Financial Assistant 4

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Overview
The Financial Assistant 4 manages the preparation of grants, contracts, and budgets, providing comprehensive financial and administrative support. They track and maintain customer interactions, ensuring all financial and operational transactions are transparent and compliant with university policies. Responsibilities include expense reports, payroll adjustments, journal entries, purchase orders, and financial monitoring using systems like Workday. This role serves as a principal source of information on financial policies and procedures, prepares detailed financial reports, and assists in the development and implementation of financial systems and procedures to enhance efficiency and compliance.

Required Skills and Abilities
1. Strong understanding of general accounting principles and financial management, including journal entries, cost transfers, and reconciliations.
2. Excellent written and verbal communication skills, with the ability to work effectively with diverse groups and provide high-level customer service.
3. Demonstrated proficiency with computer applications, especially Excel, and financial reporting systems.
4. Well-developed organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a high-volume environment.
5. Ability to exercise independent judgment, maintain strict confidentiality, and demonstrate initiative in problem-solving.

Preferred Skills and Abilities
1. Bachelor's degree in Accounting, Finance, or a related field; experience with Workday and advanced Excel skills.
2. Familiarity with sponsored research, including pre-award and post-award processes.
3. Experience with university financial systems and knowledge of institutional financial policies and procedures.
4. Strong analytical skills and experience with financial forecasting and budget management.
5. Prior experience in a higher education setting, providing financial support to faculty, staff, and students.

Principal Responsibilities

1. 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 years of related work experience, four of them 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 degree in a related field; or an equivalent combination of experience and education.

Job Posting Date

09/10/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

Compensation Grade Profile

Hourly Range

$31.83

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

The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.

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.