Accounting Advisory Senior or Supervisor - Nonprofit
<p> </p><p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><u><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">BPM Overview</span></u></strong><strong><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">:</span></strong></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;"> B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it. </span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">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.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;"> </span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><strong><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Overview – Accounting Advisory Senior / Supervisor (Not-for-Profit)</span></strong></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">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.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">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.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">At the Senior / Supervisor level, this role combines hands-on accounting responsibilities with increasing exposure to client communication, workflow management, and team support.</span></p> <p></p> <p></p><p><br></p><b> Requirements: </b><div> <ul type="disc" style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Bachelor’s degree in Accounting, Finance, or related field</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">3–6+ years of accounting experience, with exposure to <strong>nonprofit / fund accounting</strong></span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Experience with <strong>month-end close, reconciliations, and financial statement preparation</strong></span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Familiarity with <strong>fund accounting concepts</strong> (restricted vs. unrestricted funds, grants, donor reporting)</span></li> </ul> <ul type="disc" style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Experience working in accounting systems such as <strong>QuickBooks, NetSuite, Sage Intacct</strong>, Blackbaud Financial Edge and Raisers Edge, QuickBooks, </span><a rel="noopener" href="http://Bill.com"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Bill.com</span></a><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">, Expensify, Concur, ADP, and/or Gusto</span></li> </ul> </div><p><br></p><b>Responsibilities: </b><div> <ul style="margin-bottom: 0in; margin-top: 0px;"> <li style="margin: 0in 0in 8pt 0px; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Support <strong>day-to-day accounting operations</strong> for nonprofit clients, including month-end close, reconciliations, and financial statement preparation</span></li> </ul> <ul type="disc" style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Assist with <strong>fund accounting</strong>, including tracking restricted and unrestricted funds and supporting grant and donor reporting</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Prepare and review <strong>financial reports</strong> for internal use and client stakeholders</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Support <strong>year-end processes</strong>, including audit preparation and coordinating requests with auditors</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Assist with <strong>process improvements</strong> and help implement best practices across client engagements</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Work within accounting systems (e.g., QuickBooks, NetSuite, Intacct) and support data accuracy and reporting needs</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Communicate with clients to gather information, resolve basic issues, and provide status updates</span></li> </ul> </div><p><br></p><b> Supervisory / Leadership Elements: </b><div> <ul type="disc" style="margin-top: 0in; margin-bottom: 0in;"> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Review work of junior staff and provide guidance and feedback</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Help manage timelines, deliverables, and priorities across engagements</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Escalate complex accounting or client issues to Manager/Director level</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Support onboarding of new clients and junior team members</span></li> </ul> </div><p><br></p><b>Nice to Have: </b><div> <ul type="disc" style="margin-bottom: 0in; margin-top: 0px;"> <li style="line-height: 15pt; margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; font-family: 'Segoe UI', sans-serif;">CPA (active or in progress)</span></li> <li style="line-height: 15pt; margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; font-family: 'Segoe UI', sans-serif;">Public accounting or outsourced accounting experience</span></li> <li style="line-height: 15pt; margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; font-family: 'Segoe UI', sans-serif;">Experience with nonprofit audits or Form 990 support (in coordination with tax)</span></li> <li style="margin-top: 0in; margin-right: 0in; margin-bottom: 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: 'Segoe UI', sans-serif;">AICPA Not-for-Profit Certificate</span></li> </ul> </div><p><br></p><div> <div><strong>What you get: </strong></div> <div> </div> <div><strong>Total rewards package:</strong> from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. </div> <div> </div> <div><strong>Well-being resources:</strong> interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.</div> <div> </div> <div><strong>Balance & flexibility: </strong>14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options<span style="box-sizing: border-box; text-decoration: underline;">, so you can balance challenging yourself with taking care of yourself.</span> </div> <div> </div> <div><strong>Professional development opportunities: </strong><span style="box-sizing: border-box; text-decoration: underline;">A learning culture with </span>CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.</div> <div> </div> <div><strong>Who is successful at BPM:</strong></div> <div>· Caring people who put others first </div> <div>· Self-starters who embody the BPM entrepreneurial spirit </div> <div>· Authentic individuals with a diverse point of view </div> <div>· Lifelong learners with a drive to excel </div> <div>· Resilient people who rise to the occasion </div> </div><p><br></p><p></p> <div>$80,000 - $100,000 a year</div><small><div><em>The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.</em></div></small> <p> </p><p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Wondering if you should apply?</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">***************</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.</span></p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"> </p> <p style="margin: 0in 0in 8pt; line-height: 115%; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10.5pt; line-height: 115%; font-family: Arial, sans-serif;">Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.</span></p> <p></p>