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Associate Director, Financial Analysis

Company: Yale University
Location: New Haven
Posted on: November 19, 2021

Job Description:

Field Business Operations - Office of the Provost 67503BR University Job Title Bargaining Unit None - Not included in the union (Yale Union Group) Time Type Full time Duration Type Regular Compensation Grade Administration & Operations Compensation Grade Profile Standard (M-F equal number of hours per day) Searchable Job Family Total # of hours to be worked: 37.5 Position Focus: The Associate Director, Financial Analysis will report directly to the Senior Director, Finance & Administration. As a senior member of the business office team in the Provost Office, this position will help maximize fiscal efficiency and be responsible for the analysis, management, and administration of unrestricted, endowment and/or restricted funding assignments; responsibilities will further include monitoring sources and uses to ensure compliance with Provostial guidelines, University policies and/or donor restrictions, and will partner with the Senior Director, Finance & Administration to build long range financial plans and models that facilitate university wide strategic decision making. This role will collect and maintain a high volume of data, record commitments, oversee funds transfers and journal entries and be a conduit for major gifts processing that facilitates Provost approval; the person will also analyze balances and deficits, review and reconcile expenditures and become proficient in university policies. Critical to this role, is the ability to work and present information to executive leadership in both a team environment and independently, to multitask, effectively manage critical processes, direct analytic tasks, explain comprehensive reports in easy to understand terminology while keeping within deadlines and remaining responsive to various business needs and technology changes that support the general objectives of the Provost and University leadership. 1. Supervise an analyst and provide analytical leadership and support to the business office team in the Provost's Office. 2. Develop and maintain complex forecast models as well as short term and long-term funding plans. 3. Design, maintain, and disseminate clear and comprehensive financial reports and facilitate financial understanding by others with financial responsibilities. 4. Respond and support analytical requests by the Provost and Vice Provosts to facilitate effective decision-making regarding funding plans. 5. Partner with the Senior Director, Finance & Administration to perform high level and consolidated academic analysis in preparation of the annual university budget process and quarterly forecasts. Responsible for preparing analytic drafts, schedules and scenario plans for available funding sources. 6. Implement and maintain strong internal controls to provide reasonable assurance of effective and appropriate resource use, accurate communication of financial information, adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements and reporting. 7. Ensure compliance to funding commitment policies. Identify, communicate, address, and/or escalate risks in a timely and appropriate manner to protect the assets, resources, information and reputation of the organization and University. 8. Advise and collaborate with internal/external affiliated partners on financial matters, planning, reporting, as well as partner/engage with other key departmental positions. 9. Manage and directs analyst in data collection, data entry, reporting from multiple systems. Oversee integrity and accuracy of the data held and used for reporting and maintaining database. 10. Oversee dissemination of data in keeping with confidential policies following appropriate record retention policies. 11. Collaborates with Office of Institutional Research, Statistical Analysis, Finance and Budget Office to support analytical efforts of the University. 12. Prepare and/or approve journal entries; review payment transactions and approve within approved thresholds. 13. Oversee gift Analysis, tracking, financial modeling and forecasting of gift fund spending. 14. Analyze and process faculty salary plans, incentive plans, research support, faculty summer and extra compensation. 15. Ensures that Institute Directors, Operating Managers, Provosts, and staff receive high quality analytic support in a manner compliant with University policies and procedures, and marshals and leverages available resources (financial or otherwise) to help advance the Provost's and University's mission. 16. Manages ad-hoc reporting and other duties as assigned. Required Education and Experience Minimum of a Bachelor's degree and eight years progressively responsible experience in Finance, Accounting, Business Administration, or Mathematics or an equivalent combination of education and experience. Demonstrated fiscal responsibility and comprehensive knowledge of accounting, financial reporting and analysis. Required Skill/Ability 1: Demonstrated experience in managing relationships, building coalitions and influencing outcomes. Ability to work in a confidential, consultative, complex environment and manage multiple projects and deadlines in a setting of competing priorities. Required Skill/Ability 2: Demonstrated experience with complex strategic planning and resource allocation, driving for results and successful outcomes; demonstrated superior negotiation skills. Required Skill/Ability 3: Proven supervisory, managerial, and leadership skills, with focus on both team building and mentoring. Demonstrated success in developing people and organizations. Required Skill/Ability 4: Demonstrated creativity in problem-solving and effectiveness in a complex organization. Demonstrated organizational skills with the ability to be flexible with the ability to apply critical thinking. Required Skill/Ability 5: Excellent communication skills: the ability to effectively connect with colleagues in a diverse multi-cultural environment. Demonstrated ability to communicate effectively with peers, leadership and subordinates. Excellent oral and written communication skills. Customer service skills orientation. Preferred Education, Experience and Skills: Background in Higher Education, in an Academic Division or Provost office. Experience with restricted funding sources, gifts and sponsored research funding. Experience with Faculty hiring practices/policies, Workday HR modules, Gift and Endowment Funds Management/Analysis and reporting tools; Filemaker Pro, Workday a+, Power BI, Tableau, using statistical computer languages (e.g., SQL). Occasional Occasional Drug Screen No Health Screening No All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit for additional information on the background check requirements and process. The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments. Affirmative Action Statement: Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual's sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University's Title IX Coordinator, at, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: Note Yale University is a tobacco-free campus

Keywords: Yale University, New Haven , Associate Director, Financial Analysis, Executive , New Haven, Connecticut

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