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Portfolio Associate
Yale University
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Portfolio Associate
Yale University
| 1. Financial Reporting & Analysis: Identifies trends and variances through the development of reports such as forecast and trend analyses. Analyzes budgets to ensure appropriate charging of expenses and integration of data, 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. Budget Development: Develops proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Help to ensure compliance with sponsor regulations and University policies and procedures. 3. Compliance and Risk Management: Reviews, interprets and effectively applies 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. Planning, organizing and prioritizing actions to ensure compliance across multiple awards and investigators' portfolios. 4. Effective Finance Partner: Interacts with faculty and internal and external contacts, such as the School of Medicine, Grant & Contract Administration and Grant & Contract Financial Administration, and granting agencies by helping manage the internal pre award proposal process and the management of sponsored funding. 5. May perform other duties as assigned. Required Skill/ability 1: Ability to be detailed-oriented and multi-task in a high volume environment. Required Skill/ability 2: Well-developed organizational and analytical skills to multitask and integrate several functions together. Required Skill/ability 3: Ability to prepare journal entries. Required Skill/ability 4: Ability to work in a fast-paced, high-volume business office with consistently high levels of accuracy, manage priorities and provide quality customer service exercising flexibility, creative problem-solving skills and resourcefulness. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Portfolio Associate University Job Title: Portfolio Associate
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| Bachelor's degree required. Degrees received in Accounting, Business or Finance preferred. 0-2 years of experience with demonstrated ability to work in fast-paced environment. |
Internal Number: 93076BR
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.
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