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Investment and Tax Accountant

Gordon and Betty Moore Foundation | Palo Alto CA 94304 USA | Full Time | Posted: 11/28/2012

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Gordon and Betty Moore Foundation

Established in September 2000, the Gordon and Betty Moore Foundation seeks to advance environmental conservation, scientific research, and patient care. The Gordon and Betty Moore Foundation is among the 10 largest foundations in the U.S. and one of the largest private funders of environmental conservation and science in the world.

The Foundation is devoted to the inspirational vision articulated by our founders: “creating positive outcomes for future generations.” This vision guides our mission: to achieve significant, lasting, and measurable results in environmental conservation, science, and patient care—globally and in the San Francisco Bay Area. A set of core values—impact, integrity, disciplined approach, and collaboration—directs our work.

The Foundation carries out its work through the following frameworks:
Programs: The enduring management unit designed to achieve transformational change in a selected field of interest through a portfolio of integrated interventions (initiatives, commitments, grants, and other strategic actions).
Initiatives. Initiatives are built around well-developed strategies for concentrated investments, focused on the long-term and achieving significant impact. Initiatives are characterized by a portfolio approach to grantmaking, and other engagements of the Foundation, to pursue ambitious, large-scale outcomes.

Program grants. The Foundation funds experimentation, focused innovation, and agile response to time-sensitive, high-impact opportunities in its areas of focus.

Gordon and Betty Moore Foundation
Headquartered in Palo Alto, CA
Over $5 billion in assets
Annual Foundation budget of ~$250 million
~80 employees
Three program areas
Environmental Conservation
Patient Care
A San Francisco Bay Area Portfolio that focuses on these same issues locally

For more information, please visit

Finance and Accounting

The Finance Department is responsible for all financial and accounting matters at the Foundation. This includes internal and external financial reporting, tax planning and reporting, general ledger accounting, investment operations support and performance reporting, budgeting, expense processing for the Foundation, and financial risk management.

The Position

Working in the Finance and Accounting department, this position is responsible for assisting with processing investment and other transactions, analyzing and producing investment performance reports, assisting with general accounting and reporting, and assisting in tax reporting.

Key Responsibilities

The Financial Analyst will responsible for and/or assist with:
Investment transaction processing and reporting
Maintaining and updating cash flows and transactions in the Advent Axys and Private I analysis and reporting systems
Producing the weekly and monthly investment performance reports and daily cash report.
Accounting input for Investment transactions (capital calls, manager fees, new funding, transfers)
Supporting general ledger accounting for investment activity, including general ledger reconciliations and annual investment related disclosures in the financial statements
Accounting, Tax and Financial Reporting
Inputting of investment activity for preparation of the annual private foundation 990PF tax filing
Ensuring appropriate input of grant activity in internal systems used for reporting
Assisting with review of expense report transactions
Acting as primary backup for Accountant for processing of accounts payable and expense reports


Other accounting/finance/analysis projects as needed
Experience and Education

The candidate will have:
Bachelor’s degree in Accounting, Finance, or related field
MBA, CFA or CPA license a plus
3+ years of accounting and finance experience, preferably in the financial services or nonprofit industry, including knowledge of investment products and analysis and related performance measurement methodologies and techniques
Demonstrated knowledge in accounting and tax
Experience with investment portfolio performance reporting systems, in particular Advent Axys, is a strong plus

Competencies and Attributes

The ideal candidate also will have:

A rigorous attention to detail and an analytical thought process
Advanced Excel skills
Proven ability to produce high quality deliverables and to manage and prioritize multiple time-sensitive tasks
Demonstrated ability as a self-motivated problem solver who is able to identify and propose solutions to issues
An ability to work in an unstructured environment
A flexible work style that is comfortable with multi-tasking and assisting several team members on an ad-hoc basis
Excellent written and oral communication skills
Familiarity with Bloomberg is a plus

Compensation and Benefits

Compensation includes a competitive base salary and an excellent package of health, retirement savings and other benefits.

Job Detailstop

Location Palo Alto, CA, 94304, United States
Categories Accounting - Finance
Function Accounting/Finance
Experience Years 3 yrs
Visa Sponsorship Do not sponsor.
Pref Major Accounting, Finance
Pref Degree Bachelors

Location Maptop

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