Financial Assistant 4

L34 - Local 34 (Yale Union Group)

Full time

Regular

Labor Grade D

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Accounting/ Financial

37.5

Standard (M-F equal number of hours per day)

Medical School Campus

50 Division Street New Haven, CT 06511

Hybrid

Serving as a key source of financial information, provide comprehensive financial operations support within the Integrated Business Operations (IBO) serving the Departments of Anesthesia, Emergency Medicine, Ophthalmology and Surgery. Interact with faculty and staff from various university financial and administrative departments, and outside vendors on a wide range of issues. Monitor, control and maintain financial activity of accounts in assigned sections. Ensure that expenditures are appropriate and charged to correct accounts. Interpret and adhere to University and Sponsored financial policies and guidelines, as needed. Perform other related duties as required.

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.

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.

Ability to read and interpret policies, procedures and guidelines, and to disseminate information derived from these sources. Demonstrated proficiency with financial processes including reconciliations, and an understanding of general ledger, journal entries, and cost transfers.

Demonstrated ability to effectively use computer support and reporting systems with intermediate to advanced proficiency with Excel. Demonstrated ability using formulas, converting information into charts and graphs, and manipulating data and running reports.

Highly developed interpersonal skills as well as strong written and verbal communication skills. Proven ability to work effectively with a wide range of individuals and ability to multi-task on a regular basis. Proven superior customer service and ability to maintain a pleasant and professional demeanor.

Ability to work under demanding time constraints with accuracy and efficiency. Demonstrated attention to detail.

Excellent attendance, punctuality, and reliability as attested by references.
Cover letter preferred.

Bachelor's degree in Accounting or related field. Experience with Workday applications. Familiarity with Yale polices and guidelines.

No

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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.

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

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.

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).

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