The General Ledger

The General Ledger Newsletter

FY22 review and a look ahead at FY23 – A note from Steve Murphy

June 30, 2022

Congratulations on a successful fiscal year! In FY22 we set out in Yale Finance with four goals:

Provide high quality, reliable day-to-day services, information, and advice. Strengthen compliance and internal controls, and build effective, supportive, mutually reinforcing infrastructures...

Recipe Corner June 2022 - Bee's Knees Cocktail

June 30, 2022
Bee’s Knees Cocktail

Submitted by Jaimee D’Agostino

Ingredients 2 ounces gin 3/4 ounce freshly squeezed lemon juice 1/2 ounce honey simple syrup (instructions below) Optional garnish: lemon twist, lavender, rosemary sprig Directions To make the simple syrup: Add equal parts...

SLT Agenda Items - June 2022

June 30, 2022
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. Compass Cascade Discussion Working session on Finance Priorities for FY23 and beyond Final calibration of...

Recipe Corner May 2022 - Apple Snickers Salad

May 31, 2022
Apple Snickers Salad Submitted by Bridget McCann Ingredients 4 large green apples 4-5 snickers bars 8 oz cool whip 1 small box vanilla instant pudding ½ cup milk Caramel Directions Mix milk and pudding. Fold in cool whip. Cut up apples and snickers and mix in. Top with caramel. Serve cold.

Finance Senior Leadership Team agenda updates - May 2022

May 31, 2022

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

25 Science Park Space Planning Annual Review Calibration Session Hybrid Excellence Engagement & Belonging Team...

Update from Financial Systems and Solutions – A note from Steven Gaudreau

May 31, 2022

If you are like me, it is hard to believe the end of May is already upon us. As we turn the corner into June, activities related to fiscal year-end have already begun for many in Finance. This is no different for the Financial Systems and Solutions team. Planning began months ago by all the FSS...

A note from Shannon Smith

April 29, 2022

Hopefully you are hearing a lot about the University’s internal control program (official name to come soon!) and our need to strengthen processes and procedures. At a recent Finance All Hands meeting, you heard from Steve Murphy on the university’s internal control enhancement program, co-...

Finance Senior Leadership Team agenda updates - April 2022

April 29, 2022

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

Training Update – Training Inventory, Gap Analysis & Next Steps Business Continuity Plan Changes & Discussion...

Get to know Karina Julius

April 29, 2022

Karina Julius joined Finance in February 2022, as Director, Financial Training and Development, after spending four and a half years working in Yale Medicine.

Her newly created team, located at 25 Science Park, has been formed to focus on developing and implementing training for finance...

Recipe Corner April 2022 - Pasta with Turkey Sausage and Peas

April 29, 2022
Pasta with Turkey Sausage and Peas Submitted by Kathryn Scelzo Ingredients 1 pound pasta (orecchiette, penne, or shells) 2 tablespoons olive oil 1 pound ground turkey 1 tablespoon fennel seeds 1 teaspoon Italian seasoning 1 teaspoon kosher salt 1 teaspoon freshly ground black pepper 1/2 teaspoon...

Primary Country and Activity now required for international students in PandA

April 13, 2022

To support tax reporting needs for international students, Prizes and Awards (PandA) transactions will now populate the Country of Activity worktag on the invoice line when imported to Workday. Effective Monday, April 18, PandA users must populate the following required fields (Columns Y – AA)...

Recipe Corner March 2022 - Pistachio, Cherry, and Chocolate Biscotti

March 31, 2022
Pistachio, Cherry, and Chocolate Biscotti Submitted by Shawn Langness-Varner Ingredients 300 grams all-purpose flour 100 grams cocoa 6 grams baking soda 1 gram salt 400 grams granulated sugar 250 grams dried cherries, coarsely chopped 110 grams, pistachios, coarsely chopped 50 grams semisweet...

A note from Lauren Giaimo

March 31, 2022

“The first day of spring is one thing, and the first spring day is another. The difference between them is sometimes as great as a month.” - Henry Van Dyke

Happy Spring! I hope everyone has enjoyed all three seasons that March has brought us this year. In New Haven, we have had quite a...

Finance Senior Leadership Team agenda updates - March 2022

March 31, 2022

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

Finance Support Center and P-Card Team Q2 Metrics & Monitoring FY22 Performance Management Timeline for Finance (...

Finance open & under active recruitment positions - March 2022

March 31, 2022
Finance open* & under active recruitment positions - March 2022 Office of the VP Finance Executive Director, Internal Audit * FSS Positions Business Analyst,...

