Staff Accountant - Finance

WHO WE ARE

Third Plateau is a social impact and philanthropy consulting firm. We partner with nonprofits, philanthropists, families, and the public sector to achieve transformative, community-centered impact.

OUR PHILOSOPHY

We work with clients and communities as partners in achieving a future where people and the planet thrive – creating meaning and joy in the process. At Third Plateau, we lead with partnership, evidence, equity, and optimism for a fundamentally better world. Everything we do, internally and externally, is rooted in our four core values:

TEAM UP

We recognize that people are at the center of social change and approach our interactions with the belief that we will go further together than we can alone. We cultivate relationships and collaborations rooted in trust and shared purpose. Centering empathy, we develop deep and authentic connections with those around us. We ask for what we need and lead with generosity to provide for others.

STEP UP

We passionately rise to the challenge of co-creating a just world we have yet to see but know is possible. We courageously and boldly advocate for the health, vibrancy, and prosperity of all and advance equity for current and future generations. We embrace our work with purpose, intention, and creativity. We experiment, take calculated risks, and question the status quo in an effort to design solutions that can scale impact swiftly and broadly.

LEARN UP

We know that communities closest to the challenge are closest to the solutions, so we stay insatiably curious and lead with humility and an open mind. We actively listen, reflect, and explore with individuals from varied backgrounds, perspectives, and lived experiences to address gaps in our understanding. We push the boundaries of our thinking by asking powerful questions and integrating diverse ways of learning. We commit to continuous learning and adaptation, celebrating progress over perfection for ourselves and those around us.

LIVE UP

We believe all people are naturally creative, resourceful, and whole. We care for ourselves, each other, and our communities by finding meaning and joy in our work, practicing balance, and prioritizing wellness. We center authentic connection to help nurture a resilient, creative, and vibrant team, which is vital for fostering fulfillment in our work. We are here to improve our communities and live fully while we do it.

What You'll Do

This role supports the financial operations of the organization by performing critical AR, AP, and general accounting duties.  By ensuring the underlying data is correct, records are up to date and AR and AP are flowing as planned, they help to ensure that the firm’s reporting is accurate and the firm’s finances are running smoothly.  This role coordinates across departments and with clients requiring keen attention to detail.  The Staff Accountant directly impacts the financial integrity of the firm and is a role that blends precision, procedure and teamwork to help power the firm’s success.

Invoicing & Billing

• Tasked with executing the invoicing process, ensuring accuracy and timeliness, including setting up contracts via Estimates, periodic invoicing per contract, and closing out contracts according to system design and coordinating with assigned Project Leads as needed.

• Handle client billing inquiries promptly and professionally, resolving any issues to ensure client satisfaction and maintain positive business relationships. Collaborate with assigned Project Leads or escalating when necessary.

• Send client statements when required, providing a clear and accurate record of their transactions with the firm.

• Support client teams with accurate reporting and invoicing by supporting accurate time capture on projects.

• Setting up new contracts in the system ensuring accuracy in contact details, deadlines, and limits.

• Manage billable expenses including monthly reconciliation.

Accounts Receivable & Payment Tracking

• Diligently track payments and accurately record all incoming funds to maintain up-to-date accounts receivable.

• Monitor past-due receivables, ensuring that Project Leads or Department Leads follow up with clients per policy. Documenting activity per department protocols. 

• Collaborate with the team to continuously improve the accounts receivable process and ensure that the invoicing system aligns with the firm's evolving needs.

Accounts Payable

• Monitor expenses and receipts submitted by staff, ensuring proper coding in expense management system.

 • Perform AP duties in Bill.com including collecting needed documents for outgoing expenses, setting up payments and vendors, ensuring W-9 and contracts are in place as required, creating invoices for bi-weekly payment, and following up with staff or vendors as needed.

Policy & Compliance

• Adhere to financial policies, standards, and regulations to maintain the company's financial health and integrity.

• Manage and maintain all policy and procedure documents related to accounts receivable, invoicing, and AirTable connections.

• Support tax filings and payments for SALT payments in CA and other states in which we operate.

Journal Entries & Reconciliations

• Post monthly, quarterly, and annual journal entries in compliance with accrual-basis accounting and internal policies.

• Conduct account reconciliations for all non-cash/credit card balance sheet accounts per internal policies.

General Operations and Accounting

• Code bank feed transactions in Intacct, ensuring accuracy and proper categorization.

• Participate in month, quarter and annual close processes; securing any missing documents, performing assigned reconciliations, and compiling assigned reports.

• Work with Accounting Team to execute and refine the team’s accounting infrastructure, including updating relevant financial, procedural and company documents.

• Maintain key databases to ensure all accounting software is up to date with current organization information and needs.

• Support any end-of-year accounting activities performed by the accounting team.

• Stay up to date with any training needed to execute accounting tasks, Including attending organizational meetings, professional development with regards to accounting and systems.

What You'll Need

• 6+ years of professional experience in accounting role(s)

• Impeccable attention to detail

• GAAP knowledge

• Proficient with technology with a proven ability to improve processes and systems to enable scalability

• Comfort with ERP software (i.e. Sage Intacct, Netsuite, Dynamics)

• Desire to learn and grow with a continuous improvement mindset

• Time management skills and experience balancing high work volume around month end/period close 

• Proficient in client relationship management

• Warm and professional written communication

• 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/monthly 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

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. If you believe 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 taking the next step in your career, we would be glad to have you on our radar.

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 homogeneous group in terms of demographics or experience. You can read more about our commitment to Equity & Belonging here. We welcome applicants of all backgrounds. Third Plateau is committed to providing equal employment opportunities to all employees and applicants for employment without regard to their race, color, age, religious creed, sexual orientation, or other personal characteristics.

Disclaimer: By submitting your application, you acknowledge that you will be added to our mailing list. You will receive updates, newsletters, and other communications from us. Should you wish to opt out at any time, you will have the opportunity to unsubscribe from our mailing list through the emails you receive.