Search

Idealist logo
Jobs
Job

Senior Accountant

Posted by
Third Plateau Social Impact Strategies | Berkeley, CA
Apply

Third Plateau Social Impact Strategies


New
|
Published 16 days ago

March 9, 2020
January 31, 2020
$70,000 - $80,000

Position Overview: Third Plateau, a growing multi-disciplinary social impact strategy and foundation management firm, is looking for an experienced, self-directed accounting professional to serve a Senior Accountant. Under the supervision of Third Plateau’s Senior Director/Controller and based out of our Berkeley office, the Senior Accountant will help to support Third Plateau’s internal financial operations and external philanthropic management client work by providing corporate and client nonprofit accounting, administration, and support. 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.


WHO WE ARE

Third Plateau is a multi-disciplinary, social impact strategy firm. We partner with people and organizations with game-changing ideas to improve the world, and we help them do it bigger, better, and faster. Our work is driven by six key principles:

●       We care about impact. True innovation and meaningful change are difficult to achieve; we work with the organizations that we believe are inspired by and capable of meeting those challenges.

●       Big ideas and creative problem solving excite us. We are at our best when we are formulating, thinking through, and executing new ideas and approaches.

●       We value diversity, equity, and inclusion. Having diverse teammates and an inclusive work environment makes us a smarter, more creative, and aware team. We are hungry to drive profound social impact in communities around the world and know that in order to succeed we must be able to see ourselves in the communities we aim to serve.

●       Knowledge is absolutely essential to effective innovation. We are intensely curious and are voracious consumers of information and ideas from a variety of disciplines.

●       We build next gen organizational and leadership capacity. Building and managing organizations is difficult work and often presents challenges that leadership and staff do not have the resources to address. Through our engagements, we provide an infusion of capacity, smart strategy, creativity, and coaching to help organizations thrive.

●       Relationships and networks are how change happens. Relationship development is at the core of our work and we are very intentional about how we curate networks for maximum social impact.


We work in four main ways:

Social Venture Strategists: We partner with social entrepreneurs, nonprofits, public entities, leaders, and other mission-driven organizations around the world on program design, business planning, community engagement, metrics development, strategic planning, coaching and leadership development, development strategy, impact evaluation, and board development. We also partner with funders to provide capacity-building support to their grantees.

Philanthropic Advisors: We advise individual donors, foundations, and companies on making their philanthropic giving more meaningful, strategic, and impactful; and we help funders think more expansively about their potential social impact.

Foundation Managers: We help private, family, and independent foundations become more effective by providing back office support, managing grants, and overseeing the financial administration and accounting of their operations.

Thought Leaders: We write, speak, and convene programs, aimed at dramatically advancing the work of the social sector.


Third Plateau was founded in 2011 and is a dynamic and growing firm. We currently have 23 team members (you’ll be #24!) and have offices in Sacramento, Berkeley, and San Francisco.


WHAT YOU’LL DO

The Senior Accountant will serve as an integral part of the Third Plateau team. Under the guidance of Third Plateau’s Senior Director/Controller, the Senior Accountant will help to support Third Plateau’s internal financial operations and external foundation management client work by utilizing QuickBooks Enterprise, QuickBooks Online, Excel, Word, Acrobat and other systems. Duties include, but are not limited to:


1. Banking—

  • Reconciling bank, credit card, and other balance sheet accounts;
  • Reviewing cash flow needs; and
  • Preparing and recording check deposits, wires, ACH and ETF transactions. 

2. General Ledger—

  • Entering client and Third Plateau journal entries in QuickBooks Enterprise and QuickBooks Online,
  • Preparing and maintaining sub ledgers as required in accordance with GAAP, and
  • Reconciling general ledger accounts for monthly close.

 3. Accounts Payable—

  • Assisting in creation, tracking, and maintenance of contractor agreements;
  • Setting up and maintaining vendor accounts;
  • Reviewing accuracy of staff and vendor expense reimbursement reports and other payables documents;
  • Assisting in coding and documentation of payment authorizations;
  • Preparing accounts payable checks and payments for signature; and
  • Communications with vendors and staff as needed.

4. Payroll and HR—

  • Assisting in the preparation of hire letters, time keeping records, and employee records for clients;
  • Assisting with onboarding, insurance, benefit enrollments, and employee records for Third Plateau staff;
  • Preparing, reviewing, and processing client and Third Plateau expense reimbursements;
  • Preparing client and Third Plateau payroll in accordance with Employment policies; and
  • Documenting payroll changes.

5. Accounts Receivable—

  • Preparing accounts receivable billing invoices and correspondence with clients and staff,
  • Maintaining ledgers and receivables reporting to staff, and
  • Assisting staff with collections and reconciliations.

