Financial Assistant 3

Overview

Under the direction of the Operations Manager in the Department of Psychology including the Neuroscience and Cognitive Science Programs, the individual will provide financial support for a large, busy, service-oriented academic department.

Essential Duties

• Serve as a main contact for information to faculty, students, and staff on financial policies and procedures relevant to department activities.
• Prepare reimbursements and purchase requisitions in Workday for the department making sure all documentation is attached and all expenses are compliant with university policies and procedures.
• Process Supplier Invoices
• Oversee all Yale purchasing credit card charges to be sure expenses are cleared timely
• Assist labs with platforms such as Mturk and Prolific used to pay study participants
• Set up vendors and consultants in Workday as Suppliers
• Accept and log package deliveries
• Track student research and travel expenses
• Assist Business Office with departmental events
• Other additional miscellaneous duties.

Required Skills and Abilities

1. Demonstrated superior customer service skills; Professional demeanor and ability to communicate verbally and in writing in a helpful, pleasant, and professional manner.
2. Demonstrated highly developed computer skills, including working ability with Microsoft products, i.e., Word, Excel, and Outlook. Proven skills in spreadsheets.
3. Strong attention to detail; ability to follow through on assignments independently and to work as a team member.
4. Dependable; ability to work with occasional conflicting demands, time pressures, and deadlines with good judgment. Punctual with demonstrated excellent attendance record and reliability.
5. Demonstrated ability to concentrate and perform with constant and varied interruptions.

Preferred Skills and Abilities

1. Experience with Workday financial systems and Salesforce.
2. Familiarity with Yale's financial processes and systems, including university policies and procedures.
3. Prior work experience in a busy office environment providing financial support.
4. Working knowledge of the University's organization, academic, administrative, and financial policies and guidelines.
5. Degree in a finance-related area or exposure to financial data/workplace.

Principal Responsibilities

1. Analyzes and reconciles financial statements. Prepares standardized and specialized financial reports. Researches, identifies, and corrects errors through accounting transfers.
2. Serves as a source of information to staff, faculty, students and external contacts on financial policies and procedures and departmental activity. Establishes and maintains financial records and files ensuring accuracy and completeness. Monitors and may approve account expenditures.
3. May oversee and instruct support staff. May requisition supplies and equipment. May record and post data. Performs clerical functions incidental to financial activities.

Required Education and Experience

Four years of related work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related work experience and an Associate's degree; or an equivalent combination of experience and education.

Job Details

• Posted: 12-Feb-26
• Location: New Haven, Connecticut
• Categories: Staff/Administrative
• Internal Number: 132055WD
• Job Category: Administrative Support
• Bargaining Unit: L34
• Compensation Grade: Labor Grade C
• Hourly Range: $28.43
• Time Type: Full time
• Work Model: Hybrid