General information

Senior Consultant | Nonprofit Advisory Services
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Other Consulting Services
Advertised Location
Austin, San Antonio
Working time
Full Time

Description & Requirements

You will join a team to execute projects with FORVIS clients in the nonprofit industry from planning and procedures performed to the writing of 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. 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 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
  • Overseeing overall project management including planning, supervising, and executing 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
  • Participating and leading projects evaluating Federal and State grant compliance and other compliance with regulatory requirements
  • Performing operational and financial assessments of client’s grants management compliance and finance department’s processes, policies, procedures, and internal controls
  • 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
  • Performing industry and technical research for the development of new client solutions
  • Utilizing technology and best practices to improve internal processes
  • Assisting in managing, developing, and coaching professional staff

We are looking for people with Forward Vision and:


  • 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 strong analytical skills
  • The ability to travel on occasion


Minimum Qualifications:


  • Bachelor’s degree in Accounting or Finance
  • 2 years or more of accounting and/or consulting experience with another public accounting firm
  • Proficiency in Microsoft Office Suite


Preferred Qualifications:


  • Master’s degree in Accounting or related field
  • CPA license or eligibility to sit for the CPA exam
  • Accounting and/or consulting experience within the nonprofit industry
  • Experience with QuickBooks, QuickBooks Online, Financial Edge, Intacct,, Expensify, stripe, PayPal
  • Experience with Raisers Edge, Microsoft Dynamics, AbilaMIP, NetSuite, Xero, SAGE 50