Full-Time

Financial Assistant 4

Yale University

Yale University

Research university in New Haven, CT

Compensation Overview

$31.83/hr

Connecticut, USA

Remote

Bachelor's, Associate's

Category
Accounting (1)
Required Skills
Workday HRIS
Financial analysis
Word/Pages/Docs
Excel/Numbers/Sheets

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Requirements
  • Well-developed organizational skills and the ability to transition easily among systems and tasks.
  • Formal education or training in bookkeeping or accounting and strong mathematical proficiency.
  • Superior written and oral communication skills, a positive attitude, and a strong work ethic, as attested to by references.
  • Demonstrated proficiency in financial and administrative computer software, including Microsoft Word and Microsoft Excel.
  • Strong team-building and interpersonal skills to work with and provide a high level of support to a wide variety of professional staff.
  • Six years of related work experience, including four years in the same job family at the next lower level, and a high school level education; or four years of related work experience and an Associate degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.
Responsibilities
  • Provide comprehensive financial and accounting assistance for the Pathology Post Award team.
  • Prepare financial reports, create spreadsheets, and perform financial analysis as needed.
  • Coordinate and process high volumes of expense reports, requisitions, supplier invoices, and support requests for Post Award Accountants, faculty, and staff.
  • Receive, review, enter, track, and verify the accuracy of expenses and other financial activities for compliance with University reporting and monitoring requirements.
  • Verify the accuracy of charges, investigate discrepancies, track missing documentation, and correct inappropriate activity using Workday and other University systems to maintain accurate accounting statements.
  • Assist accounting staff with month-end and year-end transactions by gathering documentation, verifying charges and outstanding commitments, and closing standing orders.
  • Process and approve transactions in Workday, including cash deposits.
  • Serve as a principal source of information on financial policies, procedures, and University systems.
  • Resolve problems regarding unpaid invoices and procurement.
  • Instruct support staff on University policies and procedures concerning form completion and documentation for check requests, employee reimbursement, requests for services, and purchase requisitions.
  • Serve as backup support for the USP Financial Assistant and All Funds Financial Assistant as needed.
  • Draft preliminary financial sections of proposals.
  • Review proposals for accuracy, completeness, and compliance with grantor and University requirements and regulations.
  • Monitor, control, and maintain financial activity of accounts; ensure expenditures are posted to proper accounts; and identify, research, and correct questionable expenditures.
  • Reconcile and analyze financial statements and prepare standardized and specialized financial reports and analyses.
  • Oversee and instruct support staff.
  • Oversee the maintenance of financial records and files.
  • Assist with the development and implementation of systems and procedures.
  • Calculate weekly payroll for department staff as needed.
  • Perform clerical functions incidental to accounting activities.
Desired Qualifications
  • Previous experience providing high-level financial assistant support.
  • Experience processing payroll at Yale University and experience using Workday.
  • Ability to meet demanding time constraints, work well under pressure, and handle extremely sensitive information confidentially.
  • Excellent attendance, punctuality, and reliability, as attested to by references.

Yale University is a private research university in New Haven, Connecticut. It provides undergraduate, graduate, and professional education alongside research, scholarship, and public engagement.

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