Fund Accountant Financial Analyst

Non profit Organization looking for an experienced Financial Analyst to join the senior finance team with a multi-million-dollar portfolio and a complex, dynamic operation.

This is a highly visible, strategic role reporting , blending hands-on accounting leadership with organization wide partnership and process innovation.

What people are saying:

• “Diversity can’t just be numbers to boast, but it needs to also live within the culture and fabric of the School. We are beyond privileged to be surrounded by so many representations of the world around us, so let’s ensure that those differences are acknowledged, protected, supported, and celebrated. It’s the many voices that make us one Hotchkiss!”
• “Hotchkiss is doing a great job asking questions and getting many different people at the table to engage in conversations about equity. The Walter J. Crain Fellowship intentionally welcomes people with outside perspectives into the community.”
• “The lusciousness of that description hooked me, and I’ve been reading everything of hers I could get my hands on ever since.”

Title: Fund Accountant Financial Analyst

Canaan, CT

$75,000 – $90,000

Key responsibilities include:

Lead development and maintenance of integrated multi-year financial models (5- and 10-year outlooks) aligned with institutional strategic planning

Provide data-driven recommendations supporting tuition setting, financial aid budgeting, and program expansion decisions

Develop monthly, quarterly, and annual financial reports, including budget-to-actual analysis, for senior leadership and Board of Trustees

Partner with Facilities leadership to maintain and model a 10-year capital projects and deferred maintenance plan

Lead the annual budgeting process using a zero-based budgeting approach, managing request and approval workflow

Collaborate with department heads to support budget development and ongoing budget management

Develop rolling forecasts; monitor financial performance and analyze variances, risks, and emerging trends

Support Advancement with financial modeling and reporting

Support daily Business Office operations including financial reporting and expense tracking

Assist in preparing materials and recording minutes for Trustee Committee meetings (Audit & Risk, Finance, Investment, Buildings & Grounds)

Bring benchmarking and best-practice insights to recommend process and reporting improvements

Bachelor’s degree in Finance, Accounting, Economics, or related field

7–10 years of progressive experience in financial planning and analysis, strategic finance, or related discipline

Advanced degree or professional certification (e.g., CFA) preferred

Demonstrated expertise building and maintaining complex, integrated financial models, including multi-year projections and scenario analysis

Strong background in budgeting, forecasting, and long-range financial planning within a complex organization

Proven ability to translate financial data into clear, actionable recommendations that influence senior leadership decisions

Strong analytical, problem-solving, and critical thinking skills

Excellent communication and presentation skills, able to convey complex financial concepts to both financial and non-financial audiences, including Board-level stakeholders

High initiative and proactive approach to process improvement

Strong project management skills; able to manage multiple priorities with accuracy and attention to detail

Advanced Excel modeling and data analysis skills; experience with reporting/visualization tools; ERP familiarity a plus