Manager Transaction Review and Compliance

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!

Reporting to the Director of Accounts Payable and Payment Services, this position will direct and manage the day-to
-day activities for the Transaction Review and Compliance Team. This position will ensure that the team meets service level targets for turnaround times, accuracy, and reliability. This position is a key resource with broad knowledge of financial compliance, internal controls, expense management and will act as a liaison and point of escalation between departments and various central University administrative offices. Furthermore, this position will act as a key stakeholder and subject matter expert for projects involving the implementation or upgrade of financial systems and platforms, ensuring departmental requirements are met and integrated seamlessly into team workflows.

The position will be responsible for designing and implementing quality improvements as needed, for seeking out opportunities to exceed customer service expectations by introducing quality checks, workflow efficiencies, and trouble‑shooting trends in escalations and vulnerabilities. This position will also participate in the development of reports, policy and procedures. This position is responsible for identifying and managing reconciliations and/or verification activities in strengthening QA activities and internal controls to promote policy adherence and best practices.

* This is a two year fixed duration position.

• 1. Accountable for effectively working with university business offices. Set performance expectations, manage results and adjust as necessary. Effectively manage the inventory of transactions awaiting review to ensure timely payments can be made.
• 2. Responsible for managing the process for documenting, analyzing and reporting incidents of noncompliance.
• 3. Responsible for creating and managing a formalized process for follow up inspections to ensure timely correction of noncompliance.
• 4. Responsible for developing new or to enhance existing controls and quality monitoring to ensure high quality work is performed and to mitigate risks.
• 5. Manage departments' escalations and resolutions with appropriate departments such as the Controller’s office.
• 6. Resolve service quality issues. Design and implement quality service improvements as needed.
• 7. Participate in development of policies and procedures and in the development of new reports.
• 8. Identifies and manages reconciliations and/or verification activities in strengthening QA activities and internal controls to promote policy adherence and best practices.
• 9. Looks for opportunities to exceed customer service expectations by introducing quality checks, workflow efficiencies, and trouble‑shooting trends in escalations and vulnerabilities.
• 10. Manage escalation items that requires specialized expertise, research, and involvement from outside functions. Works with Policy & Training Manager to identify and support training needs.
• 11. Partner with cross‑functional teams on the design, testing, and implementation of new financial systems or enhancements to existing platforms.
• 12. Lead the team through system upgrades and implementations, including developing training materials, updating procedures, and ensuring a smooth transition.
• 13. Serve as a subject matter expert for system-related projects, representing the team's needs and translating business requirements into technical specifications.
• 14. Perform other duties as assigned.

* Additional Principal Responsibilities Listed Below are Generic in Nature

• 1. Experience managing staff.
• 2. Experience using Excel formulas, filtering, graphs, charts, v-lookups, and pivot tables.
• 3. Excellent written and verbal communication skills.

• 1. Experience with an expense management system such as Concur, Workday, or…