Portfolio and Grant Analyst
The Portfolio & Grant Analyst will be responsible for the management of post award grant and contracts. Will provide financial stewardship of a portfolio of grants and contracts for sponsored research. Will present financial information and recommendations through data analysis and reporting while developing and maintaining budgets. Develop and prepare budgets and review language for budget justifications in collaboration with the PI. Assists in identifying budgetary needs. Responsible for understanding and effectively communicating the University policies and procedures and interpretation of sponsor terms and policies.
- 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.
- 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.
- 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.
- 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.
- 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.
- ay 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:
Strong communication skills required for interaction with faculty, teammates and departmental personnel.
Required Skill/Ability 2:
Superior organizational skills along with ability to prioritize and mutli-task over multiple faculty members, programs and deliverables.
Required Skill/Ability 3:
Commitment to quality and continuous improvement.
Required Skill/Ability 4:
Strong analytical skills and business acumen; excellent PC skills.
Weekend Hours Required? No
Evening Hours Required? No
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.
Additional Background or Health Screening Requirements
Selected incumbent must have successful completion of a required health screening and/or TB test.
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: email@example.com.
Note Yale University is a tobacco-free campus