Portfolio and Grant Accountant
Apply NowCompany: Yale University
Location: Lakeville, CT 06039
Description:
Essential Duties
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 Education and Experience
Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
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.
Position Focus:
Under the direction of the Lead Administrator of the Department of Neuroscience and Department of Cellular and Molecular Physiology and reporting directly to the Senior Finance Manage of Neuroscience, the candidate will need to have a latitude for discretion and independent judgement and provide comprehensive financial and operational management support for both departments. This position includes responsibilities in both 100 College Street and Sterling Hall of Medicine.
The Portfolio & Grant Accountant will be responsible for projecting financial management and assisting in the management of the grant and contract (G&C) post award process with particular focus on financial planning, controls, budgeting, forecasting, transactions and reporting for the most complicated portfolios. Will be providing financial stewardship of our portfolio of G&C for sponsored research and presenting financial information and recommendations through data analysis and reporting for each account while developing and maintaining budgets and projections. Reading and interpreting notice of awards from a wide range of agencies and ensuring deliverables and requirements are met. Responsible for providing appropriate guidance on compliance matters and collaborating with account holders to maintain such compliance. Responsible for the oversight and management of complex financial budgeting, spending, reporting, projections and planning within Yale and funding agency guidelines and policies. Identifying pre-award or at-risk accounts needs, coordinating sponsor prior approval requests, preparing interim and final Financial Status Reports (FSRs) and closeout reports specific to the sponsor for each account. Will also be reviewing and updating application and providing input to JIT documents. Communicating all deadlines and ensuring all deadlines are met. Additionally, special projects will be assigned as required.
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.
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).
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.
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
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 Education and Experience
Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
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.
Position Focus:
Under the direction of the Lead Administrator of the Department of Neuroscience and Department of Cellular and Molecular Physiology and reporting directly to the Senior Finance Manage of Neuroscience, the candidate will need to have a latitude for discretion and independent judgement and provide comprehensive financial and operational management support for both departments. This position includes responsibilities in both 100 College Street and Sterling Hall of Medicine.
The Portfolio & Grant Accountant will be responsible for projecting financial management and assisting in the management of the grant and contract (G&C) post award process with particular focus on financial planning, controls, budgeting, forecasting, transactions and reporting for the most complicated portfolios. Will be providing financial stewardship of our portfolio of G&C for sponsored research and presenting financial information and recommendations through data analysis and reporting for each account while developing and maintaining budgets and projections. Reading and interpreting notice of awards from a wide range of agencies and ensuring deliverables and requirements are met. Responsible for providing appropriate guidance on compliance matters and collaborating with account holders to maintain such compliance. Responsible for the oversight and management of complex financial budgeting, spending, reporting, projections and planning within Yale and funding agency guidelines and policies. Identifying pre-award or at-risk accounts needs, coordinating sponsor prior approval requests, preparing interim and final Financial Status Reports (FSRs) and closeout reports specific to the sponsor for each account. Will also be reviewing and updating application and providing input to JIT documents. Communicating all deadlines and ensuring all deadlines are met. Additionally, special projects will be assigned as required.
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.
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).
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.
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