Financial Assistant
Yale University
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1. Excellent and proven financial skills. 2. Self-directed and ability to take initiative, problem solve, follow through, and exercise independent judgment. Well-developed interpersonal skills, including the ability to provide high-level customer service to faculty, staff, students, regulatory agencies, and others. 3. Excellent written and verbal communication skills. Demonstrated ability to compose, proofread, and edit formal general correspondence, memoranda and short reports for internal or external circulation. 4. Excellent dependability and attendance. Ability to multi-task, prioritize and meet demanding deadlines, demonstrating flexibility in handling assignments while maintaining accuracy and high attention to detail. Excellent organizational skills. 5. Ability to maintain confidentiality of information. Professional and courteous manner and appearance. 6. Excellent computer skills with proficiency in MS Word, Excel, Sharepoint, Outlook email and calendar. Experience with Workday and EHS Integrator preferred. Principal Responsibilities 1. Serves as principal source of specialized information to students, faculty, staff and vendors regarding billing and financial activities. Ensures adherence to all University policies and procedures. 2. Responsible for all inventory and billing activity including maintaining inventory and billing database, extracting and uploading financial records, performing monthly billing, and providing documentation as necessary. Review billing upload for accuracy and research and resolve exceptions. 3. Monitors, controls, and maintains financial activity of stockroom accounts. This includes ensuring proper posting of expenditures, identifying and resolving questionable expenditures, preparing JSAs, and maintaining databases and reports. 4. Responsible for all activity related to the review and processing of invoices including identifying and resolve errors, monitoring invoice holds, bounce and PCard accounts, and preparing and approving transactions. Verifies that all receipts are submitted and all charges align with both federal and university allowable costs. 5. Monitors stockroom inventory levels, analyzing buying trends and reordering to maintain proper levels. Performs periodic cycle counts of inventory to maintain accuracy. 6. Assists Manager in the preparation of the bid process, compiles data in spreadsheet view for analysis and makes changes to Inventory System based on analysis. 7. Oversees work of support staff. 8. Provides backup for customer service, receiving materials and other stockroom functions. 9. Performs incidental clerical functions.Required Education and Experience Six years related work experience, four of them in the same job family at the next lower level and a H.S. level education; or four years related work experience and an Associate degree; or an equivalent combination of experience and education. Physical Requirements Ability to lift and or maneuver up to 60 lbs. Job Posting Date 05/26/2026Job Category Administrative SupportBargaining Unit L34Compensation Grade Labor Grade DCompensation Grade Profile Hourly Range $31.83Time Type Full timeDuration Type StaffWork Model On-siteBackground 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.
Note Yale University is a tobacco-free campus.
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