1. 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. 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. 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. 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. 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. May perform other duties as assigned.
Preferred Education: Financial experience and proficiency with Yale administrative and financial systems, including Workday. Experience with alumni relations, event management, volunteer management or related fields.
Preferred Education, Experience and Skills: Financial experience and proficiency with Yale administrative and financial systems, including Workday. Experience with alumni relations, event management, volunteer management or related fields.
Required Skill/ability 5: Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb incidental responsibilities and to contribute to special events and projects to help ensure continuity of administrative service across all YAA units.
Posting Position Title: Financial Analyst
Required Skill/ability 3: Strong written and verbal communication and interpersonal skills. Ability to communicate complex financial information clearly.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: YAA Finance & Operations Manager
Required Skill/ability 1: Ability to prioritize and meet multiple, competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy. Detail oriented. Able to self-correct work.
Required Skill/ability 4: High level of comfort with technology. Proficiency in accounting software, data management, Excel and Word, email. Demonstrated ability to learn new interfaces and systems.
Required Skill/ability 2: Ability to handle confidential information with the highest level of discretion. Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.).
Bachelor's Degree in Accounting, Finance or Business Administration and a minimum of two years of related work experience or equivalent combination of education and experience.
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.