Job Description

Review and approve financial activity of all operating accounts. Review routine transactions for accuracy and completeness. Research, identify and correct questionable expenses; obtain explanations or additional information to make necessary corrections. Process entries using Workday Financials including Expense Reports, Journal Entries/Payroll Accounting Adjustments, Purchasing Intake Portal, and Cash Deposits. Ensure backup documentation supports payment requests and reimbursements per University policies and procedures. Generate and review monthly account statements. Prepare standardized and specialized financial reports and analyses using Workday, Power BI and Excel. Distribute approved reports to faculty, staff, and students. Clear COA inaccuracies, invoices on hold, and labor suspense. Support AP and Procurement functions. Serve as contact for Purchasing Department and Accounts Payable. Resolve unpaid or delinquent payments to staff or vendors. Input and retrieve data from the University’s Workday system. Ensure cardholder compliance with University policies and procedures. Prepare, process, and approve Expense Reports. Establish and maintain an account file system consistent with YSE standards. Establish new award files. Archive closed accounts. Review and monitor Professional Services Agreements and grant proposals per YSE, Yale University, local, state, and federal policies. Manage departmental standing orders and maintenance service contracts. Assist in the development and improvement of systems, procedures, and controls to ensure compliance, accuracy, and efficiency. Serve as a source of information to faculty, staff, students, and external contacts on financial policies, procedures, and school activities. Provide training and present this information as needed to the YSE business office and other YSE centers and programs. When needed provide backup to cover business office staff during vacation, absences, and peak operating periods, as necessary. Perform additional functions incidental to business office activities as required.