1. 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.
Preferred Education: Experience with federal regulations & reporting requirements, sponsored awards. Medical School business office experience. Demonstrated knowledge of Yale University Grant/Financial systems: Workday, IRES, PowerBI. OMB Circulars A-81, A-21, A110, A-133, and NIH Grants Policy Statement. Yale policies governing sponsored project management. Project management training and experience.
Preferred Education, Experience and Skills: Experience with federal regulations & reporting requirements, sponsored awards. Medical School business office experience. Demonstrated knowledge of Yale University Grant/Financial systems: Workday, IRES, PowerBI. OMB Circulars A-81, A-21, A110, A-133, and NIH Grants Policy Statement. Yale policies governing sponsored project management. Project management training and experience.
Required Skill/ability 5: Excellent communication skills both verbal and written, with demonstrated outstanding organizational skills and superior customer service orientation. Ability to cultivate and maintain strong working partnerships.
Posting Position Title: Portfolio & Grant Analyst
Required Skill/ability 3: Ability to plan, schedule and prioritize work, meet deadlines, juggle multiple tasks and resolve conflicting demands in a high-volume environment. Demonstrated success in detailed work requiring accuracy and high level of productivity with disciplined follow-up skills.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: YCCI Portfolio and Grant Analyst
Required Skill/ability 1: Possess strong Excel skills, mathematical proficiency and ability to analyze financial data.
Required Skill/ability 4: Ability to work as part of a team and also function independently. Excellent attendance record and punctuality.
Required Skill/ability 2: Self-directed with the ability to be proactive, take initiative, problem solve and exercise independent judgement.
Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
Internal Number: 64813BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.