Financial Assistant 4

Yale University

Connecticut

JOB DETAILS
SKILLS
Accounting, Accounting Policies, Administrative Skills, Background Investigation, Billing, Biomedicine, Budgeting, Calendar Management, Collective Bargaining, Detail Oriented, Establish Priorities, Expense Analysis, Expense Reports, Expense Tracking, Finance, Financial Administration, Financial Analysis, Financial Management, Financial Policies, Financial Procedures, Financial Reporting, Financial Services, Follow Through, Forecasting, Journal Entries, Legal, Monitor Regulations, Multitasking, Payroll Accounting, Power BI, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Procedure Implementation, Reconciliation, Record Keeping, Regulatory Requirements, Staff Training, Standard Operating Procedures (SOP), Team Player, Time Management, University/School Policies, University/School Regulations
LOCATION
Connecticut
POSTED
7 days ago

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Overview

Working under the general direction of the finance manager and exercising a considerable amount of discretion and independent judgment, provides a high level of financial and administrative support for the PET USP and MR USP, which fall under the Yale Biomedical Imaging Institute.

The Financial Assistant IV will provide day-to-day financial oversight and guidance over PET and MR USP’s. Financial Assistant IV will monitor, control, and maintain financial activity of all USP accounts; this includes the review and analysis of all expenditures, ensuring that all are posted to proper accounts. Reconciles and analyzes financial statements and assists with budget preparation, quarterly forecasts, and other ad hoc analysis; track and reconcile internal and external revenue. Assists with implementation of procedures and development of Institute SOP’s. Responsible for clerical functions incidental to accounting activities – process/prepare journal entries, expense reports, invoices, supplier invoice requests, compliance documents, payroll accounting adjustments, requisitions, fulfilling the P2P invoice specialist role, and other projects as assigned. Independently complete PET USP billing and provides back-up for MR USP billing.

Financial Assistant IV will provide minimal finance and administrative support for general Institute functions as needed; this may include preparing data for presentations and/or reports and tracking of financials for YSM reporting.

Relies on experience and judgment to plan and accomplish goals. Recent intermediate to advanced Excel experience preferred; experience with Yale software such as YBT, Workday, Power-BI is 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. Demonstrated success in detailed work requiring accuracy and high level of productivity with disciplined follow-up skills.

4. 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.

Job Posting Date

07/06/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

Compensation Grade Profile

Hourly Range

$31.83

Time Type

Full time

Duration Type

Staff

Work Model

Remote

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

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).

Note

Yale University is a tobacco-free campus.

About the Company

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Yale University