Portfolio and Grant Accountant
Apply NowCompany: Yale University
Location: New Haven, CT 06511
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:
Reporting to the Assistant Director, Research Administration, this position will serve as the Research Manager with oversight of all sponsored research in various Sections, and other non-sponsored funding sources used primarily for research by faculty. Provide analytical and financial services, guidance and consultation to faculty and staff optimizing each PI's use of research funds for awards within assigned portfolios. Provide high levels of client satisfaction through strong relationship management efforts. Responsible for financial and budgetary management of a primary portfolio as well as support for secondary portfolios comprised of multiple federal and non-federal sponsors. Conducts complex modeling for a PI's portfolio of grants to develop long and short-term resource plans. Creates and updates financial plan(s). Adjusts reporting and analysis to accommodate sponsor requirements. Cultivates working partnerships and communications with faculty, PIs, OSP and department administrators. Mitigates risks with sponsor non-compliance. Identifies and addresses internal control issues. This position may require or be eligible for remote work on either a regular or temporary, part-time or full-time basis.
Preferred Licenses or Certifications:
Proven experience with Grants & Contracts from pre-award/ post-award, Workday Financials and/or the Yale Budgeting Tool, and University financial tools, reports & programs. Demonstrated experience as an accountant/ financial professional.
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:
Ability to understand and work with financial and payroll activity from multiple sources. Ability to prepare interpretive and detailed accounting reports and statements. The ability to work remotely, including an adequate workspace with internet access.
Required Skill/Ability 3:
Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.
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. Ability to exhibit and maintain a positive attitude & work well as part of a team.
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:
Reporting to the Assistant Director, Research Administration, this position will serve as the Research Manager with oversight of all sponsored research in various Sections, and other non-sponsored funding sources used primarily for research by faculty. Provide analytical and financial services, guidance and consultation to faculty and staff optimizing each PI's use of research funds for awards within assigned portfolios. Provide high levels of client satisfaction through strong relationship management efforts. Responsible for financial and budgetary management of a primary portfolio as well as support for secondary portfolios comprised of multiple federal and non-federal sponsors. Conducts complex modeling for a PI's portfolio of grants to develop long and short-term resource plans. Creates and updates financial plan(s). Adjusts reporting and analysis to accommodate sponsor requirements. Cultivates working partnerships and communications with faculty, PIs, OSP and department administrators. Mitigates risks with sponsor non-compliance. Identifies and addresses internal control issues. This position may require or be eligible for remote work on either a regular or temporary, part-time or full-time basis.
Preferred Licenses or Certifications:
Proven experience with Grants & Contracts from pre-award/ post-award, Workday Financials and/or the Yale Budgeting Tool, and University financial tools, reports & programs. Demonstrated experience as an accountant/ financial professional.
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:
Ability to understand and work with financial and payroll activity from multiple sources. Ability to prepare interpretive and detailed accounting reports and statements. The ability to work remotely, including an adequate workspace with internet access.
Required Skill/Ability 3:
Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.
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. Ability to exhibit and maintain a positive attitude & work well as part of a team.
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