Financial Assistant 4

Title: Financial Assistant 4

Location: New Haven United States

Job Description:

Department:CAU Shared Services

Job ID:131691WD

:$31.83

 

Description

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

 

Hourly Range

$31.05

 

 

Overview

Reporting to the Finance Manager for Yale School of Medicine (YSM) Central Administration Units Shared Services, 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  Finance Manager in a team-organizational structure.

Track and maintain all interactions with the customer base and add transparency throughout the lifecycle of a request such as expense reports, supplier invoices, supplier invoice requests (former check requests), cash sales, payroll accounting adjustments (PAAs), Journal Entries, Purchase Orders requests, etc. in Workday and  SalesForce business transaction management system.

Prepare, enter, and monitor various billing within the YSM Central Administration Units.

Required Skills and Abilities
1. Solid understanding of internal control concepts. Ability to plan, schedule and prioritize work, juggle multiple tasks, meet deadlines and resolve conflicting demands in a high-volume environment, while maintaining productivity and quality standards.

2. Intermediate to advanced proficiency with Microsoft Office products, Word, Excel, and Outlook.

3. Strong analytical and problem-solving skills. Ability to function independently, under stress and high proactive fashion. 

4. Ability to multitask. Strong organizational skills and attention to detail.

5. Demonstrated willingness to work as a member of a team. Ability to handle confidential and sensitive information.

Preferred Skills and Abilities
Bachelor's degree in a related field such as accounting, finance, economics, business, or mathematics. Grant and contract pre- and post-award experience. Experience with Workday, SalesForce, PowerBI and YBT. Strong accounting and financial management skills including demonstrated ability with journal entries, general ledgers, cost allocations, detailed transactions, pivot tables, formulas, and VLOOKUP.

 

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

01/28/2026

 

Job Category

Administrative Support

 

Bargaining Unit

L34

 

Compensation Grade

Labor Grade D

 

Compensation Grade Profile

 

Time Type

Full time

 

Duration Type

Staff

 

Work Model

Hybrid

 

Location

50 Division Street, New Haven, Connecticut

 

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.

 

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 through  their 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.