Portfolio & Grant Accountant, YSPH

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Reporting to the Post Award Manager in the Yale School of Public Health (YSPH), the Portfolio & Grant Accountant will be responsible for the financial management and oversight of a portfolio of accounts, including financial reporting and analysis, budgeting, planning and compliance. This portfolio may include global/international components of sponsored awards. The incumbent will be expected to apply expertise to a portfolio for sponsored research projects and provide direction to aid the faculty and direct staff in making informed, strategic decisions.

This position will operate as a mentor for others and may supervise M&P and/or C&T staff.

Provide financial expertise in support to the faculty and administrative staff for the Yale School of Public Health. This position will support the research mission on sponsored and non-sponsored funding sources, including grants, contracts, subawards, gifts & endowments. Responsible for complex modeling for PI’s portfolio of funds to develop long and short-term resource and spending plans. Creates and updates financial plans and financial reporting.

Cultivates working partnerships and communications with faculty, PIs, OSP, SPFA YCCI, and departmental leadership. Manages all aspects of the work activities to ensure the highest quality of customer service, financial reporting and compliance with accounting principles, sponsor requirements and Yale University policies and procedures.

Monthly Financial Reporting and Compliance – Extracts, consolidates and analyzes data from a variety of sources for use in communicating budget, actuals and forecast. Responsible for aspects of the monthly financial review checklist for the research mission, inclusive of corrective actions determined necessary because of the review.

• While this position is largely remote, travel to campus may be required several times per year.

• 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.

Prior 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. Experience as an accountant or as a financial professional. Experience and/or interest in mentoring and advising staff.

• 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.
• Compliance and
  
  Risk Management:
  
  Monitor and certify to policy…