Senior Accountant

1 month ago

Tulsa, United States Tulsa Community Foundation Full time
Background

George Kaiser Family Foundation (GKFF®) is a charitable organization dedicated to providing an equal opportunity for young children in Tulsa, Oklahoma through investments in early childhood education, community health, social services, and civic enhancement. It is a supporting organization for Tulsa Community Foundation (TCF).

POSITION SUMMARY

This position is primarily responsible for the timely and accurate financial and investment reporting of George Kaiser Family Foundation (GKFF®) and affiliated entities and supporting the Controller in the design, implementation, and monitoring of internal processes and controls.

REPORTS TO

This position reports directly to the Controller

ESSENTIAL DUTIES
  • Maintain and/or review accounting records for GKFF® investments. Responsibilities will include, but may not be limited to:
  • Investment reconciliations and analyses
  • Communications regarding investment transactions
  • Overseeing GKFF®'s investment management platform and file documentation
  • Financial statement support and related reporting on a monthly, quarterly, and annual basis
  • Tax Form 990 compliance for investments, including foreign reporting requirements
  • Ad hoc reporting, research, and analysis
  • Review and maintain accounting for GKFF® investment activities and balances in accordance with U.S. GAAP and in compliance with IRS Form 990 requirements.
  • Generate reports and create or review work papers to support GKFF® and related entities' audit, Form 990, and other filings.
  • Promote communication and facilitate information sharing and efficient workflow with internal and external teams. Drive automation and process improvement in these areas.
  • Support the Controller in the design, implementation, and monitoring of internal processes and controls related to Investments.
  • Assist the Controller in reviewing and monitoring the work of internal and external investment accounting teams.
  • Assist with or manage specific projects as needed.
  • Other duties as required.
Requirements

REQUIREMENTS & QUALIFICATIONS

Education and Experience:
  • Bachelor's degree with a major in Accounting or Finance or related, or equivalent experience
  • Graduate degree in a related field is a plus
  • 3-5 years of accounting experience required
  • Experience working with non-profit organizations, investment services, or family offices preferred
  • Public accounting, auditing, or tax compliance experience is a plus
Proficiencies:
  • Advanced ability with Microsoft Excel
  • Ability to work independently in Microsoft Outlook, Word, PowerPoint, Teams, and Adobe Pro
  • Proficient with QuickBooks or other accounting software
  • Ability to utilize and become proficient at a variety of computer programs
  • Experience with workflow applications and automation tools is a plus
  • Experience in investment custodial services or investment tracking software is a plus
Skills & Abilities:
  • Ability to work independently while functioning as a team player
  • Strong organizational skills and excellent time management
  • Analytical: Ability to perform analysis of complex data related to investments, grants, and program activities
  • Client Service: Desire to provide responsive and respectful client service when working with program staff, management, vendors, and other stakeholders
  • Effective Communication:
  • Ability to communicate effectively with a broad range of audiences, including but not limited to: external constituents, internal staff, and all levels of management
  • Comfortable working with diverse population
  • Self-Motivation:
  • Desire to create objectives, establish priorities and proceed with goals under limited supervision
  • Strong desire to learn and continually improve skills and techniques within the role
  • Strategic Thinking and Innovation:
  • Ability to reason and solve problems in high pressure situations
  • Recognize strategic opportunities for systems change
  • Introduce new tactics or approaches that significantly improve or revise existing systems
  • Ability to adapt to a fast paced, changing work environment while managing multiple projects
  • Excellent work ethic and attention to detail
Physical Requirements
  • Ability to sit in front of a computer monitor for multiple hours at a time.
Hours and Location
  • Job location is at GKFF® offices - 7030 S. Yale Ave, Suite 600 Tulsa, OK 74136 - Travel to and work at other GKFF® locations in and around Tulsa will likely be required from time to time
  • The current expectation is the first 90 days of this new role will be in the office 5 days a week or as much as possible to work through the transition of the accounting realignment. After 90 days, it is expected that the successful candidate will be able to create a hybrid (remote and on-site) work schedule that is mutually agreeable to the candidate and the supervisor. GKFF's current general expectation is that employees are in the office a minimum of 3 full days and that if the employee is working remotely, they are able to appear on camera for all virtual meetings.

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