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.
Preferred Education: Bachelor's degree in accounting or related field and at least 4 years related work experience. Experience in research administration, sponsored research principles and guidelines preferred. Experience in an academic department preferred. Strong knowledge of Yale financial policies and procedures, travel guidelines, reimbursements, honoraria, for sponsored and non-sponsored funds.
Preferred Education, Experience and Skills: Bachelor's degree in accounting or related field and at least 4 years related work experience. Experience in research administration, sponsored research principles and guidelines preferred. Experience in an academic department preferred. Strong knowledge of Yale financial policies and procedures, travel guidelines, reimbursements, honoraria, for sponsored and non-sponsored funds.
Required Skill/ability 5: Exceptional communication and interpersonal skills. Demonstrated ability to interact with a diverse group of people. Demonstrated ability to schedule and plan meetings. Ability to provide coverage and assistance to other areas based on operational needs.
Posting Position Title: Financial Assistant 4
Required Skill/ability 3: Demonstrated working knowledge of financial administration. Demonstrated ability in coordinating and overseeing budgets. Formal education or training in bookkeeping or accounting with strong mathematical proficiency.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Finance & Grants Coordinator
Required Skill/ability 1: Demonstrated ability to run and interpret financial reports from large financial applications, such as Workday, PowerBI, or the Yale Budget Tool (YBT). Advanced proficiency in Microsoft Excel, including demonstrated ability to manipulate data and develop financial reports within spreadsheets.
Required Skill/ability 4: Demonstrated ability of multi-tasking skills in a busy office environment. Demonstrated organizational and prioritization skills. Demonstrated ability to effectively address multiple projects, often with conflicting deadlines, with a high degree of accuracy. Ability to work independently. Excellent judgement, initiative, and problem solving skills.
Required Skill/ability 2: Demonstrated ability to work with various types of computer software and programs and quickly learn new types of software and programs, particularly web-based programs. Intermediate to advanced proficiency and expertise with Microsoft PowerPoint, Word and Outlook, along with Google applications.
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.
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.