Financial Assistant 4

Yale University; New Haven (CT); Hybrid; USD 36,000 - 52,000; Full time

Job summary

Yale University in New Haven is seeking a Financial Assistant 4 to deliver high-level financial support for the Genetics Department. The role reports to the Associate Director of Operations and covers reconciliation, budgeting, journal entries, and reporting in Workday.

The ideal candidate has strong Excel skills, attention to detail, and proven ability to coordinate with diverse stakeholders within a hybrid, university setting.

Qualifications

• Six years of related work experience or equivalent combination of education and experience.
• Proficiency with financial reporting, reconciliation, and budgeting processes.
• Experience applying university financial policies and procedures.

Responsibilities

• Drafts preliminary financial sections of proposals.
• Reconciles and analyzes financial statements and prepares reports.
• Maintains financial records, journals, and audits with accuracy.
• Supports budget development and quarterly reviews.
• Prepares purchase requisitions and expense reports.
• Provides coverage for administrative tasks as needed.

Skills

Excel

Interpersonal skills

Communication

Attention to detail

Multitasking

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Workday

SciQuest

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

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.

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

10/20/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

Compensation Grade Profile

Hourly Range

$31.83

Benefits

A general description of the benefits to be offered with this Clerical and Technical position is available at:

Yale Benefits

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 basedon 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.

Note

Yale University is a tobacco‑free campus.