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Financial Support Services

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Financial Support Services

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    1. Financial Support Services Office of the Controller Yale University

    2. Agenda Who are we and what do we do? How to reach us Questions & Answers

    3. Financial Support Services Who we are Our Director reports to Cynthia Smith, the Associate Controller. Our Director reports to Cynthia Smith, the Associate Controller.

    4. Financial Support Services What we do Act as a financial steward of the Data Warehouse Ensure integrity of financial data in the data warehouse Resolve production problems related to financial information Develop business rules for financial data

    5. Financial Support Services What we do Assist University departments in using and understanding financial information Conduct training Assist managers through one-on-one meetings with financial inquires and processes

    6. Financial Support Services What we do Educate departments in best practices of financial reporting Provide advice on accounting and reporting issues and financial structures Answer questions related to understanding information on financial reports

    7. Financial Support Services What we do Act as an advocate for departments� best interests Facilitate communication between departments and central units Solicit feedback from financial personnel on current, new and proposed financial reports

    8. Financial Support Services What we do Assist in business process re-engineering Design, develop and test standard and custom financial reports Educate financial personnel in newly developed business process enhancements Modify and enhance reports such as Bug and the Review Tool to meet community needs

    9. Financial Support Services What we do Provide analytical review of financial data and business practices Develop best practices in financial data recording and review Develop mechanisms to pinpoint financial, reporting, or application problem areas and propose actions to resolve them

    10. Summary Main contact for all financial related inquires Brio Query BUG Library DWH Financial Reports Monthly financial review Controls and business process questionnaire

    11. Summary Oracle applications inquires JSA LD Custom Commitments General finance related inquiries Account holder reporting Custom reporting

    12. How can you reach us? ga.usersupport@yale.edu

    13. Financial Support Services Questions and Answers

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