Financial Assistant 4
Therapeutic Radiology - Manager Finance
University Job Title
Financial Assistant 4
Bargaining Unit
L34 - Local 34 (Yale Union Group)
Compensation Grade
Labor Grade D
Wage Ranges
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Searchable Job Family
Accounting/ Financial, 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
100 Church Street South
New Haven, CT 06519
Position Focus:
Under the direction and supervision of the Sr. Finance Manager, provide a broad range of financial and administrative business transactions. Review and approve financial activity of all operating accounts. Review routine transactions for accuracy and completeness. Research, identity and correct questionable expenses, obtain explanations and/or additional information to course correct. Process entries using Workday Financial including Expense Reports, Journal Entries, Payroll Accounting Adjustments, Purchasing Intake Portal as well as Cash Sale deposits. Ensure back up documentation supports payment requests and reimbursements per Yale policies and procedures. Support AP and Procurement functions within IBO. Serve as contact for Purchasing and Accounts Payable. Resolve unpaid or delinquent payments to staff, faculty or vendors. Ensure cardholder compliance with University and review/approve expense report transactions within department. Serve as source of information for faculty, staff, students on financial policies and procedures. Perform additional functions incidental to business office activities as required.
Essential Duties
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's degree in a related field; or an equivalent combination of experience and education.
Required Skill/Ability 1:
Detail oriented and well developed organizational, analytical and interpersonal skills. Ability to multi-task effectively with demanding time constraints; ability to work well under pressure with conflicting demands and deadlines.
Required Skill/Ability 2:
Highly developed and demonstrated customer service skills. Strong written and verbal communication skills. Demonstrated ability to work well in a team environment of business office co-workers, faculty and staff. Ability to work independently as well as part of a team.
Required Skill/Ability 3:
Excellent attendance and professional judgement. Ability to handle sensitive information in a confidential manner.
Required Skill/Ability 4:
Demonstrated willingness to absorb incidental responsibilities and contribute to special projects to ensure the smooth function of the financial transactions within the business office.
Required Skill/Ability 5:
Demonstrated knowledge and ability to use Microsoft Office software applications, including Teams, Outlook, Word and Excel. Proven ability to compile data base extractions. Workday experience preferred but not necessary.
Preferred Education, Experience and Skills:
Minimum one year related work experience preferred. Proven experience working with confidential detail. We would prefer to find a candidate with Workday experience although we are willing to train.
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.
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