"Portfolio & Grant Accountant"

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Yale School of Nursing (YSN) is seeking a Portfolio and Grant Accountant to join a dynamic and growing research enterprise.  YSN, located on the beautiful and sprawling grounds of Yale West Campus, is conveniently located near major highways.  The Yale West Campus has a lot to offer including free parking, woodland walking trail, café and terrace dining, farm, The Barn at West Campus for special events, a fully equipped conference center, outdoor space to relax and unwind, wellness events (mindfulness exercise, to nature walks and yoga), and Fitness Center (free for the West Campus community)!

The Portfolio and Grant Accountant will be an integral member of the YSN Business Office, reporting directly to the Director of Finance & Administration.

They will be responsible for overseeing a portfolio of accounts, including financial reporting and analysis, budgeting, planning, and compliance. This portfolio may include global/international components of sponsored awards. The incumbent will be expected to apply expertise to a portfolio for sponsored research projects and provide direction to aid the faculty and direct staff in making informed, strategic decisions. May supervise M&P and C&T staff.

Provide financial expertise in support of the faculty and administrative staff for the Yale School of Nursing, Office of Research pre-award team. This position will support the research mission on sponsored and non-sponsored funding sources, including grants, contracts, subawards, and internal grants funded through various streams such as gifts & endowments. Responsible for complex modeling for PI’s portfolio of funds to develop long and short-term resource and spending plans. Creates and updates financial plans and financial reporting. Cultivates working partnerships and communications with faculty, PIs, OSP, SPFA YCCI, and departmental 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.

Monthly Financial Reporting and Compliance: Extracts, consolidates, and analyzes data from various sources for use in communicating budget, actuals, and forecasts. Responsible for aspects of the monthly financial review checklist for the research mission, inclusive of corrective actions determined necessary due to the review.

Required Skill/Ability 1:

Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.

Required Skill/Ability 2:

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

Required Skill/Ability 3:

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 4:

Well-developed financial analysis and data mining skills and an understanding of financial models.

Required Skill/Ability 5:

Demonstrated proficiency with PC-related software including advanced proficiency with Microsoft Excel. Strong background in finance and financial analysis.

Preferred Education, Experience and Skills:

Proven experience with G&C Administration, Workday Financials and/or YBT, in addition to other University financial tools, reports and programs. Proven experience as an accountant or as a financial professional. Proven experience and/or interest in mentoring and advising staff. Familiarity and experience working with externally sponsored awards, including NIH awards.

Principal Responsibilities

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.