Senior Financial Analyst, YAA and University Life

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Overview
Reporting to the Director of Finance and Operations, the Senior Financial Analyst for Yale Alumni Association and the Office of University Life will be responsible for providing analytical, reporting, and financial planning support for the assigned units. This position plays a critical role in helping unit leaders understand financial performance, identify trends, and make informed operational and strategic decisions.

The Senior Financial Analyst will support key financial planning and analysis (FP&A) activities, including annual budgeting, quarterly forecasting, monthly financial monitoring, and the development of long-range financial models and reports. Working closely with leaders across the assigned portfolio, the Senior Financial Analyst will prepare recurring and ad hoc analyses that provide insight into financial and operational performance, resource utilization, and key cost drivers.

Responsibilities include preparing and reviewing financial reports and dashboards, conducting variance analyses, and facilitating monthly financial review discussions with unit leadership. The Senior Financial Analyst will also prepare presentations and decision-support materials for senior leadership, ensuring accuracy, clarity, and consistency.

In addition to recurring responsibilities, the Senior Financial Analyst will conduct specialized analyses on topics relevant to units, supporting both short-term management decisions and long-term planning efforts. The role also involves supporting ad hoc financial modeling and data requests, often tied to strategic initiatives or operational improvements.

The Senior Financial Analyst must demonstrate strong analytical and problem-solving skills, proficiency with financial systems and data visualization tools, and the ability to communicate complex findings clearly to financial and non-financial stakeholders.

The following principal responsibilities are generic in nature. Applicants will find the information in this Overview to be most relevant to the needs of the position.

Required Skills and Abilities
1. Strong research, analytical, and problem-solving skills, including quantitative and qualitative analysis of internal and external data to support business improvement strategies. Strong interpersonal and organizational skills with close attention to detail.

2. Ability to analyze large data sets and recognize patterns in data, information, or events to draw logical conclusions and develop actionable recommendations. Demonstrated advanced analytical skills.

3. Excellent oral and written communication skills with the ability to present information in a clear and concise manner and to write comprehensive reports.

4. Advanced proficiency with Microsoft Excel and PowerPoint; working knowledge of Word, Outlook, ERP systems, data visualization tools, and database applications.

5. Ability to work effectively with cross-functional teams with limited guidance. Actively seeks differing perspectives to understand complex issues and build trust. Demonstrated ability to work independently, meet deadlines, and build strong relationships with business partners and stakeholders.

Preferred Skills and Abilities
1. Experience with operating budget analysis, financial modeling, database administration, and higher education finance.

2. Experience with Workday Financials and Yale Budgeting Tool.

Principal Responsibilities

1. Financial modeling and forecasting: Provides specialized technical analysis to determine present and future financial performance. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Guides and collaborates with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial plans, trended future requirements, operating forecasts and/or similar complex financial matters. Researches and evaluates information to resolve issues and/or influence decisions. Conceptualizes, develops and executes multi-variable 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: Influences, plans, and designs methods to improve practices, processes and systems. Leads and partners with all levels of internal and external contacts to execute departmental and/or institutional level goals. Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy and relationship management. 4. Strategic Resource: Translates department finance strategies into goals. Anticipates, identifies, and raises potential financial opportunities, issues, risks, ideas and solutions. Employs judgment and expertise in identifying 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 resources 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 six years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.

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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).

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Yale University is a tobacco-free campus.

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