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 Skill/ability 1: Advanced demonstrated ability in a range of financial activities, particularly purchase orders, wire transfers, and expense processing. Demonstrated ability to provide financial support with the knowledge of financial policies and procedures.
Required Skill/ability 2: Demonstrated ability to work independently and as part of a team, to multitask several pressing assignments simultaneously to meet goals and deadlines. Superior time management skills, analytical and problem-solving abilities, and attention to detail.
Required Skill/ability 3: Effective oral and written communication skills. Superior customer service skills. Demonstrated ability supporting customers in a demanding environment. Excellent organizational skills with the ability to maintain accurate records.
Required Skill/ability 4: Proficiency with the suite of Microsoft Office products, such as Excel and Word. Comfort learning new technologies/systems.
Required Skill/ability 5: Excellent record of attendance, punctuality, and reliability. Ability to maintain strict confidentiality. Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.
Preferred Education: Knowledge of University policies and procedures regarding employee reimbursements, procurement/purchase orders, and other payment methods. Experience working in a fast-paced business office environment. Experience with Workday expense reports, supplier invoices, SciQuest, journals, cash sales, and university forms. Experience training colleagues in business processes.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Financial Assistant 4
University Job Title: Financial Asst 4, Finance & Admn, Development
Preferred Education, Experience and Skills: Knowledge of University policies and procedures regarding employee reimbursements, procurement/purchase orders, and other payment methods. Experience working in a fast-paced business office environment. Experience with Workday expense reports, supplier invoices, SciQuest, journals, cash sales, and university forms. Experience training colleagues in business processes.
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.