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Wu Tsai Institute

Wu Tsai Institute

via Ladders

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Business Systems Analyst 3, Financial Planning Systems

Anywhere
Full-time
Posted 11/25/2025
Verified Source
Key Skills:
Financial Planning & Analysis
Process Analysis
Project Management
Systems Analysis
Microsoft Excel
Power BI
Workflow Mapping
Requirements Analysis
Communication
Problem Solving

Compensation

Salary Range

$86K - 129K a year

Responsibilities

Provide system support and enhancements for financial planning tools, analyze business processes, manage projects, and collaborate with stakeholders to improve FP&A systems.

Requirements

Bachelor's degree with four years of experience, strong analytical and communication skills, project management experience, and expertise in systems and process analysis.

Full Description

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 $86,300.00 - $129,425.00 Overview This position is part of the Financial Systems & Solutions (FSS) team, supporting the Financial Planning & Analysis (FP&A) function and related budgeting and planning systems. The role primarily supports the Yale Budget Tool (YBT) and will work closely with FP&A to ensure the system continues to meet the evolving needs of the University. The ideal candidate is curious and comfortable learning complex technical concepts while communicating effectively with non-technical users. They will collaborate with team members to promote consistency and alignment across Yale’s FP&A applications. Periodic support outside of standard business hours, including weekends, may be required. • Provide day-to-day system support, troubleshooting issues, and guiding users on system functionality and best practices. • Serve as a key liaison between IT and business users, translating functional needs into effective technical solutions. • Actively participate in portions of projects, managing timelines, deliverables, and stakeholder expectations. • Analyze business processes to identify opportunities for improvement and recommend technology-based solutions. • Develop and execute detailed test plans to validate system performance and ensure enhancements align with user requirements. • Gather, document, and analyze business and system requirements to support enhancements, workflow improvements, or new functionality. • Partner with team members to ensure the development and maintenance of a consistent business architecture across FP&A systems. Required Skills and Abilities 1.Developed analytical, critical thinking and problem-solving skills 2.Developed interpersonal, written, communication, presentation, and organizational skills 3.Proven expertise with systems and process analysis methods and techniques 4.Proven project management skills 5.Knowledge of commonly used concepts, practices, and procedures Preferred Education, Experience and Skills: Strong understanding of Financial Planning and Analysis (FP&A) processes and related technologies, such as Strata Decision Budgeting and Forecasting, Hyperion and Workday Adaptive Planning. Advanced proficiency in Microsoft Excel and Power BI is also preferred. Principal Responsibilities 1. Perform a diverse range of analytical duties in the development of technology solutions for business processes. 2. Plan, organize, and define requirements, methods, and end user objectives, coordinate effort with team members, other IT staff, users, and vendors. 3. Interview, analyze, and document end-user processes and systems requirements for enhancement and/or workflow improvements or new system development. 4. Develop and execute system test plans to ensure application performance aligns to specifications. 5. Prepare technical reports, design workflow maps or other documents to facilitate system/s understanding. 6. May lead segments of larger projects, develop trainings, presentations, and communications. Required Education and Experience Bachelor's Degree and four years of experience or equivalent education and experience. Skills and Abilities Developed analytical, critical thinking and problem-solving skills. Developed interpersonal, written, communication, presentation, and organizational skills. Proven ability to lead and manage staff. Proven expertise with systems and process analysis methods and techniques. Proven project management skills and knowledge of commonly used concepts, practices, and procedures. Job Posting Date 11/24/2025 Job Category Professional Bargaining Unit NON Compensation Grade GS-3 Compensation Grade Profile GS-3g Time Type Full time Duration Type Staff Work Model Remote Location 150 Munson 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 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 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.

This job posting was last updated on 12/1/2025

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