San Francisco, CA
Job Type
Deadline for Applications
Where to Apply

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 and managing other firm operations. As is often the case in start-ups, the person in this role will 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, leading the development of and production of the financial dashboard, and overseeing the firm’s technology infrastructure and insurance policies, among other related tasks.

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, maintain facilities
– Oversee the firm’s insurance policies, potential risks, and technology infrastructure


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
– Experience with online invoicing and billing
– Exceptional attention to detail
– Interest in utilizing financial analysis skills
– Proficient with Microsoft Office and QuickBooks, with particularly outstanding skills with Excel
– Demonstrated ability to exercise initiative, sound judgment, and discretion
– Familiarity working with ADP for payroll is a plus
– Financial modeling experience is a plus

Application instructions

Please apply at the following link:

Additional Information

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. Since then, Tideline has served over 25 clients, from market leading foundations to forward-thinking financial services firms and innovative development finance institutions, community development finance institutions, family offices, and nonprofits.