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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: Outstanding organizational skills, exceptional attention to detail, well-developed analytical and problem-solving skills, demonstrated superior customer service abilities and outstanding time management skills. Required Skill/ability 2: Excellent written and verbal communication skills. Ability to adapt communication and presentation styles to address the needs of individuals at all levels throughout the department and university. Required Skill/ability 3: Ability to work well independently and under pressure, handle a complex array of inquiries in an intensive, deadline-driven environment. Required Skill/ability 4: Ability to compile, analyze, and explain data accurately, and to analyze and resolve complex issues with judgment and tact. Demonstrated proficiency in Excel. Required Skill/ability 5: Solid understanding of internal control concepts and the implementation of internal control systems in a complex business environment. Preferred Education: Thorough working knowledge of departmental financial reporting and analysis. Proven experience with Workday, Power BI applications and reporting tools. Knowledge of Yale University business, accounting and financial policies and procedures. Extensive knowledge of Yale University financial systems including Workday, Epic 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. Proven experience with Workday, Power BI applications and reporting tools. Knowledge of Yale University business, accounting and financial policies and procedures. Extensive knowledge of Yale University financial systems including Workday, Epic and YBT. Bachelor's 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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