Operations and Accounting Support Nonprofit

The Gilson Family Office, Wolverton Capital, and Focusing Philanthropy (FP) work collaboratively to accomplish a set of shared investment and philanthropic goals.

The position to be filled is at the intersection of those goals, providing bookkeeping, financial management, and administrative and investor/donor support.

The Gilson Family Office manages the family’s investments in public securities and private transactions and plays a financial management and operational support role to two related and co-located enterprises (FP non-profit and Wolverton for-profit).

Focusing Philanthropy is a nonprofit that identifies, evaluates, and promotes compelling opportunities for individuals, small foundations, and corporations. Areas of focus include access to medical care, education and job training, clean water, agricultural productivity, and other core human needs. Since its launch in 2012, Focusing Philanthropy has raised and deployed over $200 million in support of programs developed by FP in concert with its nonprofit implementing partners.

Over 16 million people, here and abroad, have been materially helped by these activities thus far.

All operating costs of Focusing Philanthropy are funded by the Gilson family, enabling 100% of third-party donations to go to the initiatives FP showcases with no fees charged to either donors or the implementing nonprofits.

Wolverton Capital is a for-profit company that invests in urban infill apartment development projects in partnership with experienced local developers in secondary markets around the United States.

Equity capital is sourced from Wolverton’s network of high-net-worth family investors on a project-by-project basis.

Many of the Wolverton investors are also donors to Focusing Philanthropy.

The Gilson family is a majority owner of Wolverton, and 100% of its share of profits is contributed to Focusing Philanthropy.

The Gilson Family Office, Focusing Philanthropy, and Wolverton Capital are seeking to fill a position to join their existing team.

The candidate should be a self-motivated problem solver who is comfortable with a variety of responsibilities and new challenges.

As with some of the other team members, this individual will divide their time among the three related entities.

Responsibilities will generally fall into three broad categories:

• Gilson Family Office – Bank account management, wire transfers, and other interaction with banks and investment managers, accounts payable, tax preparation support, and special projects.
• Focusing Philanthropy, Inc. – 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.
• Wolverton Capital LLC – 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.

• BA/BS Degree (or substantial experience yielding equivalent expertise)
• Experience with accounting, audits, and control procedures
• Experience in the financial services industry, i.e., wealth management, investment advisory, and family office is helpful
• General knowledge of Quick Books
• Proficiency in MS Office (particularly Excel)

Commensurate with experience and competitive with others in comparable roles.

Please send your resume and a short cover note to (Use the "Apply for this Job" box below). to the number of expected submissions, we will not be able to respond to all inquiries. We wish you the best of luck in your search.