University Job Title
Financial Analyst 2
Bargaining Unit
None - Not included in the union (Yale Union Group)
Time Type
Full time
Duration Type
Regular
Compensation Grade
Administration & Operations
Compensation Grade Profile
Manager; Program Leader (24)
Wage Ranges
Click here to see our Wage Ranges
Searchable Job Family
Research Res Support
Total # of hours to be worked:
37.5
Work Week
Standard (M-F equal number of hours per day)
Work Location
Medical School Campus
Worksite Address
2 Church Street South Doctor's Building
New Haven, CT 06519
Work Model
Remote
Position Focus
The mission of the Yale Center for Clinical Investigation (YCCI) is to establish a home for the training of the next generation of clinical and translational scientists and to provide a robust infrastructure that promotes innovative and collaborative research directed at improving patient care. This position, reporting to the Assistant Director of Post Award, is responsible for the financial management of assigned YSM research portfolios including sponsor invoicing, payment reconciliation and invoice follow-up. Presents financial information and recommendations through data analysis and reporting. Participates and collaborates in ad hoc projects of a financial nature as directed by Management.
Responsible for understanding and effectively communicating the University policies and procedures and interpretation of contract payment terms as it relates to sponsor invoicing. Handles required reporting to the Office of General Counsel. Assists in reviewing CTMS financial builds to ensure accuracy and compliance prior to activating research studies. Manages required CTMS calendar updates required for YCCI HRU/CSRU billing.
Additionally, this post will handle all invoicing, payment reconciliation and follow-up for Yale IRB. Manages the process of providing information to YCCI Business office for YCCI cost recovery invoicing, including CMTS updates and clinical department notification. Responsible for CTMS calendar updates required for established CSRU/HRU monthly billing process and will work in conjunction with other team members as needed. Works closely with YSM Finance department to provide data on monthly reconciliation between the general ledger and the CTMS as well as annual autopay accrual reporting.
Essential Duties
- Financial Modeling and Forecasting. 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. 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. 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. Strategic Resource. 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. 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 resource 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 four years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.
Required Skill/Ability 1
Possess strong Excel skills, mathematical proficiency, and ability to analyze financial data.
Required Skill/Ability 2
Knowledge of sponsored research regulations and processes.
Required Skill/Ability 3
Ability to plan, schedule and prioritize work, meet deadlines, juggle multiple tasks, and resolve conflicting demands in a high-volume environment. Demonstrated success in detailed work requiring accuracy and high level of productivity with disciplined follow-up skills.
Required Skill/Ability 4
Ability to work as part of a team and function independently. Excellent attendance record and punctuality.
Required Skill/Ability 5
Excellent communication skills both verbal and written, with demonstrated outstanding organizational skills and superior customer service orientation. Ability to cultivate and maintain strong working partnerships.
Preferred Education, Experience And Skills
Knowledge of federal regulations & reporting requirements, sponsored awards. Medical School business office experience. Demonstrated knowledge of university structure and Grant/Financial systems including Workday and IRES. OnCore working experience highly preferred, preferred knowledge of the financial console.
Weekend Hours Required?
No
Evening Hours Required?
No
Drug Screen
No
Health Screening
No
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.
Posting Disclaimer
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 particular position. Employees will be assigned specific job-related duties through their hiring departments.
EEO Statement
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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
