Portfolio Associate

Yale University; Sterling (VA); On-site; USD 43,000 - 83,000; Full time

Job summary

Yale University is seeking a Finance Analyst to work alongside the Associate Director of Finance & Operations. This role entails both pre-award and post-award finance activities, including grant applications and financial reporting. Candidates should have a Bachelor's degree and relevant experience in accounting or finance. Join Yale to contribute to its diverse and inclusive working environment.

Qualifications

• Bachelor's degree required; degrees in Accounting, Business, or Finance preferred.
• 0-2 years of experience in a fast-paced environment.
• Comprehensive knowledge of accounting and analytical skills needed.

Responsibilities

• Develop reports to identify trends, analyze budgets, and forecast financial scenarios.
• Prepare proposals and budgets for grants, ensuring compliance with regulations.
• Collaborate with faculty to manage proposal processes and funded projects.

Skills

Accounting theory and analysis

MS Excel

Communication skills

Analytical skills

Organizational skills

Education

Bachelor's degree in Accounting, Business, or Finance

Tools

MS Word

MS Access

Job description

Time left to apply: End Date: January 31, 2026 (30+ days left to apply)

Job Requisition ID: 127534WD

Overview

Reporting to the Associate Director of Finance & Operations, this position involves both Pre-award (preparing, reviewing, and submitting grant applications) and Post-award (ad-hoc and monthly analysis, grant closeout, etc.) duties. The role requires developing and maintaining knowledge of university finance, budgeting processes, and applicable policies. Special projects may be assigned.

Required Skills and Abilities

• Comprehensive knowledge of accounting theory and analysis. Strong skills in MS Excel, Word, and Access.
• Ability to build strong partnerships and communicate effectively with faculty, Principal Investigators, sponsors, and administrative offices.
• Excellent analytical, organizational, and detail-oriented skills. Ability to identify and correct errors.
• Proactive with a strong sense of urgency. Ability to prioritize and manage time effectively. Familiarity with policies and guidelines.
• Excellent customer service and communication skills.

Preferred Education, Experience, and Skills

Bachelor's degree in Accounting or related field.

Principal Responsibilities

1. Financial Reporting & Analysis: Develop reports to identify trends and variances, analyze budgets, forecast financial scenarios, and prepare complex analytical reports for principal investigators.
2. Budget Development: Prepare proposals and budgets for grants, coordinate with partner institutions, and ensure compliance with regulations and policies.
3. Compliance and Risk Management: Interpret and apply sponsor policies to ensure compliance, manage multiple awards, and oversee award activities.
4. Finance Partnership: Collaborate with faculty and external contacts to manage proposal processes and funded projects.
5. Other duties as assigned.

Required Education and Experience

Bachelor's degree required; degrees in Accounting, Business, or Finance preferred. 0-2 years of experience in a fast-paced environment.

Background Check & Health Requirements

Pre-employment background screening is required, which may include motor vehicle, drug testing, and credit checks. Additional health requirements may apply based on the position.

Salary & Additional Information

Salary range: $43,700 - $82,400. Salary offers depend on qualifications, experience, and market conditions. The description provides a general overview and does not specify all duties.

Equal Opportunity & Non-Discrimination

Yale values diversity and does not discriminate based on sex, sexual orientation, gender identity, race, religion, age, disability, or veteran status. Inquiries can be directed to the Office of Institutional Equity and Accessibility.

Additional Notes

Yale is a tobacco-free campus.

Why Choose Yale?

Working at Yale means contributing to a better tomorrow. Whether a resident or newcomer, your talents are welcome. Discover opportunities at Yale.