Yale University
Location
New Haven, CT | United States
Job description
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 Skill/ability 1: Ability to prioritize in order to meet multiple and competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy. Detail oriented. Able to self-correct work.
Required Skill/ability 2: Excellent written and verbal communication and interpersonal skills. Ability to communicate complex information clearly and transparently to all levels of employees.
Required Skill/ability 3: High level of comfort with technology. Advanced in Workday, Excel and Word. Demonstrated ability to learn new interfaces and systems.
Required Skill/ability 4: Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb additional responsibilities and special projects to help ensure ability to meet all deadlines and demands of our Department and University.
Required Skill/ability 5: Ability to assist and/or lead in the role of various initiatives including but not limited to: onboard training, transaction approval process and the compilation and completion of research line of business financial deliverables (current year forecast, budget, and year end).
Preferred Education: MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.
Work Week: Standard (M-F equal number of hours per day)
Posting Position Title: Portfolio & Grant Accountant
University Job Title: Sr. Research Analyst
Preferred Education, Experience and Skills: MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.
Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.
About Yale University
Yale University is an American private Ivy League research university located in New Haven, Connecticut. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States.
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