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Portfolio & Grant Analyst
Yale University
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Portfolio & Grant Analyst
Yale University
| 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 Skill/ability 1: Proficiency with the Microsoft suite, with an emphasis on Microsoft Excel. Required Skill/ability 2: Ability to interpret complex information from multiple sources to evaluate portfolio performance. Required Skill/ability 3: Ability to multi-task between multiple faculty members, programs, and deliverables under deadlines. Required Skill/ability 4: Excellent written and verbal communication skills required to interact with faculty and staff, as well as outside entities. Required Skill/ability 5: Ability to read, interpret and apply policies, procedures, regulations and guidelines accurately. Demonstrated flexibility and ability to meet deadlines and deliverables in a busy, fast-paced office. Superior customer service skills. Preferred Education: Proven experience with workday financials and PowerBI, 1 year of experience in research administration. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Portfolio & Grant Analyst University Job Title: Portfolio & Grant Analyst Preferred Education, Experience and Skills: Proven experience with workday financials and PowerBI, 1 year of experience in research administration.
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| Bachelor's degree in Accounting, Finance or Business required; two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts. |
Internal Number: 93394BR
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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