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.

About FORVIS

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.

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  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.

You will join a team to execute projects with FORVIS clients in the nonprofit industry from planning and procedures performed to the writing deliverables 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 responsibilities, and overall problem solving for FORVIS 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 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 knows when and how to keep the engagement executive apprised of client status and how to escalate issues.

How you will contribute:

• Working on a variety of financial, accounting, and compliance projects, with a primary focus on the nonprofit industry
• Overseeing 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 outsourced accounting 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
• Ability to review organization's processes, policies, procedures, and internal controls in order to perform an operational assessment of client's finance and related functions.
• Performing operational and financial assessments of client’s grants management compliance and finance department's processes, policies, procedures, and internal controls
• Experience with interviewing personnel in a 1 on 1 setting to learn policies and procedures.
• 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
• 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
• 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 with managing, developing, and coaching professional staff

We are looking for people who have Forward Vision and:

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  the ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions
• the 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 the ability to learn new software related to the accounting function of an organization
• high attention to detail as well as the ability to demonstrate strong analytical skills
• the ability to travel on occasion

Minimum Qualifications:

• Bachelor’s degree in Accounting or Finance
• 8-10 years or more of accounting and/or consulting experience with at least 3 years of experience in public accounting
• Proficiency in Microsoft Office Suite
• Accounting and/or consulting experience within the nonprofit industry

Preferred Qualifications:

• 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 Accounting or related field