Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses.2. Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements.3. Portfolio Management: Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor. Analyze and negotiate budgets, contracts, and terms and conditions of research proposals.4. Compliance and Risk Management: Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance. Review, interpret and effectively apply sponsor policies on a variety of topics including cost allowability, budget management and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures.5. Collaborative Finance Partner & Lead: Provides a high-level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration and granting agencies by managing the internal pre award proposal process and the management of sponsored funding.6. May perform other duties as assigned. Required Skill/ability 1: Demonstrated ability to work effectively on individual and collaborative projects. Outstanding oral and written communication skills. Required Skill/ability 2: Experience supporting faculty and students in a research institution. Required Skill/ability 3: Financial acumen. Expert knowledge and experience with spreadsheets and databases. Required Skill/ability 4: Skilled in the use of the Microsoft Office Suite of products: Office, Word, Excel and PowerPoint. Required Skill/ability 5: Strong organizational skills and a demonstrated ability to manage multiple projects with complex and overlapping schedules. Preferred Education: Experience working with a varied portfolio of grants in an academic setting. Knowledge of funding mechanisms that support individual and programmatic training of graduate and undergraduate students. Trained in the use of Workday, IRES, NIH Commons/NIH Reporter, Yale Institutional Reports. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Portfolio & Grant Analyst University Job Title: Portfolio & Grant Analyst Preferred Education, Experience and Skills: Experience working with a varied portfolio of grants in an academic setting. Knowledge of funding mechanisms that support individual and programmatic training of graduate and undergraduate students. Trained in the use of Workday, IRES, NIH Commons/NIH Reporter, Yale Institutional Reports. Bachelor's degree in Accounting, Finance or Business required; two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.

Portfolio & Grant Analyst | Yale University - Military Veterans

at HERC - Metro New York & Southern Connecticut

New Haven, CT