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, our services include investment strategy, investment product development, market intelligence and due diligence, strategic advice, and thought leadership. Tideline was founded in 2014.

BlueMark, a Tideline company, is a leading provider of independent impact verification services for investors and companies. Our mission is to strengthen trust in impact investing by delivering independent, incisive verification services, enabling the market to scale with integrity. BlueMark was founded in 2020.

Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading investment firms and foundations active in impact investing. Tideline has offices in New York City, San Francisco, and Portland.

 
About the position:

The position is an opportunity to join a growing, impactful business in an exciting industry, with significant responsibility and influence in the financial management and accounting functions. The role will encompass responsibilities for two sister businesses with shared operations, and the work will be done in collaboration with the firms’ Director of Accounting and will be overseen by the COO and Executive Chair / Chief of Strategy.

Responsibilities will entail managing and implementing various aspects of the firm’s financials and accounting, including: executing budgeting, forecasting, and modeling; preparing regular reports for key stakeholders and management; performing ad hoc analyses; improving financial management systems, tools, and practices; guiding cash management; supporting tax prep and strategy; and overseeing other general accounting outputs, such as bookkeeping, AP/AR, payroll, etc.

Core responsibilities include:

• Lead implementation of financial planning and analysis (FP&A), including but not limited to:

  • Budgeting and forecasting

  • Customized financial modeling and analysis

  • Ad hoc analyses

  • Working capital / cash management

  • Project profitability analysis

  • Internal reports for management

• Guide establishment and lead execution of new Board and investor relations functions, including through:

  • Design of reports

  • Creation of systems for efficient report production

  • Responding to ad hoc requests

• Improve existing systems and practices in line with the firms’ evolving needs while helping to ensure efficiency and timeliness, including by identifying and implementing changes to IT systems

• Provide insight into risk management, including scenario analysis

• Conduct tax prep and advise on strategy, along with others on the team and the outsourced tax accounting firm

• Manage relationships with third-party service providers, such as the tax accounting firm and bank

• Oversee insurance requirements

• Coordinate with operational staff and the broader team as needed to collaborate, share information, and ensure alignment of financial management and operational systems

• Provide support and oversight for general accounting functions in collaboration with the Director of Accounting, including bookkeeping, AP, AR, payroll, expense reimbursement, etc. (note: these areas will be primary responsibilities of the Director of Accounting)

• Guide limited aspects of human resources and operations, such as employee benefits, HR compliance, and elements of employee onboarding and offboarding (note: can be tailored to experience and interests)

Qualifications:

The ideal candidate has proficiency in FP&A and accounting, an intuitive understanding that numbers can tell a story, an exceptional level of attention to detail and accuracy, an inclination for designing improvements and solutions, and strong familiarity with accounting-related software tools. Candidates also must have a demonstrable track record of integrity and for protecting privacy and confidential information.

The most successful candidates will be those interested in being part of a growing business and those who would gain satisfaction from being part of an organization committed to helping our clients achieve positive social and environmental change.

 
Desired qualifications and experience level include:

• Minimum bachelor’s degree in accounting or finance, and/or a related certification or license

• Minimum seven years of experience in FP&A, financial management, and/or accounting

• Proficient in budgeting and forecasting; advanced financial modeling skills a plus

• Exceptional attention to detail

• Proficient with Microsoft Office, with particularly outstanding skills with Excel

• Familiarity with diverse accounting software platforms (experience migrating to new systems a plus)

• Demonstrated ability to exercise initiative, sound judgment, and discretion

At Tideline and BlueMark, we value diversity of experience and perspectives and the unique contributions of each person. We work hard to create and maintain an open, inclusive environment where every individual feels free to bring their full self to the table. Tideline and BlueMark are equal opportunity employers.