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Financial Data Analyst

Yale University
Hereford
3 weeks ago
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Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Salary Range

$89,000.00 - $141,875.00

OverviewReporting to the Senior Director of Finance and Strategy for Operations Finance and Administration, the Data Analyst is responsible for conducting financial and administrative performance analysis for Yale’s Operations units. This role plays a key part in transforming data into meaningful insights that inform decision-making at both the unit and senior leadership levels. The Data Analyst will identify and integrate data from multiple University systems and subsystems, consolidating it to support monthly management reporting. They will design and maintain dashboards and tools that provide timely, actionable information to a broad range of stakeholders. The analyst will evaluate existing models and reporting tools for effectiveness and recommend enhancements to improve accuracy, efficiency, and usability. The role also supports a variety of strategic, ad hoc projects, including the development of complex financial models that draw from diverse institutional data sources. Working collaboratively with operational units, the analyst will gather key assumptions, iterate on model design, and deliver clear projections - such as revenues, expenses, and funding implications - that guide planning efforts. Strong communication skills are essential, as the analyst must translate complex financial data into insights that can be readily understood by both technical and non-technical audiences.Required Skills and Abilities1. Ability to analyze large data sets; ability to recognize patterns in data, information or events to draw logical conclusions and make recommendations. Demonstrated advanced analytical skills. 2. Excellent oral and written communication skills with the ability to present information in a clear and concise manner and to write comprehensive reports. 3. Advanced skills in using the Microsoft Office suite, particularly Excel, Access, Word, Project, Outlook and PowerPoint. Working knowledge of ERP Systems. 4. Strong research, analytical and problem solving skills, including but not limited to quantitative and qualitative analysis of internal and external data to support the development and execution of business improvement strategies. Experience with data models and reporting packages. Good interpersonal and organization skills with strong attention to detail. 5. Ability to work in diverse, cross-functional teams with limited guidance. Actively solicits differing opinions to ensure understanding of complex issues and acts in a manner that builds and maintains trust. Demonstrated ability to work independently to meet deadlines. Ability to build strong relationships with all business partners and suppliers.Preferred Education, Experience and SkillsProven working experience as a data analyst or business data analyst. Technical experience regarding data modeling, database design and development, and data mining techniques. Experience with business intelligence (BI) tools such as Power BI, Tableau, or similar platforms for data visualization and reporting.

Principal Responsibilities

  • 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.

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.Seniority level

  • Seniority levelNot Applicable

Employment type

  • Employment typeFull-time

Job function

  • Job functionInformation Technology
  • IndustriesHigher Education

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