Accounting Advisory Senior – CAAS Non-Profit

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As an Accounting Advisory Senior within BPM’s CAAS Non-Profit practice, you will be joining a growing team.

The Accounting Advisory Senior – Not-for-Profit provides accounting and advisory services to nonprofit clients within our CAAS practice. The ideal candidate will bring strong nonprofit accounting experience combined with a CAAS or outsourced accounting background, with hands-on expertise in month-end close, financial reporting, fund accounting, reconciliations, grant and donor reporting, and audit support. This role is well suited for someone who enjoys managing multiple client engagements and helping nonprofit organizations improve their accounting processes and financial operations

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

Note: Candidates residing within commutable distance from one of BPM’s offices, will be expected to work a hybrid schedule.

What you get

• Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility

• Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)

• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.

• Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University

• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another

Who is successful at BPM

• Caring people who put others first

• Self-starters who embody the BPM entrepreneurial spirit

• Authentic individuals with a diverse point of view

• Lifelong learners with a drive to excel

• Resilient people who rise to the occasion

Responsibilities

• Support the day-to-day accounting operations for nonprofit clients, including month-end close, account reconciliations, and financial statement preparation.

• Perform 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 accounting and audit preparation, including coordinating information and requests with external auditors.

• Identify and assist with process improvements and accounting best practices across client engagements.

• Work within accounting platforms such as QuickBooks, NetSuite, and Sage Intacct, supporting accurate accounting data and reporting.

• Communicate directly with clients to gather information, resolve accounting issues, and provide status updates.

• Support multiple nonprofit client engagements, balancing priorities and completing high-quality client deliverables.

• Review the work of junior staff and provide guidance and feedback.

• Help manage engagement timelines, deliverables, and competing priorities, escalating complex accounting or client matters to the Manager or Director.

• Assist with the onboarding of new clients and junior team members

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.

• 3+ years of progressive accounting experience, preferably in public accounting, CAAS, or an outsourced accounting/advisory environment.

• Hands-on nonprofit accounting experience required, including knowledge of nonprofit-specific accounting and financial reporting.

• Strong understanding of U.S. GAAP, including contribution and grant accounting, net asset classifications, donor restrictions, and revenue recognition.

• Experience with month-end close, general ledger accounting, reconciliations, journal entries, and financial statement preparation.

• Experience supporting year-end audits and working with external auditors.

• Ability to manage multiple client engagements and serve as a day-to-day client contact.

• Proficiency with Excel and accounting systems such as QuickBooks Online, Sage Intacct, or similar platforms.

• Strong communication, analytical, organizational, and problem-solving skills.

• CPA or CPA-track preferred.

Wondering if you should apply?

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.

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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.

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.

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