Financial Assistant 4

Working under the general direction of the operations manager and exercising a considerable amount of discretion and independent judgment, provides a high level of financial and administrative support to the MR USP, a part of the Yale Biomedical Imaging Institute. This position supports business office functions which include the monitoring and running of reports for accounts, processing journals, accounting adjustments, requisitions, processing expense reports, fulfilling the P2P invoice specialist role as well as other duties as assigned. Includes USP billing, USP revenue reporting, capacity reporting/tracking, creation of and management of standing purchase orders, placing orders for USP staff, processing stockroom card requests, and assisting with preparation of annual USP rate sheets. Coordinates animal user group meetings. Processes access requests for MR USP space. Manages MR Safety training in Workday. Coordinates HIC protocol review by MR protocol review committee. Recent intermediate to advanced Excel experience and YBT Financial Plan experience preferred. Principal responsibilities below are generic in nature; please refer to the position focus for an accurate job description.

Required Skills and Abilities:

1. Ability to plan, schedule and prioritize work, juggle multiple tasks, meet deadlines and resolve conflicting demands in a high volume environment.
2. Excellent attention to detail. Well developed computer skills and the ability to learn computer applications. Prefer recent intermediate/advanced Excel experience.
3. Self-directed with the ability to take initiative, problem solve and exercise independent judgment.
4. Demonstrated success in detailed work requiring accuracy and high level of productivity with disciplined follow-up skills. Ability to work as part of a team and also function independently.
5. Excellent attendance record and punctuality.

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.