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 **
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**
100 College Street
New Haven, CT 06506 **
Work Model**
Remote **
Position Focus**
Under the direction of the Lead Administrator of the Department of Neuroscience and reporting directly to the Senior Finance Manage of Neuroscience, the Portfolio & Grant Analyst will provide post award accounting support to faculty, staff and senior management.
The Analyst will be responsible for the financial management and oversight of an assigned portfolio of accounts, including financial reporting and analysis, budgeting, and forecasting and planning. Responsible for financial modeling for PI’s portfolio of funds to develop long and short-term resource plans. Creates and updates financial plans and financial reporting. Cultivates working partnerships and communications with faculty, PIs, OSP and departmental leadership. Manages all aspects of work activities to ensure the highest quality of customer service, financial reporting and compliance with accounting principles, sponsor requirements and Yale University policies and procedures. The successful candidate will also be responsible for monthly financial reporting and compliance.
The Analyst will be responsible for project financial management and assisting in the management of the grant and contract (G&C) post award process with particular focus on financial planning, controls, budgeting, forecasting, transactions and reporting for the assigned Department portfolios. Read and interpret notice of awards from a wide range of agencies/sponsors and ensures deliverables and requirements are met. Responsible for seeking and providing appropriate guidance on compliance matters and collaborates with account holders to maintain such compliance. Responsible for the oversight and management of financial budgeting, spending, reporting, projections and planning within Yale and funding agency guidelines and policies. Identifies needs for pre-award or at-risk accounts, coordinates Sponsor prior approval requests, prepares interim and final Financial Status Reports (FSRs) and closeout reports specific to the sponsor for each account. Will also review and update application and provide input to JIT documents. Communicate all deadlines and ensure all deadlines are met. **
Essential Duties**
Required Education And Experience
Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts. **
Required Skill/Ability 1**
Strong attention to detail. Demonstrated application of financial and accounting concepts. Ability to analyze & understand information from multiple sources including funding opportunity announcements, submission procedures, policies and conditions for continued funding. Excellent PC skills, i.e. Excel and Word. **
Required Skill/Ability 2**
Excellent written and verbal communication skills required for interaction with faculty, teammates and departmental personnel. **
Required Skill/Ability 3**
Ability to prioritize and demonstrate effective organizational skills along with ability to multi-task between multiple faculty members, programs, and deliverables under deadlines. Demonstrated self-directed ability to be proactive, take initiative, problem solve and exercise independent judgement. **
Required Skill/Ability 4**
Exhibits and maintains a positive attitude. Dependability and reliability, excellent attendance record. **
Required Skill/Ability 5**
Ability to read, interpret and apply policies, procedures, regulations and guidelines accurately. Demonstrated flexibility and ability to meet deadlines and deliverables in a busy, fast-paced office. Superior customer service skills. **
Preferred Education, Experience And Skills**
Proven knowledge of Yale University policies and procedures. Previous Sponsored Award financial management in an academic medical center, Workday, and YBT experience. **
Weekend Hours Required?**
No **
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. **
COVID-19 Vaccine Requirement**
Required
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines **
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**
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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
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