Portfolio & Grant Analyst | Yale University

Financial Analysis and Reporting : Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets.

Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions.

Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses.

2. Proposal Development : Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions.

Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements.

3. Portfolio Management : Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data.

Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor.

Analyze and negotiate budgets, contracts, and terms and conditions of research proposals. 4. Compliance and Risk Management : Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance.

Review, interpret and effectively apply sponsor policies on a variety of topics including cost allowability, budget management and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures.

5. Collaborative Finance Partner & Lead : Provides a high-level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration and granting agencies by managing the internal pre award proposal process and the management of sponsored funding.

6. May perform other duties as assigned. Required Skill / ability 1 : Working knowledge of university organization; administrative and financial guidelines;

Knowledge of accounting principles. Required Skill / ability 2 : Demonstrated ability with financial tools and systems. Excellent knowledge of Microsoft Office, including strong demonstrated experience using Microsoft Excel.

Required Skill / ability 3 : Superior customer service skills and the ability to work collaboratively with all levels across the University, with external vendors, foreign and domestic collaborators.

Required Skill / ability 4 : Excellent communication skills, both written and verbal. Well-developed analytical and organizational skills.

Ability to work as part of a team while being a self-starter able to work independently. Required Skill / ability 5 : Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

Ability to take responsibility for assigned tasks. Preferred Education : Bachelor's degree in accounting, Business Management, or related field.

Prior experience with Grants & Contract Administration, including International sponsored award affairs and administration.

Workday Financials and / or the Yale Budgeting Tool (YBT), in addition to other University financial tools. Experience as an accountant / financial professional in a University setting.

Work Week : Standard (M-F equal number of hours per day) Posting Position Title : Portfolio & Grant Analyst University Job Title : Portfolio & Grant Analyst Preferred Education, Experience and Skills : Bachelor's degree in accounting, Business Management, or related field.

Prior experience with Grants & Contract Administration, including International sponsored award affairs and administration.

Workday Financials and / or the Yale Budgeting Tool (YBT), in addition to other University financial tools. Experience as an accountant / financial professional in a University setting.

Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.