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 Skills/Abilities:
- Advanced organizational, analytical, and problem-solving skills with attention to detail.
- Well-developed written and verbal communication skills; Strong interpersonal skills.
- Ability to take initiative, work independently, make decisions, and prioritize multiple projects.
- Well-developed computer knowledge and demonstrated ability with a strong proficiency in Microsoft Excel.
- Enthusiasm about working in a dynamic environment with numerous departments.
Preferred Education: Demonstrated knowledge of Yale University's accounting and financial systems including Workday, Microsoft Power BI, and Yale Budget Tool (YBT). Thorough working knowledge of Yale University business, accounting, and financial policies, and procedures.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Financial Analyst 2
University Job Title: Financial Analyst
Preferred Education, Experience and Skills: Demonstrated knowledge of Yale University's accounting and financial systems including Workday, Microsoft Power BI, and Yale Budget Tool (YBT). Thorough working knowledge of Yale University business, accounting, and financial policies, and procedures. 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.
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