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.
Preferred Education: Yale University Proposal Development System (IRES PD), Yale Budget Tool (YBT), Workday Financial System.
Preferred Education, Experience and Skills: Yale University Proposal Development System (IRES PD), Yale Budget Tool (YBT), Workday Financial System.
Required Skill/ability 5: Demonstrated commitment to act as a team player within a dynamic and evolving organization.
Posting Position Title: Portfolio & Grant Analyst
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.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Portfolio & Grant Analyst
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 4: Ability to coordinate with a team of faculty and research support staff.
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.
Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
Internal Number: 71190BR
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.
