Portfolio And Grant Analyst
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)
Work Location: Medical School Campus
Worksite Address: 2 Church Street South Doctor's Building New Haven, CT 06519
Work Week: Standard (M-F equal number of hours per day)
Searchable Job Family Research/Support
Total # of hours to be worked: 37.5
Reporting to the Associate Director of Clinical Trial Resources, responsible for the proposal development, financial management and stewardship for a portfolio of multicomponent grants and contracts within the Yale School of Medicine. Assist faculty and administration with the overall management of the portfolio while exercising discretion and independent judgement.
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 interpersonal and communications skills including ability to effectively present information in both written and verbal form to a wide audience. Demonstrated analytical skills
Required Skill/Ability 2:
Well-developed writing skills, including the ability to write reports on various topics and to independently write non-scientific portions of grant and clinical trial proposals. Demonstrated skills in MS Office Suite with a high level knowledge of Excel.
Required Skill/Ability 3:
Ability to multi-task and manage multiple projects and function well with conflicting demands, deadlines and stressful situations. Strong time management skills and ability to independently prioritize tasks. Ability to work independently to identify program needs and meet deadlines. High attention to detail.
Required Skill/Ability 4:
Ability to coordinate with a team of faculty and research support staff; demonstrates strong personal integrity and good judgement.
Required Skill/Ability 5:
Demonstrated commitment to act as a team player within a dynamic and evolving organization.
Preferred Education, Experience and Skills:
High level knowledge of Yale University policies and procedures. Experience with fund accounting and/or grant and contract administration. Oracle, Workday and YBT experience, as well as, Yale University Proposal Development System (IRES PD), OnCore Financials and Reporting, and Workday Financial System.
Weekend Hours Required? Occasional
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. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.
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: firstname.lastname@example.org.