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HERC: Metro New York & Southern Connecticut Financial Analyst 2 - BOOST in New Haven, Connecticut

Employer Name: Yale University

  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. Preferred Education: Demonstrated Medical School business office experience. Demonstrated knowledge of University structure and Grant/Financial systems including Workday, IRES and Microsoft Power BI. Preferred Education, Experience and Skills: Demonstrated Medical School business office experience. Demonstrated knowledge of University structure and Grant/Financial systems including Workday, IRES and Microsoft Power BI. Required Skill/ability 5: Demonstrated ability with forecasting, budgets, and financial models. Posting Position Title: Financial Analyst 2 Required Skill/ability 3: Demonstrated ability manipulating database information, and using various query and reporting tools. Work Week: Standard (M-F equal number of hours per day) University Job Title: Financial Analyst 2 - BOOST Required Skill/ability 1: Ability to assist departments in needed areas during periods of unusually high workloads, staff absences, special projects and/or training for new Administrators. Required Skill/ability 4: Demonstrated proficiency with PC-related software including Excel, PowerPoint and Word. Required Skill/ability 2: Ability to be flexible and adapt quickly in a fast-changing environment. Bachelors 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.
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