1. Financial Analysis and Reporting: Present financial information and recommendations through data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Research issues, evaluate the entire situation, identify policies, procedures, and guidance material relevant to resolution, and propose a recommendation or solution. Responsible for all financial analysis and budget activities, which include 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 adherence to policy 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. Review and approve all expenditures with both sponsor and Yale policies and regulations in mind and ensure proper documentation and support exists to substantiate charges made to sponsored awards.
3. Proposal Management and Oversight: Plan, prioritize actions, and provide direction across multiple awards and portfolios. Provide oversight counsel and expertise relative to significant impact at the business unit level. Provide 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, ensuring 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 Skills:
- Demonstrated understanding of continual process improvement and data-driven process monitoring and decision-making.
- Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate effectively with faculty and staff.
- Ability to work independently and be self-motivated. Strong attention to accuracy and clear understanding of confidentiality is essential. Exhibits and maintains a positive attitude and works well as part of a team.
- Well-developed financial analysis and data mining skills and an understanding of financial models.
- Demonstrated proficiency with PC-related software including advanced proficiency with Microsoft Excel. Strong background in finance and financial analysis.
Preferred Education: Proven experience with Grants & Contract Administration, the use of Workday Financials and/or the Yale Budgeting Tool (YBT), in addition to other University financial tools, reports, and programs. Proven experience as an accountant or as a financial professional. Proven experience and/or interest in mentoring and advising staff.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Portfolio & Grant Accountant
University Job Title: Portfolio & Grant Accountant
Preferred Education, Experience and Skills: Proven experience with Grants & Contract Administration, the use of Workday Financials and/or the Yale Budgeting Tool (YBT), in addition to other University financial tools, reports, and programs. Proven experience as an accountant or as a financial professional. Proven experience and/or interest in mentoring and advising staff. Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting, and economic concepts.
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