"Financial Assistant 4"

Overview

Reporting to the Finance Manager for Yale School of Medicine (YSM) Central Administration Units Shared Services, with wide latitude for exercising discretion and independent judgment, oversee all aspects of departmental administration to ensure faculty, student and staff in YSM Central Administration receive high quality financial and operational support in a manner compliant with University policies and procedures. Serve as key financial support to the Finance Manager in a team-organizational structure.

Track and maintain all interactions with the customer base and add transparency throughout the lifecycle of a request such as expense reports, supplier invoices, supplier invoice requests (former check requests), cash sales, payroll accounting adjustments (PAAs), Journal Entries, Purchase Orders requests, etc. in Workday and SalesForce business transaction management system.

Prepare, enter, and monitor various billing within the YSM Central Administration Units.

Required Skills and Abilities

1. Solid understanding of internal control concepts. Ability to plan, schedule and prioritize work, juggle multiple tasks, meet deadlines and resolve conflicting demands in a high-volume environment, while maintaining productivity and quality standards.
2. Intermediate to advanced proficiency with Microsoft Office products, Word, Excel, and Outlook.
3. Strong analytical and problem-solving skills. Ability to function independently, under stress and high proactive fashion.
4. Ability to multitask. Strong organizational skills and attention to detail.
5. Demonstrated willingness to work as a member of a team. Ability to handle confidential and sensitive information.

Preferred Skills and Abilities

Bachelor's degree in a related field such as accounting, finance, economics, business, or mathematics. Grant and contract pre- and post-award experience. Experience with Workday, SalesForce, PowerBI and YBT. Strong accounting and financial management skills including demonstrated ability with journal entries, general ledgers, cost allocations, detailed transactions, pivot tables, formulas, and VLOOKUP.

Principal Responsibilities

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 expenditures.
4. Serves as the principal source of information on financial policies and procedures and financial activity.
5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses.
6. Oversees and instructs support staff.
7. Oversees the maintenance of financial records and files.
8. Assists with the development and implementation of systems and procedures.
9. May calculate weekly payroll for department staff.
10. 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.

Job Details

Hourly Range: $31.05

Job Category: Administrative Support

Bargaining Unit: L34

Compensation Grade: Labor Grade D

Time Type: Full time

Work Model: Hybrid

Location: 50 Division Street, New Haven, Connecticut

Posted: 29-Jan-26

Job Posting Date: 01/28/2026