Financial Analyst – Facilities

19-Oct-2022

Facilities Utilities

77271BR

University Job Title

Financial Analyst 2

Bargaining Unit

None – Not included in the union (Yale Union Group)

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (24)

Wage Ranges

Click here to see our Wage Ranges

Work Location

Central Campus

Worksite Address

2 Whitney Avenue
New Haven, CT 06510

Work Week

Standard (M-F equal number of hours per day)

Searchable Job Family

Accounting/ Financial

Total # of hours to be worked:

40

Position Focus:

As a member of the Facilities Business Office, provide a high level of financial reporting, and review activities for the Utilities department. Oversees the utilities bill paying and consumption tracking system (ECAP) assuring timely and accurate payment/downstream carbon reporting of utilities bills. Serves as a liaison between Utilities and University departments for questions related to the internal billing of Utilities services, as well as a point of contact for Utility companies and numerous data requests. Also contributes to recurring financial exercises related to Budget Office requirements (LRP, budget, and monitoring). Responsible for providing financial information through analysis and reporting. Identifies risks and trends that enable unit and/ or University leadership to make informed decisions. Recommends improvements to systems, methods, practices, policies, and procedures through information review.

Essential Duties

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.

Required Skill/Ability 1:

Thorough knowledge of accounting practices, procedures and generally accepted accounting principles. Excellent analytical skills.

Required Skill/Ability 2:

Proven ability to organize and prepare detailed and complex statement and reports.

Required Skill/Ability 3:

Well developed computer knowledge and experience with a strong proficiency in computer based accounting and financial systems, spreadsheet and database query tools. (Workday, Excel, Access, Word, PowerPoint). Ability to learn to use Microsoft Power BI.

Required Skill/Ability 4:

Outstanding interpersonal/customer service skills, oral and written communication skills.

Required Skill/Ability 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.

Evening Hours Required?

Occasional

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.

COVID-19 Vaccine Requirement

Thank you for your interest in employment at Yale University. Please also note that the university has a COVID-19 vaccination and booster requirement for all students, staff & faculty which is described in the COVID-19 Vaccine Program. As you search our open positions, you will see that all postings list their on-site addresses which gives more detail on the on-campus work location of the role.

Posting Disclaimer

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.

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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).

W.L. Harkness Hall, 3rd Floor, Room 303

100 Wall Street, New Haven CT 06511

203-432-0849

[email protected]

Note

Yale University is a tobacco-free campus