Associate Director, Accounting and Compliance

Yale University; New Haven (CT); Hybrid; USD 105,000 - 174,000; Full time

Job summary

Yale University in New Haven seeks an experienced finance manager to lead the Yale School of Medicine finance function. You will supervise billing, analyze financial performance, and prepare monthly statements and school-level reports for senior leadership.

Hybrid work arrangement (two days in office) and collaboration with YSM Finance & Administration staff are key aspects of the role. A Bachelor’s degree and extensive accounting experience are required.

Qualifications

• Bachelor’s degree required in a related field with extensive accounting/finance experience.
• Strong knowledge of US GAAP and financial reporting principles.
• Experience with financial systems and analysis to support decision-making.

Responsibilities

• Directs and assesses resources for a major academic office and implements policies.
• Prepare monthly financial statements and school-level reports with supporting schedules.
• Oversee billing, journal entries, reconciliations, and Workday data integrity.
• Lead cross-departmental projects to redesign business processes and controls.
• Provide leadership, training, and performance feedback to staff; supervise interns as applicable.

Skills

Leadership

Communication

GAAP knowledge

Financial analysis

MS Office (Excel/PowerPoint)

Education

Bachelor’s Degree in related field

Tools

Workday

Epic

Job description

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

Report directly to the Yale School of Medicine (YSM) Assistant Controller and work in partnership with YSM Finance & Administration staff and other YSM and Yale University (the University) finance offices to produce meaningful financial reports and complex analyses that promote management decision‑making, operational effectiveness, and stewardship. Work with YSM Assistant Controller and YSM Associate Controller to support the development of financial policies and to ensure that quality assurance initiatives are in place to monitor compliance with such policies. Participate in business process redesign initiatives; conceptualize strategies to optimize the use of Yale's financial systems and tools, serve as resource to the YSM finance community regarding technical accounting and financial matters, and perform other tasks as required to support the overall effectiveness of the YSM Finance & Administration organization.

Hybrid – Two Days in office.

Supervise the YSM Centralized Billing team. Manage invoicing, collections, and related inquiries for all YSM departments (specifically, non-sponsored and non-patient services revenue), including loading of contract data into the Workday system and compilation of billing schedules for YSM departments and canceling, adjusting, and editing invoices as needed.

Supervise a Financial Analyst. Manage the monthly patient billing system (Epic) interface to the general ledger, along with the calculation of balance sheet provisions. Manage the budgeting/forecasting for patient revenue and related accounts receivable through collaboration with Yale Medicine.

Prepare and/or approve monthly journal entries and other accounting corrections.

Prepare and review monthly internal financial statements submitted to YSM leadership. Coordinate the assembly of financial information for the creation of school-level reports, including, but not limited to, a statement of activities, balance sheet, and other value-added supporting schedules. Migrate relevant management reports and analyses, as described above, into the monthly reporting package and develop strategies to link financial performance to budgets and plans. Prepare and present a summary of financial results to YSM leadership on a periodic basis.

Approve movement of residual funds related to completed industry clinical trials accounts. Manage the collaboration with the University’s finance team to close inactive industry sponsored clinical trials accounts within Workday.

Review financial information for entities affiliated with YSM; analyze related investments.

Support the preparation of external survey submissions through translation of YSM’s financial data to conform with external requirements.

Perform and supervise the preparation of reconciliations and Workday system certifications for balance sheet accounts.

Design and produce meaningful reports such as financial ratio analyses and other management measurements that are an integral part of a comprehensive executive reporting system.

Develop YSM financial policies, procedures, and guidelines within the broader suite of University guidance documents. Develop quality assurance initiatives (including the use of performance metrics and measurements as appropriate) to promote compliance with YSM and University financial policies.

Support YSM leadership in the redesign of YSM business processes to ensure that such processes promote effective internal controls, sound business management, exceptional customer service, and compliance with relevant accounting and regulatory standards.

Independently update and maintain applications to facilitate various YSM reporting needs. Responsible for ensuring that appropriate general ledger coding is used on YSM transactions and that accounting processes are in place and used correctly.

Assist YSM leadership in developing position papers on a variety of financial topics to set forth the relevant issues, alternatives for resolution or advancement, the pros and cons of such alternatives, and recommendations.

Assist in developing responses to internal audit comments and collaborate with departments to implement enhancements in internal control systems and data integrity.

Provide support for the University’s external audit(s) through collaboration with the University Controller’s Office.

Develop strategies to maximize the utility of YSM’s financial systems to enhance financial management at both a central and departmental YSM level. Serve as a key member of the YSM finance team assigned to participate in upgrades of software releases.

Train and manage summer interns, as applicable.

Provide performance feedback, training, and developing and monitoring the workload of staff.

Perform other projects as requested by YSM leadership.

Required Skills And Abilities

• Proven leader of people who can motivate others to achieve desired results. Highly motivated and creative.
• Ability to adapt communication style to address the needs of individuals at all levels and to represent the department in a professional manner. Excellent oral and written communication skills; strong interpersonal and presentation skills.
• Understanding of U.S. Generally Accepted Accounting Principles (GAAP). Demonstrated knowledge of financial, accounting, and economic concepts.
• Ability to analyze and interpret financial information and complex business processes and reporting; strong aptitude for systems and technical solutions. Excellent computer knowledge and demonstrated ability with a strong proficiency with Microsoft Office Suite, including Word, Excel and PowerPoint. Strong aptitude and willingness to learn new computer systems and software applications.
• Strong ability to lead projects, particularly with staff from other departments. Ability to guide and train departments in enhancing their systems/processes. Ability to flourish in a team-oriented setting with the ability to also work independently. Ability to multi-task and remain flexible. Ability to prioritize multiple projects and perform well under deadlines in a fast‑paced environment.

Preferred Skills And Abilities

• Certified Public Accountant.
• Comprehensive understanding of integrated financial systems and financial business processes.
• Proven experience at a higher education institution in a financial role involving accounting, reporting, and analysis.
• Proven experience with Workday.

Principal Responsibilities

• Directs, monitors, and assesses needs and directs the application of resources of an administrative University office dealing with one or more major functional areas. 2. Directs and implements solutions to problems that are routine to complex in nature and that affect multiple functional areas of responsibility. 3. Plans and/or participates in planning University activities on a long-term basis to comply with University goals and objectives. 4. Establishes and implements consistent university-wide policies in multiple functional areas of responsibility. 5. Ensures that University office policies and procedures are in compliance with federal, state, and local laws and ordinances. 6. Develops and monitors goals and objectives for managerial and professional staff in compliance with University strategies. 7. Directs a staff of exempt and non‑exempt employees. 8. May perform other duties as assigned. Required Education and Experience Bachelor’s Degree in related field and eight years of experience or an equivalent combination of education and related experience.

Job Posting Date

09/23/2026

Job Category

Manager

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Leader (27)

Salary Range

$105,000.00 - $174,000.00

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

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

Salary offers are determined by a candidate’s qualifications, experience, skills, and education in relation to the position requirements, along with the role’s grade profile and current internal and external market conditions.

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.