Financial Assistant 4

Yale University; New Haven (CT); On-site; USD 63,000 - 69,000; Full time

Job summary

Yale University is seeking a detail-oriented financial assistant to support the department of Pathology Post Award team in New Haven. You will prepare financial reports, spreadsheets, and analyses while coordinating high volumes of expense reports and supplier invoices using Workday.

Responsibilities include month-end close, compliance with university policies, and training staff on procedures. Eight hours or more daily in a full-time remote-capable role with strong mathematical and

Qualifications

• Well-developed organizational skills and ability to transition across systems and tasks.
• Formal education or training in bookkeeping or accounting; strong mathematical proficiency.
• Superior written and oral communication skills and a strong work ethic.
• Demonstrated proficiency in financial administrative software (Word/Excel) and in supporting high-level financial activities.

Responsibilities

• Draft preliminary financial sections of proposals and ensure accuracy and compliance.
• Monitor and maintain financial activity and expenditures across accounts; identify and correct discrepancies.
• Process month-end and year-end transactions; handle Workday cash deposits and approvals.
• Explain and apply financial policies; train staff on forms, check requests, reimbursements and requisitions.
• Provide backup support for Financial Assistants as needed; maintain financial records and files.

Skills

Organizational skills

Mathematical proficiency

Communication skills

Team collaboration

Education

Bachelor's degree in a related field

Associate degree

High school education

Tools

Workday

Excel

Word

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

Reporting to the Finance Manager of the IBO RADLAB, specifically in the department of Pathology, and with latitude for independent discretion and judgment, provide comprehensive financial and accounting assistance for the department of Pathology Post Award team. Utilizing strong mathematical proficiency, prepare financial reports, create spreadsheets and financial analysis as needed. Coordinate and process high volume of expense reports, requisitions, supplier invoices, and support to Post Award Accountants, faculty, and staff.

Additional Responsibilities Include

• Receive, review, enter, track and verify accuracy of expenses and other financial activities in the departments for compliance and University reporting and monitoring requirements.
• Verify accuracy of charges, investigate discrepancies, track missing documentation and correct inappropriate activity using Workday and other University systems to maintain accurate accounting statements.
• Assist accounting staff with month-end and year-end transactions, gathering all pertinent documentation, verifying charges and outstanding commitments and closing standing orders to end all transactions. Process and approve transactions in Workday including cash deposits.
• Serve as a principal source of information on financial policies and procedures and University systems. Resolve problems regarding unpaid invoices and procurement. Instruct support staff on University policies and procedures concerning form completion and proper documentation of check requests, employee reimbursement, request for services and purchase requisitions.
• Serve as backup support for USP Financial Assistant and All Funds Financial Assistant as needed.

Required Skills And Abilities

• Well-developed organizational skills. Ability to transition with ease among systems and tasks.
• Formal education or training in bookkeeping or accounting; strong mathematical proficiency.
• Superior written and oral communication skills, positive attitude and strong work ethic, attested to by references.
• Demonstrated proficiency in financial and administrative computer software (including Word and Excel). Previous experience providing high-level financial assistant support preferred.
• Strong team building skills with well-developed interpersonal skills in order to work with and provide a high level of support to a wide variety of professional staff.

Preferred Skills And Abilities

• Experience processing payroll at Yale University, experience using Workday.
• Ability to meet demanding time constraints/work well under pressure. Ability to handle extremely sensitive information in a highly confidential manner
• Excellent attendance, punctuality and reliability, as attested to by references.

Principal Responsibilities

• 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

08/10/2026

Job Category

Administrative Support

Bargaining Unit

L34

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.

Note

Yale University is a tobacco-free campus.