1. Analyzes and reconciles financial statements. Prepares standardized and specialized financial reports. Researches, identifies, and corrects errors through accounting transfers. 2. Serves as a source of information to staff, faculty, students and external contacts on financial policies and procedures and departmental activity. Establishes and maintains financial records and files ensuring accuracy and completeness. Monitors and may approve account expenditures. 3. May oversee and instruct support staff. May requisition supplies and equipment. May record and post data. Performs clerical functions incidental to financial activities.
Preferred Education: Degree in finance related area (accounting, finance, etc.) or exposure to financial data/workplace; or little or no work experience and a Bachelors degree in a related field.
Preferred Education, Experience and Skills: Degree in finance related area (accounting, finance, etc.) or exposure to financial data/workplace; or little or no work experience and a Bachelors degree in a related field.
Required Skill/ability 5: Excellent attendance record & Flexibility and openness to learn new work assignments.
Posting Position Title: Financial Assistant 3
Required Skill/ability 3: Ability to work with financial data, policies, procedures, and documentation to support transactions as well as provide information to client base, as needed to perform duties.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Finance Support Center Assistant
Required Skill/ability 1: Demonstrated excellence in customer service skills. Ability to represent the University and finance professionally; ability to communicate orally and in writing in a clear, pleasant, and grammatically correct manner. Prioritize effectively.
Required Skill/ability 4: Knowledge of software such as Windows and Microsoft products: Word, Excel, Outlook and PowerPoint or equivalent; Internet navigation skills and the proven ability to quickly learn new systems (SalesForce & Workday).
Required Skill/ability 2: Excellent attention to detail and accuracy. Ability to meet deadlines and follow schedules. Ability to recognize pre-determined triggers for escalation as well as ability to search knowledge base and provide clear directions based on defined solutions.
Four years of related work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related work experience and an Associate's degree; or an equivalent combination of experience and education.
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.