"Financial Analyst"

Overview

Reporting to the Director of Post Award Research Administration, this position will be responsible for developing detailed financial analyses and reconciliation reports to monitor the School of Public Health’s sponsored research portfolio. This position will assist in budget development, subsequent Q2 and year-end monitoring for the 6 YSPH Departments. It will be responsible for the production and distribution of comprehensive reporting and analysis packages detailing budget to actual spending, funding and payment reconciliations.

Essential Duties

Drawing from prior experience, identify appropriate attributes across multiple databases and apply high level analytical and database skills to monitor and report on trends, identify areas needing review, and collaborate with leadership to gather useful information and make recommendations. Responsible for performing complex account reconciliation and produce financial and management reports for all sponsored awards on a recurring basis. Investigate and resolve any irregularities that are identified during the reconciliation process. Performs reviews for risk identification and complete trend analysis by departments and/or by PIs, in the research portfolio. Collaborate with Post Award Accounting Staff and Manager of Administrative Services to resolve compliance & financial related issues and provide excellent customer service to faculty, staff, other internal departments, and external sponsors.

Required Skills and Abilities

1. Demonstrated knowledge of financial management, internal controls, risk, and financial systems. 
2. Ability to read and accurately interpret policies, procedures, regulations, and guidelines. Demonstrated high level analytical skills and experience with analyzing large volume of financial information. 
3. Proficient in Microsoft Excel and ability to effectively translate financial information independently.
4. Excellent written and verbal communication skills, and ability to adapt communication style to address the needs of the department.
5. Demonstrated ability to work independently as well as an effective team member. Detail oriented and well-organized.

Preferred Education, Experience and Skills

Grant related experience in a university or non-profit environment. Working knowledge of Yale business systems (Workday, YBT, IRES). Advanced analytical and problem-solving skills.

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.

Salary Range

$89,000.00 - $141,875.00

Location

New Haven, Connecticut

Categories

Staff/Administrative