- 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 ; 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.
- Fluency in Microsoft Office (Word, Excel, and PowerPoint), 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.
-
Director Finance
6 days ago
Holiday Inn San Fran Golden Gateway San Francisco, United StatesJob Summary: · Exempt managers must customarily and regular direct the work of at least 3 full-time associates or their equivalents. Primary duties must consist of administrative executive or professional tasks more than 50 percent of the time and job duties must also involve the ...
-
Director, Finance
1 week ago
Sutter Health San Francisco, United States**Organization**: · SPMF-Sutter Pacific Medical Foundation - South · **Position Overview**: · Provides leadership and direction to a team at an entity or in a system department providing financial services. Monitors operational and financial performance, and manages the presentat ...
-
Director of Finance
1 week ago
University of California Berkeley Berkeley, United StatesDirector of Finance (0212U) Undergraduate Education About Berkeley · At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, ...
-
Director of Finance
1 day ago
Trumark Companies San Ramon, United States**Who We Are**: · Our mission is to enhance, inspire, and grow. We enhance the lives of people by creating inspiring living environments. With over 30 years of experience, we're no strangers to the homebuilding industry. We are a multi-disciplinary development company with neighb ...
-
Director of Finance
1 week ago
Grand Bay Hotel San Francisco Redwood City, United StatesThe beautiful Grand Bay Hotel San Francisco is seeking an experienced leader to fill the position of Director of Finance. Crescent Hotels and Resorts is the industry leader in hotel management and we proudly offer robust compensation and benefits packages along with a career path ...
-
Director of Finance
2 weeks ago
InterContinental Hotels Group PLC San Francisco, United StatesBottom line? Were looking for a new Director of Finance and Accounting comfortable with balancing the books when it comes to managing the needs of owners, auditors and regulatory agencies while also monitoring and improving hotel profitability. In r Accounting, Director, Finance, ...
-
Director of Finance
1 day ago
MISBO San Francisco, United StatesSalary: · $240,000.00 · - $270,000.00 · Annually · Application Deadline: Jul 9, 2024 · Education · SUMMARY · Live Oak School, a K-8 independent school in the heart of urban San Francisco, believes that the best learning happens when students are actively engaged in the process ...
-
Finance Director
1 week ago
Petzl West Valley City, United StatesJoin our dynamic team at Petzl America, a leading brand in the outdoor and industrial industries dedicated to providing tools, techniques, and ideas that minimize risk while enabling access to the inaccessible. As we continue to evolve and thrive, we are seeking a strategic and e ...
-
Director of Finance
5 days ago
Live Oak School San Francisco, United StatesSUMMARY · Live Oak School, a K-8 independent school in the heart of urban San Francisco, believes that the best learning happens when students are actively engaged in the process — thinking deeply, exploring ideas, and trying on strategies for solving problems. The school's appr ...
-
Director of Finance
2 weeks ago
Autzu San Francisco, United StatesPosition Overview: · We are seeking an experienced and driven Director of Finance to join our dynamic team at Autzu. As the Director of Finance, you will play a critical role in leading our financial operations, overseeing fundraising efforts with investors, and providing strate ...
-
Director of Finance
1 week ago
Autzu San Francisco, United StatesPosition Overview: · We are seeking an experienced and driven Director of Finance or Head of Investor Relations to join our dynamic team at Autzu. As the Director of Finance, you will play a critical role in leading our financial operations, overseeing fundraising efforts with in ...
-
Director of Finance
2 weeks ago
Autzu San Francisco, United StatesPosition Overview:We are seeking an experienced and driven Director of Finance to join our dynamic team at Autzu. As the Director of Finance, you will play a critical role in leading our financial operations, overseeing fundraising efforts with investors, and providing strategic ...
-
Finance Director
1 week ago
Oakland Parks and Recreation Foundation San Francisco, United StatesOakland Parks and Recreation Foundation · Finance Director · Oakland, CA · Remote · Full time · Apply for Finance Director · About Us: Founded in 1981, the Oakland Parks and Recreation Foundation (OPRF) partners with local communities and neighbors, civic and cultural leaders ...
-
Director, Finance
5 days ago
Sutter Health San Francisco, United StatesProvides leadership and direction to a team at an entity or in a system department providing financial services. Monitors operational and financial performance, and manages the presentation of financial information in conjunction with Shared Services Director, Finance, Accounting ...
-
Director of Finance
5 days ago
Autzu San Francisco, United StatesPosition Overview: · We are seeking an experienced and driven Director of Finance or Head of Investor Relations to join our dynamic team at Autzu. As the Director of Finance, you will play a critical role in leading our financial operations, overseeing fundraising efforts with in ...
-
Director of Finance
1 week ago
Autzu San Francisco, United StatesPosition Overview: · We are seeking an experienced and driven Director of Finance or Head of Investor Relations to join our dynamic team at Autzu. As the Director of Finance, you will play a critical role in leading our financial operations, overseeing fundraising efforts with i ...
-
Director of Finance
2 weeks ago
Everline Resort & Spa San Francisco, United StatesOverview · Are you ready to help shape the future of travel and hospitality? CoralTree is seeking a Director of Finance to join our team at Everline Resort & Spa. As the Director of Finance, you'll provide daily management of the accounting department which includes payroll, inc ...
-
Director of Finance
5 days ago
Siino & Associates LLC San Francisco, United StatesJob Description · Job DescriptionOur client, a nonprofit organization located in San Francisco, CA, is looking for its first Director of Finance to be responsible to plan, manage and control the financial activities of the organization. The position reports to the CEO. On-going t ...
-
Director of Finance
2 weeks ago
University of California San Francisco San Francisco, CA, United StatesUnder the direction of the Associate Dean, Administration and Finance, the Finance Director manages financial activity and improving financial processes within the School of Nursing. This position has responsibility for overseeing, monitoring, and reporting for all financial acti ...
-
Director of Finance
1 week ago
Vouch San Francisco, United States[Full Time] Director of Finance at Vouch (United States) | BEAMSTART Jobs · Director of Finance · Vouch United States · Date Posted · 31 Mar, 2023 · Work Location · San Francisco, United States · Salary Offered · $190000 — $215000 yearly · Job Type · Full Time · Experience Requ ...
Finance Director - San Francisco, United States - Third Plateau
Description
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 Plateaus 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.
WHAT YOULL DO
The Finance Director will serve as an integral member of the Third Plateau team. Under the guidance of Third Plateaus Senior Director, the Finance Director will provide administrative and financial support to external philanthropic management clients. Duties include, but are not limited to:
WHAT YOULL NEED
The Finance Director will have at least 6 years accounting experience (minimum of 3 with nonprofits). We dont know everything, and we know you dont 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:
