University Job Title
Financial Assistant 4
Bargaining Unit
L34 - Local 34 (Yale Union Group)
Time Type
Full time
Duration Type
Regular
Compensation Grade
Labor Grade D
Wage Ranges
Click here to see our Wage Ranges
Searchable Job Family
Financial
Total # of hours to be worked:
37.5
Work Week
Standard (M-F equal number of hours per day)
Work Location
Outside of campus, within Connecticut
Worksite Address
221 Whitney Ave
New Haven, CT 06511
Work Model
Remote
Position Focus
Reporting to the Operations Manager, the Financial Asst. will be part of the Dept. of Psychiatry Transaction Team and will be responsible for: providing business process support for multi-step, complex transactions that include, but are not limited to, expense reports, expense reimbursements, supplier invoices, subaward invoices, supplier invoice requests, requisitions, vendor set-ups, purchase orders, journal entries, spend authorizations, professional services & consulting agreements, cash sales, and cash advances. Research and correct erroneous transactions and questionable expenditures. Perform clerical functions incidental to financial and administrative activities. May perform other duties as assigned.
Essential Duties
- Drafts preliminary financial sections of proposals. 2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations. 3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures. 4. Serves as the principal source of information on financial policies and procedures and financial activity. 5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses. 6. Oversees and instructs support staff. 7. Oversees the maintenance of financial records and files. 8. Assists with the development and implementation of systems and procedures. 9. May calculate weekly payroll for department staff. 10. Performs clerical functions incidental to accounting activities.
Required Education And Experience
Six (6) years of related and demonstrated work experience, four (4) of them in the same job family at the next lower level & a high school level education; or four (4) years of related and demonstrated work experience and an Associate degree; or little or no demonstrated work experience & a Bachelor degree in a related field; or an equivalent combination of demonstrated experience & education.
Required Skill/Ability 1
Demonstrated ability to understand, manage and follow-up with multi-step transactions and processes. Well-developed organizational skills, attention to detail and accuracy. Ability to multi-task and integrate several functions together, remain focused with frequent interruptions and independently prioritize work to meet deadlines.
Required Skill/Ability 2
Demonstrated ability to run and interpret Workday reports. Proficiency in Microsoft Excel, including demonstrated ability to manipulate data and develop financial reports within spreadsheets.
Required Skill/Ability 3
Excellent customer service, written and oral communication skills. Ability to handle sensitive information in a confidential manner.
Required Skill/Ability 4
Excellent attendance and punctuality record required. Highly motivated individual: strong self-starter with proven ability to demonstrate initiative and follow through on assignments.
Preferred Education, Experience And Skills
Bachelor’s degree in a related field and at least four (4) years related and demonstrated work experience. Strong knowledge of Yale financial policies and procedures. Familiarity with Workday Financials.
Weekend Hours Required?
No
Evening Hours Required?
No
Drug Screen
No
Health Screening
No
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.
COVID-19 Vaccine Requirement
Required
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines
Posting Disclaimer
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 particular position. Employees will be assigned specific job-related duties through their hiring departments.
EEO Statement
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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
