Financial Assistant – Parking, Transit and Fleet Services

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

Job summary

Yale University in New Haven, CT, is seeking a Financial Assistant 4 to support Parking, Transit, and Fleet Services with month-end reporting, KPI tracking, and financial data management using Workday and BI tools.

The role involves variance analysis, vendor relations, and preparation of financial materials for grants, contracts, and budgeting. It requires strong Excel skills, advanced Workday knowledge, and the ability to coordinate with multiple stakeholders in a hybrid, full-time setting.

Qualifications

• Excellent organizational skills and the ability to respond to complex problems with minimal direction.
• Excellent verbal and written communication skills with the ability to prepare documents, with strong attention to detail.
• Ability to listen, ask questions, and gain clarification to recognize and solve problems.
• Strong knowledge of Power BI and Tableau for reporting and data visualization.

Responsibilities

• Drafts preliminary financial sections of proposals and monitors financial activity across accounts.
• Reconciles and analyzes financial statements and prepares standardized and specialized reports.
• Oversees and instructs support staff and maintains financial records and files.
• Supports onboarding of strategic initiatives and procurement processes, including purchase orders and payroll calculations.

Skills

Organizational skills

Verbal communication

Written communication

Multitasking

Education

Bachelor's degree or higher

Tools

Power BI

Tableau

Workday Financials

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

The Financial Assistant 4, in Yale’s Department of Parking, Transit, and Fleet Services provides support for business operations within all three business units. This position will support the need for timely and recurring month-end reporting, metric gathering and financial reporting, identifying KPI’s and developing the processes to collect and report on those data points using Workday and other revenue/KPI collection software and other related technology platforms. The position will perform a variety of business functions including variance analysis, developing vendor relationships, tracking and renewals, and creating of Purchase Requisitions. The position will assist in preparing month-end revenue reconciliation.

The position will also support the onboarding of strategic initiatives for each business unit when necessary.

Essential Duties

• Data Analytics – Runs reports in a variety of parking related technology platforms; synthesizes data and creates reports using PowerBI, Tableau and other reporting software; succinctly summarizes findings
• Supports the business functions of Parking, Transit, and Fleet Services.
• Tracks and manages Capital Projects, creates Purchase Orders, requests Sponsored Identities, etc.
• Assembles and compiles materials for grants, contracts, and budgeting and financial reporting
• Monitor expenditures and reconcile financial statements.
• Serves as source of information to students, staff, faculty, and clients on policies, procedures, and office activities.
• Schedules and coordinates meetings and appointments.
• Review outgoing material for completeness, attachments, dates, and signatures. Composes general correspondence and written material. Establishes and maintains filing systems.
• Overseas and instructs support staff. Performs additional functions incidental to office activities.
• May perform other duties as assigned.

Required Skills And Abilities

• Demonstrated strong computer skills including advanced proficiency with Microsoft Office Suite: Word, Excel, and Outlook. Advanced proficiency with Excel, with ability to create graphs, pivot tables, power queries etc. is required for running reports and assisting with preparing documents for leadership. Advanced knowledge in Power Bi is highly recommended.
• Strong knowledge of Workday Financials & Reporting. Previous experience working with financial systems and ability to create/extract reports and reconciliation of large data sets.
• Excellent organizational skills and the ability to respond to complex problems and initiate corrective action with minimal direction in a busy office setting (in a dynamic environment). Ability to use strong independent judgment and multitasking skills with a calm and pleasant personality.
• Ability to listen, ask questions, and gain clarification in order to recognize and understand customer situations, and subsequently solve the problem.
• Excellent verbal and written communication skills with the ability to prepare documents, with strong attention to detail.

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

11/04/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

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 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.

Note

Yale University is a tobacco-free campus.