Portfolio Associate

Yale Job Opportunities

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Salary Range : $43,700.00 - $82,400.00

Overview : Reporting to the Associate Director of Finance & Operations, the position encompasses both Pre-award (preparing, reviewing and submitting grant applications) as well as Post-award (ad-hoc and monthly analysis / grant closeout, etc.) duties. This position is expected to develop and maintain knowledge of University finance and budgeting processes and applicable federal, state and university policies and procedures. Special projects may be assigned as required.

Required Skills and Abilities

1. Comprehensive knowledge of accounting theory and analysis. Strong computer skills, including but not limited to : MS Excel, Word, and MS Access.

2. Ability to cultivate and maintain strong working partnerships and communicate with faculty, Principal Investigators, sponsors, Office of Sponsored Projects, and other key.

3. Well-developed analytic and problem-solving skills. Well-organized and have an orientation to detail. Ability to recognize, correct, and prevent recurrence of errors.

4. Proactive with strong sense of urgency to deadlines, curious and resourceful. Ability to prioritize, meet deadlines, manage time and resources effectively. Ability to read and comply with policies, procedures and guidelines.

5. Excellent customer service skills; effective verbal and written communication skills.

Preferred Education, Experience and Skills

Bachelor's degree in Accounting.

Principal Responsibilities

1. Financial Reporting & Analysis : Identifies trends and variances through the development of reports such as forecast and trend analyses. Analyzes budgets to ensure appropriate charging of expenses and integration of data, 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. Budget Development : Develops proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Help to ensure compliance with sponsor regulations and University policies and procedures.

3. Compliance and Risk Management : Reviews, interprets and effectively applies 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. Planning, organizing and prioritizing actions to ensure compliance across multiple awards and investigators' portfolios.

4. Effective Finance Partner : Interacts with faculty and internal and external contacts, such as the School of Medicine, Grant & Contract Administration and Grant & Contract Financial Administration, and granting agencies by helping manage the internal pre award proposal process and the management of sponsored funding.

5. May perform other duties as assigned.

Required Education and Experience

Bachelor's degree required. Degrees received in Accounting, Business or Finance preferred. 0-2 years of experience with demonstrated ability to work in fast-paced environment.

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.

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 position. Employees will be assigned specific job-related duties through their hiring department.

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 this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Yale University is a tobacco-free campus.