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:  Knowledge of Yale financial and administrative policies and procedures. Prior experience with Workday Financials, other University financial tools, reports and programs. Experience as a financial professional.

Preferred Education, Experience and Skills:  Knowledge of Yale financial and administrative policies and procedures. Prior experience with Workday Financials, other University financial tools, reports and programs. Experience as a financial professional.

Required Skill/ability 5:  Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel and Outlook or other similar software.

Posting Position Title:  Portfolio & Grant Accountant

Required Skill/ability 3:  Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.

Work Week:  Standard (M-F equal number of hours per day)

University Job Title:  Accountant-Portfolio & Grant

Required Skill/ability 1:  Ability to understand and work with financial and payroll activity from multiple sources. Ability to prepare interpretive and detailed accounting reports and statements.

Required Skill/ability 4:  Excellent attendance. Ability to work independently and be self-motivated. Strong attention to accuracy and clear understanding of confidentiality is essential. Exhibits and maintains a positive attitude and works well as part of a team.

Required Skill/ability 2:  Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

Bachelor's degree required.  Four years of related financial experience required.  Demonstrated application of financial, accounting and economic concepts.

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