Jobs · Accounting · Texas

Experienced Associate, Industry Specialty Services

BDO USA · Houston, TX · 1 mo ago
HybridAccounting$75k–$90k/yrFull-time

About the role

An Experienced Associate in the Industry Specialty Services Group provides professional advisory services that are sensitive to the needs and values of nonprofit and grantmaker organizations. This is a unique opportunity for a mission-oriented professional who wants to leverage their organizational strategy, consulting, and business transformation expertise to support these mission-driven organizations across many mission areas and geographic reach.

The team is a growth-oriented consulting practice dedicated to building the capacity of nonprofit and grantmaker organizations. We partner with organizations to help them attain operational excellence, sharpen organizational strategy, improve business processes, modernize technology, navigate change, and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.

Responsibilities

  • Execute defined tasks and components within advisory and consulting engagements, including organizational strategy, business process improvement, technology transformation, and change management
  • Conduct research and gather data to inform the development of client policies, procedures, and operating models
  • Document current-state processes, workflows, and organizational structures through interviews, observation, and review of client materials
  • Perform analysis of client data and information, organizing findings into structured formats such as spreadsheets, process maps, and summary tables
  • Prepare first drafts of engagement components, including sections of reports, presentation slides, memos, and correspondence, for review by senior team members
  • Capture and document meeting notes, action items, and stakeholder input, and maintain engagement documentation and version control
  • Assist in the assessment of technology solutions by compiling requirements, researching vendors, and summarizing options for evaluation
  • Support change enablement activities by drafting communications, preparing training materials, and tracking adoption metrics under direction
  • Compile inputs for performance indicators, dashboards, and effectiveness reporting
  • Support financial modeling by populating templates, validating data inputs, and performing defined calculations
  • Track assigned tasks, timelines, and deliverables within a workstream and escalate risks or delays to senior team members
  • Coordinate logistics for client meetings and working sessions, including scheduling, materials preparation, and follow-up documentation
  • Contribute to internal initiatives and monthly meetings by preparing materials and researching topics that support the development of services for nonprofit organizations
  • Build foundational consulting skills and industry knowledge, apply feedback from senior team members, and progressively take on components of greater complexity

Qualifications

  • Bachelor's Degree in Business Administration, Public Administration, Nonprofit Management, Organizational Leadership or Development, Management, Economics, Finance, Public Policy, Information Technology, Data Analytics, Human Resources Management, Industrial/Organizational Psychology, or Communications, preferred
  • MBA or MPA, preferred
  • One (1) or more years of demonstrated experience in management consulting, advisory services, organizational strategy, business process improvement, or technology transformation, preferably serving nonprofit organizations, required
  • Proficient in Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
  • Experience with project management, collaboration, and data visualization / dashboarding tools, preferred
  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills, with the ability to analyze complex information and present findings to a variety of audiences
  • Excellent project management skills, with the ability to manage multiple projects and deadlines simultaneously
  • Familiarity with organizational strategy, business process improvement, technology transformation, and change management concepts
  • Awareness of how AI and automation are reshaping workflows, roles, and adoption in mission-driven organizations
  • Ability to travel up to 20% of the time

Pay

National Range: $75,000 - $90,000 | Maryland Range: $75,000 - $90,000 | NYC/Long Island/Westchester Range: $75,000 - $90,000

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