Manager of Transaction Review and Compliance

Yale Cancer Center; New Haven (CT); Hybrid; USD 68,000 - 121,000; Full time

Job summary

Yale University is seeking a Manager to lead the Accounts Payable and Payment Services team in New Haven, CT. You will direct day-to-day activities, ensuring timely payments, accuracy, and strong internal controls.

The role requires collaboration with campus departments and system enthusiasts for upgrades and new reports. You will design quality improvements, manage escalations, and develop training materials while partnering on multi-department financial projects.

Qualifications

• Experience managing staff.
• Excel proficiency (formulas, filtering, graphs, v-lookups, pivot tables).
• Excellent written and verbal communication skills.
• Experience with expense management processes and process improvement.
• Strong analytical and problem-solving abilities.

Responsibilities

• Supervise accounts payable operations to meet SLA targets for speed, accuracy, and reliability.
• Lead and develop staff in accounting and transactional services.
• Manage escalations with departments and ensure policy adherence.
• Develop and implement quality controls to improve accuracy and reduce risk.
• Collaborate with cross-functional teams on new financial system initiatives.
• Design reports, policies, and procedures to strengthen internal controls.
• Oversee reconciliations and QA activities.
• Provide training and guidance related to systems upgrades.

Education

Bachelor’s Degree in a related field

Tools

Concur

Workday

Oracle

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!

Salary Range

$68,000.00 - $120,500.00

Job Requisition ID

136974WD

Overview

ReportingtotheDirectorofAccountsPayable and Payment Services, this position will directandmanage the day-to-day activitiesfortheTransaction Review and Compliance Team.This position will ensure that the team meets service level targets for turnaround times, accuracy, and reliability. This position is a key resource with broad knowledge of financial compliance, internal controls, expense management and will act as a liaison and point of escalation between departments and various central University administrativeoffices.Furthermore, this position will act as a key stakeholder and subject matter expert for projects involving the implementation or upgrade of financial systems and platforms, ensuring departmental requirements are met and integrated seamlessly into team workflows.The position will be responsible for designing and implementing quality improvements as needed, for seeking out opportunities to exceed customer service expectations by introducing quality checks, workflow efficiencies, and trouble-shooting trends in escalations and vulnerabilities. This position will also participate in the development of reports, policy and procedures.This position is responsible for identifying and managing reconciliations and/or verification activities in strengthening QA activities and internal controls to promote policy adherence and best practices.

• 1. Accountable for effectively working with university business offices. Set performance expectations, manage results and adjust as necessary. Effectively manage the inventory of transactions awaiting review to ensure timely payments can be made.
• 2. Responsible for managing the process for documenting, analyzing and reporting incidents of noncompliance.
• 3. Responsible for creating and managing a formalized process for follow up inspections to ensure timely correction of noncompliance.
• 4. Responsible for developing new or to enhance existing controls and quality monitoring to ensure high quality work is performed and to mitigate risks.
• 5. Manage departments' escalations and resolutions with appropriate departments such as the Controller’s office.
• 6. Resolve service quality issues. Design and implement quality service improvements as needed.
• 7. Participate in development of policies and procedures and in the development of new reports.
• 8. Identifies and manages reconciliations and/or verification activities in strengthening QA activities and internal controls to promote policy adherence and best practices.
• 9. Looks for opportunities to exceed customer service expectations by introducing quality checks, workflow efficiencies, and trouble-shooting trends in escalations and vulnerabilities. Manage escalation items that requires specialized expertise, research, and involvement from outside functions. Works with Policy & Training Manager to identify and support training needs.
• 11. Partner with cross-functional teams on the design, testing, and implementation of new financial systems or enhancements to existing platforms.
• 12. Lead the team through system upgrades and implementations, including developing training materials, updating procedures, and ensuring a smooth transition.
• 13.Serve as a subject matter expert for system-related projects, representing the team's needs and translating business requirements into technical specifications.
• 14. Perform other duties as assigned

Required Skills and Abilities

• 1. Experience managing staff.
• 2. Experience using Excel formulas, filtering, graphs, charts, v-lookups, and pivot tables.
• 3. Excellent written and verbal communication skills.
• 4. Experience with expense management processes and process improvement.
• 5. Exceptional analytical and problem-solving skills.

Preferred Skills and Abilities

• 1. Experience with an expense management system such as Concur, Workday, or Oracle.
• 2. Experience developing policy, procedures and auditing financial data.
• 3. Proven experience related to technology initiatives or system enhancements.
• 4. Demonstrated experience with the implementation or major upgrade of an expense management system (e.g., Concur, Workday, Oracle).
• 5. Experience in requirements gathering, and user acceptance testing (UAT) for financial systems.

Principal Responsibilities

1. 1. Supervises the accounts payable operations. Responsible for ensuring services meet service level targets for speed, accuracy, reliability, client satisfaction and other specific performance metrics. 2. Manages a team of staff who provide accounting, analytical and transactional services to clients. Hires, manages, monitors, trains and develops staff in the preparation, reporting and processing of financial and or administrative activities. Responsible for staff productivity, performance management, workforce engagement and talent development. 3. Accountable for effectively working with clients and departments to meet Partnership Agreement (Service Level) Expectations. Collects, analyzes, and reviews Partnership Agreement performance metrics internally with the team. Sets performance expectations, manages results and makes adjustments as necessary. 4. Serves as primary resource and escalation point for all, including understanding and applying related business policies and procedures. Manage escalations and resolutions with appropriate departments. 5. Resolve service quality issues and works with management to design and implement service quality improvements. 6. Monitors client accounts, consulting with client to manage program support. Designs, develops, produces, and analyzes account activity reports. 7. Reviews and analyzes client account activity and interface with other departments as needed. Participates in long-range planning and development of policies, procedures, and new reports. 8. May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in a related field and a minimum of three years of related work experience in a higher education or business environment or an equivalent combination of education and experience.

Original Job Posting Date

08/05/2026

Job Category

Manager

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (M5)

Time Type

Full time

Duration Type

Staff Fixed Duration (Fixed Term)

Work Model

Hybrid

Location

150 Munson Street, New Haven, Connecticut

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 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 dutiesand responsibilities of the position. Employees will be assigned specific job-related duties throughtheir hiring department. University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale's Policy Against Discrimination and Harassment, 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.