Portfolio & Grant Accountant

Portfolio & Grant Accountant Responsible for the financial management and oversight of a portfolio of sponsored and non‑sponsored accounts supporting the MD/PhD Program, its students, and faculty. Provides financial reporting, budgeting, and analysis while ensuring compliance with accounting principles, sponsor requirements, and university policies. Responsibilities Financial Analysis & Reporting Present financial information and recommendations through data analysis and reporting in the development and maintenance of program budgets and large, complex portfolios. Conduct financial analysis and budgeting for multiple budgets with varying funding levels, staggered periods, overhead rates, and allowable cost policies. 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 relevant policies and procedures, 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. Compliance & 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 sponsor and Yale policies in mind; ensure proper documentation and support exists to substantiate charges. 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. Proposal Management & Oversight (Pre‑ and Post‑Award) Develop proposals and budgets for grant submissions; coordinate with partnering institutions and ensure compliance with sponsor regulations and university policies. Review and interpret sponsor documents (applications, award notices, terms and conditions) and manage assigned portfolios to ensure proper and timely filing. Handle submissions, modifications, extensions, and post‑award required reports for program awards and individual fellowships. Manage renewals, progress reports, no‑cost extensions, and closeouts of grants, including final financial reporting to the sponsor. Portfolio Management & Stewardship Oversee reconciliation and stewardship of external fellowships and department/program accounts supporting MD/PhD students and program activities. Work with the Registrar and program stakeholders to assign student funding to appropriate sources (T32, NRSA, endowments, GA) and maintain integrity of funding data. Identify and propose alternatives for allocating effort, adjusting spending patterns, and optimizing available resources. Collaborative and Strategic Finance Partner Collaborate with Business Offices, Central Offices, the School of Medicine, Office of Sponsored Projects, external institutions, and sponsoring agencies to ensure proper management of sponsor funds. Provide analytical and consultative support to maintain strong working relationships with faculty, staff, and students and to support programmatic planning and resource decisions. Required Skills and Abilities Demonstrated ability in financial management, including budgeting, reporting, and analysis. Strong organizational and multitasking skills with careful attention to detail and accuracy; ability to plan, organize, and prioritize across multiple awards and overlapping deadlines. Excellent verbal and written communication skills for effective collaboration with faculty, students, internal partners, and external sponsors. Proficiency in using financial software and tools (e.g., Excel), with expert knowledge of spreadsheets and databases. Ability to work independently and as part of a team, demonstrating initiative, flexibility, and problem‑solving skills. Preferred Skills and Abilities Previous experience with grants and contracts administration, including pre‑award and post‑award processes in an academic setting. Knowledge of funding mechanisms supporting individual and programmatic training awards. Proficiency in financial management systems such as Workday, Yale Budgeting Tool (YBT), IRES, NIH Systems (NIH Commons/Reporter), and Yale institutional reporting. In‑depth knowledge of university financial policies and federal regulations related to sponsored research and training awards. Professional certifications or specialized training in research administration (e.g., CPA, MBA, research administration training). Education Bachelor’s degree in Accounting, Finance, Business, or a related discipline, with experience in research administration. Equal Employment Opportunity The University is committed to basing judgments concerning the admission, education and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with federal and Connecticut law, Yale does not discriminate on the basis of sex, sexual orientation, gender identity, race, color, national or ethnic origin, religion, age, disability, veteran status, or any other protected class. All persons who work at Yale, whether full‑time or part‑time, without or with a disability, or veteran, have the same access to health and safety, job training, and development opportunities, equal pay and benefits, equal opportunities to advance and be recognized, and are protected from retaliation, intimidation or prejudice. #J-18808-Ljbffr