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Financial Analyst 3

2 months ago


New Haven, United States Yale University Full time

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. Mentors, leads and/or supervises staff. 7. May perform other duties as assigned.

Required Skill/ability 1: Demonstrated high level analytical skills and experience with analyzing large volume of financial information.

Required Skill/ability 2:

Proficient in Microsoft Excel and ability to effectively translate and share financial information independently.

Required Skill/ability 3: Demonstrated knowledge of financial management, internal controls, risk, and financial systems.

Required Skill/ability 4:

Excellent written and verbal communication skills, and ability to adapt communication style to address the needs of the department.

Preferred Education: Prior experience with grant and contract accounting as well as cash receipt application. Working knowledge of Yale's financial system (Workday) and Power BI.

Work Week: Standard (M-F equal number of hours per day)

Posting Position Title: Financial Analyst 3

University Job Title: Financial Analyst 3

Preferred Education, Experience and Skills: Prior experience with grant and contract accounting as well as cash receipt application. Working knowledge of Yale's financial system (Workday) and Power BI. Bachelor's degree in Accounting, Business, Economics or Finance and six years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts. #J-18808-Ljbffr