Financial Analyst 2, Post Award
Reporting to the Effort Reporting Administrator in the Office of Sponsored Projects, the Financial Analyst II is responsible for administration of Yale's sponsored projects effort reporting program and for providing assurance that the information related to the administration of Effort Reporting is maintained with a high level of accuracy. Responsibilities include, but are not limited to: Monitor the overall effort reporting process for compliance with federal regulations and institutional policy; Responsible for on-going operations and performance of Effort Certification activities; Provide quality assurance review and controls of Effort Reporting certifications to identify potential system or procedural weaknesses, as well as non-compliance with federal and institutional policies; Provide ongoing, high quality service to faculty and administrators; Monitor effort reporting activities and provides support and training; Create and refine effort reporting metrics for senior leadership; Assist with training and documentation activities for effort reporting and certification; Assist with review and testing of changes to business process and business requirements to ensure effort reporting system data integrity and productivity; Assist with implementation of system improvements for effort reporting and other areas managed within the department; Perform functional tasks required for system production related activities and serve as a testing resource.
The following Essential Duties are generic in nature; the information contained in this Position Focus are most relevant to this position.
- 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.
- 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.
- Cultivates and maintains strong working partnerships and effective communications with all key stakeholders.
- 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).
- 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.
- 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.
- 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:
Ability to accurately interpret policies, procedures, regulations and guidelines. Ability to work effectively both independently and with a team. Understand the University's strategic goals and can easily relate those goals to the position.
Required Skill/Ability 2:
Communicate effectively to all levels of the organization. Demonstrate a sense of urgency yet a careful attention to detail.
Required Skill/Ability 3:
Well-organized, positive attitude, high energy. Professional appearance and demeanor.
Required Skill/Ability 4:
Excellent customer service skills. Working knowledge of core MS products (Word, Excel).
Required Skill/Ability 5:
Ability to learn new systems. Change agent.
Preferred Education, Experience and Skills:
Sponsored projects related experience in a University or non-profit environment; knowledge of the Workday financial system or other integrated business systems; familiarity with database query and reporting tools; prior experience with grant and contract accounting; knowledge of effort reporting requirements and practices.
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.