Financial Assistant IV

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

$31.83

135868WD

Since 1971, Yale Health Center has been the principal provider of acute, specialty, and primary care for Yale University students, faculty, staff, retirees, and their families. Over 50 years later, Yale Health has more than 50,000 members who come from every state in the country and nearly every country in the world. Our Partnership for Patient-Centered Care means we respect, hear, and involve our patients as an equal partner in their health goals.

Physicians, nurse practitioners, nurse midwives, physician assistants, and others are board certified and committed to a team approach to healthcare. As a not-for-profit care provider, managed and led by physicians, our patients come first and we are continually looking at ways to update and improve our services.

• Receive, review, enter, track and verify accuracy of expenses and other financial activities in the departments for compliance and University reporting and monitoring requirements. Generate all manner of University forms online; responsible for purchasing activity and payroll entry. Perform report generation on a regular and ad‑hoc basis for assigned departments.
• Generate and review monthly financial statements. Verify accuracy of charges, investigate discrepancies, track missing documentation and correct inappropriate activity using Workday and other University systems to maintain accurate accounting statements.
• Collect, sort and process weekly student casual payroll along with the calculation of shift differential and extra payments for Yale Health monthly staff and moonlighters.
• Assist accounting staff with month‑end and year‑end transactions, gathering all pertinent documentation, verifying charges and outstanding commitments and closing standing orders to end all transactions. Process and approve transactions in Workday including cash deposits. Assist with the processing of payments for various retainer contracts with School of Medicine departments.
• Serve as the principal source of information on financial policies and procedures and University systems. Resolve problems regarding unpaid invoices and procurement. Instruct support staff on University policies and procedures concerning form completion and proper documentation of check requests, employee reimbursement, request for services and purchase requisitions.
• Monitor all suspense accounts and AP Holds accounts to maintain that these areas have been researched and cleared to the correct account. Submit invoices for approval using Workday.
• Order supplies for business office staff.
• Maintain all financial records and files for the entire business office. Process financial files for archiving including reviewing files and packing boxes and staging them for vendor pickup.
• Serve as backup support for business office administrative staff. Perform incidental responsibilities as required by the position.

• Well‑developed organizational skills. Ability to transition with ease among systems and tasks.
• Formal education or training in bookkeeping or accounting; strong mathematical proficiency.
• Superior written and oral communication skills, positive attitude and strong work ethic, attested to by references. Ability to educate and assist managers and employees to successfully navigate Yale Health and University payroll policies, procedures and timelines.
• Demonstrated proficiency in financial and administrative computer software (including Word and Excel). Previous experience providing high‑level financial support.
• Strong team‑building skills with well‑developed interpersonal skills in order to work with and provide a high level of support to a wide variety of professional staff.

• Experience processing payroll at Yale University, experience using Workday.
• Ab…