Nonprofit Chief Financial Officer

The Finance Management & Accounting Division of Third Plateau offers an outside-the-box multi-layered support model of external Chief Financial Officer services and all supporting functions in a fully virtual environment. We believe in teaching and listening to our clients rather than talking at them. In conjunction with this we offer bookkeeping, financial analytics, cash flow projections, budget composition, board presentations, and much more.
Our clients range from growing for-profit companies to mission-driven nonprofit organizations and private foundations. We partner with leaders to navigate complex financial, operational, grantmaking, and compliance requirements while building long-term organizational strength.

WHAT YOU'LL DO

As a Nonprofit CFO, you will serve as an integral part of the team. You will support and coach our nonprofit clients. Duties include but are not limited to:

• Oversee monthly/quarterly/annual close and creation of financial statements for clients
• Oversee year-end adjustments and maintenance of balance sheet accounts
• Communicate/coach Executive Directors, CEOs and sometimes client’s staff monthly providing both financial education as well as strategic guidance
• Review completed work to ensure accuracy, quality, and alignment with client objectives
• Complete high-level financial analyses to support client decision making
• Identify systematic weaknesses, suggest alternate systems to clients, and implement them strategically
• Maintain clear, accurate, and well-organized client documentation
• Create and maintain written accounting procedures
• Work with management and staff to improve processes and procedures
• Manage and communicate with Auditors and Tax Accountants
• Work in tandem with our Senior Accountant staff to support clients according to annual contract obligations
• Manage weekly/monthly calendar to meet deadlines
• Advise private foundation clients on financial management, grantmaking operations, board reporting, investment oversight, regulatory compliance, and best practices related to foundation administration

ADDITIONAL POSITION REQUIREMENTS:

• Minimum of five years of hands-on, full-charge experience with nonprofit and/or private foundation specialization
• Bachelor’s degree in accounting (or equivalent in experience)
• CPA not required, but some audit experience and/or previous experience supporting an employer’s audit is highly desired
• Knowledge of grants and grant accounting
• Strong knowledge of GAAP as applied to nonprofit accounting
• Experience supporting private foundations, including grantmaking activities, investment reporting, board governance, and regulatory compliance preferred
• Familiarity with IRS Form 990-PF requirements, charitable distribution rules, and private foundation financial reporting is highly desirable
• Strong proficiency in QuickBooks and Excel; knowledge of and comfort working with Microsoft Office
• Strong project and time management skills, and demonstrated ability to work with multiple deadlines and multiple clients
• A strong desire to serve and support all sizes of not-for-profit organizations
• Excellent written and verbal English communication skills
• Collaborative and consultative work style
• Self-discipline and accountability to work successfully in a remote environment

WHO YOU ARE

You stay on top of your work and can handle many moving parts with ease. You thrive in a fast-paced environment and can stay focused when juggling multiple deadlines. You enjoy building processes where there were none before. You are detail oriented but have a mind that can simultaneously see the big picture and the path of implementation. You’re the kind of person who knows how to get along well with others and anticipate their needs. You can quickly build trust and goodwill with team members and clients. You are friendly and creative, and you are excited about the idea of building something meaningful.

BENEFITS + PERKS

• 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 $850 to your Health Savings Account
• Flexible Spending Accounts (FSA, DCFSA and Commuter)
• Initial home office stipend of $550, with $250 provided annually thereafter
• An annual professional development stipend of $1,000
• $110/monthly cell phone and home internet stipend
• 13 weeks paid parental and medical leave
• Annual discretionary bonus based on both company performance and individual performance
• Up to $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