Financial Assistant 4

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As part of the Genetics Department Business Office team and reporting to the Associate Director of Operations, the Financial Assistant 4 delivers a full range of high-level financial support to the Genetics Department at Yale University.

• Reconciles and analyzes financial statements to ensure compliance with University and external policies, including Yale’s monthly financial review guidelines.
• Interprets and applies University financial policies and procedures, including international policies, to proactively manage departmental funds.
• Identifies financial risks and trends to support informed decision-making by department leadership.
• Prepares financial reports in Workday and other reporting platforms.
• Assists unit managers with quarterly and annual budget preparation.
• Prepares journal entries and accounting adjustments, including departmental USP billing.
• Maintains and tracks invoices for accounts payable and receivable.
• Maintains, updates, and tracks the department’s Moveable Equipment Inventory (MEI), including annual audits.
• Updates department master spreadsheets, including the ITS/Telecom list.
• Prepares purchase requisitions and expense reports.
• Provides coverage support for the administrative team as needed.
• Performs other duties as assigned.

• 1. Advanced PC proficiency, including strong working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint, as well as Adobe applications.
• 2. Excellent interpersonal skills with a demonstrated ability to collaborate effectively with a diverse group of stakeholders and manage competing priorities with professionalism.
• 3. Strong verbal and written communication skills, with the ability to convey information clearly, tactfully, and effectively.
• 4. Demonstrated accuracy and meticulous attention to detail in all work products, including data entry, reconciliation, and documentation.
• 5. Proven ability to multitask and meet demanding deadlines; follows through with enthusiasm and flexibility, works well independently and as part of a team, and maintains excellent attendance and punctuality.

• 1. Bachelor's degree in Accounting, Finance, or a related field; knowledge and practical experience applying federal and non-federal compliance guidelines, as well as Yale University financial policies and procedures, to support accurate reconciliations, reporting, and monthly/quarterly reviews.
• 2. Working knowledge of Material Transfer Agreements (MTA), including documentation and coordination requirements that impact departmental operations and compliance.
• 3. Experience supporting or managing Internal Service Provider (ISP) processes, including billing, cost allocations, and related journal entries/adjustments.
• 4. Proficiency with Workday and Yale financial systems/tools to prepare reports, process transactions, and support budget monitoring and decision-making.
• 5. Familiarity with Sci Quest and other financial management tools for requisitions, purchasing workflows, invoice tracking, and expense processing.

• 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…