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Portfolio & Grant Analyst (91731BR)

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Connecticut (USA), United States

Offer summary

Qualifications:

Bachelor’s Degree in accounting, business or finance, Four years of related work experience.

Key responsabilities:

  • Manage financial and budget for client portfolio
  • Conduct strategic modeling for resource planning
  • Ensure compliance with sponsors and internal policies
  • Develop reporting and internal controls
  • Collaborate with key stakeholders across departments
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Job description

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

100 Church Street South

New Haven, CT 06519

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

  • Responsible for financial and budgetary management of a designated client portfolio. Provides guidance and oversight for budgeting, financial planning, and financial reporting. Maintains expertise in University budgeting processes and procedures as well as Federal and sponsor specific requirements. 2. Conducts complex strategic modeling that encompasses a Principal Investigators’ complete portfolio of grants to support the design and development of long and short term resource planning. Creates and updates financial plan(s), reflecting strategic direction, programmatic priorities and all other requirements. Adjusts processes, reporting and analysis to accommodate sponsor specific requirements. 3. Cultivates and maintains strong working partnerships and effective communications with all key stakeholders. 4. Mitigates risks associated with sponsor non-compliance by identifying deficiencies in fund management. Develops and implements process and system changes to prevent or eliminate risk. Identifies and addresses internal control issues as they arise. Responsible for development and implementation of sophisticated reporting and analytical practices as well as sound and efficient internal controls to ensure compliance with all University policies and procedures (i.e. effort reporting). 5. Collaborates across organizational and functional boundaries to maximize the support provided to clients. Acts as a liaison between clients and various central University administrative offices. 6. Keeps abreast of laws, regulations, external and internal policies and procedures governing the administration of grants and contracts. Ensures compliance with regulatory, University and other training mandates. 7. May perform other duties as assigned.

Required Education And Experience

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

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.

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

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Education
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Prioritization
  • Collaboration
  • Analytical Skills
  • Microsoft Excel
  • Organizational Skills
  • Detail Oriented
  • Physical Flexibility
  • Budgeting
  • Verbal Communication Skills
  • Social Skills

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