Finance Director

San Francisco, CA, United States

Position Overview: Third Plateau, a growing multi-disciplinary social impact strategy firm, is looking for an intelligent, self-directed professional to serve as a Finance Director. Under the guidance of Third Plateau’s Senior Director, the Finance Director will work with external philanthropic foundation clients to provide financial administration and accounting. Top candidates will be highly organized self-starters, able to work under tight deadlines, able to juggle multiple assignments simultaneously, and be hungry to learn.

Application Deadline: Rolling, first review beginning March 1, 2024

Start Date: ASAP

Location: Flexible on remote locations, with access to office space in the Bay Area. Please note that being authorized to work in the U.S. is a precondition of employment at Third Plateau, as we are not able to sponsor applicants for work visas at this time.

Starting Annual Salary (Exempt): $90,000 - $110,000

A compensation committee of at least one department head, co-founder, and the COO will meet to discuss potential starting salary within the band by weighing the candidate's expected contribution in terms of previous experience and expertise against current Third Plateau employees. We commit to sharing the reasoning used to determine starting salary with you. The expectation is not for new team members to be hired with a starting salary at the top of the band, but to have a salary that adequately compensates experience and expertise while countering pay inequality and upholding internal parity.

Benefits: In addition to collaborating with an incredible team of social impact professionals, benefits include:

Health, dental, and vision insurance

Retirement plan with employer matching

Unlimited paid time off

Wellness program

Dedicated professional development budget

Cell phone and home internet reimbursement

Home office stipend

Regular high fives

WHAT YOU’LL DO

The Finance Director will serve as an integral member of the Third Plateau team. Under the guidance of Third Plateau’s Senior Director, the Finance Director will provide administrative and financial support to external philanthropic management clients. Duties include, but are not limited to:

Financial, Budget, Grant, and Investment reporting—

Preparing quarterly, annual and interim financial statements;

Preparing grant reports to funders;

Client investment accounting and reconciliations;

Preparing annual budgets; and

Create and enter month end journal entries.

Audit, Tax, and Other Regulatory Compliance—

Preparing annual client compliance documents and forms;

Assisting with preparation of annual Federal and State and local tax returns, including forms 990, 199, RRF1 and others as needed;

Supporting client annual audits, including preparation of PBC schedules; and

Preparing annual 1099 and other required forms.

Banking—

Entering and reviewing client debit and credit card transactions;

Reconciling bank, credit card, and other balance sheet accounts;

Tracking client cash flows and initiating transfers when necessary; and

Preparing and recording check deposits, wires, ACH and EFT transactions.

General Ledger—

Entering journal entries in QuickBooks Online;

Preparing and maintaining sub ledgers as required in accordance with GAAP;

Reconciling general ledger accounts for monthly close; and

Reviewing financial statements for irregularities (and researching and resolving them).

Accounts Payable—

Reviewing client vendor invoices for accuracy;

Inputting invoice information into Bill.com; and

Obtaining client authorization to pay vendors.

Payroll and HR—

Assisting with employee onboarding and/or offboarding, insurance, benefit enrollments, and employee records for philanthropic management clients;

Preparing, reviewing, and processing client expense reimbursements;

Preparing, reviewing, and processing any needed payroll and/or retirement contributions;

Documenting and incorporating any payroll updates; and

Ensuring client personnel handbooks are up to date as directed by HR staff.

Other—

Serving as a contact for general client inquiries;

Maintaining schedule of client activities including grant reporting, insurance renewals, quarterly reporting, regulatory compliance, tax filings and audit (if required);

Maintaining accounting documents for all functions according to document retention policies, utilizing cloud storage system;

Downloading, reviewing and filing statements and other relevant client documents;

Utilizing miscellaneous online platforms and/or site logins as preferred by each client; and

Other miscellaneous client-related tasks that may arise.

WHAT YOU’LL NEED

The Finance Director will have at least 6 years accounting experience (minimum of 3 with nonprofits). We don’t know everything, and we know you don’t know everything – yet we live in a world flush with information. This position requires intense curiosity, an ability to ask the right questions, good listening skills, an eagerness to learn, an open mind, and resourcefulness. The Finance Director should have extensive accounting experience (e.g., journal entries, final review of monthly closes, reconciling of bank and investment accounts, exposure to endowment/investment advisors) with the ability to pick up new skills as needed.

The Finance Director will have a commitment to quality client service and own your work product. You should have some client-facing experience in your background (paid nonprofit or foundation experience required) that demonstrates the attention to detail, timeliness, and the ability to follow directions while juggling multiple tasks needed to be successful in this role. You should be able to accurately review final closes, as well as willing to roll up your sleeves and perform data entry.

Other important things to note:

Fluency in Microsoft Office (Word, Excel, and PowerPoint), Bill.com and QuickBooks are a must.

Top candidates will also have a strong attention to detail, be highly relational, possess a calmness under pressure, and be passionate about their work.

HOW TO APPLY

Not sure you meet 100% of our qualifications? Research shows that men apply for jobs when they meet an average of 60% of the criteria. Yet, women and other people who are systematically marginalized tend to only apply if they meet every requirement.1 If you believe that you could excel in this role, we encourage you to apply. We are dedicated to considering a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to this field, returning to work after a gap in employment, looking to transition, or take the next step in your career path, we will be glad to have you on our radar.

If are you interested in applying, please take some time to review Who We Are and What We Do, and Our Commitment to DEI.

After learning about us, submit your cover letter and resume to Lisa Long at Lisa@talentepartners[dot]com. Your cover letter should answer the following prompts:

Please describe your applicable experience working with nonprofits.

Please share what skills and experiences of yours make you uniquely qualified to enhance the Third Plateau team and our work through this position.

How will the different pieces of your identity contribute to this team and work? Please share as much detail as you feel comfortable sharing to help us create a team that represents a diverse set of identities.

At Third Plateau, we believe in the power of diverse teams. In our recruiting efforts, we always seek to reach a broad and diverse pool of applicants to ensure our final candidates are not a homogenous group in terms of demographics or experience. You can read more about our commitment to Diversity, Equity, and Inclusion (DEI) here . We welcome applicants of all backgrounds to apply. Third Plateau is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, age, religious creed, sexual orientation, or other personal characteristics.

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