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

37-55 College Street
New Haven,, CT 06510

Work Week

Standard (M-F equal number of hours per day)

Searchable Job Family

Financial

Total # of hours to be worked:

37.5

Position Focus:

Reporting to the Associate Director of the YSPH Pre Award Team, using considerable latitude for exercising discretion and independent judgement, the Portfolio & Grant Analyst provides direct professional support, management and guidance in the review and administration of grants, contracts, and related funds in an assigned portfolio of department/faculty.

Essential Duties include:

• Proven ability to advise and guide faculty seeking external funding for research and other sponsored programs through the complex process of proposal preparation and submission. Cultivate and maintain strong working partnerships and effective communications with faculty, Principal Investigators, sponsors, GCA, international collaborators and other key stakeholders. Guide faculty and staff through changes in sponsor requirements.
• Provide direction, training and assistance to Principal Investigators and department staff in the development of proposals, including but not limited to budgeting, interpretation of sponsor terms and policies and University policies and procedures. Obtain all necessary clearances prior to obtaining authorization for submission. Facilitate an effective transfer of grants and contracts when Principal Investigators leave Yale.
• Prepare grant/contract proposals and NIH Just-In-Time submissions; consult with appropriate managerial staff on any exceptions to University policy, including indirect rates, etc. Ensure all required information is entered into the appropriate data systems.
• Review terms and conditions on proposal solicitations and award documents. Collaborate with GCA to negotiate terms as necessary for interdisciplinary, complex and non-standard proposals and partner with GCA to facilitate agreements, including subcontracts, clinical trials and State agreements to ensure conformity with University policies.
• Analyze and understand complex information from multiple sources including funding opportunity announcements, funding interest matches and submission procedures in order to transmit proposals to GCA. Obtain and communicate information on sponsor electronic research processes and procedures.
• Keep abreast of laws, regulations, external and internal policies and procedures governing the administration of grants and contracts. Ensure that key personnel are compliant with regulatory, University and other training mandates.
• Partner with GCA in working with sponsors on matters of proposal submission.
• May perform other duties as assigned.

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, with demonstrated organizational skills.

Required Skill/Ability 2:

Demonstrated superior customer service orientation.

Required Skill/Ability 3:

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

Required Skill/Ability 4:

Ability to handle a complex portfolio of work in an intensive multi-tasking, entrepreneurial environment. Knowledge of accounting principles, budgeting federal and non-federal grants.

Required Skill/Ability 5:

Well-developed organizational, analytical and problem-solving skills. Ability to work well within a team structure.

Preferred Education, Experience and Skills:

Knowledge of Yale financial and administrative policies. Familiarity with electronic proposal systems, (IRES). Experience creating complex budgets. Experience working with international collaborators. Prior management experience. Working knowledge of at least one of the following: federal, state and sponsor regulations and guidelines pertaining to contract and grant administration.

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.

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.

Note

Yale University is a tobacco-free campus