"Financial Analyst 2"

Overview

The Financial Analyst 2, Post Award provides 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. The role involves managing post-award functions, ensuring high levels of client satisfaction through strong relationship management, and conducting complex modeling for resource planning. It includes financial and budgetary management, quality assurance initiatives, and supporting the development of training resources and best practices. The Financial Analyst collaborates with faculty, PIs, department administrators, and the Office of Sponsored Projects to create and update financial plans and accommodate sponsor requirements.

Required Skills and Abilities

1. Strong analytical, organizational, and communication skills with the ability to manage multiple priorities and deadlines.
2. Proven ability in problem-solving, data analysis, and resolving complex issues with sound judgment.
3. Demonstrated superior customer service orientation and interpersonal skills, with the ability to engage proactively with clients.
4. Ability to work independently and manage tasks in a fast-paced environment with high attention to detail.
5. Strong computing skills, including advanced proficiency in Excel and database query tools.

Preferred Skills and Abilities

1. Experience with Yale Workday and understanding of federal regulations and reporting requirements (e.g., OMB Uniform Guidance, NSF's PAPPG, NIH GPS).
2. Previous sponsored award/research administration experience in an academic setting.
3. Knowledge of Yale University policies and procedures governing sponsored project management.
4. Project management training and experience, with a strategic approach to managing multiple projects.
5. Familiarity with sponsors such as DOE, DOD, ONR, NASA, and national labs.

Principal Responsibilities

1. Responsible for financial and budgetary management of a designated client portfolio. Provides guidance and oversight for budgeting, financial planning, and financial reporting. Maintains expertise in University budgeting processes and procedures as well as Federal and sponsor specific requirements.
2. Conducts complex strategic modeling that encompasses a Principal Investigators’ complete portfolio of grants to support the design and development of long and short term resource planning. Creates and updates financial plan(s), reflecting strategic direction, programmatic priorities and all other requirements. Adjusts processes, reporting and analysis to accommodate sponsor specific requirements.
3. Cultivates and maintains strong working partnerships and effective communications with all key stakeholders.
4. Mitigates risks associated with sponsor non-compliance by identifying deficiencies in fund management. Develops and implements process and system changes to prevent or eliminate risk. Identifies and addresses internal control issues as they arise. Responsible for development and implementation of sophisticated reporting and analytical practices as well as sound and efficient internal controls to ensure compliance with all University policies and procedures (i.e. effort reporting).
5. Collaborates across organizational and functional boundaries to maximize the support provided to clients. Acts as a liaison between clients and various central University administrative offices.
6. Keeps abreast of laws, regulations, external and internal policies and procedures governing the administration of grants and contracts. Ensures compliance with regulatory, University and other training mandates.
7. May perform other duties as assigned.

Required Education and Experience

Bachelor’s Degree in accounting, business or finance and four years of related work experience or an equivalent combination of education and experience.

Salary Range: $68,000.00 - $120,500.00

Location: 100 Church Street South, New Haven, Connecticut

Posted: 07-Jan-26