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Associate, Industry Specialty Services

BDO
Dallas, TX, United States
Full-time

Job Summary :

An Experienced Associate in the Industry Specialty Services Group provides professional services that are sensitive to the needs and values of Nonprofit organizations, State and Local governments, and / or Higher Education.

This is a unique opportunity for a mission-oriented professional who wants to leverage their compliance and / or financial management expertise to support these tax-exempt organizations across many mission areas and geographic reach.

The team is a growth-oriented management consulting practice dedicated to building the capacity of organizations. We partner with organizations 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.

Job Duties :

Responsibilities vary based on engagements and client needs and require an independent and multi-talented professional with nonprofit or philanthropic experience and a consulting mindset.

The consultant must be collaborative, proactive, and flexible, adapting to evolving project requirements and circumstances.

Service Delivery

  • Delivers increasingly complex consulting services to nonprofit organizations, state and local organizations, and / or higher education including but not limited to compliance assessments (2 CFR 200, HHS, NIH, USAID)
  • Supports the development of client policies and procedures related to accounting, contracts, and pricing, often in accordance with US Government rules and regulations
  • Supports planning and analysis projects, including multi-year financial models, budget development, and cash flow planning
  • Assists in the design and analysis of direct and indirect cost rate structures
  • Aids in the drafting, revising, and formatting of client reports, presentations, memos, and correspondence
  • Supports leadership teams in making financial decisions including presenting analysis and findings and effectively communicating complicated financial information to a variety of audiences that have varying levels of financial literacy

Project Management

Supports client engagements and relationships with multiple stakeholders, client staff, and internal team members

Practice and Service Development

Assists in the expansion and development of services for tax exempt organizations including monthly meetings and other areas of service development

Supervisory Responsibilities

N / A

Qualifications, Knowledge, Skills, and Abilities :

Education

  • Bachelor's Degree in Business Administration, Economics, Finance, or Accounting, required
  • MBA or MPA, preferred

Experience

One (1) or more years of demonstrated experience in tax exempt organizations (Nonprofit, State & Local or Higher Ed) or one (1) year in financial management or consulting, required

License / Certification :

N / A

Software

  • Proficient in Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
  • Experience with grants management, CRM, accounting, or other related nonprofit software, preferred

Language(s)

N / A

Other Knowledge, Skills, & Abilities

  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and present findings to a variety of audiences
  • Excellent project management skills, with the ability to manage multiple projects and deadlines simultaneously
  • Familiarity with US Government rules and regulations related to accounting, contracts, and pricing
  • Ability to travel up to 20% of the time
  • 30+ days ago
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