Associate Director, Financial Analysis & Reporting

Yale University; New Haven (CT); Hybrid; USD 90,000 - 166,000; Full time

Benefits offered by this job

Yale Benefits

Hybrid work model

Job summary

Yale University in New Haven, CT seeks an Associate Director of Operations FP&A to lead budgeting, forecasting, and multi-unit financial planning. You will oversee long-range plans, annual budgets, and quarterly forecasts, while guiding senior leadership with data-driven insights.

Join a collaborative team, manage analysts, and drive improvements in financial processes within a hybrid work model.

Qualifications

• Advanced knowledge of budgeting and planning principles and processes.
• Strong oral and written communication skills for diverse audiences.
• Proficient in Microsoft Excel and Office; BI tools a plus.
• Excellent organizational skills and attention to detail.
• Ability to work independently and meet deadlines.

Responsibilities

• Manages all aspects of designated budget and financial management services portfolios.
• Executes major strategic financial planning and analysis projects with cross-department teams.
• Maintains deep knowledge of Yale finance and budgeting processes and policies.
• Refines budget processes to improve speed and quality.
• Oversees development and monitoring of detailed budgets and reporting.
• Creates long-range financial plans and analyzes operating/capital budgets.
• Leads complex data analyses and communicates trends to leadership.
• Manages financial analyst staff.
• Performs other duties as assigned.

Skills

Advanced finance concepts

Budgeting & planning

Communication skills

Excel & MS Office

Data visualization

Education

Bachelor’s Degree in Accounting, Finance, or Business Administration

Tools

Power BI

Tableau

Job description

Department: Campus Services FP&A

2 Whitney Avenue, New Haven, Connecticut

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Overview

Reporting to the Director of Operations Financial Planning & Analysis (FP&A), the Associate Director of Operations Financial Planning & Analysis (FP&A) will be responsible for leading all FP&A activities across several planning units. This role serves as a strategic partner to unit leadership, providing financial insight and guidance that supports both day-to-day management and long-term decision-making. The Associate Director will oversee the development of ten-year long-range financial plans for each unit, as well as lead the annual operating budget process and quarterly forecasts. A key component of the role involves conducting monthly financial reviews with each unit’s senior leadership, analyzing performance against plan, and clearly articulating key drivers, variances, and financial risks or opportunities to executive stakeholders. In addition to recurring financial processes, the Associate Director will coordinate and lead annual budget and planning meetings with both Operations and university leadership, ensuring alignment between unit-level plans and institutional priorities. The Associate Director serves as the primary point of contact for all FP&A matters within the planning units, providing responsive, data-driven support and managing complex financial questions or scenarios as they arise. The role also includes oversight of ad hoc financial modeling and reporting, often in support of capital planning, cost analysis, or resource allocation decisions. This position manages a team of financial analysts, overseeing their work products, providing professional development, and ensuring analytical consistency and excellence across the units. The Associate Director must bring strong financial modeling capabilities, a strategic mindset, and excellent communication skills to effectively translate data into actionable insight for leadership.

Required Skills and Abilities

• 1.Advanced knowledge of financial and economic concepts, modeling and analysis. Advanced knowledge of budgeting and planning principles and processes.
• 2.Strong oral and written communication skills, with the ability to explain financial information clearly to both financial and non-financial audiences.
• 3. Proficient in Microsoft Excel and other Microsoft Office tools (e.g., Word, PowerPoint, etc.). Working knowledge of data visualization or BI tools such as Power BI or Tableau is a plus.
• 4. Strong organizational skills and attention to detail.
• 5. Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.

Principal Responsibilities

• 1. Manages all aspects of designated budget and financial management services portfolios. Serves as the primary contact and escalation point for all budget and financial management issues for designated portfolios.
• 2. Executes implementation of major strategic financial planning and analysis projects within designated portfolios, assembling and directing cross-departmental project teams.
• 3. Develops and maintains deep knowledge of both Yale finance and budgeting processes and applicable federal, state and university policies and procedures and the business of designated portfolios and associated leadership to provide relevant, strategic and value-add budget and financial management services.
• 4. Acts as a change agent to refine budget and financial management processes in order to achieve simplicity, speed and quality for both Yale’s Financial Planning and Analysis department and administrative and academic departments.
• 5. Manages the development and monitoring of detailed budgets across the portfolio; ensures maintenance of budgets in university systems. Manages the preparation and analysis of financial data and reports.
• 6. Creates and updates comprehensive long-range financial plan(s) across that entire area. Prepares all-funds budgets operating and capital budgets, analyzes financial activities and performance against budget.
• 7. Leads analysis and interpretation of highly complex data analyses; communicates trends; identifies deficiencies in business operations and recommends process and system changes and training needs. Assesses potential internal control issues and recommends solutions.
• 8. Manages financial analyst staff.
• 9. May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in Accounting, Finance, or Business Administration and six years of related work experience or an equivalent combination of education and experience.

Job Posting Date

10/22/2026

Job Category

Manager

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (M6)

Salary Range

$90,000.00 - $165,750.00

Benefits

A general description of the benefits to be offered with this Managerial & Professional position is available at:

Yale Benefits

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks basedon the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties throughtheir hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Yale University is a tobacco-free campus.