Associate Director, Financial Planning & Analysis

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Overview Reporting to the Director of Operations Financial Planning & Analysis (FP&A), the Associate Director of Operations Financial Planning & Analysis (FP&A) will be responsible for leading all FP&A activities across several planning units. This role serves as a strategic partner to unit leadership, providing financial insight and guidance that supports both day-to-day management and long-term decision-making. The Associate Director will oversee the development of ten-year long-range financial plans for each unit, as well as lead the annual operating budget process and quarterly forecasts.

A key component of the role involves conducting monthly financial reviews with each unit’s senior leadership, analyzing performance against plan, and clearly articulating key drivers, variances, and financial risks or opportunities to executive stakeholders. In addition to recurring financial processes, the Associate Director will coordinate and lead annual budget and planning meetings with both Operations and university leadership, ensuring alignment between unit-level plans and institutional priorities.

The Associate Director serves as the primary point of contact for all FP&A matters within the planning units, providing responsive, data-driven support and managing complex financial questions or scenarios as they arise. The role also includes oversight of ad hoc financial modeling and reporting, often in support of capital planning, cost analysis, or resource allocation decisions. This position manages a team of financial analysts, overseeing their work products, providing professional development, and ensuring analytical consistency and excellence across the units.

The Associate Director must bring strong financial modeling capabilities, a strategic mindset, and excellent communication skills to effectively translate data into actionable insight for leadership.

Required

Skills and Abilities

1.Advanced knowledge of financial and economic concepts, modeling and analysis. Advanced knowledge of budgeting and planning principles and processes.
2.Strong oral and written communication skills, with the ability to explain financial information clearly to both financial and non-financial audiences.
3. Proficient in Microsoft Excel and other Microsoft Office tools (e.g., Word, PowerPoint, etc.). Working knowledge of data visualization or BI tools such as Power BI or Tableau is a plus.
4. Strong organizational skills and attention to detail.
5. Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.

Principal Responsibilities
1. Manages all aspects of designated budget and financial management services portfolios. Serves as the primary contact and escalation point for all budget and financial management issues for designated portfolios.
2. Executes implementation of major strategic financial planning and analysis projects within designated portfolios, assembling and directing cross-departmental project teams.
3. Develops and maintains deep knowledge of both Yale finance and budgeting processes and applicable federal, state and university policies and procedures and the business of designated portfolios and associated leadership to provide relevant, strategic and value-add budget and financial management services.
4. Acts as a change agent to refine budget and financial management processes in order to achieve simplicity, speed and…