1. Strategic Partner: Achievement of the organization's mission and goals by working in close partnership with the organization leader, faculty, staff, students and service providers to develop and implement the organization's strategy. Understands and monitors external and internal factors influencing the organization's mission and goals. Plans for financial and non-financial resources required for the organization to achieve its goals. Supports organization and program leaders in conceptualizing, prioritizing, and planning new programs or program changes. Supports, and when necessary drives, the organization's process for strategic planning with key faculty and staff. 2. University Citizen: Connects the organization and the University through communication, alignment of priorities, implementation of initiatives, and active engagement in organization or University administrative priorities. Effectively represents organization needs, challenges, and opportunities at the University level. Proactively shares knowledge and best practices with others. 3. Financial Analyst and Advisor: Provides comprehensive financial information, analysis and advice to optimize use of the organization's financial resources. Creates and updates long range financial plan(s), reflecting all critical issues. Identifies available financial resources (current and future), and advises and deploys efficiently to best support organization objectives. Prepares all-funds budgets, analyzes financial activities and performance against budget, makes adjustments and take action as needed. 4. Risk Management Administrator: Implements and maintains strong internal controls to provide reasonable assurance of effective and appropriate resource use, accurate financial information, adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements. Identifies, communicates, addresses and escalates risks in a timely and appropriate manner to protect the assets, resources, information and reputation of the organization and the University. Ensures all faculty and staff understand the regulations and Yale requirements as they pertain to their scope of activity. 5. Talent Manager and Developer: Ensures the organization employs effective practices for retaining, attracting and developing talent in line with University guidelines and contractual agreements. Ensures that all organization staff participate in the University's performance management and career development processes. Ensures the needs of the organization's current and future talent are assessed periodically and that issues are addressed, facilitating the movement of talent where appropriate and developing Business Operations staff. Cultivates a diversity of backgrounds and perspectives in the organization. Assures that the organization follows appropriate School and University policies and procedures related to Human Resources. 6. Administrative Services Leader: Ensures efficient and effective completion of all administrative and financial services provided to the organization. Ensures high quality delivery of administrative services by providers outside the organization, including human resources, information technology, procurement, student services, post-doctoral affairs and faculty affairs. Establishes, monitors, and meets or exceeds targets for operational excellence. Identifies and implements opportunities to achieve continuous improvement of processes. Responsible for building and managing a team of high-performance administrative and financial professionals. 7. May perform other duties as assigned.
Preferred Education: Knowledge of Workday and YBT, or similar financial management and budgeting tools. Knowledge of Voyager. Experience in a highly regulated organization.
Preferred Education, Experience and Skills: Knowledge of Workday and YBT, or similar financial management and budgeting tools. Knowledge of Voyager. Experience in a highly regulated organization.
Required Skill/ability 5: Excellent written and oral communication skills. Ability to adapt communication style to address the needs of individuals at all levels throughout the University. Ability to negotiate skillfully with both internal and external constituents.
Posting Position Title: Associate Director, Finance
Required Skill/ability 3: Ability to anticipate changes in the business environment and proactively manage change. Solid understanding of internal control concepts and the implementation of internal control systems in a complex business environment.
University Job Title: Associate Director, Finance & Administration
Required Skill/ability 1: Demonstrated ability to provide quality service and maintain high performance standards. Demonstrated experience in managing relationships and influencing outcomes in a complex organization. Flexible, resilient, and creative attitude.
Required Skill/ability 4: Proven ability to take initiative, work independently and collaboratively, prioritize work, multitask, and meet deadlines.
Required Skill/ability 2: Thorough working knowledge of finance, fund accounting, financial reporting analysis. Ability preparing budgets, forecasts,financial plans; integrating multiple complex pieces of financial information to identify themes, trends, issues. Significant expertise managing financial information in Workday or complex enterprise financial system. Demonstrated proficiency in Excel. |
