Financial Assistant, School of the Environment
3 weeks ago
Essential Duties
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's degree in a related field; or an equivalent combination of experience and education.
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:
Under the direction and supervision of the Account Manager, provide a broad range of financial and administrative business services support to the School of Environmental.
Primary Responsibilities
Review and approve financial activity of all operating accounts. Review routine transactions for accuracy and completeness. Research, identify and correct questionable expenses; obtain explanations or additional information to make necessary corrections. Process entries using Workday Financials including Expense Reports, Journal Entries/Payroll Accounting Adjustments, Purchasing Intake Portal, and Cash Deposits. Ensure backup documentation supports payment requests and reimbursements per University policies and procedures. Generate and review monthly account statements. Prepare standardized and specialized financial reports and analyses using Workday, Power BI and Excel. Distribute approved reports to faculty, staff, and students. Clear COA inaccuracies, invoices on hold, and labor suspense. Support AP and Procurement functions. Serve as contact for Purchasing Department and Accounts Payable. Resolve unpaid or delinquent payments to staff or vendors. Input and retrieve data from the University's Workday system. Ensure cardholder compliance with University policies and procedures. Prepare, process, and approve Expense Reports. Establish and maintain an account file system consistent with YSE standards. Establish new award files. Archive closed accounts. Review and monitor Professional Services Agreements and grant proposals per YSE, Yale University, local, state, and federal policies. Manage departmental standing orders and maintenance service contracts. Assist in the development and improvement of systems, procedures, and controls to ensure compliance, accuracy, and efficiency. Serve as a source of information to faculty, staff, students, and external contacts on financial policies, procedures, and school activities. Provide training and present this information as needed to the YSE business office and other YSE centers and programs. When needed provide backup to cover business office staff during vacation, absences, and peak operating periods, as necessary. Perform additional functions incidental to business office activities as required.
Preferred Education, Experience and Skills:
Min of 1 year related work exp. Exp working with faculty, staff and students. Exp working with restricted funds including Endowments, Gifts, and Sponsored Awards; knowledge for University policies and procedures. Proficiency with Workday financials, Power BI Report Server and Microsoft Office applications. Interest in forestry or the environment. Exp working in the YSE Business Office.
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.
-
New Haven, United States Yale University Full time**Financial Assistant, School of the Environment**: - Yale School of the Environment - Business Office - 88173BR **University Job Title** - Financial Assistant 4 **Bargaining Unit** - L34 - Local 34 (Yale Union Group) **Time Type** - Full time **Duration Type** - Regular **Compensation Grade** - Labor Grade D **Wage Ranges** - Click here to see our...
-
Financial Assistant, Research
3 weeks ago
New Haven, United States Yale School of Medicine Full timePosition Focus: Yale School of Nursing (YSN) is seeking a Financial Assistant (FA) to join the dynamic and growing Office of Research). YSN, located on the beautiful and sprawling grounds of Yale West Campus, is conveniently located near major highways. The Yale West Campus has a lot to offer including free parking, woodland walking trail, café and...
-
Financial Assistant 4
5 days ago
New Haven, United States Yale School of Medicine Full timePosition Focus: This position is under the direction of the Associate Director of Research and Senior Research Finance Manager for the Integrated Business Office (IBO), supporting surgical specialty departments at the Yale School of Medicine with a focus on the Departments of Anesthesia, Emergency Medicine, Ophthalmology and Surgery. Serving as a key...
-
Financial Assistant 4
4 days ago
New Haven, Connecticut, United States Yale School of Medicine Full timePosition Focus: This position is under the direction of the Associate Director of Research and Senior Research Finance Manager for the Integrated Business Office (IBO), supporting surgical specialty departments at the Yale School of Medicine with a focus on the Departments of Anesthesia, Emergency Medicine, Ophthalmology and Surgery. Serving as a key...
-
Director, Financial Strategy and Administration
2 months ago
New Haven, United States Yale School of Medicine Full timePosition Focus: Reporting to the Dean of Yale School of Public Health (YSPH), the Director, Financial Strategy & Administration will manage an annual operating budget of approximately $110M, including $70M in research grants. The position oversees business operations for approximately 150 faculty, 950 trainees, and 200 staff. The Director will be...
-
Director, Financial Strategy and Administration
3 weeks ago
New Haven, United States Yale School of Medicine Full timePosition Focus: Reporting to the Dean of Yale School of Public Health (YSPH), the Director, Financial Strategy & Administration will manage an annual operating budget of approximately $110M, including $70M in research grants. The position oversees business operations for approximately 150 faculty, 950 trainees, and 200 staff. The Director will be...
