Financial Analyst

Overview

Under the general direction of the Senior Finance Manager and with latitude for exercising discretion and independent judgment, performs a variety of analytical and financial functions with a primary focus on the department of Ophthalmology and Visual Sciences, with occasional assistance provided to the department of Emergency Medicine. This position will work directly with the Associate Director, Senior Finance Manager, Finance and Sectional leadership on the overall financial management of the sections with a focus on the clinical, education and administrative lines of business.

Provides high-level financial analysis and continuous support to business operations and strategic initiatives. Financial Analysts are responsible for financial planning, forecasting, budgeting and reporting. This role offers opportunities to develop and enhance financial, analytical, and business acumen while partnering with cross‑functional teams to support informed decision‑making and organizational objectives.

• Strong analytical, quantitative, and organizational skills, including proficiency in financial modeling and forecasting.
• Proven ability in problem solving, data analysis and resolving complex issues with sound judgment.
• Proactive self‑starter, resourceful, with ability to multi‑task, learn quickly, and work in a fast‑paced environment while maintaining a high attention to detail.
• Strong computing skills, including advanced experience with MS Office Suite (Word, Excel, PowerPoint and Outlook) and database query tools.
• Demonstrated superior customer service orientation and interpersonal skills, with the ability to engage proactively with clients.

• Knowledge of Yale University business, accounting and financial policies and procedures.
• Knowledge of Yale University financial systems including Workday and YBT.

• 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.
• 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.
• 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.
• 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.
• 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.
• Mentors, leads and/or supervises staff.
• May perform other duties as assigned.

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.