Assistant Director of Finance

09-May-2024

Development - Administrative Services

88243BR

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, Administration, Business Operations, Development, 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

157 Church Street
New Haven, CT 06510

Position Focus:

Reporting to and under the general direction of the Director of Finance and with considerable latitude for exercising discretion and independent judgment, the Assistant Director, Finance provides comprehensive and high-level financial support for the Yale Office of Development. This position provides and ensures and high quality financial activity and administrative support in compliance with university policies and procedures. The Assistant Director, Finance serves as a principal source of information related to financial transactions, policies and procedures, travel, and is involved in the monthly Financial Review and provides timely review of financial transactions and pending requests.  Responsibilities include compiling, interpreting, analyzing, and reconciling financial data to provide useful information that may ultimately guide division leadership in decision-making. Recommends improvements to systems, methods, practices, policies, and procedures as appropriate.  This position also provides hands on support and oversight of business office staff, serving as backup to the business office finance team and Director of Finance. This position also serves as Workday HR Specialist, handling tasks including but not limited to payroll reporting and verification, onboarding/offboarding, student hiring, supervisory org and change requests, and timesheets.  As a part of maintaining the highest level of customer service, this role also performs additional duties incidental to departmental operations.

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 ability to prioritize, meet deadlines, multi-task, manage time and resources effectively, and work with changing priorities and deadlines. Ability to read and interpret policies, procedures, and guidelines and ensure compliance.

Required Skill/Ability 2:

Strong attention to detail; well-developed organizational, analytical, and problem-solving skills. Proactive and resourceful. Exceptional interpersonal skills and leadership skills. Strong comprehension of internal control principles and proficiency in implementing internal control systems within a complex business setting.

Required Skill/Ability 3:

Excellent customer service skills; effective oral and written communication skills. Proficiency in tailoring communication styles to meet the diverse needs of individuals at every level across the University. Ability to maintain strict confidentiality.

Required Skill/Ability 4:

Ability to make decisions independently and take ownership, when appropriate. Ability to apply abstract concepts to practical situations. Ability to prepare interpretive and detailed accounting reports and statements. Strong experience conducting and producing financial data and analysis.

Required Skill/Ability 5:

Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.). Excellent attendance, punctuality, and reliability.

Preferred Education, Experience and Skills:

Prior Yale business office related or higher education experience. Strong preference towards prior Workday Financials and HCM, YBT, Power BI, Excel Pivot Tables experience, and other relevant subject matter; understanding of the accounting flows system-wide and financial policies and guidelines.

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