Financial Assistant – Parking, Transit and Fleet Services

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

Job summary

Yale's Parking, Transit, and Fleet Services seeks a Financial Assistant 4 to support month-end reporting, KPI collection, and financial analyses using Workday and BI tools. The role covers grants, vendor relations, and purchasing, with a focus on accuracy and timely reconciliations.

You will work in a hybrid environment, collaborating with students, staff, and faculty, while developing processes for data collection and reporting across three units.

Qualifications

• Advanced proficiency with Excel for reports and leadership documents.
• Strong knowledge of Workday Financials & Reporting.
• Excellent organizational skills with multitasking in a busy office.
• Strong verbal and written communication abilities.

Responsibilities

• Drafts preliminary financial sections of proposals.
• Reviews proposals for accuracy and compliance with requirements.
• Monitors and analyzes financial activity and reconciles statements.
• Serves as information source on financial policies and procedures.
• Prepares standardized financial reports and analyses.
• Instructs and oversees support staff.
• Maintains financial records and files.
• Assists with systems and procedures development and implementation.
• May calculate weekly payroll for department staff.
• Performs clerical accounting tasks.

Skills

Excel advanced

Power BI

Workday Financials

Data analysis

Communication skills

Education

Bachelor degree

Associate degree

High school diploma

Tools

Power BI

Tableau

Workday

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 Servicesprovides 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

• 1. 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
• 2. Supports the business functions of Parking, Transit, and Fleet Services.
• 3. Tracks and manages Capital Projects, creates Purchase Orders, requests Sponsored Identities, etc.
• 4. Assembles and compiles materials for grants, contracts, and budgeting and financial reporting
• 5. Monitor expenditures and reconcile financial statements.
• 6. Serves as source of information to students, staff, faculty, and clients on policies, procedures, and office activities.
• 7. Schedules and coordinates meetings and appointments.
• 8. Review outgoing material for completeness, attachments, dates, and signatures. Composes general correspondence and written material. Establishes and maintains filing systems.
• 9. Oversees and instructs support staff. Performs additional functions incidental to office activities.
• 10. May perform other duties as assigned.

Required Skills and Abilities

• 1. 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.
• 2. Strong knowledge of Workday Financials & Reporting. Previous experience working with financial systems and ability to create/extract reports and reconciliation of large data sets.
• 3. 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.
• 4. Ability to listen, ask questions, andgain clarification in order to recognize and understand customer situations, and subsequently solve the problem.
• 5. Excellent verbal and written communication skills with the ability to prepare documents, with strong attention to detail.

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

11/04/2026

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 basedin 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 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.