Manager, Industry Specialty Services, Nonprofit & Grantmaker Advisory

BDO USA•New York, NY

About The Position

The Manager in the Industry Specialty Services Group’s Nonprofit and Grantmaker Advisory team provides professional services tailored to the needs and values of nonprofit organizations and the funders that support them. This growth-oriented management consulting practice partners with nonprofit and philanthropic clients to build sector capacity, attain operational excellence, ensure financial sustainability, and achieve desired impact. The Manager works collaboratively with executive leadership teams, finance departments, operations leaders, and Boards to modernize operating models, improve financial and programmatic reporting, optimize business processes, and design technology solutions that support mission impact and long-term sustainability. The role requires an independent, multi-talented professional with nonprofit system-selection expertise, experience participating in ERP implementations, change management experience, and a consulting mindset. Engagements may involve enterprise transformation, technology modernization, organizational effectiveness, financial sustainability, grant compliance, financial reporting, budgeting, workflow automation, and responsible AI adoption. The Manager also develops client relationships, supervises and coaches staff, contributes to business development and service development, and performs other duties as required. Travel may be 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, specifically 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 preferred.
CPA preferred.
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 preferred.

Responsibilities

Develop and maintain current and prospective client relationships, including with foundations, local government, collaborative partner organizations, and direct service providers.
Supervise, train, guide, and coach ISSG staff, and evaluate 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 a project and workstream leader on ERP, financial management systems, grants management systems, budgeting and planning, CRM, and business intelligence implementations.
Conduct current-state assessments of people, processes, technology, governance, and data to identify opportunities for operational improvement and digital transformation.
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 initiatives 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, 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 activities, including project scoping and proposal development.
Contribute to the development of transformation services, including monthly meetings and other product development activities.
Identify ways to make engagements more efficient and productive.
Manage and coach consultants on client engagements, especially in project management and quality assurance.
Directly supervise staff who may work on a range of engagements over time.
Perform other duties as required.