Analyst, Compliance and Costing

Position Focus:

Reporting to the Associate Director, Compliance and Costing (“Associate Director”), the Analyst, Compliance and Costing (“Analyst”) serves as a key member of the department for University Policy and Compliance. This individual will support work across that team’s portfolios, primarily concentrating on University Service Providers (“USPs”) and external service providers. This will include, among other responsibilities, coordinating the annual USP registration and rate submission process, monitoring activity through quality assurance processes to ensure compliance with federal regulations and University policies and procedures, and other projects identified to improve processes and strengthen internal controls. This individual will provide key support for the incremental volume of external sales requests, assist in developing and implementing new quality assurance processes, and contribute to process development, enhancement and efficiency efforts to ease the administrative burden on USPs and external service providers.

The Analyst will establish an understanding of the University’s financial internal controls and federal regulations, including Uniform Guidance (2 CFR ), and assist with related compliance monitoring activities and analysis. This position will also be responsible for providing financial information (identifying risk, recommending policy/process improvements) through analysis and reporting. The Analyst will be responsible for properly documenting internal control objectives, reviews, and results. This individual will be responsible for providing professional service and communicating internal control guidance to University end-users, taking ownership and accountability for timeliness, accuracy and relationship management, and performing other miscellaneous financial compliance duties, analyses, and special projects as assigned.

The Analyst will support the portfolio by implementing costing activity principles to support internal and external charges across the University. They will assist in preparing complex rate calculations for use for internal costing purposes such as USP charges, for use in allocations of internal costs such as fringe rates, and University services assessments. The Analyst will play a key role in providing timely, accurate, high quality financial analysis for review by the Associate Director and others.

Essential Duties

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 Education and Experience

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.

Required Skill/Ability 1:

Outstanding organizational skills, exceptional attention to detail, well-developed analytical and problem-solving skills, demonstrated superior customer service abilities, and strong time management skills.

Required Skill/Ability 2:

Excellent written and verbal communication skills.

Required Skill/Ability 3:

High standards for personal and professional excellence, achievement, and integrity. An open and collaborative style that promotes partnerships, team building, and the ability to build strong relationships across constituents. Ability to work well independently.

Required Skill/Ability 4:

Ability to compile, analyze, and explain data accurately, and to analyze and resolve complex issues with judgment and tact. Demonstrated proficiency in Excel.

Required Skill/Ability 5:

Demonstrated application of financial, accounting and economic concepts. Demonstrated ability to manage confidential and/or sensitive information.

Preferred Education, Experience and Skills:

Experience with common business software applications (spreadsheet and database). Well-developed accounting skills are a plus.

Drug Screen

No

Health Screening

No

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.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:

Posting Disclaimer

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

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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.