Financial Planning & Analysis

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The role of the Office of Financial Planning & Analysis is to provide accurate, timely, high quality financial analysis and advice to decision-makers at Yale. Financial Planning & Analysis:

  • Links the strategy of the University and its major units to the University's long-range plan and annual operating and capital budgets
  • Manages the strategic 10-year financial modeling and annual target-setting processes
  • Re-engineers and deploys the process for translation of strategic targets into comprehensive, well-vetted annual operating/capital budgets
  • Leads the creation and oversees the implementation of a rigorous financial management capability to ensure delivery of annual budget results and strengthen cash flow predictability
  • Conducts special financial analyses for university leadership
  • Builds a set of analytical resources, reports, and methodologies to enhance decision-making support at the University