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
Work Location: Medical School Campus
Worksite Address: 100 Church Street South New Haven, CT 06519
Work Week: Standard (M-F equal number of hours per day)
Searchable Job Family: Accounting/ Financial
Total # of hours to be worked: 37.5

Position Focus:

Reporting to the Administrator for YSM Finance and Central Administration with wide latitude for exercising discretion and independent judgment, oversee all aspects of departmental administration to ensure faculty, student and staff in YSM Central Administration receive high quality financial and operational support in a manner compliant with University policies and procedures. Serve as key financial support to the Associate Administrator in a team-organizational structure.

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 degree in a related field; or an equivalent combination of experience and education.

Required Skill/Ability 1:

Solid understanding of internal control concepts. Strong accounting and financial management skills including demonstrated ability with journal entries, general ledgers, and cost allocations.

Required Skill/Ability 2:

Intermediate to advanced proficiency with Microsoft Office products, Word, Excel, Outlook. Demonstrated ability with pivot tables, formulas, and VLOOKUP. Demonstrated ability with database management, including proficiency with manipulating data and running reports.

Required Skill/Ability 3:

Strong analytical and problem solving skills.

Required Skill/Ability 4:

Ability to multi-task. Strong organizational skills and attention to detail.

Required Skill/Ability 5:

Team oriented. Ability to handle confidential and sensitive information.

Preferred Education, Experience and Skills:

Bachelor's degree in a related field such as accounting, finance, economics, business, or mathematics. Grant and contract pre- and post-award experience. Research grant management experience. Finance and accounting experience in the non-profit sector. Experience with Workday and YBT.

Weekend Hours Required? Occasional
Evening Hours Required? Occasional
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. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.

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.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: ocr.boston@ed.gov.