Portfolio & Grant Accountant

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Overview

The Portfolio & Grant Accountant will be responsible for the financial management and oversight of a portfolio of sponsored and non-sponsored accounts supporting the MD/PhD Program, its students, and its faculty. The role provides financial reporting and analysis, budgeting, and planning with an emphasis on compliance with accounting principles, sponsor requirements, and university policies. The Accountant applies expertise to program-related sponsored research and training awards and provides analytical and financial services, guidance, and consultation to faculty, trainees, and staff to support informed, strategic decision-making and optimize resource allocation.

Reporting to the Associate Director for Program Administration, MD/PhD Program, the position supports the full lifecycle management of key program awards, including submission of annual progress reports and competitive renewals for the Medical Scientist Training Program T32 (NIH) and Bio Med SURF Amgen program funding. The role also coordinates and manages the submission and tracking of approximately 25-30 individual fellowship applications across the three annual NIH deadlines, including related sponsor documentation and post-award actions.

The Accountant plans, organizes, and prioritizes actions across multiple awards and portfolios; ensures appropriate charging of expenses and integration of data; advises and counsels principal investigators and program leadership on financial issues; and recommends alternatives for allocating effort and adjusting spending patterns consistent with sponsor and Yale policy. The position collaborates with internal and external stakeholders (e.g., faculty, departmental leadership, central offices, and sponsoring agencies) to ensure the proper management of sponsor funds and the fiscal integrity of program portfolios.

1. Financial Analysis and Reporting

* Present financial information and recommendations through data analysis and reporting in the development and maintenance of program budgets and large, complex portfolios.

* Responsible for financial analysis and budget activities across multiple budgets with varying funding levels, staggered budget periods and end dates, differing overhead rates, and differing policies regarding allowable costs.

* 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 the entire situation, identify relevant policies/procedures/guidance, 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.

2. Compliance and Risk Management

* 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 both sponsor and Yale policies and regulations in mind; ensure proper documentation and support exists to substantiate charges to sponsored awards.

* 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, including requirements relevant to fellowships and training awards.

3. Proposal Management and Oversight (Pre- and Post-Award)

* Develop proposals and budgets for grant submissions; coordinate with partnering institutions as…