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.
Preferred Education: Knowledge of Workday and I-Expense. Experience with Microsoft Word and PowerPoint. Knowledge of quarterly/yearly budget submission & pulse report. Experience with YBT (Yale Budgeting Tool).
Preferred Education, Experience and Skills: Knowledge of Workday and I-Expense. Experience with Microsoft Word and PowerPoint. Knowledge of quarterly/yearly budget submission & pulse report. Experience with YBT (Yale Budgeting Tool).
Required Skill/ability 5: Ability to work as part of a team and also function independently. Excellent attendance record and punctuality.
Posting Position Title: Financial Assistant 4
Required Skill/ability 3: Self-directed with the ability to take initiative, problem solve and exercise independent judgement. Strong attention to detail.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Financial Assistant
Required Skill/ability 1: Intermediate to advanced proficiency with Excel including pivot tables and formulas, and the ability to learn other computer applications.
Required Skill/ability 4: Demonstrated success in detailed work requiring accuracy and high level of productivity with disciplined follow-up skills.
Required Skill/ability 2: Ability to plan, schedule and prioritize work, juggle multiple tasks, meet deadlines and resolve conflicting demands in a high volume environment.
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.
Internal Number: 57101BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.