Chief Financial Officer

Third Plateau

. Oversee monthly, quarterly, and annual close and creation of financial statements for clients .

Posted 11/3/2026full-timeRemote • United StatesLead💰 $128,750 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in nonprofit accounting, including GAAP compliance, grant accounting, and financial reporting. Proficient in managing financial statements, audits, and providing strategic guidance to clients while maintaining strong organizational and communication skills.

Highest-signal resume keywords

Nonprofit AccountingGAAP ComplianceGrant AccountingQuickBooks ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement PreparationYear-End AdjustmentsFinancial AnalysisIRS Form 990-PF FamiliarityRegulatory Compliance

Soft Skills

Excellent Communication SkillsCollaborative Work StyleSelf-DisciplineAccountabilityCoaching Skills

Tools & Technologies

QuickBooksMicrosoft ExcelMicrosoft Office

Certifications & Qualifications

Bachelor's Degree in AccountingAudit Experience

Industry Keywords

Private Foundation SpecializationGrantmaking OperationsInvestment OversightBoard GovernanceCharitable Distribution Rules

About the role

Key responsibilities & impact

Oversee monthly, quarterly, and annual close and creation of financial statements for clients
Oversee year-end adjustments and maintenance of balance sheet accounts
Communicate with and coach Executive Directors, CEOs, and client staff, providing financial education and strategic guidance
Review completed work for accuracy, quality, and alignment with client objectives
Complete high-level financial analyses to support client decision-making
Identify systematic weaknesses, suggest alternate systems, 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 with Senior Accountant staff to support clients according to annual contract obligations
Manage weekly and monthly calendars to meet deadlines
Advise private foundation clients on financial management, grantmaking operations, board reporting, investment oversight, regulatory compliance, and foundation administration best practices

Requirements

What you’ll need

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

Benefits

Comp & 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