Manager, Nonprofit Advisory Services

Location: Dallas, TX, USA

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Company Profile:

Requisition Number: 2236437

Position Title:

External Description: Description & Requirements

The Nonprofit Advisory team empowers mission-driven organizations to overcome financial and operational challenges with confidence. Focused exclusively on the nonprofit sector, we deliver tailored strategies to improve financial reporting, streamline operations, and strengthen compliance. From CFO advisory and audit prep to grants management and succession planning, Forvis Mazars takes a collaborative, hands-on approach that aligns with each client's unique mission.

What You Will Do:

  • Lead and manage a diverse portfolio of financial, accounting, and compliance consulting projects, with a primary focus on nonprofit organizations.
  • Oversee end-to-end project management, including planning, execution, and supervision of engagements related to process improvement, operational assessments, compliance, and financial reporting.
  • Review and support accounting outsourcing services, including:
    • Preparation of general ledger entries and financial statements
    • Month-end and year-end close processes
    • Account and bank reconciliations
    • Audit readiness and support
  • Direct and participate in evaluations of Federal and State grant compliance, as well as other regulatory requirements.
  • Conduct operational and financial assessments of clients' grants management, finance functions, internal controls, and related policies and procedures.
  • Lead the development and implementation of financial and operational policies and procedures tailored to client needs.
  • Serve as the primary point of contact for client engagements, managing communication, scheduling, and relationship development.
  • Perform industry and technical research to support the development of innovative client solutions
  • Leverage technology and best practices to enhance internal project workflows and client deliverables.
  • Support business development efforts, including lead qualification, proposal development, and client relationship expansion.
  • Utilize tools such as Outlook and social media platforms for client communications, including email campaigns and content distribution.
  • Mentor, develop, and manage junior staff, fostering professional growth and ensuring high-quality project delivery.

Minimum Qualifications:

  • Bachelor's Degree in Accounting, Finance, or a related business field
  • 5+ years of relevant experience in nonprofit accounting or consulting
  • Proficiency in Microsoft Office Suite

Preferred Qualifications:

  • Master's Degree Prior consulting experience
  • Current and valid CPA (Certified Public Accountant) license

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City: Dallas

State: Texas

Community / Marketing Title: Manager, Nonprofit Advisory Services

Location_formattedLocationLong: Dallas, Texas US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.