Portfolio and Grant Analyst

Medical Informatics

81338BR

Portfolio & Grant Analyst

None - Not included in the union (Yale Union Group)

Full time

Regular

Administration & Operations

Supervisor; Senior Associate (P4)

Click here to see our Wage Ranges

Accounting/ Financial, Administration

37.5

Standard (M-F equal number of hours per day)

Medical School Campus

100 College Street
New Haven, CT 06506

Hybrid

The Portfolio & Grant Analyst will be responsible for the financial management, proposal development and stewardship of a portfolio of grants and contracts for a sponsored research

1. Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses. 2. Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements. 3. Portfolio Management: Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor. Analyze and negotiate budgets, contracts, and terms and conditions of research proposals. 4. Compliance and Risk Management: Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance. Review, interpret and effectively apply sponsor policies on a variety of topics including cost allowability, budget management and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures. 5. Collaborative Finance Partner & Lead: Provides a high-level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration and granting agencies by managing the internal pre award proposal process and the management of sponsored funding. 6. May perform other duties as assigned.

Bachelor's degree required. Two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.

Ability to work well under deadline pressures without sacrificing accuracy or customer service.

Ability to handle complex portfolio of work in an intensive multi-tasking environment.

Ability to understand and work with financial and payroll activity from multiple sources.

Good business writing and communications skills, as well as good presentation skills.

Well organized and attention to detail.

No

No

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The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

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