Senior Financial Assistant

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Overview
Reporting to the Manager of Finance & Administration, and exhibiting a high degree of independent judgment, the Financial Assistant V is responsible for maintaining accurate financial activity across multiple departments. Leads in the analysis of financial transactions and correction of posting errors. This position instructs support staff on financial aspects of their jobs and proper business processes. Prepares standardized and specialized financial reports. Due to the proximity of the Governance Units, there is a high level of discretion, responsibility, and confidentiality involved in the role.

The incumbent will not only need a high level of technical ability but will be the first point of contact for the office. They will need to understand complex policies and the nuances of applying them in specific situations. They will be continually required to make independent decisions regarding approvals and reimbursements.


Required Skills and Abilities

Required Skill/Ability 1: Proven ability to oversee and lead financial aspects and high-level administrative activities, including planning, organizing, managing and prioritizing a large volume of confidential work in a complex fast-paced environment requiring independent discretion and decision-making.

Required Skill/Ability 2: Sensitivity to and ability to maintain confidentiality of information and materials.

Required Skill/Ability 3: Excellent written and verbal communications skills. Advanced proficiency with Excel and intermediate to advanced proficiency with Word. Proven ability to analyze financial data and to utilize accounting and financial systems.

Required Skill/Ability 4: Ability to work independently and proactively, exercise sound judgment, prioritize competing demands, and solve problems. Ability to interpret and administer policies and policy exceptions.

Required Skill/Ability 5: Ability to relate comfortably and knowledgeably to a wide range of individuals. Strong service orientation. Strong attention to accuracy and detail.

Principal Responsibilities

1. Monitors, controls and maintains the financial activity for multiple departments.
2. Review and approval of financial transactions within Workday. Ensure expenditures are posted to proper accounts.
3. Prepares monthly financial checklist, identifies any questionable transactions and resolves any issues.
4.Serve as primary source of information on financial policies and procedures. Instruct staff on proper business processes.
5.Prepares and analyses standardized and specialized financial reports.
6.Contributes to the development and responsible for implementation of new procedures and department financial policies.
7. Maintains accurate data within the Yale Budgeting tool and assists in preparation of annual budgets and forecasting.
8. Serve as backup for confidential payroll processing.
9. May perform other duties as assigned.

Required Education and Experience

Eight years of related experience, six of them in the same job family at the next lower level and a high school level education; or six years of related experience and an Associate’s Degree; or two years of related work experience and a Bachelor’s Degree; or an equivalent combination of education and related experience.

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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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