1. 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. 2. Review sponsor documents (i.e., applications, award notices, and terms and conditions). Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.). 3. Research issues, evaluate the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution. 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. 4. Plan, organize and prioritize activities across multiple awards and investigator portfolios on a daily, weekly, and monthly basis. Identify trends and variances, research inconsistencies and advise faculty or clients on solutions. 5. Responsible for the development, preparation and maintenance of documentation to support grant and contract expenditures posted to the University's General Ledger. 6. Develop forecast and trend analysis reports from all funding sources that advise faculty of their balances, as well as to identify variances within the portfolio. 7. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, differential overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding. 8. 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. 9. Collaborate with other Business Offices, Central Offices, external institutions and sponsoring agencies to ensure the proper management of sponsor funds. 10. Develop budgets for grant submissions ensuring compliance with University and Sponsor policies, procedures and guidelines. Assist in the development of the annual department budget as it relates to the portfolio. 11. Maintain the fiscal integrity of the portfolio and department. 12. May perform other duties as assigned.
Required Skill/ability 1: Well-developed analytical, organizational and communication skills, combined with ability to be flexible and independent; and to prioritize competing assignments/deadlines.
Required Skill/ability 2: Excellent interpersonal and customer service skills in working with all levels within the University with professionalism and courtesy. Exhibit and maintain a positive and cooperative attitude.
Required Skill/ability 3: Demonstrated ability with fund accounting and/or research administration.
Required Skill/ability 4: Strong computing skills, include advanced level of Excel.
Preferred Education: Previous sponsored award/research administration experience in an academic setting. Experience with Yale Budgeting Tool (YBT) and Workday with knowledge of Yale University and/or sponsored policies and procedures.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Accountant 3, Grant
University Job Title: Accountant 3, Grant
Preferred Education, Experience and Skills: Previous sponsored award/research administration experience in an academic setting. Experience with Yale Budgeting Tool (YBT) and Workday with knowledge of Yale University and/or sponsored policies and procedures.
Bachelor's degree in Accounting, Business, Economics or Finance. Four years of related work experience; or an equivalent combination of education and experience. Demonstrated application of financial, accounting and economic concepts.
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.