Senior Financial Analyst, Facilities

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Overview

The Financial Analyst 3 is responsible for providing detailed financial analysis and reporting, identifying risks and trends, and recommending improvements to systems, methods, practices, policies, and procedures. This role involves complex account reconciliation, budget development and monitoring, producing comprehensive reporting and analysis packages, and ensuring compliance with GAAP and institutional procedures. The Financial Analyst 3 collaborates with various departments, university leadership, and external stakeholders to support informed decision-making and maintain the financial integrity of the organization.

Required Skills and Abilities

1. Strong analytical, accounting, financial management, and problem-solving skills, with the ability to clearly articulate complex analysis and make independent decisions.

2. Proficiency in Microsoft Excel and other office software, with the ability to create complex financial reports for tracking, analysis, and communication.

3. Excellent oral and written communication skills, with the ability to adapt communication style to address the needs of individuals at all levels, and a strong commitment to accuracy and confidentiality.

4. Ability to work with financial information and multiple financial systems, facilitating meetings and collaborating effectively with a wide range of individuals.

5. Strong organizational skills, attention to detail, and the ability to manage multiple tasks and concurrent priorities in a fast-paced environment.

Preferred Skills and Abilities

1. Grant-related experience in a university or non-profit environment, with knowledge of sponsored research administration and relevant regulations.

2. Experience with advanced reporting and data analysis tools, such as Power BI, and familiarity with Yale's financial systems (Workday, YBT, IRES).

3. Strong background in financial modeling, budgeting, and working with large data sets from multiple sources.

4. Advanced degree (MBA, CPA) and experience with financial accounting, project management, and process improvement.

5. Proven experience in managing, mentoring, and advising staff, with the ability to develop effective solutions and manage multiple deliverables.

Principal Responsibilities

1. Financial modeling and forecasting: Provides specialized technical analysis to determine present and future financial performance. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Guides and collaborates with all levels of management, both internally and externally, to gather, analyze, summarize, prepare, and present recommendations regarding financial plans, trended future requirements, operating forecasts and/or similar complex financial matters. Researches and evaluates information to resolve issues and/or influence decisions. Conceptualizes, develops and executes multi-variable 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: Influences, plans, and designs methods to improve practices, processes and systems. Leads and partners with all levels of internal and external contacts to execute departmental and/or institutional level goals. 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 department finance strategies into goals. Anticipates, identifies, and raises potential financial opportunities, issues, risks, ideas and solutions. Employs judgment and expertise in identifying 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 resources 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 six years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.

Job Posting Date

10/08/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (26)

Salary Range

$92,000.00 - $146,750.00

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).

Note

Yale University is a tobacco-free campus.