Senior Financial Analyst

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Overview
The Senior Financial Analyst is responsible for compiling and analyzing financial information for an organization, identifying risks and trends to enable leadership to make informed decisions, and recommending improvements to systems, methods, practices, policies, and procedures. Key responsibilities include managing financial reporting and accounting functions, maintaining internal controls, producing accurate and timely reports, collaborating with management to provide financial insights, and ensuring compliance with regulatory requirements. The role involves working independently and within teams to support financial planning, analysis, and decision-making processes.

Required Skills and Abilities
1. Detail-oriented with demonstrated proficiency in financial analysis and advanced Excel skills.
2. Excellent communication skills, both written and verbal, with the ability to explain complex financial information clearly.
3. Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
4. Ability to work independently and take initiative on assigned projects.
5. Strong interpersonal skills, with the ability to collaborate effectively with diverse stakeholders.

Preferred Skills and Abilities
1. Experience with financial reporting systems such as Workday and advanced Excel tools.
2. Advanced degree in Finance, Accounting, or a related field.
3. Proven experience with clinical trials or similar regulated environments.
4. Familiarity with higher education financial systems and reporting processes.
5. Knowledge of budgeting, forecasting, and financial planning in an academic or healthcare setting.

Principal Responsibilities

1. 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. 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. 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. 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. 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. May perform other duties as assigned. Required Education and Experience Bachelor’s Degree in Accounting, Finance or Business Administration and a minimum of two years of related work experience or equivalent combination of education and experience.

Job Posting Date

09/30/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (P5)

Salary Range

$68,000.00 - $120,500.00

Time Type

Full time

Duration Type

Staff

Work Model

Remote

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.