1. Financial modeling and forecasting: Provides 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 activities. Researches information to help resolve issues and make recommendations. 2. Financial analysis and reporting: Analyzes information and creates accurate and timely reports. Ensures financial reporting meets the compliance needs of internal and external users. Extracts data from multiple sources. 3. Financial methods and systems: Recommends methods to improve practices, processes and systems. Works with internal and external contacts to carry out department objectives. Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy and relationship management. 4. Strategic Resource: Translates unit finance objectives into priorities. Reports financial issues and risks and makes recommendations. Contacts appropriate stakeholders to include in communications and approvals 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 resources use, accurate financial information, and adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements. 6. May perform other duties as assigned.
Preferred Education: Thorough working knowledge of departmental financial reporting and analysis. Experience with Workday. Knowledge of Yale University business, accounting and financial policies and procedures. Knowledge of University financial systems, Yale Budgeting Tool (YBT).
Preferred Education, Experience and Skills: Thorough working knowledge of departmental financial reporting and analysis. Experience with Workday. Knowledge of Yale University business, accounting and financial policies and procedures. Knowledge of University financial systems, Yale Budgeting Tool (YBT).
Required Skill/ability 5: Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.
Posting Position Title: Financial Analyst 1
Required Skill/ability 3: Strong organizational skills and attention to detail. Well-developed analytical and problem-solving skills.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Financial Analyst
Required Skill/ability 1: Excellent oral and written communication skills. Ability to adapt communication style to address the needs of individuals at all levels throughout the university.
Required Skill/ability 4: Intermediate knowledge of financial and economic concepts, modeling and analysis. Intermediate knowledge of budgeting and planning principles and processes.
Required Skill/ability 2: Ability to create new and complex reports (Excel, Word, etc) for tracking, analysis and communication of financial information.
Bachelor's degree in Accounting, Business, Economics or Finance and two years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.
Internal Number: 60804BR
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.