Business Office Financial Coordinator

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Position Focus

This role is primarily responsible for the timely, accurate processing and tracking of high volume transactional activities supporting Campus Services operations. Provides daily assistance to the Financial Analysts who support the oversite of day-to-day business operations.

Serves as the central transactional point of contact for monitoring monthly University internet, telephone, and cellular service statements, including Net 15 rush payments, to prevent service disruption. Processes transactions in our ERP system (Workday) with a strong focus on accuracy, audit readiness, and documentation. Prepares and distributes “OK to Pay” confirmations to service owners and submits 1K approvals in Workday, ensuring transactions move efficiently through required approval workflows. Executes and monitors weekly Workday reporting, including Unexpended Credit Card Transactions and Unapproved Expense Reports, following up as needed to resolve outstanding items and maintain transactional hygiene. Receives, reviews, and processes requests related to the ordering of goods and services, the payment of said goods and services, and the reconciliation process for Campus Services staff, ensuring compliance with university and departmental policies. Provides transactional backup coverage for other Campus Services operational support staff to ensure continuity of daily operations. Performs other transactional and administrative duties, with an emphasis on volume, accuracy, consistency, deadlines, and internal controls.

Required Skills and Abilities

1. Strong understanding of general accounting principles and financial management, including journal entries, cost transfers, and reconciliations.

2. Excellent written and verbal communication skills, with the ability to work effectively with diverse groups and provide high-level customer service.

3. Demonstrated proficiency with computer applications, especially Excel, and financial reporting systems.

4. Well-developed organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a high-volume environment.

5. Ability to exercise independent judgment, maintain strict confidentiality, and demonstrate initiative in problem-solving.

Preferred Skills and Abilities

1. Bachelor's degree in Accounting, Finance, or a related field; experience with Workday and advanced Excel skills.

2. Familiarity with sponsored research, including pre-award and post-award processes.

3. Experience with university financial systems and knowledge of institutional financial policies and procedures.

4. Strong analytical skills and experience with financial forecasting and budget management.

5. Prior experience in a higher education setting, providing financial support to faculty, staff, and students.

Principal Responsibilities

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.

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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.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.

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

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy 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).

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Yale University is a tobacco-free campus.

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