What are the responsibilities and job description for the Fund Accountant Analyst position at Smith Arnold Partners?
Non profit Organization looking for an experienced Assistant Controller to join the senior finance team with a multi-hundred-million-dollar endowment 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 about us:
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Title: Financial Analyst
Location: Canaan, CT
Salary: $75,000 - $90,000
Responsibilities:
- 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
Requirements:
- 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.
Salary : $75,000 - $90,000