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Focusing Philanthropy · 15 hours ago

Administration, Communications, and Accounting Support

Santa Monica, CA

Full-time

Onsite

Mid Level

Focusing Philanthropy is a nonprofit organization that collaborates with the Gilson Family Office and Wolverton Capital to achieve shared investment and philanthropic goals. The role involves bookkeeping, financial management, and providing administrative support across these entities, focusing on bank account management, financial reporting, and investor interactions.

Non-profit Organization Management

Responsibilities

Bank account management, wire transfers, and other interaction with banks and investment managers, accounts payable, tax preparation support, and special projects

Financial reporting on a monthly and quarterly basis, management of treasury accounts, bank portal data entry, accounts payable, annual audit preparation, related correspondence and funds management, coordinating mail and email mass mailings, providing support to the fundraising team, the year-end Kristof initiative, and gift processing

Back office financial management functions including financial statement review and reconciliation for project entities, investor interactions related to documentation of investments and queries regarding project and account status, interaction with third-party accounting staff to maintain accurate investor capital account records, management of capital calls and distribution notices, maintenance of investor records, distribution of capital account statements and K-1 reports, W9 maintenance, and support with year-end tax preparation