Accounting Advisory Senior or Supervisor - Nonprofit
AI Summary
BPM Overview: B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it. While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent.
About this role
BPM Overview:
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Overview – Accounting Advisory Senior / Supervisor (Not-for-Profit)
We are seeking an Accounting Advisory Senior / Supervisor (depending on experience) to support our growing Not-for-Profit (NFP) practice within CAAS (Client Accounting & Advisory Services). This role is responsible for delivering high-quality accounting and advisory services to nonprofit clients, with a focus on fund accounting, financial reporting, and operational support.
The ideal candidate will have a strong foundation in accounting, experience with nonprofit organizations, and the ability to support multiple client engagements. This individual will play a key role in executing client deliverables, improving processes, and providing actionable insights to help organizations operate more effectively.
At the Senior / Supervisor level, this role combines hands-on accounting responsibilities with increasing exposure to client communication, workflow management, and team support.
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- 3–6+ years of accounting experience, with exposure to nonprofit / fund accounting
- Experience with month-end close, reconciliations, and financial statement preparation
- Familiarity with fund accounting concepts (restricted vs. unrestricted funds, grants, donor reporting)
- Experience working in accounting systems such as QuickBooks, NetSuite, Sage Intacct, Blackbaud Financial Edge and Raisers Edge, QuickBooks, Bill.com, Expensify, Concur, ADP, and/or Gusto
Responsibilities:
- Support day-to-day accounting operations for nonprofit clients, including month-end close, reconciliations, and financial statement preparation
- Assist with 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 processes, including audit preparation and coordinating requests with auditors
- Assist with process improvements and help implement best practices across client engagements
- Work within accounting systems (e.g., QuickBooks, NetSuite, Intacct) and support data accuracy and reporting needs
- Communicate with clients to gather information, resolve basic issues, and provide status updates
Supervisory / Leadership Elements:
- Review work of junior staff and provide guidance and feedback
- Help manage timelines, deliverables, and priorities across engagements
- Escalate complex accounting or client issues to Manager/Director level
- Support onboarding of new clients and junior team members
Nice to Have:
- CPA (active or in progress)
- Public accounting or outsourced accounting experience
- Experience with nonprofit audits or Form 990 support (in coordination with tax)
- AICPA Not-for-Profit Certificate