Yale recently published the fiscal year 2023 Annual Financial Report . While many of us rely on the financial statements included in the annual report, only some of our staff are familiar with the overall...
The General Ledger
Department Digest - Financial Reporting
This past month, we spoke with Jenna Milman, Associate Controller in the Financial Reporting office. Here’s what she had to say about what they’re currently working on, their most significant achievements, and what’s coming next for them.
Can you provide us...
Finance SLT updates - November 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently top-of-mind on the Senior Leadership Team (SLT) agenda:
November Finance Projects Gating Session – Celebrate successes, review change orders, discuss new projects and...Finance open positions - November 2023
An update on financial training and the transition to Workday Learning
A lot is happening with training in Finance and at Yale!
Did you know Yale is preparing to launch a new learning management system (LMS) for all staff? In early 2024, after two years of work and planning, the university will transition from TMS to Workday Learning. This means that...
Department Digest - Supplier Compliance
This past month, we had the opportunity to speak with Monsi Wooten, manager of the Supplier Compliance unit within Procurement. Learn more about his team, what they’re working on, and what’s coming next.
Tell us about your team.
My team is the Supplier...
Finance SLT update - October 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates currently top-of-mind on the Senior Leadership Team (SLT) agenda:
AI update – guest: Charles Barnett Annual Report discussion – guests: Jenna Milman, Chris Bancroft, Nicole Rodier,...Extended Leadership Team (ELT) hosts MS Teams training to improve our ways of working
As you may know, the ELT comprises leaders within Finance who report to a Finance Senior Leadership Team member. They have been working on the following areas, identified as opportunities to implement some critical aspects of our team’s culture survey:
Learn from and accept...Finance open positions - October 2023
OneFinance:Project lead update – October 2023
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.
Since our...
Staying connected
In 2018, Finance published its first culture survey as part of work on our number one priority to build a positive work environment. The feedback we gathered told...
Finance Culture Survey Q&A - September 2023
The Finance SLT received dozens of questions during our most recent culture survey, and Finance leadership has been working to address the themes and provide responses. Each month, we’ll highlight some of the questions and answers. Check out this month’s Q&A.
What is...Finance SLT updates - September 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently top-of-mind on the Senior Leadership Team (SLT) agenda:
Calendar planning for September and October Finance project portfolio review – celebrating accomplishments,...Department Digest - Compliance
We recently caught up with Lisa Varni, associate controller of Internal Controls and Compliance, who gave us the rundown on her team, what they’ve been working on, and what’s up next for them. Check out what she had to say.
Currently, the Compliance team is comprised of:...
Finance Trick-or-Treat event 2023
Join us for our second annual Finance Trick-or-Treat on Tuesday, October 24, from 3:30 - 4:45 p.m. The festivities will commence with a meet and greet with Handsome Dan and Officer...
Welcome, Anna Burbank
Fiance open postitions - August 2023
The following positions are currently posted in STARS on the external gateway and still accepting applications/no offer pending, unless otherwise noted. Please use the links below to view each job posting in STARS.
Controller’s Office/SPFA Positions...Finance SLT updates - August 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently top-of-mind on the Senior Leadership Team (SLT) agenda:
August & September leadership calendar planning Beginning discussions around Talent and Succession Planning...OneFinance and the OneFinance North Star
What’s the difference between the One Finance initiative and the North Star? How do we fit in?
These were two of the most frequently asked questions in the Compass Conversations. Thank you for asking! Let’s start by rephrasing the question to...
Open positions in Finance - July2023
The following positions are currently posted in STARS on the external gateway and still accepting applications/no offer pending, unless otherwise noted. Please use the links below to view each job posting in STARS.
Controller’s Office/SPFA Positions...Finance SLT updates - July 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently top-of-mind on the Senior Leadership Team (SLT) agenda:
Update to Internal Communications support for Finance Review meeting planner for FY24 Finance project portfolio...Finance Culture Survey Q&A - July 2023
How can we streamline the interview process? What can we do to make it better, yet easier (simplify and standardize)?
Thank you for thinking about streamlining and improving our interview process and raising this question.
We have already taken some steps...
Thank you, and looking ahead - a note from Steve Murphy
Welcome to the new fiscal year!
My message for you is simple – Thank You.
Thank you for what you have done, what you continue to do, and the outstanding progress on how you do it!
Together we accomplished a lot in FY23–providing essential day-to-...
OneFinance: July 2023 program lead update
Since our...
Financial Planning and Analysis update - June 2023
On Saturday, June 10, the Yale Corporation, the university’s principal governing body, unanimously approved Yale’s fiscal year 2024 (FY24) $5.4 billion operating budget. This approval confirms and validates tremendous effort by hundreds of individuals across the university to develop and deliver...
Team spotlight - Financial Planning & Analysis
We recently caught up with Jennifer Franssen of Financial Planning & Analysis (FP&A) to learn what her team has been up to and what is on the horizon for them.
Q. What is the primary focus of your team’s work?
FP&A is a team of 17 that provides...
Finance SLT updates - June 2023
Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently top-of-mind on the Senior Leadership Team (SLT) agenda:
FY24 goals & planning discussions (multiple) Finance project gating discussions FY24 project prioritization...Open positions in Finance - June 2023
The following positions are currently posted in STARS on the external gateway and still accepting applications/no offer pending. Please use the links below to view each job posting in STARS.
Controller’s Office/SPFA Positions...Culture Survey Q&A - June 2023
Does Yale Finance have a pulse on how our competitors/other Ivy league institutions match up in terms of financial integrity, finance culture, stewardship of resources and other themes of the OneFinance initiative? Has the fraud caused Yale to be a front runner in this mission or is...