Portfolio & Grant Analyst (95229BR)

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

Job summary

Yale University is seeking a Portfolio & Grant Analyst to support financial management and stewardship of grants and contracts. This role involves financial analysis, proposal development, and compliance management within a collaborative environment. Candidates should possess a Bachelor's degree in Accounting, Finance, or Business and have strong analytical and communication skills.

Qualifications

• Bachelor's degree required.
• Two years of related financial experience.
• Strong computing skills, including advanced Excel.

Responsibilities

• Provide post-award accounting and analysis support.
• Develop proposals and budgets for grant submissions.
• Ensure compliance with sponsor regulations.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Computing skills

Education

Bachelor's degree in Accounting, Finance or Business

Job description

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Join to apply for the Portfolio & Grant Analyst (95229BR) role at Yale University

Bargaining Unit

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

University Job Title

Portfolio & Grant Analyst

Bargaining Unit

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

Time Type

Full time

Duration Type

Regular

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (P4)

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Financial, Research Res Support, Research/Support

Total # of hours to be worked:

37.5

Work Week

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

Work Location

Medical School Campus

Worksite Address

221 Whitney Ave

New Haven, CT 06511

Work Model

Remote

Position Focus

Under the general direction of the Post Award Manager in the Integrated Business Office (Departments of Dermatology, Neurology, and Neurosurgery) this position will provide post-award accounting and analysis support for faculty and staff in the assigned area. The Portfolio & Grant Analyst will be responsible for the financial management and stewardship of a portfolio of grants and contracts for sponsored research and other departmental accounts and will also assist the Yale Pre Award Team as they assemble proposals and budgets for grant and contract submissions.

Please note that this position is currently working a remote schedule. We also have hybrid and other flexible work arrangements available.

Essential Duties

• Financial Analysis and Reporting: Present financial information and recommendations thru 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: Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates 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: Provides 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 in Accounting, Finance or Business required; two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.

Required Skill/Ability 1

Strong computing skills, including advanced level of excel.

Required Skill/Ability 2

Well developed analytical, organizational and communication skills, combined with ability to be flexible and to prioritize competing assignments. High attention to detail.

Required Skill/Ability 3

Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals, including faculty and lab staff. Exhibit and maintain a positive and cooperative attitude for support.

Required Skill/Ability 4

Ability to work independently and in a deadline driven environment.

Required Skill/Ability 5

Demonstrated ability with fund accounting and or research administration.

Preferred Education, Experience And Skills

Previous demonstrated sponsored award/research administration experience in an academic setting. Knowledge of Yale University and/or sponsor policies and procedures, Workday, YBT. Demonstrated clinical research skills and specialized knowledge of the unique needs of patients undergoing treatment in high acuity trials.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

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.

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.

Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research and Accounting/Auditing

• Industries

  Higher Education

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