"Capital FP&A Analyst"

Overview

Reporting to the Associate Director of Capital FP&A, the Capital FP&A Analyst supports the financial planning, analysis, and reporting for Yale University’s capital program. This role provides analytical and operational support for capital initiatives across Operations units, including Facilities and Information Technology Services (ITS), with a focus on budgeting, forecasting, data integrity, and financial reporting. The position is responsible for preparing financial analyses, models, and reports to support capital planning and investment decisions. This includes collecting, validating, and synthesizing financial and project data from multiple sources to support annual and multi-year capital budgets, forecasts, and the five-year capital spending plan for Facilities construction projects and ITS technology investments.

Key responsibilities include tracking capital expenditures and funding, monitoring budget-to-actual performance, preparing variance analyses, and supporting reconciliations and compliance with University policies and capital reporting requirements. The analyst produces regular and ad hoc reports for leadership, translating complex financial data into clear, actionable information. Working closely with stakeholders in Facilities, ITS, and central finance, the role supports data quality, resolves discrepancies, and contributes to improving capital finance processes and reporting tools. The analyst also assists in identifying financial risks related to capital projects and supports analyses to inform mitigation strategies.

Required Skills and Abilities

1. Working knowledge of financial, mathematical, and economic concepts, including accounting principles and basic fund accounting. Demonstrated ability to perform financial analyses, evaluate cost data, and support complex financial studies using analytical and research tools.
2. Effective written and verbal communication skills, with the ability to clearly present financial information and analysis to supervisors and stakeholders. Capable of contributing to planning discussions and preparing well-organized materials for meetings and decision-making.
3. Ability to prepare, interpret, and explain financial data and reports in group settings and working meetings, translating detailed financial information into clear and understandable summaries.
4. Proficiency in computer applications, including spreadsheets, databases, and word processing software. Experience supporting budgeting, forecasting, and financial reporting processes, with attention to accuracy, consistency, and data integrity.
5. Demonstrated ability to multi-task in a complex environment. Ability to work successfully in team settings. Accuracy in the performance of duties and the ability to meet deadlines is expected. Willingness to work overtime if required.

Preferred Education and Experience

Financial experience, including but not limited to, capital budgeting processes, operating budget analysis, financial modeling and database administration. Experience in a Facilities or Construction organization; experience in higher education; experience with Workday financial software, Trinity Unity Construct or similar capital project management software.

Principal Responsibilities

1. 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 opportunities, issues, risks, ideas and solutions. Identifies 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 resource 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 four years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.