Accounting & Financial Aid Advisor

10-May-2024

Graduate School- Financial Aid

88297BR

Yale Posting Status

CLOSED TO FURTHER APPLICATIONS

University Job Title

Accountant 2

Bargaining Unit

None - Not included in the union (Yale Union Group)

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (22)

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Accounting/ Financial

Total # of hours to be worked:

37.5

Work Week

Standard (M-F equal number of hours per day)

Work Location

Central Campus

Worksite Address

246 Church Street
New Haven, CT 06510

Position Focus:

Assist in the day-to-day operations of the office to ensure the timely and accurate administration and delivery of graduate student funding. Assist in maintaining student records and reconciling student accounts. Responsible for a financial aid caseload. Counsel students to resolve their financial issues. Review, evaluate and respond to departmental communications. Provide guidance to departments in the use of Graduate Student Funding (GSF) procedures and policies and develop training materials.

Essential Duties

1. Financial Analysis and Reporting: Analyzes information and creates accurate and timely reports that add value to the management of University operations. Applies GAAP to report out on financial conditions. Ensures financial reporting meets the compliance needs of internal and external users. Extracts data from multiple sources. 2. Financial Methods and Systems: Recommends methods to improve practices, processes and systems. Works with internal and external contacts to carry out department objectives. Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy and relationship management. 3. Accounting and Reconciliation: Accurately records enterprise or subsystem transactions to balance sheets, income statements, and other financial records. Performs reconciliations; navigates through systems and reporting tools to independently resolve routine and non-routine discrepancies. Applies entries to the general ledger or subsystems and ensures adherence to GAAP, regulatory requirements and financial reporting considerations. Communicates effectively to unit leadership. 4. Strategic Resource: Translates unit finance objectives into priorities. Reports financial issues and risks and makes recommendations. Contacts appropriate stakeholders to include in communications and approvals. 5. Compliance and Risk Management: Establishes, implements and/or maintains strong internal controls in areas of assigned responsibility to provide reasonable assurance of effective and appropriate resources use, accurate financial information, and adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements. 6. May perform other duties as assigned.

Required Education and Experience

Bachelor’s degree in Accounting, Business, Economics or Finance and two years of related experience or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.

Required Skill/Ability 1:

Demonstrated excellence in interpersonal and communication skills with emphasis on superior customer service in a high-volume environment.

Required Skill/Ability 2:

Strong verbal and written communication skills. Demonstrated ability to work independently and proactively as a member of a team. 

Required Skill/Ability 3:

High level of personal responsibility along with a positive and cooperative attitude. Demonstrated initiative and follow through on tasks, taking ownership for assigned functions. Demonstrated ability with handling confidential information.

Required Skill/Ability 4:

Demonstrated ability to manage multiple tasks and handle time sensitive competing priorities.

Required Skill/Ability 5:

Demonstrated proficiency in Microsoft Office Word, Excel, Power Point, Outlook. 

Preferred Education, Experience and Skills:

Proven experience working in a higher education setting with financial duties.

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.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines

Posting Disclaimer

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 particular position. Employees will be assigned specific job-related duties through their hiring departments.

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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