1. Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Researches issues, evaluates the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, varying overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding. 2. Compliance and Risk Management: Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities. Advise faculty and clients of the appropriate financial policies. Maintain the fiscal integrity of the portfolio and department. Reviews and approves all expenditures with both sponsor and Yale policies and regulations in mind and ensures proper documentation and support exists to substantiate charges made to sponsored awards. 3. Proposal Management and Oversight: Plans, prioritizes actions and provides direction across multiple awards and portfolios. Provides oversight counsel and expertise relative to significant impact at the business unit level. Provides a more strategic direction in the management of accounts and collaboration with account holders. Review and interpret sponsor documents (i.e., applications, award notices, and terms and conditions). Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper and timely filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.). 4. Collaborative and Strategic Finance Partner: Collaborate with other Business Offices, Central Offices, external institutions and sponsoring agencies to ensure the proper management of sponsor funds. Based on the funding and activities of the faculty member or client, identify and propose alternatives for allocating effort, spending pattern adjustments, and allocation methodologies. 5. May perform other duties as assigned.
Preferred Education: Previous Sponsored Award financial management in an academic medical center, Workday and YBT experience. Experience and/or interest in mentoring and advising staff.
Preferred Education, Experience and Skills: Previous Sponsored Award financial management in an academic medical center, Workday and YBT experience. Experience and/or interest in mentoring and advising staff.
Required Skill/ability 5: Excellent time and attendance.
Posting Position Title: Portfolio & Grant Accountant
Required Skill/ability 3: Well-developed analytical, organizational and communication skills, combined with ability to be flexible and to multitask. High attention to detail and prioritization of tasks.
Work Week: Standard (M-F equal number of hours per day)
University Job Title: Portfolio and Grant Accountant
Required Skill/ability 1: Strong computing skills. Advanced level of Excel.
Required Skill/ability 4: In-depth knowledge of Yale University policies and procedures. Demonstrated ability with fund accounting and/or grant and contract administration.
Required Skill/ability 2: Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals. Exhibits and maintains a positive attitude.
Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
Internal Number: 63142BR
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.