Financial Assistant 4

at  Yale University

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:

Excellent verbal, written, and interpersonal communication skills. Self-motivated with the ability to take initiative, problem solve, and exercise, independent judgment. Ability to exercise discretion and maintain strict confidentially.

REQUIRED SKILL/ABILITY 2:

Demonstrated ability to provide financial support and the ability to run and interpret financial reports. Proven ability with expense report management.

REQUIRED SKILL/ABILITY 3:

Demonstrated proficiency with Microsoft Word, Excel, and Outlook, as well as the willingness to learn new technology and systems.

REQUIRED SKILL/ABILITY 4:

Excellent organizational skills and the ability to make accurate records. Ability to multitask, be flexible and pivot as needed to prioritize tasks, meet deadlines, and work effectively with conflicting and competing deadlines and time constraints.

REQUIRED SKILL/ABILITY 5:

Excellent customer service skills and ability in interact with a diverse population. Excellent attendance record, punctuality, and reliability.

PREFERRED EDUCATION, EXPERIENCE AND SKILLS:

Demonstrated ability with budget monitoring chart of accounts. Knowledge of financial policies and procedures. Strong knowledge of Yale University’s policies and procedures. Experience working in a higher education setting.

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.

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.

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.