Job Description

Position: Endowment Fund Accounting Subject Matter Expert (SME)

Location: Remote

Duration: ~3 Months (Project-Based Engagement)

Start Date: TBD

Overview:

We are partnering with a well-known education institution help them hire an experienced Endowment Fund Accounting Expert to provide subject matter expertise and advisory support. This individual will work closely with our client to review, assess, and guide endowment fund accounting processes and reporting practices within the education sector.

Key Responsibilities:

• Provide strategic and technical expertise on endowment fund accounting and reporting requirements.
• Review existing endowment accounting structure, policies, and practices to identify improvement opportunities.
• Advise on best practices in fund management, donor restrictions, and investment allocation reporting for higher education institutions.
• Collaborate with leadership and finance teams to ensure compliance with GAAP, FASB, and institutional guidelines.
• Participate in meetings and working sessions with the client and project stakeholders to provide insights and recommendations.

Qualifications:

• Extensive experience in endowment fund accounting within the education sector.
• Prior leadership experience, such as Controller, Director of Finance, or VP of Finance at a college or university.
• Deep understanding of fund accounting, endowment tracking, and reporting requirements.
• Strong communication and advisory skills; able to interact effectively with senior leadership and client stakeholders.
• CPA or equivalent background strongly preferred.

Engagement Details:

• Estimated Duration: 3 months
• Time Commitment: Part-time / project-based
• Compensation: Based on experience and expertise

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