Financial Assistant 4

Overview

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!

• Receive, review, enter, track and verify accuracy of expenses and other financial activities in the departments for compliance and University reporting and monitoring requirements.
• Verify accuracy of charges, investigate discrepancies, track missing documentation and correct inappropriate activity using Workday and other University systems to maintain accurate accounting statements.
• 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.
• Serve as a 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.
• Serve as backup support for USP Financial Assistant and All Funds Financial Assistant as needed.

• 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.
• Demonstrated proficiency in financial and administrative computer software (including Word and Excel). Previous experience providing high-level financial assistant support preferred.
• 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.
• Ability to meet demanding time constraints/work well under pressure. Ability to handle extremely sensitive information in a highly confidential manner
• Excellent attendance, punctuality and reliability, as attested to by references.

• 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.

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.

• Job Posting Date: 08/10/2026
• Job Category:
  Administrative Support
• Bargaining Unit: L34
• Compensation Grade:
  Labor Grade D
• Hourly Range: $31.83
• Time Type:
  Full time
• Duration Type:
  Staff
• Work Model:
  Remote

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing…