Financial Assistant

Overview

Reporting to the Finance Manager for Yale School of Medicine (YSM) Central Administration Units Shared Services, with wide latitude for exercising discretion and independent judgment, oversee all aspects of departmental administration to ensure faculty, student and staff in YSM Central Administration receive high quality financial and operational support in a manner compliant with University policies and procedures. Serve as key financial support to the Finance Manager in a team-organizational structure.

Track and maintain all interactions with the customer base and add transparency throughout the lifecycle of a request such as expense reports, supplier invoices, supplier invoice requests (former check requests), cash sales, payroll accounting adjustments (PAAs), Journal Entries, Purchase Orders requests, etc. in Workday and Sales Force business transaction management system.

Prepare, enter, and monitor various billing within the YSM Central Administration Units.

• Solid understanding of internal control concepts. Ability to plan, schedule and prioritize work, juggle multiple tasks, meet deadlines and resolve conflicting demands in a high-volume environment, while maintaining productivity and quality standards.
• Intermediate to advanced proficiency with Microsoft Office products, Word, Excel, and Outlook.
• Strong analytical and problem-solving skills. Ability to function independently, under stress and high proactive fashion.
• Ability to multitask. Strong organizational skills and attention to detail.
• Demonstrated willingness to work as a member of a team. Ability to handle confidential and sensitive information.

Bachelor s degree in a related field such as accounting, finance, economics, business, or mathematics. Grant and contract pre- and post-award experience.

Experience with Workday, Sales Force, Power

BI and YBT. Strong accounting and financial management skills including demonstrated ability with journal entries, general ledgers, cost allocations, detailed transactions, pivot tables, formulas, and VLOOKUP.

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 degree in a related field; or an equivalent combination of experience and education.

01/28/2026

Administrative Support

L34

Labor Grade D

Full time

Staff

Hybrid

50 Division Street, New Haven, Connecticut

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.

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.

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…