1. Financial modeling and forecasting: Provides specialized technical analysis to determine present and future financial performance. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Guides and collaborates with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial plans, trended future requirements, operating forecasts and/or similar complex financial matters. Researches and evaluates information to resolve issues and/or influence decisions. Conceptualizes, develops and executes multi-variable 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: Influences, plans, and designs methods to improve practices, processes and systems. Leads and partners with all levels of internal and external contacts to execute departmental and/or institutional level goals. 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 department finance strategies into goals. Anticipates, identifies, and raises potential financial opportunities, issues, risks, ideas and solutions. Employs judgment and expertise in identifying 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 resources use, accurate financial information, and adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements.
6. Mentorship: Mentors, leads and/or supervises staff.
7. Other Duties: May perform other duties as assigned.
Required Skills:
- Well-developed analytical, organizational and communication skills, combined with ability to be flexible and to multitask. High attention to detail and prioritization of tasks.
- Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals. Exhibits and maintains a positive attitude. Demonstrates strong personal integrity and good judgement.
- In-depth knowledge of research administration guidelines, 2CFR Part 200, and other sponsor specific regulations. Demonstrated ability with fund accounting and/or grant and contract administration.
- Well-developed financial, planning, organizational, problem-resolution skills.
- Thorough working knowledge of PC-based tools including Microsoft Office Suite, database administration, and other related software. Familiarity with financial management systems.
Preferred Education: Previous Sponsored Award financial management, demonstrated experience with Yale's financial system; Workday Financials, YBT and IRES. Demonstrated experience in managing, mentoring and advising staff.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Financial Analyst 3
University Job Title: Manager, Post Award Intl Research Administration
Preferred Education, Experience and Skills: Previous Sponsored Award financial management, demonstrated experience with Yale's financial system; Workday Financials, YBT and IRES. Demonstrated experience in managing, mentoring and advising staff. Bachelor's degree in Accounting, Business, Economics or Finance and six years of related and demonstrated experience or an equivalent combination of education and demonstrated experience. Demonstrated application of financial, accounting and economic concepts.
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