Description
Background
George Kaiser Family Foundation (GKFF®) is a Tulsa-based charitable organization dedicated to providing an equal opportunity for young children in Tulsa through support of early childhood education, community health, social services, and civic enhancement. The investment team manages GKFF’s $5+ billion globally diversified and growing investment portfolio. GKFF is a dynamic non-profit organization with a small talented team of professionals who maintain an entrepreneurial culture as they encounter new projects, opportunities, and challenges every day.
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. The role supports the CFO, Investment Operations in the design, implementation, and monitoring of internal processes, controls, and technology systems — including investment platforms, accounting systems, and AI/automation tools used across the investment operations workflow.
ESSENTIAL DUTIES
- Maintain and/or review accounting records for GKFF® and its subsidiaries’ 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, including custodians, fund managers, auditors, and tax advisors.
- Drive automation and process improvement across investment operations, including maintaining and reconciling AI/automation tools and workflows to ensure data accuracy and operational efficiency.
- Ensure investment data integrity and system reconciliation across platforms (Addepar, NetSuite, custodians, and fund managers), verifying that data flows are accurate and complete.
- Support the CFO, Investment Operations in the design, implementation, and monitoring of internal processes and controls related to Investments.
- Assist the CFO, Investment Operations in reviewing and monitoring the work of internal and external investment accounting teams.
- Assist with or manage specific projects as needed, including cross-departmental initiatives that support the Foundation's operational goals.
- Other duties as required.
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
- At least 2 years of public accounting experience required; equivalent experience in nonprofit, investment services, or family office environments may be considered
- CPA preferred; candidates actively pursuing CPA licensure are encouraged to apply
Proficiencies:
- Advanced ability with Microsoft Excel
- Ability to work independently in Microsoft Suite (Outlook, Word, PowerPoint, Teams, and SharePoint) and Adobe Pro.
- Proficiency with Addepar (investment management platform) and NetSuite (ERP/accounting system of record) strongly preferred; candidates must demonstrate ability to learn these systems quickly if not already experienced.
- Ability to utilize and become proficient with a variety of technology platforms, including AI-assisted reconciliation, data validation, and workflow automation tools
- Experience with workflow applications and automation tools is a plus
Skills & Abilities:
- Highly motivated, self-directed, and detail-oriented professional who takes pride in precision, accuracy, and delivering results while meeting deadlines.
- Thrives in fast-paced, dynamic environments with multiple demands, shifting priorities, and constant change; adapts quickly and manages multiple projects simultaneously.
- Strong organizational and time management skills with the ability to work both independently and collaboratively as an effective team player.
- Intellectually curious with a strong desire to continually learn, improve, and contribute across a wide range of assignments; learns quickly, synthesizes complex information from multiple sources, and communicates findings clearly and concisely.
- Exceptional analytical and problem-solving skills with the ability to perform in-depth analysis of complex investment data, with a focus on process improvement and operational efficiency.
- Strategic thinker with the ability to reason through high-pressure situations, recognize opportunities for systems change, and introduce new approaches that significantly improve existing processes.
- Excellent verbal and written communication skills, with the ability to engage effectively with a broad range of audiences — including external constituents, internal staff, vendors, and all levels of management — while fostering positive working relationships and remaining comfortable working with diverse populations.
- Committed to responsive and respectful client service, with the ability to anticipate the needs of program staff, management, vendors, and other stakeholders before proactively addressing them.
- Maintains a high level of professionalism, integrity, and work ethic in alignment with the principles of the George Kaiser Family Foundation.
- Comfortable learning and managing new financial technology systems, with a willingness to own system integrations and data workflows across platforms.
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 be required from time to time; reliable transportation is necessary.
- A typical work week is in-office Monday - Friday from 8:00 a.m. – 5:00 p.m.
- The work week will occasionally vary with advance notice depending on scheduled programming and other events; on occasion, may require evening or weekend hours.
- Domestic travel required on occasion.
About our Benefits
As part of our overall compensation package, we offer work/life flexibility, comprehensive health benefits, paid time off, and a generous retirement contributions designed to support you and your family. Details:
- 100% employer paid medical, dental, and long-term disability for full-time employees only. Option to add vision and dependents.
- 401K employee and employer contributions.
- Paid time off to support you while you are out of the office.
- Paid holidays so our employees can spend time with those they care about
- Employer paid AD&D life insurance, with employee options to add supplemental life insurance.
