Portfolio & Grant Analyst

4 weeks ago

New Haven, Connecticut, United States Yale University Full time

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:
Ability to understand and work with financial and payroll activity from multiple sources. Ability to prepare interpretive and detailed accounting reports and statements. The ability to work remotely, including an adequate work space with internet access.

Required Skill/ability 2:
Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.

Required Skill/ability 3:
Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

Required Skill/ability 4:
Excellent attendance. 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 5:

Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel and Outlook or other similar software.



Preferred Education:

Prior experience with Grants & Contract Administration from pre-award to 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 or as a financial professional.

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:

Prior experience with Grants & Contract Administration from pre-award to 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 or as a financial professional. Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.

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