Processes financial documents, payrolls and deposits of funds. Ensures expenses and revenue are posted to proper accounts. 2. Serves as principal source of information on financial policies, procedures and financial activity. 3. Instructs departmental personnel in financial aspects of their jobs. 4. Serves as petty cash cashier. 5. Reconciles and analyzes financial statements. Identifies, researches and corrects questionable financial activity. 6. Prepares standardized and specialized financial reports and analyses. 7. Serves as Notary Public. 8. Assists with the development and implementation of systems and procedures. 9. Oversees the maintenance of financial records and files. 10. May perform other duties as assigned. Required Skill/ability 1: Demonstrated ability to understand, manage and follow-up with multi-step transactions and processes. Well-developed organizational skills, attention to detail and accuracy. Ability to multitask and integrate several functions together, remain focused with frequent interruptions and independently prioritize work to meet deadlines. Required Skill/ability 2: Demonstrated ability to run and interpret financial reports from large financial applications, such as Workday. Proficiency in Microsoft Excel, including demonstrated ability to manipulate data and develop financial reports within spreadsheets. Required Skill/ability 3: Excellent customer service, written and oral communication skills. Ability to handle extremely sensitive information in a highly confidential manner. Required Skill/ability 4: Excellent attendance and punctuality record required. Highly motivated individual; strong self-starter with proven ability to demonstrate initiative and follow through on assignments. Preferred Education: Bachelor's degree in a related field and at least 4 years related work experience. Demonstrated experience in an academic department preferred. Strong knowledge of Yale financial policies and procedures, travel guidelines, expense reimbursements, honoraria and faculty appointments. Familiarity with Workday Financials. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Financial Assistant 4, General University Job Title: Financial Assistant Preferred Education, Experience and Skills: Bachelor's degree in a related field and at least 4 years related work experience. Demonstrated experience in an academic department preferred. Strong knowledge of Yale financial policies and procedures, travel guidelines, expense reimbursements, honoraria and faculty appointments. Familiarity with Workday Financials. 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's degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of demonstrated experience and education.

Financial Assistant | Yale University - Military Veterans

at HERC - Metro New York & Southern Connecticut

New Haven, CT