The General Ledger

The General Ledger Newsletter

Open positions in Finance - July2023

July 31, 2023
Open Positions - June 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 - July 2023

July 31, 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

July 31, 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

July 31, 2023

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

July 12, 2023
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.

Since our...

Financial Planning and Analysis update - June 2023

June 30, 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

June 30, 2023

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

June 30, 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

June 30, 2023
Open Positions - 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

June 30, 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...

Finance SLT updates - May 2023

May 31, 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:

Culture – upcoming work (ELT, Compass cascade, etc.) Financial steering – update on MEI Inventory Project...

Staff Spotlight - Alison Valentino

May 31, 2023

Although Alison Valentino recently joined central Finance in March of 2023, she is no rookie at Yale. A Connecticut native currently residing in North Haven, Alison began her career at Yale 26 years ago. Since then, she has been part of various positions, departments, and central offices,...

Open positions in Finance - May 2023

May 31, 2023
Open Positions - May 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...

Finance Portfolio Dashboard – an update from Liz Burnell

May 31, 2023

Finance is currently working on several projects—including the large-scale One Finance Strategic Initiative—all aimed at advancing business processes, policy, and system improvements. Given the magnitude of projects and initiatives underway at any given time, Finance has recognized the need to...

Finance Culture Survey Q&A - May 2023

May 31, 2023

Q. If you were asked to answer, ‘What would you do if money weren’t an issue to improve Finance’s culture, what would you do?’ (Aside from giving everyone raises). In addition, how often do you find yourself having to decline requests from your team because you feel you lack the power...

Reminder: Information sessions for Supplier Banking Setup and form changes

May 10, 2023

Summary

As previously announced , effective May 26, 2023, Supplier Setup Forms 3401 FR.01 Supplier Payment Setup: Wire Transfer and 3401 FR.02 Supplier Payment Setup will be...

Open positions in Finance - April 2023

April 28, 2023
Open Positions - April 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...

ELT planning sessions on culture shaping

April 28, 2023

As you may recall from one of our Town Halls a couple of months ago, the ELT (Extended Leadership Team) comprises leaders within Finance who report to a member of Steve Murphy’s SLT and are either a P/M6 or Grade 27+. The group will work closely with the SLT on several initiatives related to...

Department Digest - Yale Finance Buying Team

April 28, 2023

The Buying team consists of buyers and purchasing assistants who manage the day-to-day operations for goods and services across the university. The team also assists in connecting stakeholders with subject matter experts in Procurement for RFP’s, contract review, policy questions, and data...

Update on Operations initiatives

April 28, 2023

In our recent Finance culture survey, we received feedback that staff would like to be better informed of the large projects and initiatives that are happening across Operations, and where you can find more information on them. Therefore, we are providing you with an update on the three large...

Finance SLT updates - April 2023

April 28, 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: Finance training updates Extended Leadership Team and culture work next steps FY24 project planning overview FY23...

SLT agenda items - March 2023

March 31, 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.

Summer outing planning Review Finance project portfolio (projects, resource allocation, timing, etc.) Demo of...

Workday 2023 Release 1 update from Chris Watkins

March 31, 2023

Twice a year, Workday delivers major software updates. These occur in March and September. We recently implemented the Workday 2023 R1 spring update on March 11. To ensure that none of our core processes are affected by the updates, the Finance team undertakes a six-week preparation process....

Department Digest - Gift Administration

March 31, 2023

Please provide a brief overview of your team Gift Administration is comprised of two teams: Operations and Gift Accounting. The Operations team, which is led by Bob Marchitto, is responsible for the setup of more than 350 new gifts each year. Adeline Glidden is the gift set up...

Culture Survey progress - March 2023

March 31, 2023

Here’s what the SLT has been busy working on since Finance staff took the Culture Survey:

Finance Overall Results Review at Steve’s Senior Leadership Team (SLT) SLT members have met with our culture expert (consultants from MGStrategy) to get their perspective on the results and...

Finance open positions - March 2023

March 31, 2023
Open Positions - March 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. Those marked with an asterisk are coming soon!

Controller’s Office/SPFA...

Yale Finance - United Way Cutest Pet Contest

February 28, 2023

Thank you to everyone who participated in the Yale Finance - United Way Cutest Pet Contest by submitting an entry or voting. With your support, we raised $582 to support the United Way of Greater New Haven ! Every...

Capital plan update from Branden Kelly

February 28, 2023

The university’s five-year capital planning process is underway and moving towards final approval at the April meeting of the Yale Corporation.

The capital planning process begins in December when we start developing a Q2 forecast for current-year capital spending and funding. In...

Department Digest - Finance Support Center

February 28, 2023

You likely know that the Finance Support Center (FSC) provides support for day-to-day services, information, and advice, but did you know that the team of 9 handles an average of 2,500-2,800 inquiries per month via email, phone, and chat?

Before the launch of Workday Financials in 2017,...

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