Portfolio & Grant Accountant

Portfolio & Grant Accountant

Responsible for the financial management and oversight of a portfolio of sponsored and non‑sponsored accounts supporting the MD/PhD Program, its students, and faculty. Provides financial reporting, budgeting, and analysis while ensuring compliance with accounting principles, sponsor requirements, and university policies.

• Present financial information and recommendations through data analysis and reporting in the development and maintenance of program budgets and large, complex portfolios.
• Conduct financial analysis and budgeting for multiple budgets with varying funding levels, staggered periods, overhead rates, and allowable cost policies.
• Develop complex analytical reports for principal investigators and program leadership, including trend analysis, variance analysis, forecasting future financial scenarios, and long‑range expenditure projections.
• Identify funding issues and influence strategic opportunities within the portfolio; research issues, evaluate relevant policies and procedures, and propose recommendations or solutions.
• Prepare budgets and expenditure projections for the Program Director, Associate Directors, and YSM financial operations review, including reconciliation of external fellowships, grants, and department accounts.

• Monitor and certify policy adherence for all financial activity within the portfolio by incorporating Yale policies and sponsor requirements into financial planning and expenditure review.
• Review and approve expenditures with sponsor and Yale policies in mind; ensure proper documentation and support exists to substantiate charges.
• Provide guidance on compliance matters throughout portfolio management, including cost allowability, budget management, and award management activities.
• Maintain up‑to‑date knowledge of university and granting agency policies pertaining to awards and spending.

• Develop proposals and budgets for grant submissions; coordinate with partnering institutions and ensure compliance with sponsor regulations and university policies.
• Review and interpret sponsor documents (applications, award notices, terms and conditions) and manage assigned portfolios to ensure proper and timely filing.
• Handle submissions, modifications, extensions, and post‑award required reports for program awards and individual fellowships.
• Manage renewals, progress reports, no‑cost extensions, and closeouts of grants, including final financial reporting to the sponsor.

• Oversee reconciliation and stewardship of external fellowships and department/program accounts supporting MD/PhD students and program activities.
• Work with the Registrar and program stakeholders to assign student funding to appropriate sources (T32, NRSA, endowments, GA) and maintain integrity of funding data.
• Identify and propose alternatives for allocating effort, adjusting spending patterns, and optimizing available resources.

• Collaborate with Business Offices, Central Offices, the School of Medicine, Office of Sponsored Projects, external institutions, and sponsoring agencies to ensure proper management of sponsor funds.
• Provide analytical and consultative support to maintain strong working relationships with faculty, staff, and students and to support programmatic planning and resource decisions.

• Demonstrated ability in financial management, including budgeting, reporting, and analysis.
• Strong organizational and multitasking skills with careful attention to detail and accuracy; ability to plan, organize, and prioritize across multiple awards and overlapping deadlines.
• Excellent verbal and written communication skills for effective collaboration with faculty, students, internal partners, and external sponsors.
• Proficiency in using financial software and tools (e.g., Excel), with expert knowledge of spreadsheets and databases.
• Ability to work independently and as part of a team, demonstrating initiative, flexibility, and problem‑solving skills.