Yale University · 8 hours ago
Financial Analyst 2
New Haven, CT
Full-time
Hybrid
Mid Level
$68K/yr - $120K/yr
4+ years expYale University is a prestigious institution committed to providing health services through Yale Health. The Financial Analyst 2 role involves providing comprehensive financial analysis and reporting, supporting decision-making by leadership, and ensuring compliance with policies and procedures.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
Under the direction of the Director of Finance, with latitude for exercising independent judgment, provide high level of comprehensive support to carry out financial and operational duties to support the overall goals of Yale Health
The Financial Analyst 2 is responsible for providing insightful financial analysis and reporting to support informed decision-making by leadership
The role involves identifying risks and trends, recommending improvements to systems and processes, and ensuring compliance with policies and procedures
Key duties include preparing and analyzing budgets, financial reports, and forecasts; conducting detailed financial modeling; managing financial transactions; and supporting various departments with high-level financial analysis
The Financial Analyst 2 collaborates with multiple stakeholders, maintains strong internal controls, and contributes to the continuous improvement of financial practices and systems
Additional responsibilities include: Review and analyze operating budgets and long-term plans for several departments to ensure integrity of the information including the financial relationship with other departments.Question assumptions; identify related needs to accomplish goals
Make recommendations to departments and the Director for changes and clarification to their annual budgets and long-term plans.Ensure consistency with institutional objectives, guidelines and funding decisions
Monitor performance against the Yale Health operating budget and inform Director of financial risks identified
Identify areas of excessive spending or underutilization.Provide alternatives for cost control
Participate in annual closeout and monthly monitoring process
Analyze monthly financial statements and interpret financial results for department management, explaining variances and projecting year end results
Generate and provide standard reports to Yale Health Finance and Business Operations and department
Meet with department managers on a regular basis to monitor financial results
Make continuous and valuable improvements in financial reporting
Prepare, analyze and review financial statements, reports and general ledger activity
Research fiscal forecasts and trends
Create and maintain financial modeling to support budget development, review, monitoring and analysis
Work with Finance Director to develop business plans for new services or expansion of existing services and opportunities
Perform cost benefit analysis
Anticipate costs departments may not have included such as increased utilities, assessments, fringe, etc
Interact with a broad range of departments within the Division and University to assist in developing comprehensive Division procedures
Train departments within the Division on effective and appropriate use of budgeting and reporting tools
Examine and analyze reports and records for accuracy, completeness, compliance and appropriateness with University guidelines, generally accepted accounting principles, and other regulatory agencies in order to maintain the integrity of internal systems and controls
Recommend/implement improvements where necessary
Interface with the contracted clinical providers on issues involving compliance with contracted agreements
In the case of YMG, ensure that all cost transfers between the schools are properly recorded
In addition, work with the outside vendors as well as Yale purchasing to complete the contractual needs to conform with Yale University policy
Plan and direct day to day business operations by assigning responsibilities to maintain an effective internal control environment and meet goals and objectives of the department
Serve as a source of information and guidance
Supervise and develop exempt financial staff
Assist Finance and Business Operations staff and perform special projects as needed
Effectively represent departmental needs, challenges and opportunities
Qualification
Required
Bachelor's degree in Accounting, Business, Economics or Finance and four years of related experience or an equivalent combination of education and experience
Excellent written and oral communication skills
Ability to adapt communication style to address the needs of individuals at all levels throughout the University
Strong organizational skills and attention to detail
Well-developed analytical and problem-solving skills
Ability to work independently, multi-task, use good judgment, work under pressure and meet deadlines
Fundamental knowledge of financial and economic concepts, modeling and analysis
Fundamental knowledge of budgeting and planning principles and processes
Extensive knowledge of University accounting and financial systems including Workday is highly preferred and proficient in Excel, Access and Word
Preferred
Thorough working knowledge of departmental financial reporting and analysis
Experience with Workday
Knowledge of Yale University business, accounting and financial policies and procedures
Company
Yale University
Yale University is a research and education institution that prioritizes its students.
10001+ employees
H1B Sponsorship
Yale University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)
Funding
Current Stage
Late StageTotal Funding
$42.86MKey Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M
Leadership Team
Geoffrey Chatas
Senior Vice President for Operations
Jack Callahan
Senior Vice President for Operations
Recent News
2025-12-10
Company data provided by crunchbase