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HERC: Metro New York & Southern Connecticut Sr. Financial Analyst in New Haven, Connecticut

Employer Name: Yale University

  1. Financial modeling and forecasting: Provides specialized technical analysis to determine present and future financial performance. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Guides and collaborates with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial plans, trended future requirements, operating forecasts and/or similar complex financial matters. Researches and evaluates information to resolve issues and/or influence decisions. Conceptualizes, develops and executes multi-variable 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: Influences, plans, and designs methods to improve practices, processes and systems. Leads and partners with all levels of internal and external contacts to execute departmental and/or institutional level goals. Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy and relationship management. 4. Strategic Resource: Translates department finance strategies into goals. Anticipates, identifies, and raises potential financial opportunities, issues, risks, ideas and solutions. Employs judgment and expertise in identifying 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 resources 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: Ability to work with financial information and multiple financial systems. Required Skill/ability 2: Well-developed written and oral communication skills with the ability to adapt communication style to address the needs of individuals at all levels throughout the University. Required Skill/ability 3: Familiarity with database query tools. Required Skill/ability 4: Working knowledge of financial and accounting principles and practices in a healthcare environment. Required Skill/ability 5: Ability to embrace change, solve novel and complex issues, and comfortable working both in a group and independently. Preferred Education: Master's degree or pursuit of a Master's degree. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Financial Analyst 3 University Job Title: Sr. Financial Analyst Preferred Education, Experience and Skills: Master's degree or pursuit of a Master's degree. Bachelor's degree in Accounting, Business, Economics or Finance and six years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.
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