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 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/Abilities:
- Strong financial/analytical skills and attention to detail. Demonstrated application of financial and accounting concepts. Ability to analyze and understand information from multiple sources including funding opportunity announcements, submission procedures, and conditions for continued funding. Excellent PC skills, i.e., Excel and Word.
- 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.
- Superior organizational skills along with the 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 judgment.
- 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.
- 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
Minimum Requirements: Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting, and economic concepts.
#J-18808-Ljbffr
