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Senior Consultant, Nonprofit Advisory Services

Senior Consultant | Nonprofit Advisory Services

 

LOCATION: NEW YORK, NY, USA

Requisition Number2229197

 

Description & Requirements

You will be assigned multiple clients and lead a team to execute projects that FORVIS is hired to perform for the Nonprofit industry. You will also be responsible for the execution of various projects from planning, procedures performed and writing of deliverables to the client including but not limited to various client meetings, internal meetings, and project development. Projects could include system selection and implementation support, accounting services, consulting, forecasting/projections, outsourced/interim controller responsibilities, and overall problem solving for Nonprofit clients as related to their financial systems, processes, and records.

This position offers an excellent opportunity for candidates who possess strong attention to detail, 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 be able to keep the engagement executive apprised of client status and how to escalate issues.

How will you 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 technologies
  • Performing industry and technical research for the development of new client solutions
  • Communicating with Vendors and Clients to ensure all areas of need are addressed
  • Assisting with the development of policies and procedures
  • Developing engagement relationships with appropriate levels of client interaction; managing calendar/meetings for client and team interactions
  • Assisting with accounting services including:
    • General ledger and financial statement preparation
    • Monthly and year-end closing assistance
    • Account and bank reconciliations
    • Audit preparation services
  • 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


We are looking for people with Forward Vision and:
 

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


Minimum Qualifications:
 

  • Bachelor's degree in Accounting or Finance
  • 3 years or more of accounting and/or consulting experience
  • Proficiency in Microsoft Office Suite
  • Ability to assess situations and develop solutions in an efficient and timely manner


Preferred Qualifications:
 

  • At least 1 year of client service experience
  • Accounting and/or consulting experience within the nonprofit industry
  • CPA license or eligibility to sit for the CPA exam
  • Experience with QuickBooks, QuickBooks Online, FENXT, Intacct, NetSuite
  • Has been involved with or lead a GL system implementation
  • Private industry accounting department role


#LI-NYC

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 75,300

NY Maximum Salary (USD)

$ 115,900

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 a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.