Financial Assistant IV Job Orange area,Connecticut USA,Finance & Banking

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Salary Range $31.83

Job Requisition 135123WD

Overview

Reporting to the Director of Finance & Administration, The Financial Assistant oversees the processing and recording of financial information. Provides accounting and problem solving to department. Serves as principal financial information resource. Coordinates and oversees the following responsibilities: transactional responsibilities include the processing of expense reports, invoices, requisitions, one‑time payments, journal entries, check requests and spend authorizations. Procedural responsibilities including purchasing card, service agreement and supplier request/change (via the Supplier Gateway) administration.

Compliance responsibilities include the relevant items of the Financial Review Checklist (FRC). Reporting responsibilities include Account Holder Report distribution.

Required

Skills and Abilities

Ability to run and interpret financial reports from applications such as Workday, Power BI, or similar tools, with advanced proficiency in Microsoft Excel.
Strong communication (written and verbal), interpersonal, and problem‑solving skills.
Working knowledge of financial administration, including reading and interpreting policies, procedures, and guidelines.
Strong organizational skills with the ability to multitask, prioritize tasks, and meet deadlines while maintaining accuracy and attention to detail.
Ability to work both independently and as part of a collaborative team, with a commitment to providing excellent customer service.

Principal Responsibilities

Drafts preliminary financial sections of proposals.

Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations.

Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures.

Serves as the principal source of information on financial policies and procedures and financial activity.

Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses.

Oversees and instructs support staff.

Oversees the maintenance of financial records and files.

Assists with the development and implementation of systems and procedures.

May calculate weekly payroll for department staff.

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

Original Job Posting Date 05/22/2026

Job Category Administrative Support

Bargaining Unit L34

Compensation Grade Labor Grade D

Time Type Full time

Duration Type Staff

Work Model Hybrid

Location 200 West Campus Drive, Orange, Connecticut

Posting Disclaimer

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale's Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of any individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Note Yale University is a tobacco‑free campus.

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