Financial Assistant IV

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Overview

Since 1971, Yale Health Center has been the principal provider of acute, specialty, and primary care for Yale University students, faculty, staff, retirees, and their families. Over 50 years later, Yale Health has more than 50,000 members who come from every state in the country and nearly every country in the world. Our Partnership for Patient-Centered Care means we respect, hear, and involve our patients as an equal partner in their health goals. Physicians, nurse practitioners, nurse midwives, physician assistants, and others - are board certified and committed to a team approach to healthcare. As a not-for-profit care provider, managed and led by physicians, our patients come first, and we are continually looking at ways to update and improve our services.

Reporting to the designated Financial Analyst, and with latitude for independent discretion and judgment, provide comprehensive financial and accounting assistance for the departments of Yale Health.  Utilizing strong mathematical proficiency, prepare financial reports, create spreadsheets and financial analysis as needed.  Coordinate high volume student/casual/monthly payroll process, including manual calculation of shift differentials and extra compensation against aggressive deadlines.  Responsibilities include:

1.Receive, review, enter, track and verify accuracy of expenses and other financial activities in the departments for compliance and University reporting and monitoring requirements.  Generate all manner of University forms online; responsible for purchasing activity and payroll entry.  Perform report generation on a regular and ad hoc basis for assigned departments.

2. Generate and review monthly financial statements.  Verify accuracy of charges, investigate discrepancies, track missing documentation and correct inappropriate activity using Workday and other University systems to maintain accurate accounting statements.

3. Collect, sort and process weekly student casual payroll along with the calculation of shift differential and extra payments for Yale Health monthly staff and moonlighters.

4. Assist accounting staff with month-end and year-end transactions, gathering all pertinent documentation, verifying charges and outstanding commitments and closing standing orders to end all transactions. Process and approve transactions in Workday including cash deposits.  Assist with the processing of payments for various retainer contracts with School of Medicine departments.

5. Serve as the principal source of information on financial policies and procedures and University systems.  Resolve problems regarding unpaid invoices and procurement.  Instruct support staff on University policies and procedures concerning form completion and proper documentation of check requests, employee reimbursement, request for services and purchase requisitions. 

6. Monitor all suspense accounts and AP Holds accounts to maintain that these areas have been researched and cleared to the correct account.  Submit invoices for approval using Workday.

7. Order supplies for business office staff.

8. Maintain all financial records and files for the entire business office.  Process financial files for archiving including reviewing files and packing boxes and staging them for vendor pickup.

9. Serve as backup support for business office administrative staff.  Perform incidental responsibilities as required by the position.

Required Skills and Abilities

1. Well-developed organizational skills. Ability to transition with ease among systems and tasks. 

2. Formal education or training in bookkeeping or accounting; strong mathematical proficiency.

3. Superior written and oral communication skills, positive attitude and strong work ethic, attested to by references.  Ability to educate and assist managers and employees to successfully navigate Yale Health and University payroll policies, procedures and timelines.  

4. Demonstrated proficiency in financial and administrative computer software (including Word and Excel).   Previous experience providing high-level financial support.

5. Strong team building skills with well-developed interpersonal skills in order to work with and provide a high level of support to a wide variety of professional staff.

 

Preferred Skills and Abilities
1.Experience processing payroll at Yale University, experience using Workday.

2. Ability to meet demanding time constraints/work well under pressure. Ability to handle extremely sensitive information in a highly confidential manner

3. Excellent attendance, punctuality and reliability, as attested to by references.

Preferred Education

Bachelor’s degree in Accounting or Finance

Schedule/Shift:  Full-Time – 37.50 hours, Weekdays, 8:30am – 5:00pm.  Occasional evenings, weekends, holidays or recess periods may also be required. Hybrid work schedule.

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

06/25/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

Compensation Grade Profile

Hourly Range

$31.83

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

This role is a healthcare worker position. Healthcare workers (HCW) are defined as university employees working a healthcare setting who have the potential for direct or indirect exposure to patients, human research subjects or infectious materials including body substance, contaminated medical supplies, devices and equipment, surfaces, or air.  HCW have specific health requirements that must be met prior to starting work, including MMR vaccine or immunity, varicella (chickenpox) vaccine or immunity, TB screening, COVID vaccine according to University policy, hepatitis B vaccine or immunity, and annual flu vaccination.

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.

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.