Financial Analyst

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The Financial Analyst 2 will report to the Director of Finance for the Integrated Business Operations (IBO) team supporting three clinical departments at the Yale School of Medicine:
Child Study Center, Pediatrics, and Psychiatry. The position provides financial information, analysis, and reporting to department and IBO leadership for a $370 million financial portfolio.

The Financial Analyst 2 engages directly with faculty leadership and financial staff across three departments and serves as a liaison to central Yale and YSM financial functions. The Financial Analyst 2 supports development and tracking of financial plans and budgets; identifies risks and trends that enable unit and or University leadership to make informed decisions; develops financial summaries and presentations; and recommends improvements to systems, methods, practices, policies, and procedures through information review.

The Financial Analyst 2 is responsible for providing insightful financial analysis and reporting to support informed decision-making by leadership. The role involves identifying risks and trends, recommending improvements to systems and processes, and ensuring compliance with policies and procedures. Key duties include preparing and analyzing budgets, financial reports, and forecasts; conducting detailed financial modeling; managing financial transactions; and supporting various departments with high-level financial analysis.

The Financial Analyst 2 collaborates with multiple stakeholders, maintains strong internal controls, and contributes to the continuous improvement of financial practices and systems.

• Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
• Excellent oral and written communication skills, with the ability to adapt communication style to various audiences.
• Advanced computer skills, particularly in Microsoft Excel, Word, and other relevant software.
• Ability to manage multiple priorities, meet deadlines, and operate effectively in a fast-paced environment.
• Demonstrated ability to work independently

and as part of a team, showing initiative and problem-solving abilities.

• Bachelor's degree in Accounting, Finance, Business, or a related field with relevant experience.
• Knowledge of financial and economic concepts, accounting principles, and financial analysis techniques.
• Experience with financial management systems such as Workday and relevant databases, including the Yale Budgeting Tool (YBT).
• Demonstrated ability to handle complex financial processes, including compliance with federal regulations and university policies.
• Advanced degree (e.g., MBA, MHA) and experience in academic or healthcare settings is desirable.

• 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.
  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. 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.
  4. Strategic Resource. Translates department finance goals into objectives. Identifies and raises potential financial…