Grant & Budget Analyst – Research Portfolio (Hybrid)

Yale University; New Haven (CT); Hybrid; USD 55,000 - 85,000; Full time

Job summary

The Portfolio & Grant Analyst at Yale University oversees financial management, budgeting, forecasting, and reporting for a portfolio of sponsored research awards. You will partner with principal investigators and grant offices to ensure compliance and accurate financial statements.

This hybrid, New Haven-based role emphasizes proactive budgeting, renewals, and closeouts, with opportunities to influence funding strategies and long-range financial planning across multiple awards.

Qualifications

• Strong financial and analytical skills with demonstrated application of financial and accounting concepts.
• Proficiency in Microsoft Excel and the ability to manage multiple data sources effectively.
• Excellent written and verbal communication skills, with the ability to present financial information clearly and accurately.
• Strong organizational skills with high attention to detail and the ability to prioritize tasks and meet deadlines.
• Ability to work both independently and collaboratively, demonstrating a positive attitude and strong customer service skills.

Responsibilities

• Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets.
• Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions.
• Portfolio Management: Plan, organize and prioritize actions across multiple awards and investigators' portfolios; manage renewals, extensions and closeouts.
• Compliance and Risk Management: Provide guidance on compliance matters during management of portfolio and collaborate with account holders to maintain compliance.
• Collaborative Finance Partner & Lead: Interact with faculty and internal/external contacts to manage pre-award proposals and sponsored funding.

Skills

Financial analysis

Excel

Data analysis

Communication

Organization

Education

Bachelor's degree

Tools

Workday

YBT

Job description

The Portfolio & Grant Analyst at Yale University oversees financial management, budgeting, forecasting, and reporting for a portfolio of sponsored research awards. You will partner with principal investigators and grant offices to ensure compliance and accurate financial statements.

This hybrid, New Haven-based role emphasizes proactive budgeting, renewals, and closeouts, with opportunities to influence funding strategies and long-range financial planning across multiple awards.