Financial Analyst

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$/yr - $/yr

The Organization is seeking a Senior Financial Analyst to support multiple affiliated entities across its philanthropic, investment, and operating organizations. This role supports financial reporting and accounting activities, builds dashboards and reporting tools, and maintains investment documentation and reporting, including valuation updates and cap-table support.

This position is structured as a hybrid role
, requiring a mix of remote work and in-office presence at designated times.

• Process accounting activities including invoice payments, journal entries, and account reconciliations.
• Maintain investment files (e.g., deal memos, wire instructions, SAFEs/notes, LP notices), update portfolio trackers, and monitor capital calls and distributions.
• Support valuation updates, cap-table reconciliations, and quarterly portfolio reporting.
• Prepare monthly financial reports; standardize templates and automate recurring reports where possible.
• Build and refresh dashboards for internal financial and portfolio metrics, investment performance and goals, portfolio calendar tracking, and impact reporting.
• Provide financial analysis on results and support annual budget and forecast processes.
• Complete other financial preparation and reporting as requested.

• 2+ years of experience in financial reporting and accounting (ideally in similarly sized organizations).
• Strong familiarity with investment reporting and analysis.
• Knowledge of generally accepted accounting principles (GAAP).
• Experience supporting budgets and forecasts.
• Strong organizational, analytical, and project management skills; able to manage multiple priorities and timelines.
• Exceptional interpersonal and communication skills; ability to build trust-based relationships across stakeholders.
• Proficiency in Microsoft Office (especially Excel and PowerPoint) and common finance tools (e.g., Quick Books, Expensify, ).
• Experience with Power BI or similar dashboarding tools.
• Bachelor’s degree required; CPA and/or MBA (or equivalent relevant experience) preferred.
• Familiarity with life sciences organizations is a plus.
• Commitment to the Organization’s mission and values.

As a mission-driven philanthropic organization, our client is dedicated to advancing charitable initiatives and supporting innovative programs that create lasting social impact. The organization operates across multiple entities, including a family office, private foundation, philanthropic venture capital firm, and additional charitable entities.

The Organization is committed to fostering an inclusive, collaborative, and innovative work environment. We are an equal opportunity employer and make employment decisions based on individual qualifications, performance, and organizational needs, without regard to any protected characteristic. Reasonable accommodations are available for qualified individuals with disabilities.

This job description provides only a summary of the typical functions associated with this role and is not intended to represent an exhaustive or comprehensive list of all responsibilities, tasks, or duties. The actual responsibilities, tasks, and duties assigned may differ from those outlined, and additional duties may be assigned. Duties, responsibilities, and activities may change at any time, with or without notice.

Smart Hire is not legally responsible for any changes to the jobholder’s responsibilities or activities implemented by our clients that differ from those described herein.

Smart Hire is posting this position on behalf of our client, and the salary range provided is determined by the client. Actual compensation offered will depend on various factors determined by the hiring company, including candidate qualifications, experience, skills, geographic location, and internal equity considerations. Smart Hire is not legally responsible for any changes in salary, benefits, or bonuses made by our clients.

Associate

Full-time

Finance

Non-profit Organizations