Financial Assistant IV

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Overview

Reporting to the Director of Finance & Administration, The Financial Assistant oversees the processing and recording of financial information. Provides accounting and problem solving to department. Serves as principal financial information resource.  Coordinates and oversees the following responsibilities: transactional responsibilities include the processing of expense reports, invoices, requisitions, one-time payments, journal entries, check requests and spend authorizations. Procedural responsibilities including purchasing card, service agreement and supplier request/change (via the Supplier Gateway) administration. Compliance responsibilities include the relevant items of the Financial Review Checklist (FRC). Reporting responsibilities include Account Holder Report distribution.

Required Skills and Abilities

1. Ability to run and interpret financial reports from applications such as Workday, Power BI, or similar tools, with advanced proficiency in Microsoft Excel.

2. Strong communication (written and verbal), interpersonal, and problem-solving skills.

3. Working knowledge of financial administration, including reading and interpreting policies, procedures, and guidelines.

4. Strong organizational skills with the ability to multitask, prioritize tasks, and meet deadlines while maintaining accuracy and attention to detail.

5. Ability to work both independently and as part of a collaborative team, with a commitment to providing excellent customer service.

Principal Responsibilities

Required Education and Experience

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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Background 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.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through  their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.