Controller/Finance Director

Third Plateau

238d • $90,000 - $110,000

About The Position

The Controller/Finance Director will serve as an integral member of the Third Plateau team. Under the guidance of Third Plateau's Co-founder & Principal, the Controller/Finance Director will provide administrative and financial support to external philanthropic management clients. We are seeking a detail-oriented and solutions-driven finance professional with nonprofit accounting experience, who is comfortable interfacing with clients, managing complex financial workflows, and balancing strategic oversight with day-to-day execution.

Requirements

• At least 6 years accounting experience (minimum of 3 with nonprofits)
• Fluency in Microsoft Office (Word, Excel, and PowerPoint), Bill.com and QuickBooks
• Client-facing experience in a nonprofit or foundation setting
• Strong attention to detail
• Ability to juggle multiple tasks
• Good listening skills and an eagerness to learn
• Resourcefulness and a commitment to quality client service

Nice To Haves

• Experience with endowment/investment advisors
• Ability to accurately review final closes
• Calmness under pressure
• Passion for work

Responsibilities

• Preparing quarterly, annual and interim financial statements
• Preparing grant reports to funders
• Client investment accounting and reconciliations
• Preparing annual budgets
• Create and enter month end journal entries
• 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
• Preparing annual 1099 and other required forms
• 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
• Preparing and recording check deposits, wires, ACH and EFT transactions
• Entering journal entries in QuickBooks Online
• Preparing and maintaining sub ledgers as required in accordance with GAAP
• Reconciling general ledger accounts for monthly close
• Reviewing financial statements for irregularities (and researching and resolving them)
• Reviewing client vendor invoices for accuracy
• Inputting invoice information into Bill.com
• Obtaining client authorization to pay vendors
• 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
• Ensuring client personnel handbooks are up to date as directed by HR staff
• 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
• Other miscellaneous client-related tasks that may arise

Benefits

• Remote-First Approach
• Flexible & Generous Time Off
• 100% employer-paid options for medical, dental, and vision coverage for you, with employer contributions toward dependent coverage
• Employer-paid short- and long-term disability and life insurance
• Employer contribution of up to $825 to your Health Savings Account
• Flexible Spending Accounts (FSA, DCFSA and Commuter)
• Initial home office stipend of $550, with $250 provided annually thereafter
• $110 cell phone and home internet stipend
• 13 weeks paid parental and medical leave
• Annual year-end bonus based on both company performance and individual performance
• $500 annually to invest in your mental, emotional, and physical well-being
• Access to curated learning opportunities and team-based growth experiences to support the professional development of our team

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree