Financial Analyst 2
Under the direction of the Lead Administrator, with latitude for exercising discretion and independent judgment, performs a variety of analytical and financial functions for the Department of Orthopaedics and Rehabilitation in the overall financial management of the operating budget, contracts, sponsored awards and shared service arrangements with YNHH. Identifies risks and trends and develops analyses and reports that will inform and advise decision-making by department leadership. Produces ad-hoc projections and analysis for new and existing programs. Participates in the budget and year-end process. Ensures that the unit is compliant in all areas of fiscal and administrative responsibility. High level of customer service on all facets of financial management.
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 experience. Demonstrated application of financial, accounting and economic concepts.
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 2:
Ability to create new and complex reports (Excel, Word, etc.) for tracking, analysis and communication of financial information.
Required Skill/Ability 3:
Strong organizational skills and attention to detail. Well-developed analytical and problem-solving skills.
Required Skill/Ability 4:
Demonstrated knowledge of financial and economic concepts, modeling and analysis, budgeting and planning principles and processes.
Required Skill/Ability 5:
Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.
Preferred Education, Experience and Skills:
Experience with Workday, Yale Budget Tool (YBT), Knowledge of University policies and procedures.
Weekend Hours Required?
Evening Hours Required?
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. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.
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.
Affirmative Action Statement:
Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: email@example.com.
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