Part-Time Accountant
Job Description
Accountant, Tideline
Term: Minimum 60% of time up to full-time
Type: Early- to mid-career
Location: San Francisco, CA
Compensation: Commensurate with experience
Application deadline: May 31, 2016
About Tideline:
Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, we offer strategic advice, market research and intelligence, investment program and product design, philanthropic and grant-making strategies, thought leadership and custom research, impact measurement and evaluation, and change management and capacity building. Tideline was founded in 2014 with offices in New York City and San Francisco and currently has a growing team led by the firm’s partners: Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich.
About the position:
The position is an opportunity to join a small, growing firm in an exciting emerging industry doing meaningful work by providing the firm’s bookkeeping and accounting. As is often the case in start-ups, the Accountant may be asked to wear multiple hats including supporting the efficient functioning of the Tideline offices. Responsibilities will entail managing various aspects of the firm’s financials and accounting, including the budgeting, forecasting, invoicing, receivables, reporting, and tax preparation for the accounting firm, payroll preparation for the payroll provider, preparing regular financial reports, and leading the development of and production of the financial dashboard, among other related tasks.
The role may be part-time or full-time, depending on the applicant’s circumstances, preferences, and abilities.
Core responsibilities include:
• Perform all bookkeeping for the firm
• Support partners in annual budgeting and financial forecasting process
• Execute client billing and invoicing
• Manage accounts receivables and payables
• Manage reimbursement of expenses
• Maintain and monitor cash flow
• Close the books monthly and annually in a timely fashion
• Produce monthly, quarterly, annual, and ad hoc financial reports
• Ensure compliance with tax requirements and reporting
• Support development and execution of administrative processes / systems
• Oversee the efficient functioning of the offices
Qualifications:
The ideal candidate has a high level of attention to detail and accuracy, strong experience and knowledge of bookkeeping and accounting, and proficiency with related software tools. Candidates also must have a demonstrable track record of integrity and for protecting privacy and confidential financial, banking, and payroll information. The most successful candidates will be those interested in being part of a start-up and those who would gain satisfaction from having a supporting role in an organization committed to helping our clients achieve positive social and environmental change. Every member of the team embodies our firm’s values: excellence, commitment, and openness. The team is fun, too, and often feels like an extended family for each of its members. The role would work with the partners of the firm and report directly to one of the partners.
Desired qualifications and experience level include:
• Minimum bachelor’s degree in a field related to accounting or finance, and/or a related certification or license
• Minimum three years experience in accounting
• Exceptional attention to detail
• Interest in utilizing financial analysis skills
• Proficient with Microsoft Office and QuickBooks, with particularly outstanding skills with Excel
• A familiarity with current technology that could be utilized to improve efficiencies in invoicing, reimbursement tracking, and other related financial activities
• Demonstrated ability to exercise initiative, sound judgment, and discretion
• Financial modeling experience is a plus