Financial Analyst , Chart of Accounts

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The Chart of Accounts Analyst serves as the initial point of contact and performs initial triage for departmental and central requests and inquiries related to the Chart of Accounts. This individual will provide professional service, financial management guidance, and consultation to COA end-users and supports COA departmental and strategic projects. This position is also responsible for providing financial information (identifying risk, recommending policy/process improvements) through analysis and reporting.

The COA Analyst will be required to develop ongoing rapport with clients, demonstrate great flexibility, and follow through. Coordinating with departmental customers in a variety of job roles, central approvers and central processors, the COA Analyst facilitates a variety of COA requests and performs regular and ad hoc analysis (with assessments, interpretations, and recommendations) of COA segment usage and/or attributes, as assigned.

In many cases, the COA Analyst participates in the implementation of those recommendations.

• Excellent analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to build and maintain strong working relationships and rapport with clients and colleagues.
• Strong aptitude for systems and technical solutions.
• Well-developed computer skills with demonstrated proficiency in Excel.
• Proactive, curious, and resourceful, with ability to multi-task, learn quickly, and work within tight deadlines in a fast-paced, dynamic environment.
• Strong, well-developed organizational, problem-solving, and analytical skills with an attention to detail that ensures accuracy, timeliness and quality of the information provided.
• The ability to continuously identify opportunities for process improvements or automation, partner on the development of creative solutions, and implement changes that impact work locally or for the broad university community.

Experience troubleshooting for and identifying incorrect or inefficient usage of Yale COA, proposing solutions for corrections or best practices. Experience developing new report views or visualizations with PowerBI reporting or other similar tools, especially desktop application. Two plus years of financial reporting and analysis experience in non-profit or higher education sector. Demonstrated knowledge of accounting flows and working understanding of GAAP basis reporting.