Yale University
Senior Financial Analyst
Yale University, New Haven, Connecticut, us, 06540
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. Mentorship:
Mentors, leads, and/or supervises staff.7. Other Duties:
May perform other duties as assigned.Required Skills:Skill/ability 1:
Demonstrated knowledge of finance, fund accounting, and financial reporting analysis. Demonstrated ability preparing budgets, forecasts, and financial plans; integrating multiple complex pieces of financial information to identify themes, trends, and issues.Skill/ability 2:
Solid understanding of internal control concepts and the implementation of internal control systems in a complex business environment. Demonstrated ability to explain complex financial data and concepts to non-financial partners. Excellent written and oral communication skills.Skill/ability 3:
Demonstrated excellence in a team environment with a commitment to customer service. Strongly demonstrated ability to work effectively and flexibly with many staff, students, interns, and other professionals representing a diversity of personalities, gender expression, race, sexual orientation, religion, ability, age, class, and immigration status.Skill/ability 4:
Strongly demonstrated aptitude for electronic data and excellent computer skills with the ability to prepare reports that are consistent, valid, and reliable. Special focus on Microsoft Office specifically Excel and PowerPoint skills, i.e. pivots, complex formulas, queries, and presentation development.Skill/ability 5:
Ability to work with conflicting demands, time pressures, and deadlines; high level of accuracy. Ability to work on and prioritize a wide variety of complicated tasks simultaneously. Strongly demonstrated ability to handle complex numbers, accuracy, and ability to pay attention to detail.Work Week:
Standard (M-F equal number of hours per day)Posting Position Title:
Financial Analyst 2University Job Title:
Senior Financial AnalystMinimum Qualifications:
Bachelor's degree in Accounting, Business, Economics or Finance and four years of related experience or an equivalent combination of education and demonstrated experience. Demonstrated application of financial, accounting, and economic concepts.
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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. Mentorship:
Mentors, leads, and/or supervises staff.7. Other Duties:
May perform other duties as assigned.Required Skills:Skill/ability 1:
Demonstrated knowledge of finance, fund accounting, and financial reporting analysis. Demonstrated ability preparing budgets, forecasts, and financial plans; integrating multiple complex pieces of financial information to identify themes, trends, and issues.Skill/ability 2:
Solid understanding of internal control concepts and the implementation of internal control systems in a complex business environment. Demonstrated ability to explain complex financial data and concepts to non-financial partners. Excellent written and oral communication skills.Skill/ability 3:
Demonstrated excellence in a team environment with a commitment to customer service. Strongly demonstrated ability to work effectively and flexibly with many staff, students, interns, and other professionals representing a diversity of personalities, gender expression, race, sexual orientation, religion, ability, age, class, and immigration status.Skill/ability 4:
Strongly demonstrated aptitude for electronic data and excellent computer skills with the ability to prepare reports that are consistent, valid, and reliable. Special focus on Microsoft Office specifically Excel and PowerPoint skills, i.e. pivots, complex formulas, queries, and presentation development.Skill/ability 5:
Ability to work with conflicting demands, time pressures, and deadlines; high level of accuracy. Ability to work on and prioritize a wide variety of complicated tasks simultaneously. Strongly demonstrated ability to handle complex numbers, accuracy, and ability to pay attention to detail.Work Week:
Standard (M-F equal number of hours per day)Posting Position Title:
Financial Analyst 2University Job Title:
Senior Financial AnalystMinimum Qualifications:
Bachelor's degree in Accounting, Business, Economics or Finance and four years of related experience or an equivalent combination of education and demonstrated experience. Demonstrated application of financial, accounting, and economic concepts.
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