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
Outside of campus, within Connecticut
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 required. Two years of related demonstrated 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
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.
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
