Yale University · 2 months ago
Senior Financial Assistant
New Haven, CT
Full-time
Onsite
Senior Level
$31.05/hr - $31.05/hr
6+ years expYale University is a prestigious institution that seeks to contribute to a better tomorrow. They are looking for a Senior Financial Assistant to provide comprehensive financial and business support services to the Yale School of Management, ensuring compliance and accuracy in financial operations.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
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
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
Review financial requests in Workday Financials for accuracy, documentation, and compliance with university policies and procedures
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
Prepare expense reimbursements utilizing Workday Financials, including student clubs
Assist with student club funds and provide business office processes and accounting management/training to student club officers
Assist Budget Analysts with downloading and disseminating faculty and other department financial reports
Prepare journal entries in Workday financial system
Collaborate and prepare monthly CT state sales tax reports for the Yale SOM Business Office and Mailroom
Initiate and assist in maintaining Yale SOM’s chart of accounts
Perform intake/exit tasks assigned through the JIRA ticketing system, including access requests
Assist with the process of monthly financial statement reconciliation
Prepare cash deposits and accompanying Workday cash sales
Assist with monthly credit card reconciliation for multiple departments
Request and maintain faculty, staff, and PhD student purchasing cards
Assists with processing student payroll including teaching assistants (TAs), research assistants (RAs), tutors, and musicians, etc
Create and maintain measures (or “metrics”) that will help to improve our business operations
Other office support duties assigned
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
Qualification
Required
Demonstrated superior customer service skills, superior problem definition, problem-solving, follow-through, and follow-up
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
Strong attention to detail; ability to follow through on assignments independently and to work as a team member
Professional demeanor and ability to communicate verbally and in writing in a helpful, pleasant, and professional manner
Demonstrated ability to concentrate and perform with constant and varied interruptions
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
Preferred
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
Company
Yale University
Yale University is a research and education institution that prioritizes its students.
10001+ employees
H1B Sponsorship
Yale University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)
Funding
Current Stage
Late StageTotal Funding
$42.86MKey Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M
Leadership Team
Geoffrey Chatas
Senior Vice President for Operations
Jack Callahan
Senior Vice President for Operations
Recent News
Government Technology US
2026-01-22
2025-12-10
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