Manager, Industry Specialty Services, Nonprofit & Grantmaker Advisory
About The Position
The Manager in BDO’s Industry Specialty Services Group, Nonprofit and Grantmaker Advisory team provides professional services tailored to the needs and values of nonprofit organizations and their funders. This mission-oriented management consulting practice works with nonprofit and philanthropic clients to build sector capacity, achieve operational excellence, support financial sustainability, and advance desired impact through collaborative engagements involving client input at each stage. Working with executive leadership, finance and operations teams, and Boards, the Manager helps clients modernize operating models, improve financial and programmatic reporting, optimize business processes, and design technology solutions. The role leads enterprise transformation and technology implementation work, including ERP and other financial, grants, budgeting, CRM, and business intelligence systems. It also supports process redesign, data and reporting initiatives, AI adoption, and organizational change. The Manager develops client relationships, supervises and coaches staff, evaluates engagement performance, and contributes to business development and transformation-service development. Travel may be required up to 20% of the time.
Requirements
- Bachelor’s degree required.
- At least five years of demonstrated consulting, nonprofit finance, operations, technology, or enterprise transformation experience, including leading ERP, financial system, grants management system, or enterprise technology implementations with a specific focus on nonprofits.
- At least three years of prior experience with accounting systems and nonprofit accounting principles.
- Prior supervisory or management experience.
- Proficiency with Microsoft Office Suite, especially Excel.
- Experience working with Microsoft Copilot, Power Platform, AI agent frameworks, conversational AI platforms, or similar enterprise AI technologies.
- Strong verbal and written communication skills.
- Ability to travel up to 20% of the time.
Nice To Haves
- MBA or MPA.
- CPA certification.
- Hands-on experience with one or more of Microsoft Dynamics 365, Sage Intacct, Oracle NetSuite, Salesforce, Power BI and reporting platforms, or budgeting and planning solutions.
Responsibilities
- Develop and maintain current and potential client relationships, including with foundations, local government, collaborative partner organizations, and direct service providers.
- Supervise, train, guide, and coach ISSG staff, and evaluate their performance on client engagements.
- Lead enterprise transformation engagements focused on operational excellence, technology modernization, organizational effectiveness, and financial sustainability for nonprofit and grantmaking organizations.
- Serve as project and workstream leader on ERP, financial management, grants management, budgeting and planning, CRM, and business intelligence implementations.
- Assess current people, processes, technology, governance, and data to identify operational improvement and digital transformation opportunities.
- Design future-state business processes across finance, accounting, grants administration, procurement, budgeting, reporting, project accounting, and constituent management.
- Lead process redesign and operating model transformation to improve efficiency, strengthen internal controls, and enhance organizational effectiveness.
- Support data migration, chart of accounts redesign, reporting modernization, dashboard development, and financial analytics initiatives.
- Advise executive leadership and Boards on technology investments, operational risks, and transformation strategies.
- Oversee grant compliance, financial reporting, budgeting, and operational processes while identifying opportunities for automation and workflow optimization.
- Facilitate the design and deployment of AI agents and workflow automation solutions to streamline processes, reduce manual effort, and improve data accessibility.
- Advise clients on AI governance, responsible AI practices, security, compliance, data readiness, and organizational change related to AI adoption.
- Support organizations undergoing change through coaching and change management options.
- Participate in business development, including project scoping and proposal development.
- Contribute to the development of transformation services, including monthly meetings and product development.
- Identify ways to make engagements more efficient and productive.
- Manage and coach consultants on client engagements, especially in project management and quality assurance, and directly supervise staff working across engagements over time.
- Perform other duties as required.
Benefits
- ESOP participation and beneficial ownership in the firm.
- Comprehensive compensation and Total Rewards benefits offerings; specific benefits may be subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
