Accounting & Financial Aid Advisor

7 days ago

New Haven, Connecticut, United States Yale University Full time
Essential Duties

Financial Analysis and Reporting:
Analyzes information and creates accurate and timely reports that add value to the management of University operations. Applies GAAP to report out on financial conditions. Ensures financial reporting meets the compliance needs of internal and external users. Extracts data from multiple sources. 2.

Financial Methods and Systems:
Recommends methods to improve practices, processes and systems. Works with internal and external contacts to carry out department objectives.

Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy and relationship management.

3.

Accounting and Reconciliation:
Accurately records enterprise or subsystem transactions to balance sheets, income statements, and other financial records. Performs reconciliations; navigates through systems and reporting tools to independently resolve routine and non-routine discrepancies. Applies entries to the general ledger or subsystems and ensures adherence to GAAP, regulatory requirements and financial reporting considerations. Communicates effectively to unit leadership. 4.

Strategic Resource:
Translates unit finance objectives into priorities. Reports financial issues and risks and makes recommendations. Contacts appropriate stakeholders to include in communications and approvals. 5.

Compliance and Risk Management:

Establishes, implements and/or maintains strong internal controls in areas of assigned responsibility to provide reasonable assurance of effective and appropriate resources use, accurate financial information, and adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements.

6. May perform other duties as assigned.

Required Education and Experience


Bachelor's degree in Accounting, Business, Economics or Finance and two years of related experience or an equivalent combination of education and experience.

Demonstrated application of financial, accounting and economic concepts.

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.


Position Focus:


Assist in the day-to-day operations of the office to ensure the timely and accurate administration and delivery of graduate student funding.

Assist in maintaining student records and reconciling student accounts. Responsible for a financial aid caseload. Counsel students to resolve their financial issues. Review, evaluate and respond to departmental communications. Provide guidance to departments in the use of Graduate Student Funding (GSF) procedures and policies and develop training materials.

Preferred Education, Experience and Skills:
Proven experience working in a higher education setting with financial duties.

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.
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