Responsibilities:
- 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, plans and other complex financial matters. Researches and evaluates information to help resolve issues and make recommendations. May develop or execute complex financial models.
- Financial analysis, accounting and reporting: Analyzes information and creates accurate and timely reports. Applies GAAP to carry out department objectives. Ensures financial reporting meets the compliance needs of internal and external users. Extracts and consolidates data from multiple sources. May identify or prepare ledger entries to ensure appropriate accounting and/or reporting.
- Financial methods and systems: Recommends methods to improve practices, processes and systems. Collaborates with all levels of 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.
- Strategic Resource: Translates unit finance objectives into priorities. Identifies and raises financial issues and risks and makes recommendations. Identifies and connects with appropriate stakeholders to include in consultations, communications and approvals.
- 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.
- May perform other duties as assigned.
Required Skills/Abilities:
- Excellent analytical and problem-solving skills. Excellent verbal and written communication skills. Ability to build and maintain strong working relationships and rapport with clients and colleagues.
- Demonstrated ability with developing, analyzing, and reviewing accounting and financial reports. Demonstrated knowledge of accounting flows and working understanding of GAAP basis reporting.
- Ability to multi-task, learn quickly, and work within tight deadlines.
- Strong computer skills, with demonstrated ability in: Microsoft Excel, Word, PowerPoint, Outlook.
Preferred Education: Experience identifying incorrect usage of Yale COA, proposing solutions for corrections/best practices. Experience with PowerBI reporting, especially desktop application. Experience initiating/participating in process improvement/automation. Two plus years of financial reporting and analysis experience in non-profit/higher ed sector. Experience working with financial management systems. Bachelor's degree in Accounting, Business, Economics or Finance and 4 years of related experience or an equivalent combination of education and experience. Demonstrated application of accounting, financial, and economic concepts.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Financial Analyst 2, Chart of Accounts
University Job Title: Financial Analyst 2, Chart of Accounts
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