Senior Financial Analyst, Facilities

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Overview

The Financial Analyst 3 is responsible for providing detailed financial analysis and reporting, identifying risks and trends, and recommending improvements to systems, methods, practices, policies, and procedures. This role involves complex account reconciliation, budget development and monitoring, producing comprehensive reporting and analysis packages, and ensuring compliance with GAAP and institutional procedures.

The Financial Analyst 3 collaborates with various departments, university leadership, and external stakeholders to support informed decision-making and maintain the financial integrity of the organization.

Required Skills and Abilities

1. Strong analytical, accounting, financial management, and problem-solving skills, with the ability to clearly articulate complex analysis and make independent decisions.

2. Proficiency in Microsoft Excel and other office software, with the ability to create complex financial reports for tracking, analysis, and communication.

3. Excellent oral and written communication skills, with the ability to adapt communication style to address the needs of individuals at all levels, and a strong commitment to accuracy and confidentiality.

4. Ability to work with financial information and multiple financial systems, facilitating meetings and collaborating effectively with a wide range of individuals.

5. Strong organizational skills, attention to detail, and the ability to manage multiple tasks and concurrent priorities in a fast-paced environment.

Preferred Skills and Abilities

1. Grant-related experience in a university or non-profit environment, with knowledge of sponsored research administration and relevant regulations.

2. Experience with advanced reporting and data analysis tools, such as Power BI, and familiarity with Yale's financial systems (Workday, YBT, IRES).

3. Strong background in financial modeling, budgeting, and working with large data sets from multiple sources.

4. Advanced degree (MBA, CPA) and experience with financial accounting, project management, and process improvement.

5. Proven experience in managing, mentoring, and advising staff, with the ability to develop effective solutions and manage multiple deliverables.

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.

Job Posting Date

10/08/2026

Job Category

Professional

Bargaining Unit

NON