OneFinance Strategic Initiative
Our North Star
To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight and stewardship of Yale resources.
OneFinance is a multi-year initiative that will enable Yale’s mission by simplifying and standardizing financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight and stewardship of Yale resources.
Program Sponsors
- Arnim Dontes
- Stephen Murphy
- Shannon Smith
Steering Committee
- Jess Caponigro
- Pamela Caudill
- Joseph Crosby
- Arnim Dontes
- Jill Ely
- Steve Gaudreau
- Rosa Genovesi
- Steve Gentile
- Lauren Giaimo
- Susannah Gobbi
- Jessica Kunstman
- Dana Lipnickas
- Frank Mathew
- Lisa Merola-Grimm
- Stephen Murphy
- Ruth Philo
- Shannon Smith
- Lisa Varni
Program Leads
- Steve Gentile
- Lisa Varni
Program Manager
- Dana Lipnickas
Project Managers
- Stephanie Avallone
- Chuck Benjamin
- Liz Burnell
- Greg Coco
- Paul Harkins
- Chris Watkins
Organizational Change Management
- Matthew Flood
- Rosa Genovesi
- Sharmell Williams
Process Improvement & Enablement
- Joy Ebanks-Frederick
- James Helbling
- Tom Maddalena
Training
- Finance Foundations Onboarding Training
- Creating Expense Report Training
- Human Research Study Participant Remuneration - Custodian Training
- Purchase Contracts Training: Part 1 & Part 2-Service Contracts
Resources
- Suspense Balances Review –Yale and Workday FRC Dashboard User Guide
- Cost Transfer Guide and Recording
- Key Financial Policy Highlights
- COA Frequently Asked Questions
- YSM Balance Sheet Reconciliation Responsibilities matrix
Purchase Orders
- Purchase Order Procedure Quick Reference Guide
- Purchase Order Practices & Execution FAQ
- Purchase Order Practices & Execution Information Session Guide & Recording
- Purchase Order Management Dashboard
- Purchase Order Management Dashboard Tipsheet
Policies/Procedures
The policies listed below reflect only those policies that have been updated by the OneFinance strategic initiative. For a complete listing of university policies, please go to the University Policies & Procedures webpage.
Publications
June 2024
April 2024
February 2024
October 2023
August 2023
- OneFinance and the OneFinance North Star | It’s Your Yale
- OneFinance: Program leadership announcement | It’s Your Yale
July 2023
- Thank you, and looking ahead - a note from Steve Murphy | It’s Your Yale
- Doing Something Different | It’s Your Yale
- June 2023 Program Lead Update
- Embarking on a big project? Start small to deliver fast. | It’s Your Yale
May 2023
April 2023
January 2023
November 2022
- Get to know Ruth Philo | It’s Your Yale
- November 2022 Program Lead Update
- Announcing new Operations website
July 2022