Portfolio and Grant Analyst

Yale University; New Haven (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

Yale Cancer Center in New Haven is seeking a Portfolio & Grant Analyst to manage financial operations for research contracts. This role involves budgeting, forecasting, and compliance while working closely with Principal Investigators.

The ideal candidate will hold a Bachelor's degree and have at least two years of relevant experience in financial management or grant administration.

The position offers a collaborative work environment with opportunities to contribute to innovative research.

Qualifications

• Strong financial and analytical skills with demonstrated application of financial and accounting concepts.
• Proficiency in Microsoft Excel and other office software.
• Ability to work both independently and collaboratively.

Responsibilities

• Present financial information and recommendations through data analysis and reporting.
• Develop proposals and budgets for grant and contract submissions.
• Plan, organize and prioritize actions across multiple awards and investigators' portfolios.

Skills

Financial analysis

Analytical skills

Microsoft Excel

Communication skills

Organizational skills

Education

Bachelor's degree in accounting or business management

2 years of relevant financial experience

Tools

Workday

Yale Budget Tool (YBT)

Job description

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Overview

The Portfolio & Grant Analyst is responsible for the financial management, proposal development and stewardship of a portfolio of grants and contracts for sponsored research. Under general direction, this role manages post‑award financial operations, including financial reporting, budgeting, forecasting, and compliance with university and sponsor policies. The Analyst collaborates with Principal Investigators (PIs) and other stakeholders to ensure accurate financial information, resolve budgetary issues, prepare financial statements, and provide long‑term planning for research funding. This role includes involvement in managing budgets, preparing expenditure projections, overseeing grant renewals and closeouts, and maintaining up‑to‑date knowledge of policies and procedures.

Required Skills and Abilities

• Strong financial and analytical skills with demonstrated application of financial and accounting concepts.
• Proficiency in Microsoft Excel and other office software, with 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.

Preferred Education and Skills and Abilities

• Bachelor's degree in accounting, business management, or a related field, with 3 years of relevant financial experience.
• Prior experience managing post‑award grants and contract administration portfolios, including international sponsored awards.
• Knowledge of university policies and procedures, particularly within an academic or medical research setting.
• Proficiency in using financial systems such as Workday and Yale Budget Tool (YBT) for financial management and reporting.

Principal Responsibilities

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: Provide guidance on compliance matters during management of portfolio. Collaborate 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: Provide 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 Education and Experience

Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.

EEO Statement

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy 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. Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).