Portfolio & Grant Accountant

Position Focus :

Under the general direction and reporting to the Operations Manager, this position is responsible for managing sponsored and non-sponsored portfolios for various faculty in the Department of Immunobiology.

Serve as a key financial support to assigned faculty using considerable latitude for exercising discretion and judgement.

Use high level analytical skills to monitor and report on trends, identify areas for consolidation and savings. Analyses and reports will inform and advice decision making.

Essential Duties

1. Financial Analysis and Reporting : Present financial information and recommendations thru data analysis and reporting in the development and maintenance of large, complex portfolios.

Identify and influence strategic opportunities within the portfolio to stakeholders. Researches issues, evaluates the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution.

Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, varying overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding.

2. Compliance and Risk Management : Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities.

Advise faculty and clients of the appropriate financial policies. Maintain the fiscal integrity of the portfolio and department.

Reviews and approves all expenditures with both sponsor and Yale policies and regulations in mind and ensures proper documentation and support exists to substantiate charges made to sponsored awards.

3. Proposal Management and Oversight : Plans, prioritizes actions and provides direction across multiple awards and portfolios.

Provides oversight counsel and expertise relative to significant impact at the business unit level. Provides a more strategic direction in the management of accounts and collaboration with account holders.

Review and interpret sponsor documents (i.e., applications, award notices, and terms and conditions). Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper and timely filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.

4. Collaborative and Strategic Finance Partner : Collaborate with other Business Offices, Central Offices, external institutions and sponsoring agencies to ensure the proper management of sponsor funds.

Based on the funding and activities of the faculty member or client, identify and propose alternatives for allocating effort, spending pattern adjustments, and allocation methodologies.

5. May perform other duties as assigned.

Required Education and Experience

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

Required Skill / Ability 1 :

Strong leadership skills. Ability to lead, mentor, coach and develop staff with varying skills and experience.

Required Skill / Ability 2 :

Proactive with strong sense of urgency to deadlines. Ability to prioritize, meet deadlines. manage time, and resources effectively.

Ability to read and comply with policies, procedures and guidelines.

Required Skill / Ability 3 :

Ability to establish, implement and / or maintain strong internal controls in areas of assigned responsibilities to provide reasonable assurance of effective and appropriate resource use, accurate financial information, and adherence to contractual obligations and agreements.

Required Skill / Ability 4 :

Computer proficiency, Word, PowerPoint, Outlook, advanced Excel preferred, including pivot tables

Required Skill / Ability 5 :

Ability to contribute to planning, improvement of practices, processes and systems. Ability to collaborate with all levels of contacts to carry out departmental goals.

Provides high level of service that cultivates strong working relationships and communicates effectively; takes ownership and accountability for timeliness, accuracy and relationship management.

Preferred Education, Experience and Skills :

Prior experience with Grants & Contract Administration from post-award, the use of Workday Financials and / or the Yale Budgeting Tool (YBT), in addition to other University financial tools, reports and programs.

Experience as an accountant, grant administrator or as a financial professional.

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.