Senior Research Financial Analyst

04-Oct-2022

Emergency Medicine

76869BR

University Job Title

Portfolio & Grant Accountant

Bargaining Unit

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

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (P5)

Wage Ranges

Click here to see our Wage Ranges

Work Location

Medical School Campus

Worksite Address

100 Church Street South
New Haven, CT 06519

Work Week

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

Searchable Job Family

Accounting/ Financial, Financial

Total # of hours to be worked:

37.5

Position Focus:

This position is under the direction of the Associate Director and Research Manager for the Integrated Business Operations (serving the Departments of Anesthesiology, Emergency Medicine, Ophthalmology & Surgery). The Senior Research Financial Analyst is primarily responsible for the implementation and maintenance of strong internal control mechanisms and risk mitigation of all sponsored/non-sponsored research within an assigned portfolio. This individual also provides analytical and financial services, guidance and consultation to faculty optimizing each PI’s use of research funds for awards within assigned portfolios. Provides high levels of client satisfaction through strong relationship management efforts. Responsible for financial and budgetary management of a primary portfolio as well as provide backup support for secondary portfolios comprised of multiple federal and non-federal sponsors. Conducts complex modeling for a PI’s portfolio of grants to develop long and short-term resource plans. Creates and updates financial plan(s). Adjusts reporting and analysis to accommodate sponsor requirements. Cultivates working partnerships and communications with faculty, PIs, OSP and department administrators.

Essential Duties

1. Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Researches issues, evaluates the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, varying overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding. 2. Compliance and Risk Management: Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities. Advise faculty and clients of the appropriate financial policies. Maintain the fiscal integrity of the portfolio and department. Reviews and approves all expenditures with both sponsor and Yale policies and regulations in mind and ensures proper documentation and support exists to substantiate charges made to sponsored awards. 3. Proposal Management and Oversight: Plans, prioritizes actions and provides direction across multiple awards and portfolios. Provides oversight counsel and expertise relative to significant impact at the business unit level. Provides a more strategic direction in the management of accounts and collaboration with account holders. Review and interpret sponsor documents (i.e., applications, award notices, and terms and conditions). Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper and timely filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.). 4. Collaborative and Strategic Finance Partner: Collaborate with other Business Offices, Central Offices, external institutions and sponsoring agencies to ensure the proper management of sponsor funds. Based on the funding and activities of the faculty member or client, identify and propose alternatives for allocating effort, spending pattern adjustments, and allocation methodologies. 5. May perform other duties as assigned.

Required Education and Experience

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

Required Skill/Ability 1:

Ability to understand and work with financial and payroll activity from multiple sources. Ability to prepare interpretive and detailed accounting reports and statements.

Required Skill/Ability 2:

Prior experience overseeing post-award research portfolios as an analyst or accountant.

Required Skill/Ability 3:

Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

Required Skill/Ability 4:

Excellent attendance. Ability to work independently and be self-motivated. 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.

Required Skill/Ability 5:

Superior computer skills with specific knowledge and ability with Workday, IRES, Microsoft Word, PowerPoint, Excel and Outlook or other similar software.

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.

COVID-19 Vaccine Requirement

Thank you for your interest in employment at Yale University. Please also note that the university has a COVID-19 vaccination and booster requirement for all students, staff & faculty which is described in the COVID-19 Vaccine Program. As you search our open positions, you will see that all postings list their on-site addresses which gives more detail on the on-campus work location of the role.

Posting Disclaimer

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.

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, 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).

W.L. Harkness Hall, 3rd Floor, Room 303

100 Wall Street, New Haven CT 06511

203-432-0849

equity@yale.edu<mailto:equity@yale.edu>

Note

Yale University is a tobacco-free campus