Generic Job Description
Financial Assistant III
Grade C
Representative Duties:
- Assists with
developing and monitoring of grants, contracts and budgets.
- Analyzes and reconciles financial statements. Prepares standardized
and specialized financial reports.
- Researches, identifies, and corrects errors through accounting
transfers.
- 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.
- May oversee and instruct support staff.
- May requisition supplies and equipment.
- May record and post data.
- Performs clerical functions incidental to financial activities.
Family: Accounting/Financial
Job Code: 506 Date: 2/89
The job duties listed
above are representative and characteristic of the duties required and
the level of the work performed in the job title. The duties will vary
from incumbent to incumbent in the job title.
Yale
University Clerical and Technical Job Description
Job: 506 Financial Assistant III Grade C
Required Knowledge:
General knowledge, high school level; detailed but narrow knowledge in
one or more work-related areas; general acquaintance with broader field
of knowledge.
Working knowledge of business, accounting, or commercial procedures with
detailed knowledge in these particular areas.
Working knowledge of University organizational policies and procedures
generally; detailed knowledge of one or several narrow areas of University
rules and procedures.
Required Skills:
Extracts and compiles a range of data from written sources, from individuals
by asking questions, or from one or several given data bases; limited
interpretation of data.
Routine use of a major library catalog or reference database.
Files already labeled material using a straightforward alphabetical or
chronological system.
Understands more complicated written instructions, memoranda, policy statements,
etc.
Composes and proofreads routine formal letters or memoranda for internal
or external circulation.
Regular, skilled use of more complex machines, including word processors
or personal computers.
Office and Administrative
Skills:
Keyboards letters, memos, and other moderately complex material.
Formats, stores, and files data on a personal computer to generate basic,
pre-established reports.
Schedules and coordinates appointments.
Screens and refers callers and visitors to the appropriate individual.
Experience, Education
and Formal Training:
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 degree; or an equivalent combination
of experience and education.
Complexity and Organization:
Limited variety of job tasks requiring coordinating steps/procedures.
Occasionally coordinates or organizes the work of others.
Interpersonal Relations:
Ongoing involvement outside immediate work unit.
Offers or obtains specialized information and provides assistance on general
matters.
Understands and evaluates what is being said and responds with complex
answers that may take time to give.
Supervisory Guidelines:
Work is subject to general review on an occasional basis.
Incumbent plans and schedules own work and/or work of others based on
the understanding of broadly defined objectives and priorities, supervisor
reviews work after completion.
Instruction provided only in new situations, methods, and procedures that
are not clearly related to existing tasks and duties.
Independent Judgment:
Established procedures/policies govern many work situations.
Occasional exercise of independent judgment or initiative.
Problems solved by choosing solutions from among several alternatives
that are not necessarily governed by established procedures.
Leadership Responsibility:
Occasionally provides work guidance or orientation for non-routine procedures/policies.
Sometimes distributes and monitors work.
Impact and Consequence of Error:
Work affects both outside the work unit and outside the University.
Errors are somewhat difficult to recognize and correct and can cause harm
or financial loss to individuals, departments, and the University or to
other individuals and groups.
Working Conditions:
Very little possibility of safety risks.
Occasional conflicting demands, time pressures, deadlines or emergencies.
Regular sustained concentration.
Some physical effort or dexterity.
