Manager, Industry Specialty Services, Nonprofit & Grantmaker Advisory
About the role
The Manager in the Industry Specialty Services Group’s Nonprofit and Grantmaker Advisory team provides professional services sensitive to the needs and values of nonprofit organizations and funders. This mission-oriented finance and accounting role leverages nonprofit expertise to support organizations across many mission areas and geographies. The team partners with nonprofit and philanthropic clients to build capacity, attain operational excellence, ensure financial sustainability, and achieve desired impact through collaborative engagements with executive leadership, finance departments, operations leaders, and Boards. Responsibilities vary by engagement and require an independent, multi-talented professional with solid nonprofit system selection experience, ERP implementation participation, change management experience, and a consulting mindset.
Responsibilities
Relationship Management
- Develops and maintains current and potential/new client relationships, including relationships with foundations, local government, collaborative partner organizations, and direct service providers
- Supervises ISSG staff through training, guidance, and coaching
- Evaluates performance on client engagements
Service Delivery
- Leads enterprise transformation engagements focused on operational excellence, technology modernization, organizational effectiveness, and financial sustainability for nonprofit and grantmaking organizations
- Serves as a project and workstream leader on ERP, financial management systems, grants management systems, budgeting and planning, CRM, and business intelligence implementations
- Conducts current-state assessments of people, processes, technology, governance, and data to identify opportunities for operational improvement and digital transformation
- Designs future-state business processes across finance, accounting, grants administration, procurement, budgeting, reporting, project accounting, and constituent management functions
- Leads process redesign and operating model transformation initiatives that improve efficiency, strengthen internal controls, and enhance organizational effectiveness
- Supports data migration, chart of accounts redesign, reporting modernization, dashboard development, and financial analytics initiatives
- Advises executive leadership and Boards regarding technology investments, operational risks, and transformation strategies
- Oversees grant compliance, financial reporting, budgeting, and operational processes while identifying opportunities for automation and workflow optimization
- Facilitates the design and deployment of AI agents and workflow automation solutions that streamline business processes, reduce manual effort, and improve data accessibility across the organization
- Advises clients on AI governance, responsible AI practices, security, compliance, data readiness, and organizational change considerations associated with AI adoption
- Supports organizations that are going through change by deploying coaching and change management options
Practice And Service Development
- Participates in business development activities, such as project scoping and proposal development
- Actively participates in the development of transformation services, including monthly meetings and other areas of product development
- Identifies ways to make engagements more efficient and productive
- Other duties as required
Supervisory Responsibilities
- Manages and coaches consultants on client engagements, especially in the areas of project management and quality assurance
- Directly supervises staff that may work on a range of engagements, over time