<p>Essential Duties</p> <ol> <li>Processes financial documents, payrolls and deposits of funds. Ensures expenses and revenue are posted to proper accounts. 2. Serves as principal source of information on financial policies, procedures and financial activity. 3. Instructs departmental personnel in financial aspects of their jobs. 4. Serves as petty cash cashier. 5. Reconciles and analyzes financial statements. Identifies, researches and corrects questionable financial activity. 6. Prepares standardized and specialized financial reports and analyses. 7. Serves as Notary Public. 8. Assists with the development and implementation of systems and procedures. 9. Oversees the maintenance of financial records and files. 10. May perform other duties as assigned. </li></ol> <p>Required Education and Experience</p> <p>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's degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.</p> <p>Background Check Requirements</p> <p>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.</p> <p>Position Focus:</p> <p>The Department of Ecology and Evolutionary Biology is seeking a detail-oriented and proactive individual to join our administrative team. In this role, under the direction and supervision of the Operations Manager, you'll support the department's financial operations and contribute to process improvement efforts, working closely with faculty, staff, and university partners. This is an opportunity to be part of a dynamic academic environment while applying your expertise in financial systems and university procedures.</p> <p>Primary Responsibilities:</p> <p>Serve as a knowledgeable resource on financial policies and procedures for faculty, staff, and students. Provide guidance, training, and support as needed.</p> <p>Assist in the development and improvement of systems, procedures, and controls to ensure compliance, accuracy, and efficiency.</p> <p>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. Clear COA inaccuracies, invoices on hold, and labor suspense, etc.</p> <p>Assist FRMS (Financial Resource Management Services) with pre- and post- award financial issues; review and monitor all non-sponsored accounts to ensure accuracy.</p> <p>Process entries using Workday Financials including Expense Reports, Journal Entries, Accounting Adjustments,</p> <p>Payroll Accounting Adjustments, Purchasing Intake Portal, Cash Sales, Supplier Invoice Requests, etc. Ensure backup documentation supports payment requests and reimbursements per university policies and procedures.</p> <p>Generate and review monthly account statements/account holder reports. Prepare standardized and specialized financial reports and analysis using Workday, Power BI, and Excel. Distribute approved reports to faculty, staff, and students.</p> <p>Support AP and Procurement functions. Serve as an initial point of contact for the department, Procurement, and</p> <p>Accounts Payable. Resolve unpaid or delinquent payments to staff or vendors. Input and retrieve data from the</p> <p>University's Workday system. Set up new suppliers in the system and request update of supplier information when needed.</p> <p>Ensure Purchasing cardholder compliance with university policies and procedures.</p> <p>Prepare, review, and approve Expense Reports. Review and approve invoices (including subcontract invoices), expense reports, and spend authorizations up to $1K.</p> <p>Maintain an accurate inventory of the Moveable Equipment assigned to the department. Assist the Capital Asset</p> <p>Accounting team in completing a biennial physical inventory to verify the existence of Moveable Equipment assigned to the department.</p> <p>Set up, review and monitor Professional Services/Research Agreements.</p> <p>Manage departmental standing orders and maintenance service contracts.</p> <p>Oversee and instruct support staff.</p> <p>Oversee the maintenance of financial records and files.</p> <p>Assist with the completion of the Monthly and Quarterly Financial Review Checklist, including providing information and deadlines to participants in the process.</p> <p>Review and address past due Learning Assignments within the department.</p> <p>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.</p> <p>Preferred Education, Experience and Skills:</p> <p>Minimum of 1-year related work experience. Proven experience working with faculty, staff and students. Knowledge of university policies and procedures. Proficiency with Workday financials, Power BI Report Server and Microsoft Office applications.`</p> <p>Posting Disclaimer</p> <p>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 particular position. Employees will be assigned specific job-related duties through their hiring departments.</p>