Senior Manager, Nonprofit Advisory Services

Forvis Mazars•Dallas, TX

3d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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.