Senior Financial Analyst

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:

•“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: Financial Analyst
Location: Canaan, CT
Salary: $75,000 – $90,000

Key responsibilities include:

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