Associate Director, Financial Planning & Analysis

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Overview

Reporting to the Director of Operations Financial Planning & Analysis (FP&A), the Associate Director of Operations Financial Planning & Analysis (FP&A) will be responsible for leading all FP&A activities across several planning units. This role serves as a strategic partner to unit leadership, providing financial insight and guidance that supports both day-to-day management and long-term decision-making. The Associate Director will oversee the development of ten-year long-range financial plans for each unit, as well as lead the annual operating budget process and quarterly forecasts. A key component of the role involves conducting monthly financial reviews with each unit’s senior leadership, analyzing performance against plan, and clearly articulating key drivers, variances, and financial risks or opportunities to executive stakeholders. In addition to recurring financial processes, the Associate Director will coordinate and lead annual budget and planning meetings with both Operations and university leadership, ensuring alignment between unit-level plans and institutional priorities. The Associate Director serves as the primary point of contact for all FP&A matters within the planning units, providing responsive, data-driven support and managing complex financial questions or scenarios as they arise. The role also includes oversight of ad hoc financial modeling and reporting, often in support of capital planning, cost analysis, or resource allocation decisions. This position manages a team of financial analysts, overseeing their work products, providing professional development, and ensuring analytical consistency and excellence across the units. The Associate Director must bring strong financial modeling capabilities, a strategic mindset, and excellent communication skills to effectively translate data into actionable insight for leadership.

Required Skills and Abilities

• Advanced knowledge of financial and economic concepts, modeling and analysis. Advanced knowledge of budgeting and planning principles and processes.
• Strong oral and written communication skills, with the ability to explain financial information clearly to both financial and non-financial audiences.
• Proficient in Microsoft Excel and other Microsoft Office tools (e.g., Word, PowerPoint, etc.). Working knowledge of data visualization or BI tools such as Power BI or Tableau is a plus.
• Strong organizational skills and attention to detail.
• Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.

Principal Responsibilities

• Manages all aspects of designated budget and financial management services portfolios. Serves as the primary contact and escalation point for all budget and financial management issues for designated portfolios.
• Executes implementation of major strategic financial planning and analysis projects within designated portfolios, assembling and directing cross-departmental project teams.
• Develops and maintains deep knowledge of both Yale finance and budgeting processes and applicable federal, state and university policies and procedures and the business of designated portfolios and associated leadership to provide relevant, strategic and value-add budget and financial management services.
• Acts as a change agent to refine budget and financial management processes in order to achieve simplicity, speed and quality for both Yale’s Financial Planning and Analysis department and administrative and academic departments.
• Manages the development and monitoring of detailed budgets across the portfolio; ensures maintenance of budgets in university systems. Manages the preparation and analysis of financial data and reports.
• Creates and updates comprehensive long-range financial plan(s) across that entire area. Prepares all-funds budgets operating and capital budgets, analyzes financial activities and performance against budget.
• Leads analysis and interpretation of highly complex data analyses; communicates trends; identifies deficiencies in business operations and recommends process and system changes and training needs. Assesses potential internal control issues and recommends solutions.
• Manages financial analyst staff.
• May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in Accounting, Finance, or Business Administration and six years of related work experience or an equivalent combination of education and experience.

Job Details

• Job Posting Date: 10/22/2026
• Job Category: Manager
• Bargaining Unit: NON
• Compensation Grade: Administration & Operations
• Compensation Grade Profile: Manager; Program Leader (M6)
• Salary Range: $90,000.00 - $165,750.00
• Benefits: A general description of the benefits to be offered with this Managerial & Professional position is available at: Yale Benefits
• Time Type: Full time
• Duration Type: Staff
• Work Model: Hybrid

Background Check Requirements

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. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions. 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 position. Employees will be assigned specific job-related duties through their hiring department. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

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