Senior FP&A Leader: Strategic Budgeting & Planning

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

Job summary

Yale University in New Haven, CT, seeks an Associate Director of Operations Financial Planning & Analysis (FP&A) to lead FP&A activities across planning units. The role partners with unit leadership to provide financial insight for day-to-day management and long-term decisions, including ten-year plans, annual budgets, and quarterly forecasts.

Responsibilities include monthly reviews, presenting drivers and risks to executives, and coordinating with university leadership on budgeting and

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business Administration and six years of related work experience or an equivalent combination of education and experience.
• Strong knowledge of budgeting principles and processes.
• Excellent communication skills to explain financial information to diverse audiences.
• Experience leading FP&A analyses and budgeting for multiple units.

Responsibilities

• Manages all aspects of designated budget and financial management services portfolios.
• Leads major FP&A projects and directs cross‑departmental teams.
• Oversees long‑range financial planning and annual operating budget processes.
• Communicates financial trends and risks to executive leadership.
• Ensures budgets are maintained in university systems and reports are prepared.
• Develops and monitors detailed budgets across portfolios; analyzes performance against plan.
• Leads staff and coordinates budget planning meetings with university leadership.
• May perform other duties as assigned.

Skills

Financial modeling

Budgeting & planning

Communication

Excel & Office

Data visualization

Education

Bachelor’s degree in Accounting/Finance/Business Administration

Tools

Power BI

Tableau

Job description

Yale University in New Haven, CT, seeks an Associate Director of Operations Financial Planning & Analysis (FP&A) to lead FP&A activities across planning units. The role partners with unit leadership to provide financial insight for day-to-day management and long-term decisions, including ten-year plans, annual budgets, and quarterly forecasts.

Responsibilities include monthly reviews, presenting drivers and risks to executives, and coordinating with university leadership on budgeting and