Field Business Operations - Office of the Provost
University Job Title
Financial Analyst 2
Bargaining Unit
None - Not included in the union (Yale Union Group)
Compensation Grade
Administration & Operations
Compensation Grade Profile
Manager; Program Leader (24)
Wage Ranges
Click here to see our Wage Ranges
Searchable Job Family
Financial
Total # of hours to be worked:
37.5
Work Week
Standard (M-F equal number of hours per day)
Work Location
Central Campus
Worksite Address
2 Whitney Avenue
New Haven, CT 06510
Position Focus:
Reporting directly to the Lead Administrator or designee, this position will support the provost business office with a primary focus on Workday transactions, data entry, revenue and expenditure analysis, forecasting, year-end process, and compliance analysis. Producing analytics for multiple units in the provost office, the position may develop financial statements and reports to communicate the strength of financial units assigned for a wide variety of funds that support academic programs, and further analyze large data sets to identify trends, risks, and opportunities. The financial analyst will generate reports to support Financial Review Checklists, process journal entries for the Provost office, and provide all aspects of financial planning and analysis as requested. The position works under general supervision to support the development of ad-hoc analyses/projects and assists the business office to meet objectives. The position will further support creation and maintenance of standard operating procedures.
Essential Duties
1. Financial Modeling and Forecasting. Provides technical analysis to determine present and future financial performance. Organizes information from a variety of sources for use in analyzing future plans and forecasts. Collaborates with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial plans and other complex financial matters. Researches and evaluates information to resolve issues and makes recommendations. Develops and/or executes complex financial models. 2. Financial Analysis and Reporting. Analyzes and synthesizes information and designs and creates accurate and timely reports. Designs financial reporting to meet the compliance needs of internal and external users. Extracts and consolidates data from multiple sources. 3. Financial Methods and Systems. Contributes to the planning and improvement of practices, processes and systems. Collaborates with all levels of internal and external contacts to carry out department goals. Provides a high level of service that cultivates and maintains strong working relationships and communicates effectively; takes ownership and accountability for timeliness, accuracy and relationship management. 4. Strategic Resource. Translates department finance goals into objectives. Identifies and raises potential financial opportunities, issues, risks, ideas and solutions. Identifies the appropriate stakeholders to include in consultations, communications, approvals or buy-ins for designing and implementing changes. 5. Compliance and Risk Management. Establishes, implements and/or maintains strong internal controls in areas of assigned responsibility to provide reasonable assurance of effective and appropriate resource use, accurate financial information, and adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements. 6. Mentors, leads and/or supervises staff. 7. May perform other duties as assigned.
Required Education and Experience
Bachelor’s degree in Accounting, Business, Economics or Finance and four years of related experience or an equivalent combination of education and demonstrated experience. Demonstrated application of financial, accounting and economic concepts.
Required Skill/Ability 1:
Ability to perform analytical projects. Strong project management skills.
Required Skill/Ability 2:
Good oral and written communication skills. Exceptionally good people skills; high level customer service orientation; mediation, negotiation and consensus building skills.
Required Skill/Ability 3:
Strong problem-solving skills and the ability to listen and adapt quickly. Moderate to high level analytical and quantitative skills.
Required Skill/Ability 4:
Excellent computer/systems skills including advanced proficiency with Microsoft Excel. Strong background in finance and financial analysis.
Required Skill/Ability 5:
Ability to interact at multiple levels within the organizational structure.
Preferred Education, Experience and Skills:
Demonstrated experience using process mapping, data mining and visualization tools. Demonstrated experience performing detailed product or service costing.
Weekend Hours Required?
Occasional
Evening Hours Required?
Occasional
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
COVID-19 Vaccine Requirement
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines
Posting Disclaimer
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.
EEO Statement:
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Note
Yale University is a tobacco-free campus