Senior Financial Analyst, YAA and University Life
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Overview
Reporting to the Director of Finance and Operations, the Senior Financial Analyst for Yale Alumni Association and the Office of University Life will be responsible for providing analytical, reporting, and financial planning support for the assigned units. This position plays a critical role in helping unit leaders understand financial performance, identify trends, and make informed operational and strategic decisions.
The Senior Financial Analyst will support key financial planning and analysis (FP&A) activities, including annual budgeting, quarterly forecasting, monthly financial monitoring, and the development of long-range financial models and reports. Working closely with leaders across the assigned portfolio, the Senior Financial Analyst will prepare recurring and ad hoc analyses that provide insight into financial and operational performance, resource utilization, and key cost drivers.
Responsibilities include preparing and reviewing financial reports and dashboards, conducting variance analyses, and facilitating monthly financial review discussions with unit leadership. The Senior Financial Analyst will also prepare presentations and decision-support materials for senior leadership, ensuring accuracy, clarity, and consistency.
In addition to recurring responsibilities, the Senior Financial Analyst will conduct specialized analyses on topics relevant to units, supporting both short-term management decisions and long-term planning efforts. The role also involves supporting ad hoc financial modeling and data requests, often tied to strategic initiatives or operational improvements.
The Senior Financial Analyst must demonstrate strong analytical and problem-solving skills, proficiency with financial systems and data visualization tools, and the ability to communicate complex findings clearly to financial and non-financial stakeholders.
The following principal responsibilities are generic in nature. Applicants will find the information in this Overview to be most relevant to the needs of the position.
Required Skills and Abilities
1\. Strong research, analytical, and problem-solving skills, including quantitative and qualitative analysis of internal and external data to support business improvement strategies. Strong interpersonal and organizational skills with close attention to detail.
2\. Ability to analyze large data sets and recognize patterns in...
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