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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 ServicesWho 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 ServicesWhat 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 ServicesWhat 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