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.
Preferred Education: Experience with large data sets and using various reporting tools to manipulate results. Demonstrated application of internal control concepts.
Preferred Education, Experience and Skills: Experience with large data sets and using various reporting tools to manipulate results. Demonstrated application of internal control concepts.
Required Skill/ability 5: Well-developed organizational, analytical and problem-solving skills. Demonstrated ability to take on additional responsibilities and projects within role. Self-motivated, critical thinker.
Posting Position Title: Financial Analyst 2
Required Skill/ability 3: Detail-oriented with the ability to multi-task, prioritize, and meet deadlines.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Financial Compliance Analyst
Required Skill/ability 1: Demonstrated ability with accounting and financial flows and business processes. Demonstrated knowledge of financial management, internal controls, risk, and financial systems, including Workday and the MS Office suite. Ability to develop additional skills utilizing these systems.
Required Skill/ability 4: Solid and effective oral and written communication skills. Ability to build and maintain strong working relationships and rapport with clients and colleagues.
Required Skill/ability 2: Demonstrated ability to use judgment to identify and assess instances of non-compliance that call for formal attention.
Bachelor's degree in Accounting, Business, Economics or Finance and four years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.
Internal Number: 54938BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.