Financial Analyst

Yale University; New Haven (CT); Hybrid; USD 68,000 - 121,000; Full time

Benefits offered by this job

Benefits described by Yale Benefits

Job summary

Yale University in New Haven is seeking a finance professional to support Operations planning units, conducting financial analyses, modeling and reporting. The role involves developing ten-year long-range plans, annual budgets, forecasts and monthly reports, requiring strong Excel and BI skills and the ability to communicate complex data clearly.

The position offers hybrid work arrangements, working with the FP&A team and leveraging Workday finance experience as a plus.

Qualifications

• Bachelor's degree in Accounting, Business, Economics or Finance with four years of related experience.
• Demonstrated application of financial, accounting and economic concepts.
• Proficient in Excel and Microsoft Office; BI tools a plus.
• Strong communication, analytical abilities and ability to meet deadlines.

Responsibilities

• Financial Modeling and Forecasting: develop complex models and forecasts.
• Financial Analysis and Reporting: produce timely reports and consolidate data.
• Financial Methods and Systems: improve practices, collaborate with stakeholders.
• Strategic Resource: translate goals into actionable objectives and identify opportunities.
• Compliance and Risk Management: maintain internal controls and regulatory adherence.
• Mentors, leads and/or supervises staff; may perform other duties.

Skills

Financial modeling

Budgeting & planning

Communication skills

Excel proficiency

Organizational skills

Independent work

Education

Bachelor’s degree in Accounting/Business/Economics/Finance

Tools

Power BI

Tableau

Workday

Job description

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

As a member of Operations Finance & Administration reporting to the Director of Operations Financial Planning & Analysis (FP&A), provide a high level of financial support to Operations planning units, conducting financial analyses activities, trend analyses and developing statistical reports. Assists in the development of ten-year long-range financial plans for each unit, as well as developing the annual operating budget, Q2 forecasts and monthly financial reporting for assigned departments. Provides timely and accurate financial data for use in the decision making process. Monitors, analyzes budget results and projects actual versus budget performance. Compiles statistics from various financial and economic indicators. The role also includes creation of ad hoc financial modeling and reporting, often in support of planning, cost analysis, or resource allocation decisions. This position works to ensure analytical consistency and excellence across the units.

Required Skills And Abilities

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

Preferred Skills And Abilities

Financial experience, including but not limited to, operating budget analysis, financial modeling and database administration. Experience in higher education; experience with Workday financial software.

Principal Responsibilities

• 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 Education and Experience 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.

Job Posting Date

10/06/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (24)

Salary Range

$68,000.00 - $120,500.00

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 based on 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 through their 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).

Note

Yale University is a tobacco-free campus.