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HERC: Metro New York & Southern Connecticut Financial Analyst 2 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. Required Skill/ability 1: Excellent oral and written communication skills. Ability to adapt communication style to address the needs of individuals at all levels throughout the University. Required Skill/ability 2: Ability to create new and complex reports (Excel, Word, Power BI, etc) for tracking, analysis and communication of financial information. Required Skill/ability 3: Strong organizational skills and attention to detail. Well-developed analytical and problem-solving skills. Required Skill/ability 4: Intermediate knowledge of financial and economic concepts, modeling and analysis. Intermediate knowledge of budgeting and planning principles and processes. Required Skill/ability 5: Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines. Preferred Education: Thorough working knowledge of departmental financial reporting and analysis. Demonstrated experience with Workday financial applications and reporting tools. Knowledge of Yale University business, accounting and financial policies and procedures. Extensive knowledge of University financial systems including Workday, Epic, Power BI and YBT. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Financial Analyst 2 University Job Title: Financial Analyst 2 Preferred Education, Experience and Skills: Thorough working knowledge of departmental financial reporting and analysis. Demonstrated experience with Workday financial applications and reporting tools. Knowledge of Yale University business, accounting and financial policies and procedures. Extensive knowledge of University financial systems including Workday, Epic, Power BI and YBT. Bachelor's degree in Accounting, Business, Economics or Finance and four years of related demonstrated experience or an equivalent combination of education and demonstrated experience. Demonstrated application of financial, accounting and economic concepts.
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