Financial Analyst
Yale University • New Haven, CT • Full Time • $68,000–$120,500 / year
Posted on Tue, Oct 6, 2026
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Overview
As a member of Operations Finance & Administration reporting to the Director of Operations Financial Planning & Analysis (FP&A), provide a high level of financial support to Operations planning units, conducting financial analyses activities, trend analyses and developing statistical reports. Assists in the development of ten-year long-range financial plans for each unit, as well as developing the annual operating budget, Q2 forecasts and monthly financial reporting for assigned departments. Provides timely and accurate financial data for use in the decision making process. Monitors, analyzes budget results and projects actual versus budget performance. Compiles statistics from various financial and economic indicators. The role also includes creation of ad hoc financial modeling and reporting, often in support of planning, cost analysis, or resource allocation decisions. This position works to ensure analytical consistency and excellence across the units.
Required Skills and Abilities
1. Advanced knowledge of financial and economic concepts, modeling and analysis. Advanced knowledge of budgeting and planning principles and processes.
2. Strong oral and written communication skills, with the ability to explain financial information clearly to both financial and non-financial audiences.
3. Proficient in Microsoft Excel and other Microsoft Office tools (e.g., Word, PowerPoint. Working knowledge of data visualization or BI tools such as Power BI or Tableau is a plus.
4. Strong organizational skills and attention to detail.
5. Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines.
Preferred Skills and Abilities
Financial experience, including but not limited to, operating budget analysis, financial modeling and database administration. Experience in higher education; experience with Workday financial 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.Job Posting Date
10/06/2026Job Category
ProfessionalBargaining Unit
NONCompensation Grade
Administration & OperationsCompensation Grade Profile
Manager; Program Leader (24)Salary Range
$68,000.00 - $120,500.00Benefits
A general description of the benefits to be offered with this Managerial & Professional position is available at:More live financial_analyst roles
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What the data says about this job
- Advertised pay for Financial Analyst: a median of $85,000 across 6,004 priced postings. This posting advertises $68,000 to $120,500, 11% above that median. Explore the market
- Yale University's roles typically close in 39 days; the market median is 14 days. Time to close
- None of Yale University's 27 tracked postings is more than six months old. Posting hygiene
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