Financial Analyst 2

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Overview
Reporting to the Associate Director, Accounting and Compliance, this position is responsible for providing financial information through analysis, reconciliation and reporting for patient services billing (Epic) accounts receivable (AR) and for clinical trial revenues and associated accounts receivable along with preparing and analyzing YSM's financial statements. Identifies risks and trends that enable unit and/or University leadership to make informed decisions. Recommends improvements to systems, methods, practices, policies, and procedures through information review.

• Responsible for verifying and correcting balance sheets, preparation of monthly financial statements, including multiple supporting reports requiring detailed variance analysis. Performs reconciliations; navigates through systems and reporting tools to independently resolve routine and non-routine discrepancies. Applies entries to the general ledger or subsystems and ensures adherence to Generally Accepted Accounting Principles (GAAP), where applicable, regulatory requirements, University policies and financial reporting considerations. Communicates effectively to unit leadership.

• Calculates monthly provisions for Epic system AR and Epic manual AR; reviews with YSM Controller's Office team and creates journal entries during the month-end close period.

• Researches Epic system and manual AR inquiries received from Yale Medicine (YM) and YSM management. Explains variances and takes corrective actions. Identifies and interprets trends within YSM and departments. Communicates results and findings to department leadership. Provides support to

• department’s business offices for financial inquiries.

• Reconciles contractual adjustments, denials, bad debts, and charity care for patient AR (Epic subsystem) and clinical trial AR (OnCore clinical trials billing subsystem).

• Completes various Workday balance sheet account certifications on a quarterly basis as required by the University Controller's Office.

• Plays a significant role in the preparation and an analysis of YSM's monthly financial statements and related exhibits. Develops detailed account analyses and communicates with YSM departments to gain an understanding of fluctuations and trends. Responds to leadership feedback and develops deliverables.

• Responds to the University Controller’s Office's quarterly account fluctuation requests. Responds to interim and annual external audit requests.

• Analyzes industry sponsored clinical trials revenue and working in conjunction with other departments (e.g., Yale Center for Clinical Investigation and the Comprehensive Cancer Center), checks accuracy of billing and associated invoices integrated into the Workday AR system. Collaborates with YSM departments to monitor the open invoices in Workday and compares to open OnCore invoices, reconciling the two systems.

• Contributes to the budget and forecast processes as it relates to patient revenue through close collaboration with YM; Updates budgeting model accordingly and presents various scenarios to the YM and YSM Controller's Office teams; Inputs final results into the Yale Budgeting Tool (YBT).

• Monitors YSM Dean fund balances, reviews internal revenue assessment rebate agreements, and processes corresponding journal entries.

• Contributes significantly to YSM's fiscal year-end close through completion of annual financial analyses, journal entry preparation, and monitoring of fund balances deficits across YSM.

Required Skills and Abilities
1. Advanced organizational, analytical, and problem-solving skills with attention to detail. Ability to multi-task and prioritize work.
2. Understanding of GAAP. Demonstrated ability with accounts receivable and general accounting.

3. Effective oral and written communication skills and well-developed interpersonal skills with the ability to work effectively with a diverse group.
4. Ability to adapt communication style to address the needs of individuals at all levels and to represent the department in a professional manner. Ability to lead projects, particularly with staff from other departments. Ability to guide and train departments in enhancing their systems/processes.
5. Well-developed computer knowledge and demonstrated ability with a strong
proficiency with Microsoft Office Suite, including Word, Excel and PowerPoint.

Preferred Skills and Abilities

1. Demonstrated knowledge of Yale University’s accounting and financial systems
including Workday, Epic, Microsoft Power BI, OnCore, and Yale Budgeting Tool
(YBT).

2. Thorough working knowledge of Yale University business, accounting, and financial policies, and procedures.

3. Understanding of clinical trial processes and electronic medical record systems.

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

09/16/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (24)

Salary Range

$68,000.00 - $120,500.00

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

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 basedon 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 throughtheir 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.