Senior Manager, Nonprofit Advisory Services

FORVIS, LLP
  • Dallas, TX
    8 days ago

    Job 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
    • 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.
    • Participate in evaluations of Federal and State grant compliance, as well as other regulatory requirements.
    • 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
    • 7+ years of relevant experience in nonprofit accounting, public accounting and/or consulting
    • Proficiency in Microsoft Office Suite

    Preferred Qualifications:

    • Master's Degree
    • Background in consulting, nonprofit financial leadership (CFO level), or public accounting
    • Current and valid CPA (Certified Public Accountant) license

    #LI-DFW

    #LI-HL2

    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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

    With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

    What We Offer

    Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

    Legal Notice

    Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

    Numbers & Facts

    LocationDallas, TX
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    Skills

    • Accountingunmatched
    • Accounting Closeunmatched
    • Best Practicesunmatched
    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Content Delivery/Distributionunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Develop and Maintain Customersunmatched
    • Email Campaignunmatched
    • Employment Lawunmatched
    • Federal Grantsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Complianceunmatched
    • Financial Operationsunmatched
    • Financial Policiesunmatched
    • Financial Proceduresunmatched
    • Financial Reportingunmatched
    • Financial Statementsunmatched
    • General Ledger Accountingunmatched
    • Geneticsunmatched
    • Grant Administration/Managementunmatched
    • Grant Auditunmatched
    • Grant Writingunmatched
    • Head of Financeunmatched
    • Leadershipunmatched
    • Mentoringunmatched
    • Microsoft Officeunmatched
    • Microsoft Outlookunmatched
    • Nonprofitunmatched
    • Operational Auditunmatched
    • Operational Improvementunmatched
    • Operations Processesunmatched
    • Outsourcingunmatched
    • People Managementunmatched
    • Process Improvementunmatched
    • Professional Servicesunmatched
    • Project/Program Managementunmatched
    • Proposal Developmentunmatched
    • Public Accountingunmatched
    • Reconciliationunmatched
    • Recruiting/Staffing Agencyunmatched
    • Regulatory Requirementsunmatched
    • Sales Managementunmatched
    • Sales Qualificationunmatched
    • Schedule Developmentunmatched
    • Social Mediaunmatched
    • Team Playerunmatched
    • Technical Researchunmatched
    • Technical Supportunmatched

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