6. Financial, Budget, Grant, and Investment reporting—

  • Supporting the preparation of quarterly and interim financial statements,
  • Supporting the preparation of grant reports to funders, and
  • Supporting monthly client investment accounting and reconciliations.

7.  Audit, Tax, and Other Regulatory Compliance—

  • Assisting with client annual Federal and State and local tax returns, including forms 990, 199, RRF1 and others as needed;
  • Assisting with campaign reporting for clients;
  • Supporting client annual audits, including maintaining schedules and participating in testing; and
  • Assisting in preparation of forms 1099 and other required forms.

8. Other—

  • Maintaining schedule of client activities including grant reporting, insurance renewals, quarterly reporting, regulatory compliance, tax and audit;
  • Maintaining accountable documents for all functions according to document retention policies, utilizing cloud storage system;
  • Assisting in the creation of and regular upkeep of policies and standard operating and procedures; and
  • Attending company wide, all hands meetings as required.


WHO YOU ARE

To be successful in this job, you will excel in the following key areas:

Organization: Superior project and time management skills. You stay on top of your work, can handle many moving parts with ease, and have a habit of building sound processes where there were none before.

Attention to detail: You strive for perfection and have a mind that can simultaneously see the big picture and the smallest aspect of a project.

Communication: You are an exceptionally strong communicator who can write clearly and succinctly.

Learning quickly: We don’t expect you to know everything, but we do expect you to be a quick and perceptive learner.

Self-reliance: You have a knack for figuring things out and require minimal oversight to see a project through to the end and deliver on high expectations for performance.

Calmness under pressure: You thrive in a fast-paced work environment and can stay relaxed and focused when juggling many projects and deadlines, especially when they arise at the last minute (which is common)

Interpersonal ability: You must be able to build trust and goodwill with team members and our clients across political, religious, economic, and racial divides. You’re the kind of person who knows how to get along well with others and anticipate their needs.

Entrepreneurial spirit: You are ambitious and creative, and you are excited about the idea of building something meaningful.


Other important things to note:

●       We are a small company that embraces a start-up attitude. Third Plateau is going to continue its significant growth over the coming years and we are looking for someone who wants to grow with us.

●       You will need to bring an unwavering commitment to diversity, equity, and inclusion. This is a major focus of ours, as it should be for you, too.

●       Top candidates will have:

  • A minimum of three years of hands-on, experience with a private or community foundation, nonprofit or similar entity or as a public accountant with nonprofit specialization;
  • Minimum Bachelor’s Degree in Accounting (or equivalent);
  • Knowledge of investments and investment accounting;
  • Familiarity with the regulations governing private foundations and public charities;
  • Strong knowledge of GAAP as applied to nonprofit accounting;
  • Superior proficiency in QuickBooks and Excel; and
  • Knowledge of and comfort working with Microsoft Office.

●       We are a decentralized team, with offices in San Francisco, Sacramento, and Berkeley. You should be comfortable working with a remote team.

●       Other qualities we are looking for include confidence, self-awareness, passion, leadership, and a demonstrated commitment to excellent client service.


Position Overview: Third Plateau, a growing multi-disciplinary social impact strategy and foundation management firm, is looking for an experienced, self-directed accounting professional to serve a Senior Accountant. Under the…

Details at a glance

  • On-site Location
  • Full Time Schedule

Benefits

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

●       Unlimited paid time off

●       Health and dental insurance with 100% employer-paid premiums

●       Retirement plan with employer matching

●       Regular high fives

●       Wellness program to help support your physical, mental, and/or emotional health

●       Dedicated professional development budget


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

●       Unlimited paid time off

●       Health and dental insurance with 100% employer-paid…

How to Apply

Send an email to jobs@thirdplateau.com with the subject line “Senior Accountant– [YOUR NAME]”. In the email, include the following:

●       As a single PDF attachment, include:

  • Your resume
  • 1-page cover letter

●       The title of the PDF should be in the following format: [YOUR NAME] – Senior Accountant

●       In the body of the email, please copy and paste the content of your cover letter and include your name, phone number, and email address.

As attention to detail is critical for success in this role, only applicants who follow these specific application guidelines will be considered.

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 as may be protected by applicable law.


Send an email to jobs@thirdplateau.com with the subject line “Senior Accountant– [YOUR NAME]”. In the email, include the following:

●       As a single PDF attachment, include:

  • Your resume
  • 1-page…

Location

Berkeley, CA

Join Idealist

Sign up today to save your favorite jobs and get email alerts when new ones are posted.
Apply