience, primarily in the nonprofit industry

Fluency in Microsoft Office Suite

Preferred Qualifications:

At least 1 year of client service experience

CPA license or eligibility to sit for the CPA exam

Experience with Quick Books, Quick Books Online, FENXT, Sage Intacct, Net Suite

Has been involved with or lead a GL system implementation

Private industry accounting department role

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