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Portfolio and Grant Analyst

Employer
YALE UNIVERSITY
Location
Connecticut, United States
Closing date
1 Nov 2019

Position Focus:

Under the general direction of the Operations Manager, and with latitude for exercising discretion, provides a variety of analytical, statistical and financial reporting functions for selected sections of the Department of Neurology. Handles all activities (pre-award: including preparing, reviewing and submitting grant applications; post-award: ad-hoc and monthly analysis/grant closeout, etc.) for assigned portfolios of managed grant accounts, ensuring timely filing of submissions. Prepares and analyzes financial statements explaining variances and taking needed corrective actions. Interprets results for department management and faculty. Prepares monthly faculty grant and discretionary account reports. Provide guidance and expertise with a high level of customer service on all facets of financial management of assigned sections within the department. Authorizes and monitors grant and contract expenditures, ensuring compliance. Assist in budget and year-end process.

Essential Duties

  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.

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:

Excellent communication skills, both verbal and written. Well-developed organizational, analytical and problem-solving skills.

Required Skill/Ability 2:

Ability to work well under deadline pressures without sacrificing accuracy or customer service.

Required Skill/Ability 3:

Ability to handle a complex portfolio of work in an intensive multi-tasking, entrepreneurial environment.

Required Skill/Ability 4:

Knowledge of accounting principles and exceptional attention to detail.

Required Skill/Ability 5:

Ability to work well as part of a team.

Preferred Education, Experience and Skills:

Knowledge of Yale financial and administrative policies and procedures. Experience with federal regulations and guidelines pertaining to grant and contract administration. Familiarity with electronic proposal systems, especially IRES. Working knowledge of at least one of the following: federal, state and sponsor regulations and guidelines pertaining to contract and grant admin.

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. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.

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.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at TitleIX@yale.edu, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: ocr.boston@ed.gov.

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