Nonprofit Transformation Advisory Manager

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

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