1. Independently oversee and lead all financial aspects of a discrete entity, including submission of all tax documentation, communicating with government agencies, and other activities requiring independent discretion and decision making. 2. Drafts preliminary financial sections of proposals. 3. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations. 4. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures. 5. Serves as the principal source of information on financial policies and procedures and financial activity. 6. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses. 7. Oversees and instructs support staff. Oversees the maintenance of financial records and files. 8. Contributes to the development and implementation of systems and procedures. 9. Assists in calculation of weekly payroll for department staff. 10. May act as lead person in absence of the supervisor. 11. Performs clerical functions incidental to accounting activities.
Preferred Education: Experience working with Yale University policies, procedures and systems, including Workday financials and Salesforce. Experience with Tax Navigator. Advanced Excel skills, including pivot tables and complex formulas.
Preferred Education, Experience and Skills: Experience working with Yale University policies, procedures and systems, including Workday financials and Salesforce. Experience with Tax Navigator. Advanced Excel skills, including pivot tables and complex formulas.
Required Skill/ability 5: Proven ability processing and filing business related payroll and accounts payable tax forms as well as working with tax forms.
Posting Position Title: Financial Assistant 5
Required Skill/ability 3: Demonstrated superior customer service skills. Strong communication skills with the ability to communicate verbally and in writing with clients using sound judgement, tact and professionalism.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: YSS Tax, Transaction & Compliance Expert
Required Skill/ability 1: Demonstrated knowledge of applicable Federal and State compensation tax and reporting, including 1099, 1042-S and W-2 filings. Demonstrated experience with financial reporting and analysis. Proven ability with account reconciliation.
Required Skill/ability 4: Strong attention to detail/detail oriented. Proven ability to determine priorities and take initiative, work independently, multi-task and stay focused. Demonstrated ability to meet strict deadlines. References must indicate a record of attendance and punctuality.
Required Skill/ability 2: Strong computer skills. Intermediate level or higher with MS Excel, including ability to create spreadsheets and use basic formulas. Proven ability to learn and adapt to new systems and programs.
Two years of related work experience in the same job family and a Bachelor's degree in a related field; or an equivalent combination of experience and education.
Internal Number: 55020BR
About Yale University
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.