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: Responsible and reliable with the ability to handle sensitive and confidential student data in a discrete and professional manner. Strong computer and analytical skills including the ability to work with complex databases and spreadsheets to manage student-related data gathered from multiple sources. Required Skill/ability 2: Excellent interpersonal, written, and verbal communication skills with the ability to work independently and as part of a team. Ability to interact effectively with all levels of the organization. Required Skill/ability 3: Ability to plan, prioritize, and execute complex tasks, large events and meetings independently and without supervision Demonstrated ability to remain highly organized and focused with frequent interruptions. Required Skill/ability 4: Ability to compose, edit and proofread memos, general correspondence and reports and to enter and maintain complex academic and financial records. Demonstrated ability to proactively adopt new technology and tools that will better support the program. Required Skill/ability 5: Proven ability to obtain the necessary information to complete complex tasks by consulting written materials and expert sources. Ability to interpret and communicate complex federal regulations, policies, and procedures. Preferred Education: Experience in an academic department working with students and faculty. Knowledge and/or experience with Yale systems including Banner, GSF and Workday. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Financial Assistant 4 University Job Title: Financial Assistant, YSM PhD Programs Preferred Education, Experience and Skills: Experience in an academic department working with students and faculty. Knowledge and/or experience with Yale systems including Banner, GSF and Workday.
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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. |
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