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Job Opening: Endowment Associate - The Community Foundation for Greater New Haven

Department:              Finance, Investments, Administration & Technology

Reports to:                 Finance Manager

FLSA Status:              Non-Exempt

Job Grade:                  Grade (4)



The Endowment Associate will fulfill the following primary functions:

  1. Accounting analysis, reconciliations, and gift management/tracking;
  2. Bank reconciliations and supporting documentation;
  3. Internal & external financial reporting and analyses; and
  4. Meeting management, department support.


The endowment associate plays an integral role in assuring efficient, high standards of accounting in the operation of the department and the organization overall.  This role is essential to maintaining the presence of strong accounting principles within this institution.



Support / Management of Accounting Systems:

  • Create a welcoming, organized and efficient environment for all internal and external constituents/customer.
  • Assure all accounting processes follow established protocols and suggest improvements based upon knowledge of Generally Accepted Accounting Principles, business needs, or in furtherance of streamlined internal controls.


Financial Reporting:

  • Assure that all financial reporting is timely and accurate.
  • Generate reports to both internal and external customers.
  • To the extent possible, create self-service reporting for internal and external customers.
  • Act as liaison with staff to organize the timely flow of information and ensure an orderly process for accounting, reporting and financial integrity.
  • Maintain complete and accurate files including all information related to the financial integrity of this institution.
  • Exercises discretion and confidentially in the execution of job responsibilities.
  • Provide administrative support for FIAT by arranging meetings, coordinating schedules, etc.


Other Duties

Other administrative duties and special projects as assigned by the Finance Manager.




  • Bachelor’s degree in Accounting required.


  • Three to five years experience in a progressively responsible position using accounting principles and practices.


  • Superior skills with MS Office and advanced proficiency in MS Excel.


  • Ability to interact well with a diverse range of people.


  • Ability to work under the pressure of tight deadlines, able to take lead with minimal supervision and manage effectively under very demanding conditions and with demanding people.


  • Strong oral and written communication skills, in particular strong writing skills.


  • Strong organizational skills. Ability to complete assignments independently, professionally and in a timely manner. Ability to make decisions about how to manage and organize workloads.


  • Excellent project management skills.


  • Strong critical thinking, problem solving, troubleshooting and decision-making capabilities.


  • Knowledge of and experience with data base management principles and practices.


  • Must be flexible to shift to other assignments within The Foundation when the workload dictates. 


The above statement is not to be considered an exhaustive description of the duties which may be required in the position.


Letters of interest, resumes and other supportive documentation should be submitted no later than Friday May 18, 2012 to

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