Manager - Nonprofit Advisory Services

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS 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 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.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2233897

Position Title:

External Description: 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 QuickBooks, QuickBooks Online, FENXT, Sage Intacct, NetSuite
• Has been involved with or lead a GL system implementation
• Private industry accounting department role

#LI-CIN

#LI-JB1

City: Cincinnati

State: Ohio

Community / Marketing Title: Manager - Nonprofit Advisory Services

Location_formattedLocationLong: Cincinnati, Ohio 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.