Financial Analyst 2, Chart of Accounts

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Overview

The Chart of Accounts Analyst serves as the initial point of contact and performs initial triage for departmental and central requests and inquiries related to the Chart of Accounts. This individual will provide professional service, financial management guidance, and consultation to COA end-users and supports COA departmental and strategic projects. This position is also responsible for providing financial information (identifying risk, recommending policy/process improvements) through analysis and reporting. The COA Analyst will be required to develop ongoing rapport with clients, demonstrate great flexibility, and follow through. Coordinating with departmental customers in a variety of job roles, central approvers and central processors, the COA Analyst facilitates a variety of COA requests and performs regular and ad hoc analysis (with assessments, interpretations, and recommendations) of COA segment usage and/or attributes, as assigned. In many cases, the COA Analyst participates in the implementation of those recommendations.

Required Skills and Abilities

1.Excellent analytical and problem-solving skills. Excellent verbal and written communication skills. Ability to build and maintain strong working relationships and rapport with clients and colleagues.

2.Strong aptitude for systems and technical solutions. Well-developed computer skills with demonstrated proficiency in Excel.

3.Proactive, curious, and resourceful, with ability to multi-task, learn quickly, and work within tight deadlines in a fast-paced, dynamic environment.

4.Strong, well-developed organizational, problem-solving, and analytical skills with an attention to detail that ensures accuracy, timeliness and quality of the information provided.

5.The ability to continuously identify opportunities for process improvements or automation, partner on the development of creative solutions, and implement changes that impact work locally or for the broad university community.

Preferred Education, Experience and Skills

Experience troubleshooting for and identifying incorrect or inefficient usage of Yale COA, proposing solutions for corrections/best practices.Experience developing new report views or visualizations with PowerBI reporting or other similar tools, especially desktop application. Two plus years of financial reporting and analysis experience in non-profit/higher ed sector. Demonstrated knowledge of accounting flows and working understanding of GAAP basis reporting.

Principal Responsibilities

1. Financial modeling and forecasting: Provides 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 activities, plans and other complex financial matters. Researches and evaluates information to help resolve issues and make recommendations. May develop or execute complex financial models. 2. Financial analysis, accounting and reporting: Analyzes information and creates accurate and timely reports. Applies GAAP to carry out department objectives. Ensures financial reporting meets the compliance needs of internal and external users. Extracts and consolidates data from multiple sources. May identify or prepare ledger entries to ensure appropriate accounting and/or reporting. 3. Financial methods and systems: Recommends methods to improve practices, processes and systems. Collaborates with all levels of internal and external contacts to carry out department objectives. 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 unit finance objectives into priorities. Identifies and raises financial issues and risks and makes recommendations. Identifies and connects with appropriate stakeholders to include in consultations, communications and approvals. 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. May perform other duties as assigned. Required Education and Experience Bachelor's degree in Accounting, Business, Economics or Finance and 4 years of related experience or an equivalent combination of education and experience. Demonstrated application of accounting, financial, and economic concepts. Required License(s) or Certification(s) Required License(s) or Certification(s): Physical Requirements Physical Requirements:

Job Posting Date

07/01/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (24)

Salary Range

$68,000.00 - $120,500.00

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).

Note

Yale University is a tobacco-free campus.