Financial Analyst 2

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

Job summary

Yale University is seeking a Financial Analyst 2 to support three clinical departments within the Yale School of Medicine. You will provide financial analysis, budgeting, and reporting to leadership for a $370 million portfolio, partnering with department and central Yale teams to identify risks and opportunities and to drive improvements in systems and processes.

You will prepare budgets and forecasts, develop complex financial models, manage transactions, and deliver insights to inform

Qualifications

• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
• Excellent oral and written communication skills, with the ability to adapt communication style to various audiences.
• Advanced computer skills, particularly in Microsoft Excel, Word, and other relevant software.
• Ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced environment.
• Demonstrated ability to work independently and as part of a team, showing initiative and problem-solving abilities.

Responsibilities

• Financial Modeling and Forecasting: provide technical analysis; develop and present complex models for plans and forecasts.
• Financial Analysis and Reporting: design accurate reports; consolidate data from multiple sources; ensure timely delivery.
• Financial Methods and Systems: contribute to process improvements; collaborate with internal and external contacts to achieve goals.
• Strategic Resource: translate finance goals into actionable objectives; identify opportunities, risks and solutions; engage stakeholders as needed.
• Compliance and Risk Management: establish and maintain strong internal controls and ensure policy adherence.
• Mentor, lead or supervise staff; perform other duties as assigned.

Skills

Analytical skills

Communication skills

Excel proficiency

Multitasking

Independent work

Education

Bachelor's degree in Accounting, Finance, Business or related field

Tools

Workday

Yale Budgeting Tool (YBT)

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

The Financial Analyst 2 will report to the Director of Finance for the Integrated Business Operations (IBO) team supporting three clinical departments at the Yale School of Medicine: Child Study Center, Pediatrics, and Psychiatry. The position provides financial information, analysis, and reporting to department and IBO leadership for a $370 million financial portfolio.

The Financial Analyst 2 engages directly with faculty leadership and financial staff across three departments and serves as a liaison to central Yale and YSM financial functions. The Financial Analyst 2 supports development and tracking of financial plans and budgets; identifies risks and trends that enable unit and or University leadership to make informed decisions; develops financial summaries and presentations; and recommends improvements to systems, methods, practices, policies, and procedures through information review.

The Financial Analyst 2 is responsible for providing insightful financial analysis and reporting to support informed decision-making by leadership. The role involves identifying risks and trends, recommending improvements to systems and processes, and ensuring compliance with policies and procedures. Key duties include preparing and analyzing budgets, financial reports, and forecasts; conducting detailed financial modeling; managing financial transactions; and supporting various departments with high-level financial analysis. The Financial Analyst 2 collaborates with multiple stakeholders, maintains strong internal controls, and contributes to the continuous improvement of financial practices and systems.

Required Skills And Abilities

• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
• Excellent oral and written communication skills, with the ability to adapt communication style to various audiences.
• Advanced computer skills, particularly in Microsoft Excel, Word, and other relevant software.
• Ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced environment.
• Demonstrated ability to work independently

and as part of a team, showing initiative and problem-solving abilities.

Preferred Skills And Abilities

• Bachelor's degree in Accounting, Finance, Business, or a related field with relevant experience.
• Knowledge of financial and economic concepts, accounting principles, and financial analysis techniques.
• Experience with financial management systems such as Workday and relevant databases, including the Yale Budgeting Tool (YBT).
• Demonstrated ability to handle complex financial processes, including compliance with federal regulations and university policies.
• Advanced degree (e.g., MBA, MHA) and experience in academic or healthcare settings is desirable.

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

11/10/2026

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.