1. Analyzes and reconciles financial statements. Prepares standardized and specialized financial reports. Researches, identifies, and corrects errors through accounting transfers. 2. Serves as a source of information to staff, faculty, students and external contacts on financial policies and procedures and departmental activity. Establishes and maintains financial records and files ensuring accuracy and completeness. Monitors and may approve account expenditures. 3. May oversee and instruct support staff. May requisition supplies and equipment. May record and post data. Performs clerical functions incidental to financial activities.
Required Skill/ability 1: Demonstrated proficiency with Accounts Payables and/or Accounting
Required Skill/ability 2: Intermediate Word, Excel and Outlook skills. Proven ability with transaction/ERP processing in systems such as Workday, Oracle, SAP or similar.
Required Skill/ability 3: Demonstrated ability to maintain a high level of accuracy in preparing and entering financial transactions, strong organizational skills, multi-tasking skills, and excellent attendance.
Required Skill/ability 4: Proven customer service skills and professional demeanor. Ability to critically assess customer inquiries and provide appropriate information or resolution using judgment and available resources.
Required Skill/ability 5: Analytical and problem solving skills, decision making skills, effective verbal and listening communications skills, and attention to detail.
Preferred Education: Experience with Workday. Experience with Salesforce.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Financial Assistant 3
University Job Title: Accounts Payable Assistant
Preferred Education, Experience and Skills: Experience with Workday. Experience with Salesforce.
Four years of related work experience, two of them in the same job family at the next lower level, and a high school level education; or two years of related work experience and an Associate's degree; or an equivalent combination of experience and education.
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.