Associate Director, Financial Planning & Analysis

Reporting to the Director of Operations Financial Planning & Analysis (FP&A), the Associate Director of Operations Financial Planning & Analysis (FP&A) will be responsible for leading all FP&A activities across several planning units. This role serves as a strategic partner to unit leadership, providing financial insight and guidance that supports both day-to-day management and long-term decision-making. The Associate Director will oversee the development of ten-year long-range financial plans for each unit, as well as lead the annual operating budget process and quarterly forecasts. A key component of the role involves conducting monthly financial reviews with each unit's senior leadership, analyzing performance against plan, and clearly articulating key drivers, variances, and financial risks or opportunities to executive stakeholders. The role also includes oversight of ad hoc financial modeling and reporting, often in support of capital planning, cost analysis, or resource allocation decisions. This position manages a team of financial analysts, overseeing their work products, providing professional development, and ensuring analytical consistency and excellence across the units.

Responsibilities

Lead all FP&A activities across several planning units; Serve as strategic partner to unit leadership, providing financial insight and guidance; Oversee development of ten-year long-range financial plans for each unit; Lead the annual operating budget process and quarterly forecasts; Conduct monthly financial reviews with each unit's senior leadership, analyzing performance against plan; Coordinate and lead annual budget and planning meetings with Operations and university leadership; Serve as primary point of contact for all FP&A matters within the planning units; Oversee ad hoc financial modeling and reporting, including capital planning, cost analysis, or resource allocation; Manage a team of financial analysts, overseeing their work products and providing professional development; Manage all aspects of designated budget and financial management services portfolios; Execute implementation of major strategic financial planning and analysis projects, directing cross-departmental project teams; Manage development and monitoring of detailed budgets across the portfolio; Create and update comprehensive long-range financial plans; Prepare all-funds operating and capital budgets; Lead analysis and interpretation of highly complex data analyses; Assess potential internal control issues and recommend solutions; Act as a change agent to refine budget and financial management processes; May perform other duties as assigned

Requirements

Advanced knowledge of financial and economic concepts, modeling and analysis; Advanced knowledge of budgeting and planning principles and processes; Strong oral and written communication skills, with the ability to explain financial information clearly to both financial and non-financial audiences; Proficient in Microsoft Excel and other Microsoft Office tools (e.g., Word, PowerPoint, etc.); Strong organizational skills and attention to detail; Ability to work independently, multitask, use good judgment, work under pressure and meet deadlines; Bachelor's Degree in Accounting, Finance, or Business Administration and six years of related work experience or an equivalent combination of education and experience

Nice to have

Working knowledge of data visualization or BI tools such as Power BI or Tableau

Benefits

Benefits description available at Yale Benefits