Portfolio & Grant Analyst

16-Feb-2025

Featured Job

Dean - School of Medicine - MD/PhD Program

93393BR

University Job Title

Portfolio & Grant Analyst

Bargaining Unit

None - Not included in the union (Yale Union Group)

Compensation Grade

Administration & Operations

Compensation Grade Profile

Supervisor; Senior Associate (P4)

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Accounting/ Financial, Financial

Total # of hours to be worked:

37.5

Work Week

Standard (M-F equal number of hours per day)

Work Location

Medical School Campus

Worksite Address

367 Cedar Street
New Haven, CT 06510

Position Focus:

The Portfolio & Grant Analyst will be responsible for the financial management, proposal development and stewardship of a portfolio of grants and contracts for the MD/PhD program, its students, and its faculty. The Analyst will also oversee the reconciliation of external fellowships, grants, and department accounts; prepare budgets and expenditure projections for program director, associate directors, and YSM financial operations review; and maintain and analyze data pertaining to proposal development and grant awards.

Reporting to the Associate Director for Program Administration, MD/PhD Program, the position is responsible for submitting annual progress reports and competitive renewals of the Medical Scientist Training Program T32 (NIH) and BioMed SURF Amgen program funding, as well approximately 25-30 fellowship applications for each of the 3 yearly NIH deadlines.

Additionally and specifically, the position is responsible for the following: 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. Work with the Director and Associate Director for Program Development and Assessment to collect data, organize materials and prepare annual non-competitive reports and competing renewals (which occur every 5 years) for T32 funding and other funding program applications. Interpret agency requirements for data collection and collaborate with relevant faculty and departments for information. Oversee the submission of individual student fellowship proposals for the NIH and other funding agencies, including JIT and protocol compliance. Maintain up to date knowledge of university and granting agency policies pertaining to awards and their spending. Oversee the reconciliation of external fellowships and department accounts. Prepare budgets and projections of expenditures for grant budgets and Program expenses and review/report to Program Director and YSM Financial Operations. Work with the Registrar to assign student funding to appropriate sources (T32, NRSA, endowments, GA); participate in entering, analyzing and maintaining integrity of funding data. Work with MD/PhD program staff, faculty and students to develop proposals and budgets for new programmatic initiatives. Works as part of a team to accomplish unit goals and to incorporate her/his grants administration and financial expertise in making sure that we appropriately budget for and fund the activities of the program.

Essential Duties

1. 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 Education and Experience

Bachelor's degree in Accounting, Finance or Business required; two years of related financial experience required.  Demonstrated application of financial, accounting and economic concepts.

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 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.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

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.

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:

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy 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).

Note

Yale University is a tobacco-free campus