Portfolio & Grant Accountant

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Works under the direction and in partnership with the Sr. Finance Manager in the Integrated Business Office of Therapeutic Radiology, Pathology, Lab Med, Radiology and the Yale Biomedical Imaging Institute. Exercises considerable amount of discretion and independent judgment and is responsible for complex modeling for Principal Investigator’s portfolio of funds to develop long and short-term resource plans. Creates and updates financial plans and financial reporting for a primary portfolio of multiple Federal and non-federal grants and contracts as well as Sponsored Research Agreements.

Cultivates working partnerships and communications with faculty, PIs, Office of Sponsored Projects, and departmental leadership including the Post-Award IBO team. 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. Responsible for Monthly Financial Reporting and Compliance. Meets with faculty and PI’s on a regular basis to review all grant and non‑grant accounts.

Responsible for aspects of the monthly financial review checklist for the research mission, inclusive of corrective actions determined necessary because of the review. Serves as a subject matter expert to the IBO post‑award team in all facets of sponsored research administration. Supervises at least one financial assistant (level D C&T) and responsible for training new‑hires in both C&T and non‑C&T ranks across the financial accounting and management arena.

• Demonstrated ability in financial management, including budgeting, reporting, and analysis.
• Strong organizational and multitasking skills with careful attention to detail and accuracy.
• Excellent verbal and written communication skills for effective collaboration with various stakeholders.
• Proficiency in using financial software and tools, such as Excel, for data analysis and reporting.
• Ability to work independently and as part of a team, showing initiative, flexibility, and problem‑solving skills.

• Bachelor's degree in Accounting, Finance, Business, or a related discipline, with experience in research administration.
• Previous experience with grants and contracts administration, including pre‑award and post‑award processes.
• Proficiency in using financial management systems such as Workday and Yale Budgeting Tool (YBT).
• Professional certifications such as CPA, MBA, or specialized training in research administration.
• In‑depth knowledge of university financial policies and federal regulations related to sponsored research.

• 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 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 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. Review…