"Senior Financial Assistant"

Overview

The Yale School of Management (SOM) is a world-renowned graduate business school that offers several degrees and programs. SOM’s mission is to educate leaders for business & society. That mission is deeply wound into all our activities from classroom pedagogy to the choices we make in managing our campus.

We are seeking a Senior Financial Assistant to provide a high level of comprehensive financial and business support services to the organizations served by the Yale School of Management Business Office. This position is under the general direction of the Associate Director of Business Operations.

Essential Duties

1. Provide a high level of customer service to numerous and diverse walk-in, telephone, and email customers in a fast-paced environment. Assist with problem solving. Determine when issues need to be escalated.
2. Serve as advisor to Yale SOM departments, assisting with purchasing and reimbursement requirements. Determine the appropriate method of payment. Make recommendations for using purchasing cards where appropriate. Monitor and review activity for compliance, accuracy, and completeness. Conduct the necessary due diligence to follow up on outstanding items.
3. Review financial requests in Workday Financials for accuracy, documentation, and compliance with university policies and procedures.
4. Manage the procurement of goods and services for various Yale SOM departments using appropriate university tools and processes. Manage standing orders and service contracts. Assist with the set-up of new vendors.
5. Prepare expense reimbursements utilizing Workday Financials, including student clubs.
6. Assist with student club funds and provide business office processes and accounting management/training to student club officers.
7. Assist Budget Analysts with downloading and disseminating faculty and other department financial reports.
8. Prepare journal entries in Workday financial system.
9. Collaborate and prepare monthly CT state sales tax reports for the Yale SOM Business Office and Mailroom.
10. Initiate and assist in maintaining Yale SOM’s chart of accounts.
11. Perform intake/exit tasks assigned through the JIRA ticketing system, including access requests.
12. Assist with the process of monthly financial statement reconciliation.
13. Prepare cash deposits and accompanying Workday cash sales.
14. Assist with monthly credit card reconciliation for multiple departments.
15. Request and maintain faculty, staff, and PhD student purchasing cards.
16. Assists with processing student payroll including teaching assistants (TAs), research assistants (RAs), tutors, and musicians, etc.
17. Create and maintain measures (or "metrics") that will help to improve our business operations.
18. Other office support duties assigned.

Required Skills and Abilities

1. Demonstrated superior customer service skills, superior problem definition, problem-solving, follow-through, and follow-up.
2. Demonstrated highly developed computer skills, including working ability with Microsoft products, i.e., Word, Excel, Outlook, and PowerPoint-proven skills in word processing, spreadsheets, accounting principles, and Internet navigation expertise.
3. Strong attention to detail; ability to follow through on assignments independently and to work as a team member.
4. Professional demeanor and ability to communicate verbally and in writing in a helpful, pleasant, and professional manner.
5. Demonstrated ability to concentrate and perform with constant and varied interruptions.

Preferred Skills and Abilities

Bachelor’s degree and demonstrated proficiency with online systems and computer applications listed in this description. Workday experience. Experience in bookkeeping or general accounting practices. Knowledge of Yale's administrative policies and procedures.

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.

Hourly Range

31.05

Location

121 Whitney Avenue, New Haven, Connecticut

Posted

19-Nov-25

Job Category

Administrative Support

Time Type

Full time