Financial Analyst 2, Post Award

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

Job summary

The Financial Analyst at Yale University provides expert analytical and financial services to optimize the Principal Investigator’s use of research funds and mitigate non-compliance risk. The role involves post-award management, complex modeling for resource planning, and collaborative work with faculty, PIs, and administrators.

It supports training resources and best practices, ensuring compliance with sponsor requirements, and relies on strong communication and relationship-building skills in

Qualifications

• Bachelor’s Degree in accounting, business or finance and four years of related work experience.
• Experience managing budgets and post-award financials.
• Ability to analyze complex data and produce actionable insights.
• Strong communication and stakeholder-management skills.

Responsibilities

• Responsible for financial and budgetary management of a designated client portfolio.
• Conducts complex strategic modeling to support resource planning and funding decisions.
• Maintains expertise in budgeting processes and sponsor requirements.
• Mitigates risks related to sponsor non-compliance and implements internal controls.
• Collaborates with faculty, PIs, administrators, and central offices to support financial planning.
• Keeps abreast of laws, regulations, and university policies governing sponsored projects.

Skills

Analytical skills

Client relationship management

Attention to detail

Excel proficiency

Database query tools

Education

Bachelor’s Degree in accounting, business or finance

Tools

Workday (Yale)

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.

Overview

The Financial Analyst provides expert analytical and financial services, guidance, and consultation to faculty and staff to optimize the Principal Investigator's (PI's) use of research funds and mitigate risk of non-compliance for all awards. The role involves managing post-award functions, ensuring high levels of client satisfaction through strong relationship management, and conducting complex modeling for resource planning. It includes financial and budgetary management, quality assurance initiatives, and supporting the development of training resources and best practices. The Financial Analyst collaborates with faculty, PIs, department administrators, and the Office of Sponsored Projects to create and update financial plans and accommodate sponsor requirements.

Required Skills And Abilities

• Strong analytical, organizational, and communication skills with the ability to manage multiple priorities and deadlines.
• Proven ability in problem-solving, data analysis, and resolving complex issues with sound judgment.
• Demonstrated superior customer service orientation and interpersonal skills, with the ability to engage proactively with clients.
• Ability to work independently and manage tasks in a fast-paced environment with high attention to detail.
• Strong computing skills, including advanced proficiency in Excel and database query tools.

Preferred Skills And Abilities

• Experience with Yale Workday and understanding of federal regulations and reporting requirements (e.g., OMB Uniform Guidance, NSF's PAPPG, NIH GPS).
• Previous sponsored award/research administration experience in an academic setting.
• Knowledge of Yale University policies and procedures governing sponsored project management.
• Project management training and experience, with a strategic approach to managing multiple projects.
• Familiarity with sponsors such as NIH, DOD, national labs, and various foundations.

Principal Responsibilities

• Responsible for financial and budgetary management of a designated client portfolio. Provides guidance and oversight for budgeting, financial planning, and financial reporting. Maintains expertise in University budgeting processes and procedures as well as Federal and sponsor specific requirements.
• Conducts complex strategic modeling that encompasses a Principal Investigators’ complete portfolio of grants to support the design and development of long and short term resource planning. Creates and updates financial plan(s), reflecting strategic direction, programmatic priorities and all other requirements. Adjusts processes, reporting and analysis to accommodate sponsor specific requirements.
• Cultivates and maintains strong working partnerships and effective communications with all key stakeholders.
• Mitigates risks associated with sponsor non-compliance by identifying deficiencies in fund management. Develops and implements process and system changes to prevent or eliminate risk. Identifies and addresses internal control issues as they arise. Responsible for development and implementation of sophisticated reporting and analytical practices as well as sound and efficient internal controls to ensure compliance with all University policies and procedures (i.e. effort reporting).
• Collaborates across organizational and functional boundaries to maximize the support provided to clients. Acts as a liaison between clients and various central University administrative offices.
• Keeps abreast of laws, regulations, external and internal policies and procedures governing the administration of grants and contracts. Ensures compliance with regulatory, University and other training mandates.
• May perform other duties as assigned.
• Required Education and Experience: Bachelor’s Degree in accounting, business or finance and four years of related work experience or an equivalent combination of education and experience.

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.