Accounting Advisory Senior – CAAS Non-Profit

BPM LLP
•$89,000 - $110,000•Hybrid

About The Position

The Accounting Advisory Senior in BPM’s CAAS Non-Profit practice provides accounting and advisory services to nonprofit clients. The role calls for strong nonprofit accounting experience and a background in CAAS or outsourced accounting, with hands-on expertise in month-end close, financial reporting, fund accounting, reconciliations, grant and donor reporting, and audit support. The Senior manages multiple client engagements and helps nonprofit organizations improve their accounting processes and financial operations. The position supports day-to-day accounting operations, prepares and reviews financial reports, assists with audits and process improvements, and communicates directly with clients. It also includes reviewing junior staff work, helping manage engagement timelines, and assisting with new client and team member onboarding. Candidates who live within commuting distance of a BPM office are expected to work a hybrid schedule.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field.
  • At least 3 years of progressive accounting experience, preferably in public accounting, CAAS, or an outsourced accounting/advisory environment.
  • Hands-on nonprofit accounting experience, including knowledge of nonprofit-specific accounting and financial reporting.
  • Strong understanding of U.S. GAAP, including contribution and grant accounting, net asset classifications, donor restrictions, and revenue recognition.
  • Experience with month-end close, general ledger accounting, reconciliations, journal entries, and financial statement preparation.
  • Experience supporting year-end audits and working with external auditors.
  • Ability to manage multiple client engagements and serve as a day-to-day client contact.
  • Proficiency with Excel and accounting systems such as QuickBooks Online, Sage Intacct, or similar platforms.
  • Strong communication, analytical, organizational, and problem-solving skills.

Nice To Haves

  • CPA or CPA-track.

Responsibilities

  • Support nonprofit clients’ day-to-day accounting operations, including month-end close, account reconciliations, and financial statement preparation.
  • Perform fund accounting, including tracking restricted and unrestricted funds and supporting grant and donor reporting.
  • Prepare and review financial reports for internal use and client stakeholders.
  • Support year-end accounting and audit preparation, including coordinating information and requests with external auditors.
  • Identify and assist with process improvements and accounting best practices across client engagements.
  • Use accounting platforms such as QuickBooks, NetSuite, and Sage Intacct to support accurate accounting data and reporting.
  • Communicate directly with clients to gather information, resolve accounting issues, and provide status updates.
  • Support multiple nonprofit client engagements, balancing priorities and completing high-quality deliverables.
  • Review junior staff work and provide guidance and feedback.
  • Help manage engagement timelines, deliverables, and competing priorities, escalating complex accounting or client matters to the Manager or Director.
  • Assist with onboarding new clients and junior team members.

Benefits

  • Flexible work arrangements and personalized benefit structures and financial compensation options.
  • Interactive wellness platform and incentives, employee assistance program, mental health resources, and Colleague Resource Groups.
  • 14 firm holidays, including 2 floating holidays; Flex PTO; paid family leave; winter break; summer hours; and remote work options.
  • Professional development opportunities, including CPA exam resources and bonuses, a coach program, and classes, workshops, and seminars through BPM University.
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