Financial Assistant 4

11-Apr-2024

Genetics - Finance

87212BR

University Job Title

Financial Assistant 4

Bargaining Unit

L34 - Local 34 (Yale Union Group)

Compensation Grade

Labor Grade D

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Financial

Total # of hours to be worked:

37.5

Work Week

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

Work Location

Medical School Campus

Worksite Address

333 Cedar Street New Haven, CT 06510

Position Focus:

As part of the business office team and reporting to the Associate Director of Operations, the
Financial Assistant 4 delivers a full range of high-level financial support to the Genetics Department at Yale University.  This position is responsible for but not limited to reconciling and analyzing financial statements to ensure compliance with university and other external policies, including the University's monthly financial review guidelines.  Interprets University financial policies and procedures, including international policies to ensure funds are managed proactively. Identifies risks and trends that enable department leadership to make informed decisions. Prepares financial reports in Workday and other platforms.  Assist with quarterly and annual budget preparation for unit managers. Prepare journal entries and accounting adjustments, including the department’s USP billing. Maintain and track invoices for accounts payable and receivable. Responsible for maintaining, updating, and tracking the department’s Moveable Equipment Inventory (MEI), including annual audits. Responsible for updating master spreadsheets for the department, including the ITS/Telecom list.  Prepares purchase requisitions and expense reports. Provides coverage support for administrative team as needed.  May perform other duties as assigned.

During training period position will be required to be on-site Mon- Fri. Then will be hybrid within CT. 

Essential Duties

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 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.

Required Skill/Ability 1:

Strong PC skills with good knowledge of MS Excel and Word, Outlook, Power Point, and Adobe.

Required Skill/Ability 2:

Excellent interpersonal skills and the proven ability to work effectively with a diverse group of people with competing needs.  Excellent verbal and written communication skills.

Required Skill/Ability 3:

Demonstrated accuracy and attention to detail is critical.

Required Skill/Ability 4:

Ability to multitask and work under demanding time constraints.  Ability to follow through on assignments with enthusiasm and flexibility, both independently and as a team member.

Required Skill/Ability 5:

Demonstrated excellent attendance and punctuality record.

Preferred Education, Experience and Skills:

Knowledge/experience of Federal and non­ Federal guidelines, Yale University policy and procedures; working knowledge and skills with Materials and Transfers Agreement (MTA), Internal Service Providers, Workday, SciQuest, Financial Management Tools.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

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