-
Senior Financial Accountant
3 weeks ago
New Haven, United States Creative Financial Staffing Full timeSenior Financial Accountant Hybrid work schedule - 3 days on-site Historically low turnover Small environment, very collaborative Annual merit increases Competitive benefits, including a 401k with a 4% match Responsibilities of Senior Financial Accountant: Analyzes & reconciles complex financial transactions. Prepares & maintains financial ledgers,...
-
Senior Financial Accountant
2 weeks ago
New Haven, United States Creative Financial Staffing Full timeSenior Financial Accountant Hybrid work schedule - 3 days on-site Historically low turnover Small environment, very collaborative Annual merit increases Competitive benefits, including a 401k with a 4% match Responsibilities of Senior Financial Accountant: Analyzes & reconciles complex financial transactions. Prepares & maintains financial ledgers,...
-
Senior Financial Accountant
2 weeks ago
New Haven, United States Creative Financial Staffing Full timeSenior Financial Accountant Hybrid work schedule - 3 days on-site Historically low turnover Small environment, very collaborative Annual merit increases Competitive benefits, including a 401k with a 4% match Responsibilities of Senior Financial Accountant: Analyzes & reconciles complex financial transactions. Prepares & maintains financial ledgers,...
-
Senior Financial Accountant
4 days ago
New Haven, United States Creative Financial Staffing Full timeJob DescriptionSenior Financial AccountantHybrid work schedule – 3 days on-siteHistorically low turnoverSmall environment, very collaborativeAnnual merit increases Competitive benefits, including a 401k with a 4% matchResponsibilities of Senior Financial Accountant: Analyzes & reconciles complex financial transactions. Prepares & maintains financial...
-
Senior Financial Analyst
4 weeks ago
New Haven, United States Creative Financial Staffing Full timeSenior Financial Analyst About the Company and Opportunity of Senior Financial Analyst Role: Well-respected company is seeking a Senior Financial Analyst. This organization has gone through explosive growth over the last few years, mainly due to acquisition, which has lead to the creation of this newly created role. Take this Senior Financial Analyst...
-
Financial Assistant 4
4 days ago
New Haven, United States Yale University Full time**Financial Assistant 4**: - Surgery/Ophthalmology - 87718BR **University Job Title** - Financial Assistant 4 **Bargaining Unit** - L34 - Local 34 (Yale Union Group) **Time Type** - Full time **Duration Type** - Regular **Compensation Grade** - Labor Grade D **Wage Ranges** - Click here to see our Wage Ranges **Searchable Job Family** - Accounting/...
-
Financial Assistant 4
3 weeks ago
New Haven, United States Yale University Full time**Financial Assistant 4**: - Genetics - Finance - 87212BR **University Job Title** - Financial Assistant 4 **Bargaining Unit** - L34 - Local 34 (Yale Union Group) **Time Type** - Full time **Duration Type** - Regular **Compensation Grade** - Labor Grade D **Wage Ranges** - Click here to see our Wage Ranges **Searchable Job Family** -...
-
Financial Analyst 2, Post Award
3 weeks ago
New Haven, United States Yale School of Medicine Full timePosition Focus: Reporting to a Manager of FRMS Post-Award, provide analytical and financial services, guidance and consultation to faculty and staff optimizing a PI's use of research funds for awards within assigned portfolios across departments. Provides high levels of client satisfaction through strong relationship management efforts....
-
Financial Analyst 2, Post Award
2 weeks ago
New Haven, United States Yale School of Medicine Full timePosition Focus: Reporting to a Manager of FRMS Post-Award, provide analytical and financial services, guidance and consultation to faculty and staff optimizing a PI's use of research funds for awards within assigned portfolios across departments. Provides high levels of client satisfaction through strong relationship management efforts....
-
Financial Assistant 4
2 months ago
New Haven, United States Yale University Full timeEssential Duties 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...
-
Financial Assistant 4
3 weeks ago
New Haven, United States Yale University Full timeEssential Duties 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...
-
Financial Assistant 4
2 months ago
New Haven, United States Yale University Full timeThis position is under the direction of the Associate Director of Research and Senior Research Finance Manager for the Integrated Business Office (IBO), supporting surgical specialty departments at the Yale School of Medicine with a focus on the Depa Financial, Assistant, Finance Manager, Technology
-
Assistant Director, Financial Reporting
1 week ago
New Haven, United States Yale University Full time**Assistant Director, Financial Reporting**: - YSM - Assistant Controller - 89065BR **University Job Title** - Associate Director 3 **Bargaining Unit** - None - Not included in the union (Yale Union Group) **Time Type** - Full time **Duration Type** - Regular **Compensation Grade** - Administration & Operations **Compensation Grade Profile** -...
-
Financial Assistant 4
2 months ago
New Haven, United States Yale University Full timeEssential Duties 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...
