Portfolio & Grant Analyst

Position Focus :

Under the direction of the Lead Administrator of the Departments of Neuroscience / Cellular and Molecular Physiology and reporting directly to the Senior Finance Manager, the Portfolio & Grant Analyst will provide post award accounting support to faculty, staff and senior management.

The Analyst will be responsible for the financial management and oversight of an assigned portfolio of accounts, including financial reporting and analysis, budgeting, and forecasting and planning.

Responsible for financial modeling for PI’s portfolio of funds to develop long and short-term resource plans. Creates and updates financial plans and financial reporting.

Cultivates working partnerships and communications with faculty, PIs, OSP and departmental leadership. Manages all aspects of work activities to ensure the highest quality of customer service, financial reporting and compliance with accounting principles, sponsor requirements and Yale University policies and procedures.

The successful candidate will also be responsible for monthly financial reporting and compliance.

The Analyst will be responsible for project financial management and assisting in the management of the grant and contract (G&C) post award process with particular focus on financial planning, controls, budgeting, forecasting, transactions and reporting for the assigned Department portfolios.

Read and interpret notice of awards from a wide range of agencies / sponsors and ensures deliverables and requirements are met.

Responsible for seeking and providing appropriate guidance on compliance matters and collaborates with account holders to maintain such compliance.

Responsible for the oversight and management of financial budgeting, spending, reporting, projections and planning within Yale and funding agency guidelines and policies.

Identifies needs for pre-award or at-risk accounts, coordinates Sponsor prior approval requests, prepares interim and final Financial Status Reports (FSRs) and closeout reports specific to the sponsor for each account.

Will also review and update application and provide input to JIT documents. Communicate all deadlines and ensure all deadlines are met.

This position is considered hybrid and is mostly remote, with occasional need to come to campus for meetings but no fixed schedule of in person is required.

Essential Duties

1. 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 Education and Experience

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

Required Skill / Ability 1 :

Strong attention to detail. Demonstrated application of financial and accounting concepts. Ability to analyze & understand information from multiple sources including funding opportunity announcements, submission procedures, policies and conditions for continued funding.

Excellent PC skills, i.e. Excel and Word.

Required Skill / Ability 2 :

Excellent written and verbal communication skills required for interaction with faculty, teammates and departmental personnel.

Required Skill / Ability 3 :

Ability to prioritize and demonstrate effective organizational skills along with ability to multi-task between multiple faculty members, programs, and deliverables under deadlines.

Demonstrated self-directed ability to be proactive, take initiative, problem solve and exercise independent judgement.

Required Skill / Ability 4 :

Exhibits and maintains a positive attitude. Dependability and reliability, excellent attendance record.

Required Skill / Ability 5 :

Ability to read, interpret and apply policies, procedures, regulations and guidelines accurately. Demonstrated flexibility and ability to meet deadlines and deliverables in a busy, fast-paced office.

Superior customer service skills.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

Drug Screen

Health Screening

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements.

All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here :

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position.

Employees will be assigned specific job-related duties through their hiring departments.

EEO Statement :

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans.

Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.