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Portfolio & Grant Analyst

1 month ago

New Haven CT United States Yale University Full time

1. Financial Analysis and Reporting: Present financial information and recommendations through 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 the 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 Skills:

  1. Strong computing skills, including an advanced level of Excel.
  2. Well-developed analytical, organizational, and communication skills, combined with the ability to be flexible and to prioritize competing assignments. High attention to detail.
  3. Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals, including faculty and lab staff. Exhibit and maintain a positive and cooperative attitude for support.
  4. Demonstrated ability with fund accounting and/or research administration.

Preferred Education: Previous demonstrated sponsored award/research administration experience in an academic setting. Knowledge of Yale University and/or sponsor policies and procedures, Workday, YBT. Demonstrated clinical research skills and specialized knowledge of the unique needs of patients undergoing treatment in high acuity trials.

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: Previous demonstrated sponsored award/research administration experience in an academic setting. Knowledge of Yale University and/or sponsor policies and procedures, Workday, YBT. Demonstrated clinical research skills and specialized knowledge of the unique needs of patients undergoing treatment in high acuity trials. Bachelor's degree required. Two years of related demonstrated financial experience required. Demonstrated application of financial, accounting, and economic concepts.

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