School of Public Health - Office of Finance and Administration
University Job Title
Portfolio & Grant Analyst
Bargaining Unit
None - Not included in the union (Yale Union Group)
Compensation Grade
Administration & Operations
Compensation Grade Profile
Supervisor; Senior Associate (P4)
Wage Ranges
Click here to see our Wage Ranges
Searchable Job Family
Accounting/ Financial, Administration, Financial
Total # of hours to be worked:
37.5
Work Week
Standard (M-F equal number of hours per day)
Work Location
Medical School Campus
Worksite Address
60 College Street
New Haven, CT 06510
Position Focus:
Reporting to the Post Award Grant Manager in the Yale School of Public Health (YSPH), this position will be responsible for the financial management and oversight of a portfolio of accounts, including financial reporting and analysis, budgeting, planning and compliance. This portfolio may include global/international awards; the individual will be responsible for being up to date with international business practices and will develop and manage relationships with foreign sub sites, Office of Sponsored Projects (OSP) and Principal Investigators (PIs). Responsibilities include keeping abreast of laws, regulations, external and internal policies and procedures governing the administration of sponsored awards, contracts, gifts and endowments and serve as a resource to Program-related faculty and staff. Monitor trends and identify potential funding gaps and manage funds from external sponsors, University transfers and commitments. Creates and updates financial plans and financial reporting.
Manages international subcontract process and collaborates with outside institutions to properly reconcile any advanced funds or funds sent directly to foreign sub sites. In collaboration with OSP and SPFA, work with PI’s and directors with sponsors for issues, including post award negotiations and conflict resolution. Partner with ORA, OSP and OISS offices to insure efficient business processes surrounding contracting, payment and reimbursement of Yale and non-Yale personnel and international entities, visitors and trainees.
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:
Working knowledge of university organization; administrative and financial guidelines; Knowledge of accounting principles.
Required Skill/Ability 2:
Demonstrated ability with financial tools and systems. Excellent knowledge of Microsoft Office, including strong demonstrated experience using Microsoft Excel.
Required Skill/Ability 3:
Superior customer service skills and the ability to work collaboratively with all levels across the University, with external vendors, foreign and domestic collaborators.
Required Skill/Ability 4:
Excellent communication skills, both written and verbal. Well-developed analytical and organizational skills. Ability to work as part of a team while being a self-starter able to work independently.
Required Skill/Ability 5:
Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff. Ability to take responsibility for assigned tasks.
Preferred Education, Experience and Skills:
Bachelor’s degree in accounting, Business Management, or related field. Prior experience with Grants & Contract Administration, including International sponsored award affairs and administration. Workday Financials and/or the Yale Budgeting Tool (YBT), in addition to other University financial tools. Experience as an accountant/financial professional in a University setting.
Weekend Hours Required?
No
Evening Hours Required?
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. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.
COVID-19 Vaccine Requirement
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines
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.
EEO Statement:
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).
Note
Yale University is a tobacco-free campus