Job Details

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
$68,000.00 - $120,500.00

Overview

In 1971, Yale University established Yale Health to provide health services to its facility, staff and students through a multidisciplinary health maintenance organization located on campus. Yale Health has approximately 49,000 members including students, staff, faculty and their families who come from every state in the country and almost every country in the world and is committed to an inclusive workplace. We are celebrating over 50 years of service to the Yale community.

Our state-of-the-art facility at 55 Lock Street, is where our members receive most of their care from our 150+ providers. It is a 144,000 square foot medical facility with over 90 exam rooms, an Acute Care Department, a 15-bed inpatient facility with two negative pressure rooms, a diagnostic imaging suite including MR and CT scan, x-ray and ultrasound and a full-service retail pharmacy.

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:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. Assist Finance and Business Operations staff and perform special projects as needed. Effectively represent departmental needs, challenges and opportunities

Required Skills and Abilities

1. Excellent written and oral communication skills. Ability to adapt communication style to address the needs of individuals at all levels throughout the University.

2. Strong organizational skills and attention to detail. Well-developed analytical and problem-solving skills.

3. Ability to work independently, multi-task, use good judgment, work under pressure and meet deadlines.

4. Fundamental knowledge of financial and economic concepts, modeling and analysis. Fundamental knowledge of budgeting and planning principles and processes.

5. Extensive knowledge of University accounting and financial systems including Workday is highly preferred and proficient in Excel, Access and Word.

Preferred Skills and Abilities
Thorough working knowledge of departmental financial reporting and analysis.

2.Experience with Workday.

3.Knowledge of Yale University business, accounting and financial policies and procedures.

Principal Responsibilities

1. 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.

Job Posting Date
01/13/2026

Job Category
Professional

Bargaining Unit
NON

Compensation Grade
Administration & Operations

Compensation Grade Profile
Manager; Program Leader (24)

Time Type
Full time

Duration Type
Staff

Work Model
Hybrid

Location
55 Lock Street, New Haven, Connecticut

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

This role is a healthcare worker position. Healthcare workers (HCW) are defined as university employees working a healthcare setting who have the potential for direct or indirect exposure to patients, human research subjects or infectious materials including body substance, contaminated medical supplies, devices and equipment, surfaces, or air. HCW have specific health requirements that must be met prior to starting work, including MMR vaccine or immunity, varicella (chickenpox) vaccine or immunity, TB screening, COVID vaccine according to University policy, hepatitis B vaccine or immunity, and annual flu vaccination.

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.