Financial Analyst 2, Post Award

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Overview

This position will be responsible for the financial management and stewardship of a portfolio of grants and contracts for sponsored research and other departmental accounts with a focus on Emergency Medicine portfolios. Provides high levels of client satisfaction through strong relationship management efforts. Lead quality assurance initiative while supporting the development of resources for training and best practices. Responsible for financial and budgetary management of a primary portfolio as well as support for secondary portfolios comprised of multiple departments, federal and non-federal sponsors.

Conducts complex modeling for a PI's portfolio of accounts to develop long and short-term resource plans. Creates and updates financial plan(s). Adjusts reporting and analysis to accommodate sponsor requirements. Cultivates working partnerships and communications with faculty, PIs, OSP and department administrators. Mitigates risks with sponsor noncompliance. This position works under the general direction of the Research Finance Manager. Additional support may be provided by the Associate Director of Research Administration for the Specialty Services Integrated Business Operation.

This position is an integral part of the integrated business office team, performing primarily post-award functions in a very complex research/clinical department. Other duties as assigned.

Required

Skills and Abilities

1. Well-developed analytic, organizational and communication skills, combined with the ability to be flexible and multitask. High attention to detail and prioritization of tasks.

2. A strategic thinker. Proven ability to problem-solve, ability to explain data accurately, and resolve complex issues with sound judgement.

3. Excellent interpersonal skills. Ability to work independently and effectively with a wide range of individuals. Is self-motivated and maintains a positive attitude.

4. Strong computer skills, advanced knowledge of Excel, database query tools, and reporting.

Preferred

Skills and Abilities

1.

Experience with Yale Workday financial applications, Yale Budget Tool, IRES PD, PowerBI. Knowledge of federal regulations and reporting requirements (e.g., OMB Uniform Guidance, NSF's PAPPG, NIH GPS).

2. Previous sponsored award/research administration experience in an academic setting.

3. Knowledge of Yale University policies and procedures governing sponsored project management.

4. Project management training and experience, with a strategic approach to managing multiple projects.

5. Familiarity with sponsors such as DOE, DOD, ONR, NASA, and national labs.

Principal Responsibilities

1. Responsible for financial and budgetary management of a designated client portfolio. Provides guidance and oversight for budgeting, financial planning, and financial reporting. Maintains expertise in University budgeting processes and procedures as well as Federal and sponsor specific requirements.
2. Conducts complex strategic modeling that encompasses a Principal Investigators' complete portfolio of grants to support the design and development of long and short term resource planning. Creates and updates financial plan(s), reflecting strategic direction, programmatic priorities and all other requirements. Adjusts processes, reporting and analysis to accommodate sponsor specific requirements.
3. Cultivates and maintains strong working partnerships and effective communications with all key stakeholders.
4. Mitigates risks associated with sponsor non-compliance by identifying deficiencies in fund management. Develops and implements process and system changes to prevent or eliminate risk. Identifies and addresses internal control issues as they arise. Responsible for development and implementation of sophisticated reporting and analytical practices as well as sound and efficient…