Get to know Gina Costa

March 31, 2022

Gina Costa joined Yale in November 2021 as university bursar. In this role, she and her team manage student accounts—ensuring that tuition, fees, and payments are properly recorded on the student account, handling billing and collection of payments for student account-related activity, and...

Budget season update from Lisa Merola-Grimm

February 25, 2022

The budget season is in full swing! We kicked off the FY23 budget season with the opening of the Yale Budgeting Tool to the schools and units on January 15, 2022. This is no easy task, as it takes weeks of preparation to build unit targets (by budget planning unit), central loads for endowment...

Recipe Corner February 2022 - Coquito

February 25, 2022
Coquito Submitted by Shana Graham Makes 2 quarts Ingredients 15 oz cream of coconut (Goya) 1 cup white rum (add more for a stronger punch) 12 oz evaporated milk 13.5 oz coconut milk 14 oz sweetened condensed milk 2 drops - vanilla 1/8 tsp cloves 1/8 tsp nutmeg 1 tsp cinnamon pinch of salt (...

Finance Senior Leadership Team agenda updates - February 2022

February 25, 2022

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

Q2 goals review by SLT member/department Finalize Finance FY23 budget proposal Hybrid Excellence Belonging Team proposal...

Finance open & under active recruitment positions - February 2022

February 25, 2022
Finance open* & under active recruitment positions - February 2022 FSS Positions Business Analyst, Financial Reporting* FSS Business Analyst *...

Get to know Chelsey Toong

February 25, 2022

Chelsey Toong, e-commerce manager in the Controller’s Office, will celebrate her sixth anniversary at Yale this spring. A mighty team of one, Chelsey oversees the ECommerce Payment Acceptance at Yale (ePAY) project, designed to build a consistent e-commerce platform across the university....

Procurement update from Susannah Gobbi, Chief Procurement Officer

January 28, 2022

Did you know that Procurement is in the middle of a Transformation? In 2020, Procurement started on a path to transform how procurement is achieved at Yale. Our goal is to help the community work with Procurement and have an easy, simple, and user-friendly way to get sourcing, buying, and paying...

Finance Senior Leadership Team agenda updates - January 2022

January 28, 2022

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

Finance Long Range Planning Discussions (continued) Internal Controls Project Update Q2 Goals Review by SLT Member Q2...

Recipe Corner January 2022 - Shrimp Paella

January 28, 2022
Pressure Cooker Shrimp Scampi Paella

Submitted by Regina Johnson

Ingredients 1 lb frozen shrimp, 16-20 count shell on, uncooked (must be frozen – do not defrost or use precooked shrimp) 1 cup jasmine rice ¼ cup butter ¼ cup fresh parsley, chopped 1 tsp sea salt ¼ tsp black pepper 1 pinch...

Get to know Cynthia Nethercut

January 28, 2022

Q. What is your favorite thing you are working on right now? A. With others, I am working on the implementation of a process to efficiently handle sales to external customers throughout the University. I hope the kinks are worked out before I retire!

Q. What...

Finance open & under active recruitment positions - January 2022

January 28, 2022
Finance open* & under active recruitment positions - January 2022 FSS Positions Assistant Director, General Accounting Systems * Business Analyst, Financial Reporting...

Welcome back to The General Ledger

December 17, 2021
Welcome (back) to The General Ledger – Finance’s new and improved newsletter!

I am excited about this launch as a great step forward and because it represents the best of one of our Finance core competencies – Communicate Powerfully & Prolifically !

The evolution you...

Finance Senior Leadership Team agenda updates - December 2021

December 17, 2021

Want the inside scoop? Here’s a quick rundown of the various topics, projects, initiatives, and updates that are currently on the Senior Leadership Team (SLT) agenda:

Finance long range budget planning Preparation for University guidance for work arrangements January 2022 and beyond...

Department Digest - Get to know Kenechia Clarke (SPFA)

December 17, 2021

Kenechia Clarke began her career at Yale 21 years ago, while still in college. Over the years, she developed her skills and shaped her career path, transitioning from temporary employee to casual worker, to full-time staff member in the Medical School. She began in her current department in 2005...

New hires and promotions

December 17, 2021

Congratulations to the following individuals who were hired or promoted this fiscal year, from July 1, 2021 - present.

Welcome new hires Andrea Hemberger, Analyst, Finance Angela Eisele, Associate Director Financial Reporting & Analytics Brittney Ehrler, Senior Accountant - Sponsored...

Pages