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.
Required Skill/ability 1:
Strong financial/analytical skills and attention to detail. Demonstrated application of financial and accounting concepts. Ability to analyze & understand information from multiple sources including funding opportunity announcements, submission procedures and conditions for continued funding. Excellent PC skills, i.e., Excel and Word.
Required Skill/ability 2:
Strong written and verbal communication skills required for interaction with faculty, teammates and departmental personnel. Ability to cultivate and maintain strong working partnerships with Faculty, Principal Investigators, Sponsors, OSP, OSP Financial Management, and other key stakeholders.
Required Skill/ability 3:
Superior organizational skills along with ability to prioritize and multi-task between multiple faculty members, programs, and deliverables in a fast-paced office. Ability to resolve conflicting demands. Demonstrated self-directed ability to be proactive, take initiative, problem solve and exercise independent judgement.
Required Skill/ability 4:
Commitment to quality, accuracy and continuous improvement. Demonstrated understanding of continual process improvement and data driven process monitoring and independent decision making. Desire and flexibility to learn.
Required Skill/ability 5: Ability to read, interpret and apply long 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. Exhibits and maintains a positive attitude. Dependability and reliability, excellent attendance record.
Preferred Education:
In-depth knowledge of Yale University policies and procedures. Previous Sponsored Award financial management in an academic medical center, Workday, and YBT experience. Two years' experience with demonstrated ability to work in a fast-paced environment.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Portfolio & Grant Accountant
University Job Title: Portfolio and Grant Accountant
Preferred Education, Experience and Skills:
In-depth knowledge of Yale University policies and procedures. Previous Sponsored Award financial management in an academic medical center, Workday, and YBT experience. Two years' experience with demonstrated ability to work in a fast-paced environment.
Bachelor's degree required. Four years of related financial experience required. 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.
