Financial Analyst 1

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Salary Range

Overview

This position will report directly to the Associate Director of Finance within the YSM Central Administration Units (CAU) and will be responsible for:

• developing detailed financial analysis
• reconciling reports for multiple cost centers within the CAU
• organizing information from a variety of sources for use in analyzing future plans and forecasts
• collaborating with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial activities.
• researching information to help resolve issues and make recommendations
• analyzing information and creating accurate and timely reports
• ensuring financial reporting meets the compliance needs of internal and external users
• working with internal and external contacts to carry out department objectives
• providing a high level of service that cultivates and maintains strong working relationships and effectively communicates information
• taking ownership and accountability for timeliness and accuracy of information.

Additionally, this position will assist in budget development, Q2 submission, monthly and quarterly monitoring for 10 departments under CAU. It will be responsible for creating and distributing monthly reports to department leaders and assisting with compliance monitoring.  Conducting ad hoc reports at the request of CAU leadership team, establish internal controls in areas of assigned responsibilities.  This position identifies risks and trends that enable unit and/or YSM leadership to make informed decisions and recommends improvements to systems, methods, practices, policies, and procedures through information review. May perform other duties as assigned.

Required Skills and Abilities
1. Excellent oral and written communication skills, with the ability to adapt communication styles to meet the needs of individuals at all levels within the university.

2. Strong attention to detail, organizational, analytical, and problem-solving skills. Ability to create new and complex reports for tracking, analysis, and communication of financial information.

3. Demonstrated ability to prioritize, manage time effectively, and handle multiple tasks and deadlines. Proficiency in working independently and within a team setting.

4. Proven proficiency in accounting principles and practices, with a thorough working knowledge of financial systems and reporting tools.

Preferred Skills and Abilities

1. Prior Yale business office-related or higher education experience, with a strong preference for experience with Workday Financials, YBT, Power BI, and Excel Pivot Tables.

2. Thorough knowledge of financial reporting and analysis, as well as Yale University business, accounting, and financial policies and procedures.

Principal Responsibilities

Required Education and Experience

Bachelor’s degree in Accounting, Business, Economics or Finance and two years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.

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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. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.

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 position. Employees will be assigned specific job-related duties through  their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.