Manager, Industry Specialty Services, Nonprofit & Grantmaker Advisory

BDO USA, Llp; Chicago (IL); On-site; USD 115,000 - 150,000; Full time

Job summary

BDO USA, LLP's Industry Specialty Services Group, Nonprofit and Grantmaker Advisory, seeks a Manager to help nonprofit and funder clients improve operational excellence, reporting, and sustainability. You will lead ERP and financial systems projects, design future-state processes, and advise Boards on technology investments, AI governance, and change management.

Travel up to 20% is required. Five or more years of nonprofit consulting and supervisory experience are expected, with expertise across

Qualifications

• Five (5) or more 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, required
• Three (3) or more years of prior experience with accounting systems and nonprofit accounting principles, required
• Prior supervisory/management experience, required

Responsibilities

• Develops and maintains current and potential/new client relationships, including relationships with foundations, local government, collaborative partner organizations, and direct service providers
• Supervises ISSG staff through training, guidance, and coaching
• Evaluates performance on client engagements
• Leads enterprise transformation engagements focused on operational excellence, technology modernization, organizational effectiveness, and financial sustainability for nonprofit and grantmaking organizations
• Serves as a project and workstream leader on ERP, financial management systems, grants management systems, budgeting and planning, CRM, and business intelligence implementations
• Conducts current-state assessments of people, processes, technology, governance, and data to identify opportunities for operational improvement and digital transformation
• Designs future-state business processes across finance, accounting, grants administration, procurement, budgeting, reporting, project accounting, and constituent management functions
• Leads process redesign and operating model transformation initiatives that improve efficiency, strengthen internal controls, and enhance organizational effectiveness
• Supports data migration, chart of accounts redesign, reporting modernization, dashboard development, and financial analytics initiatives
• Advises executive leadership and Boards regarding technology investments, operational risks, and transformation strategies
• Oversees grant compliance, financial reporting, budgeting, and operational processes while identifying opportunities for automation and workflow optimization
• Facilitates the design and deployment of AI agents and workflow automation solutions that streamline business processes, reduce manual effort, and improve data accessibility across the organization
• Advises clients on AI governance, responsible AI practices, security, compliance, data readiness, and organizational change considerations associated with AI adoption
• Supports organizations that are going through change by deploying coaching and change management options
• Participates in business development activities, such as project scoping and proposal development
• Actively participates in the development of transformation services, including monthly meetings and other areas of product development
• Identifies ways to make engagements more efficient and productive
• Other duties as required
• Manages and coaches consultants on client engagements, especially in the areas of project management and quality assurance
• Directly supervises staff that may work on a range of engagements, over time

Skills

Nonprofit finance

ERP implementations

Financial systems

Technology modernization

Operations transformation

Project leadership

Client management

Education

Bachelor's degree

MBA or MPA preferred

Tools

Microsoft Dynamics 365

Sage Intacct

Power BI

Oracle NetSuite

Job description

Job Summary

The Manager in the Industry Specialty Services Group’s Nonprofit and Grantmaker Advisory team will provide professional services that are sensitive to the needs and values of both nonprofit organizations and funders that support them. This is a unique opportunity for a mission-oriented finance and accounting professional who wants to leverage their nonprofit expertise to support organizations across many mission areas and geographic reach.

The Nonprofit and Grantmaker Advisory team is a growth-oriented management consulting practice dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability, and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.

Working closely with executive leadership teams, finance departments, operations leaders, and Boards, the Manager helps clients modernize their operating models, improve financial and programmatic reporting, optimize business processes, and design technology solutions that support mission impact and long-term sustainability.

Responsibilities vary based on engagements and client needs and will require an independent and multi-talented professional with solid nonprofit system selections, participation in ERP implementations, change management experience, and a consulting mindset.

Job Duties

Relationship Management

• Develops and maintains current and potential/new client relationships, including relationships with foundations, local government, collaborative partner organizations, and direct service providers
• Supervises ISSG staff through training, guidance, and coaching
• Evaluates performance on client engagements

Service Delivery

• Leads enterprise transformation engagements focused on operational excellence, technology modernization, organizational effectiveness, and financial sustainability for nonprofit and grantmaking organizations
• Serves as a project and workstream leader on ERP, financial management systems, grants management systems, budgeting and planning, CRM, and business intelligence implementations
• Conducts current-state assessments of people, processes, technology, governance, and data to identify opportunities for operational improvement and digital transformation
• Designs future-state business processes across finance, accounting, grants administration, procurement, budgeting, reporting, project accounting, and constituent management functions
• Leads process redesign and operating model transformation initiatives that improve efficiency, strengthen internal controls, and enhance organizational effectiveness
• Supports data migration, chart of accounts redesign, reporting modernization, dashboard development, and financial analytics initiatives
• Advises executive leadership and Boards regarding technology investments, operational risks, and transformation strategies
• Oversees grant compliance, financial reporting, budgeting, and operational processes while identifying opportunities for automation and workflow optimization
• Facilitates the design and deployment of AI agents and workflow automation solutions that streamline business processes, reduce manual effort, and improve data accessibility across the organization
• Advises clients on AI governance, responsible AI practices, security, compliance, data readiness, and organizational change considerations associated with AI adoption
• Supports organizations that are going through change by deploying coaching and change management options

Practice and Service Development

• Participates in business development activities, such as project scoping and proposal development
• Actively participates in the development of transformation services, including monthly meetings and other areas of product development
• Identifies ways to make engagements more efficient and productive
• Other duties as required

Supervisory Responsibilities

• Manages and coaches consultants on client engagements, especially in the areas of project management and quality assurance
• Directly supervises staff that may work on a range of engagements, over time

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor's degree, required
• MBA or MPA, preferred

Experience

• Five (5) or more 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, required
• Three (3) or more years of prior experience with accounting systems and nonprofit accounting principles, required
• Prior supervisory/management experience, required

License/Certifications

• CPA, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, required
• "Hands-On" experience with one or more of the following - Microsoft Dynamics 365, Sage Intacct, Oracle NetSuite, Salesforce, Power BI and reporting platforms, budgeting and planning solutions, preferred
• Experience working with Microsoft Copilot, Power Platform, AI agent frameworks, conversational AI platforms, or similar enterprise AI technologies, required

Language(s)

N/A

Other Knowledge, Skills & Abilities

• Strong verbal and written communication skills
• Ability to travel up to 20% of the time

Salaries

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $115,000 - $150,000

Maryland Range: $115,000 - $150,000

NYC/Long Island/Westchester Range: $115,000 - $150,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

We are an equal opportunity employer, providing inclusive opportunities and accommodations.

Job Info

Job Identification: 14365

Job Category: Generalist

Posting Date: 10/20/2026, 08:54 PM

Apply Before: 10/20/2027, 08:54 PM

Job Schedule: Full time

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