Financial Assistant 4

As part of the Genetics Department Business Office team and reporting to the Associate Director of Operations, the Financial Assistant 4 delivers a full range of high-level financial support to the Genetics Department at Yale University.

Reconciles and analyzes financial statements to ensure compliance with University and external policies, including Yale’s monthly financial review guidelines.

Interprets and applies University financial policies and procedures, including international policies, to proactively manage departmental funds.

Identifies financial risks and trends to support informed decision-making by department leadership.

Prepares financial reports in Workday and other reporting platforms.

Assists unit managers with quarterly and annual budget preparation.

Prepares journal entries and accounting adjustments, including departmental USP billing.

Maintains and tracks invoices for accounts payable and receivable.

Maintains, updates, and tracks the department’s Moveable Equipment Inventory (MEI), including annual audits.

Updates department master spreadsheets, including the ITS/Telecom list.

Prepares purchase requisitions and expense reports.

Provides coverage support for the administrative team as needed.

Performs other duties as assigned.

Required Skills and Abilities

1. Advanced PC proficiency, including strong working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint, as well as Adobe applications.

2. Excellent interpersonal skills with a demonstrated ability to collaborate effectively with a diverse group of stakeholders and manage competing priorities with professionalism.

3. Strong verbal and written communication skills, with the ability to convey information clearly, tactfully, and effectively.

4. Demonstrated accuracy and meticulous attention to detail in all work products, including data entry, reconciliation, and documentation.

5. Proven ability to multitask and meet demanding deadlines; follows through with enthusiasm and flexibility, works well independently and as part of a team, and maintains excellent attendance and punctuality.​

Preferred Skills and Abilities 1. Bachelor's degree in Accounting, Finance, or a related field; knowledge and practical experience applying federal and non-federal compliance guidelines, as well as Yale University financial policies and procedures, to support accurate reconciliations, reporting, and monthly/quarterly reviews.

2. Working knowledge of Material Transfer Agreements (MTA), including documentation and coordination requirements that impact departmental operations and compliance.

3. Experience supporting or managing Internal Service Provider (ISP) processes, including billing, cost allocations, and related journal entries/adjustments.

4. Proficiency with Workday and Yale financial systems/tools to prepare reports, process transactions, and support budget monitoring and decision-making.

5. Familiarity with SciQuest and other financial management tools for requisitions, purchasing workflows, invoice tracking, and expense processing.

The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department. The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Yale University is a tobacco-free campus.