Portfolio & Grant Accountant (94493BR)

Yale University; New Haven (CT); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Portfolio & Grant Accountant to oversee financial management for sponsored research projects. This role involves financial analysis, compliance monitoring, and strategic oversight of accounts. The ideal candidate will demonstrate strong financial acumen, excellent communication skills, and the ability to work independently. Join a dynamic team where your expertise will directly impact the success of research initiatives. This opportunity allows for remote work, providing flexibility while contributing to meaningful projects that drive innovation and collaboration in the academic sector.

Qualifications

• Bachelor's degree in Accounting, Business, or Finance required.
• 4 years of related work experience or equivalent combination.

Responsibilities

• Manage financial reporting and analysis for sponsored research projects.
• Ensure compliance with financial policies and manage budgets.

Skills

Financial Analysis

Data Analysis

Communication Skills

Process Improvement

Self-Motivation

Attention to Detail

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Business

Bachelor's Degree in Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

None - Not included in the union (Yale Union Group)

Standard (M-F equal number of hours per day)

Work Location

Outside of campus, within Connecticut

221 Whitney Ave
New Haven, CT 06511

Work Model

Remote

Position Focus:

The Portfolio & Grant Accountant will be responsible for the financial management and oversight of a portfolio of accounts, including financial reporting and analysis, budgeting, and planning. Will apply expertise to a portfolio for sponsored research projects and provide direction to aid the client and direct staff in making informed, strategic decisions. May supervise M&P and C&T staff.

1. Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Researches issues, evaluates the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, varying overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding.2. Compliance and Risk Management: Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities. Advise faculty and clients of the appropriate financial policies. Maintain the fiscal integrity of the portfolio and department. Reviews and approves all expenditures with both sponsor and Yale policies and regulations in mind and ensures proper documentation and support exists to substantiate charges made to sponsored awards.3. Proposal Management and Oversight: Plans, prioritizes actions and provides direction across multiple awards and portfolios. Provides oversight counsel and expertise relative to significant impact at the business unit level. Provides a more strategic direction in the management of accounts and collaboration with account holders. Review and interpret sponsor documents (i.e., applications, award notices, and terms and conditions). Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper and timely filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.).4. Collaborative and Strategic Finance Partner: Collaborate with other Business Offices, Central Offices, external institutions and sponsoring agencies to ensure the proper management of sponsor funds. Based on the funding and activities of the faculty member or client, identify and propose alternatives for allocating effort, spending pattern adjustments, and allocation methodologies.5. May perform other duties as assigned.

Required Education and Experience

Minimum requirement of 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:

Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making. The ability to work remotely, including an adequate workspace with internet access.

Required Skill/Ability 2:

Well-developed financial analysis and data mining skills and an understanding of financial models.

Required Skill/Ability 3:

Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

Required Skill/Ability 4:

Ability to work independently and be self-motivated. Strong attention to accuracy and a clear understanding of confidentiality is essential. Exhibits and maintains a positive attitude and works well as part of a team.

Required Skill/Ability 5:

Excellent computer skills with knowledge of Microsoft Word, PowerPoint, Excel and Outlook or other similar software. Strong background in finance and financial analysis.

Preferred Education, Experience and Skills:

Accounting/finance degree with grants administration preferred.

Occasional

Occasional

Drug Screen

No

Health Screening

No

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.

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:

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.

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