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Financial Analyst II, Post Award

4 months ago

New Haven, United States Yale University Full time

Position Focus:

This position will be responsible for the financial management and stewardship of a portfolio of grants and contracts for sponsored research and other departmental accounts. Provides high levels of client satisfaction through strong relationship management efforts. Lead quality assurance initiative while supporting the development of resources for training and best practices. Responsible for financial and budgetary management of a primary portfolio as well as support for secondary portfolios comprised of multiple departments, federal and non-federal sponsors. Conducts complex modeling for a PI's portfolio of accounts to develop long and short-term resource plans. Creates and updates financial plan(s). Adjusts reporting and analysis to accommodate sponsor requirements. Cultivates working partnerships and communications with faculty, PIs, OSP and department administrators. Mitigates risks with sponsor noncompliance. This position works under the general direction of the Associate Director of Research Administration and Research Manager for the Surgical Specialties Integrated Business Operation. This position is an integral part of the business office team, performing primarily post-award functions in a very complex research/clinical department.

Essential Duties

1. Responsible for financial and budgetary management of a designated client portfolio. Provides guidance and oversight for budgeting, financial planning, and financial reporting. Maintains expertise in University budgeting processes and procedures as well as Federal and sponsor specific requirements. 2. Conducts complex strategic modeling that encompasses a Principal Investigators’ complete portfolio of grants to support the design and development of long and short term resource planning. Creates and updates financial plan(s), reflecting strategic direction, programmatic priorities and all other requirements. Adjusts processes, reporting and analysis to accommodate sponsor specific requirements. 3. Cultivates and maintains strong working partnerships and effective communications with all key stakeholders. 4. Mitigates risks associated with sponsor non-compliance by identifying deficiencies in fund management. Develops and implements process and system changes to prevent or eliminate risk. Identifies and addresses internal control issues as they arise. Responsible for development and implementation of sophisticated reporting and analytical practices as well as sound and efficient internal controls to ensure compliance with all University policies and procedures (i.e. effort reporting). 5. Collaborates across organizational and functional boundaries to maximize the support provided to clients. Acts as a liaison between clients and various central University administrative offices. 6. Keeps abreast of laws, regulations, external and internal policies and procedures governing the administration of grants and contracts. Ensures compliance with regulatory, University and other training mandates. 7. May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in accounting, business or finance and four years of related work experience or an equivalent combination of education and experience.

Required Skill/Ability 1:

Well-developed analytic, organizational and communication skills, combined with the ability to be flexible and multitask. High attention to detail and prioritization of tasks.

Required Skill/Ability 2:

A strategic thinker. Proven ability to problem-solve, ability to explain data accurately, and resolve complex issues with sound judgement.

Required Skill/Ability 3:

Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals. Self-motivated and maintains a positive attitude.

Required Skill/Ability 4:

Strong computer skills, advanced knowledge of Excel, database query tools, and reporting.

Preferred Education, Experience and Skills:

Proven experience with Yale Workday financial applications, Yale Budget Tool, IRES PD. Knowledge of federal regulations and reporting requirements. Proven experience with Yale policies governing sponsored project management.

Drug Screen

No

Health Screening

No

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.