Senior Grants & Portfolio Finance Analyst

Yale University; New Haven (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

Yale University is seeking a Portfolio & Grant Accountant in New Haven to oversee a portfolio of sponsored and non‑sponsored funds, manage budgets and financial reporting, and guide faculty and staff in financial planning. You will mentor staff, coordinate with OSP and SPFA, and ensure compliance with sponsor requirements and Yale policies.

Requirements include a bachelor’s degree and at least four years of related financial experience, with strong Excel skills and data analysis capabilities.

Qualifications

• Demonstrated understanding of continual process improvement and data‑driven process monitoring and decision‑making.
• Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate effectively with faculty and staff.
• Ability to work independently and be self‑motivated. Strong attention to accuracy and confidentiality is essential.

Responsibilities

• Financial Analysis and Reporting: Develop and maintain large, complex portfolios with budget, actuals and forecast data and provide insights to stakeholders.
• Compliance and Risk Management: Ensure adherence to Yale policies and sponsor requirements; maintain fiscal integrity of the portfolio.
• Proposal Management and Oversight: Manage multiple awards, review sponsor documents, and file post‑award reports as required.
• Collaborative and Strategic Finance Partner: Work with internal offices and external sponsors to optimize funding and allocations.

Skills

Process improvement

Communication skills

Independence

Financial analysis

Excel proficiency

Education

Bachelor's degree

Tools

Excel

Job description

Yale University is seeking a Portfolio & Grant Accountant in New Haven to oversee a portfolio of sponsored and non‑sponsored funds, manage budgets and financial reporting, and guide faculty and staff in financial planning. You will mentor staff, coordinate with OSP and SPFA, and ensure compliance with sponsor requirements and Yale policies.

Requirements include a bachelor’s degree and at least four years of related financial experience, with strong Excel skills and data analysis capabilities.