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Financial Analyst III
Yale University
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Financial Analyst III
Yale University
| 1. 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. 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. 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. 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. 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. May perform other duties as assigned. Required Skill/ability 1: Ability to effectively work independently and take initiative on assigned projects. Required Skill/ability 2: Proficiency with Excel, including V-lookups and pivot tables. Required Skill/ability 3: Demonstrated experience working with functional teams to help resolve financial variances. Required Skill/ability 4: Demonstrated experience with large data sets and ledger account reconciliations. Required Skill/ability 5: Demonstrated experience managing month end close and year end close processes. Preferred Education: Demonstrated experience with Workday, specifically financial reporting. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Financial Analyst University Job Title: Financial Analyst III Preferred Education, Experience and Skills: Demonstrated experience with Workday, specifically financial reporting.
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| Bachelor's Degree in Accounting, Finance or Business Administration and two to five years of related work experience or equivalent combination of education and experience. |
Internal Number: 94100BR
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.
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