Finance Manager

Finance Manager

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This position will manage a team of Portfolio & Grant Analysts providing grants management support including post-award maintenance, reporting and metrics. The Finance Manager will be responsible for providing expert analytical and financial services, guidance and consultation to faculty and staff to optimize the Principal Investigator's use of research funds and mitigate risk of non-compliance for all awards with an assigned portfolio. The Finance Manager is responsible for the financial management and oversight of the portfolio of accounts, including financial reporting and analysis, budgeting and planning and will apply expertise to all of the portfolios for sponsored research projects and provide direction to aid the client and direct faculty in making informed, strategic decisions as well as financial expertise in support of the department of Pathology. This position will provide day to day management of a team of accountants and financial assistants who provide complex modeling for PI's portfolios of funds to develop long and short-term resource plans. Cultivates working partnerships and communications with faculty, PIs, OSP, YCCI and departmental/IBO leadership. 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. Other duties may be assigned.

Required Skills and Abilities

1. Well-developed financial, decision-making, planning, organizational, and problem-resolution skills. Ability to anticipate and manage change in the business environment.

2. Strong attention to accuracy and clear understanding of confidentiality is essential. Exhibits and maintains a positive attitude and works well as part of a team.

3. Detailed oriented, organized and ability to multi-task.

4. Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel, Outlook and Tableau.

5. Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty, staff and external clients/customers.

Principal Responsibilities

1. Financial Services Manager: Provides comprehensive financial services (educational, research and/or clinical) for which (s)he is accountable. Escalates issues or concerns on financial, operational services and administrative business affairs to the Associate Director or Director, Finance & Administration.

2. Financial Analyst and Advisor: With the Director or Associate Director, builds financial plans for the unit. Provides comprehensive financial information, analysis and reporting. Monitors and evaluates use of financial resources; recommends adjustments; takes action as appropriate. Oversees, monitors, and authorizes daily financial transactions per policy. Responds to financial inquiries from Dean/ Director/Chair. Identifies available financial resources (current/future); recommends efficient resource deployment to support unit objectives. Prepares all funds budgets. Enables academic leadership focus on program activities by: managing financial support services for the unit; assessing financial and/or operational challenges and opportunities and solving for and/or leveraging these working with the Director and/or others as appropriate; facilitating and strengthening the interface between unit needs/requirements and service providers and activities.

3. Risk Manager: Implements and maintains strong internal controls. Provides reasonable assurance of effective, appropriate resource use; accurate financial information; adherence to contractual obligations and agreements, policies, procedures, and external regulatory requirements. Takes corrective action to protect Yale's assets, resources, information and reputation. Identifies, communicates, and addresses issues/concerns in a timely and appropriate manner. Ensures all faculty and staff know regulations, policies, procedures and Yale requirements that pertain to their scope of activity. Escalates issues to the Director, Finance & Administration as appropriate.

4. University Citizen: Connects the unit and University through communication, alignment of priorities, and active participation in University administrative priorities. Implements initiatives generated by the Director, Finance & Administration and the University. Represents unit needs, challenges, and opportunities at the Director, and/or University level. Creates opportunities to enhance the image and value of the unit. Shares knowledge and best practices with others.

5. Talent Manager and Developer: Effectively attracts, retains, and develops high quality talent. Collaborates with HR partners and Director in selection, performance management and career development processes, and addresses employee relations issues in accordance with University guidelines and contractual agreements. With the Director, assesses non-faculty personnel and unit's future talent needs. Cultivates a diversity of backgrounds and perspectives in the unit. Maximizes employee performance and creates an environment that encourages professional growth and career development of employees. Plays a critical role in onboarding and orienting any new Director, Finance and Administration to the unit's finances and book of business.

6. Strategic Resource: With the Director (and, when appropriate, with the Dean/Director/Chair or other key staff) contributes to shaping the unit's financial and operational priorities and the strategic planning process. Translates strategy into actions; assesses resources available for unit goal achievement, e.g., funding, space, technology, staff capabilities and capacity; recommends resource uses to achieve short and long-term goals; identifies factors that may impact the unit's ability to meet its mission and goals. Recognizes and raises potential issues, ideas and solutions to Director.

Required Education and Experience Bachelors' degree and 4 years of experience or equivalent combination of education and experience.