Portfolio & Grant Accountant

Position Focus :

Provide financial expertise in support to the faculty and administrative staff for the Yale School of Public Health. This position will support the research mission on sponsored and non-sponsored funding sources, including grants, contracts, subawards, gifts & endowments.

Responsible for complex modeling for PI’s portfolio of funds to develop long and short-term resource and spending plans.

Creates and updates financial plans and financial reporting. Cultivates working partnerships and communications with faculty, PIs, OSP, SPFA YCCI, and departmental leadership.

Manages all aspects of the 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.

Monthly Financial Reporting and Compliance Extracts, consolidates and analyzes data from a variety of sources for use in communicating budget, actuals and forecast.

Responsible for aspects of the monthly financial review checklist for the research mission, inclusive of corrective actions determined necessary because of the review.

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 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 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 (, 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 May perform other duties as assigned.

Required Education and Experience

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

Required Skill / Ability 1 :

Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.

Required Skill / Ability 2 :

Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate effectively with faculty and staff.

Required Skill / Ability 3 :

Ability to work independently and be self-motivated. Strong attention to accuracy and clear understanding of confidentiality is essential.

Exhibits and maintains a positive attitude and works well as part of a team.

Required Skill / Ability 4 :

Well-developed financial analysis and data mining skills and an understanding of financial models.

Required Skill / Ability 5 :

Demonstrated proficiency with PC-related software including advanced proficiency with Microsoft Excel. Strong background in finance and financial analysis.

Preferred Education, Experience and Skills :

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

Proven experience as an accountant or as a financial professional. Experience and / or interest in mentoring and advising staff.

Weekend Hours Required?

Evening Hours Required?

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.