"Post Award Research Manager"

Overview

The Portfolio & Grant Accountant is responsible for the financial management and oversight of a portfolio of sponsored and non-sponsored accounts. This role includes financial reporting, budgeting, and planning, with an emphasis on compliance with accounting principles, sponsor requirements, and university policies. The accountant provides analytical and financial services, guidance, and consultation to faculty and staff, optimizing resource allocation and strategic decision-making for research projects. Duties involve complex financial modeling, preparing financial reports, managing subawards, and cultivating partnerships with various stakeholders including faculty, principal investigators, and departmental leadership. The position may involve supervising staff and offers the possibility for remote or flexible work arrangements.

Required Skills and Abilities

1. Demonstrated ability in financial management, including budgeting, reporting, and analysis.
2. Strong organizational and multitasking skills with careful attention to detail and accuracy.
3. Excellent verbal and written communication skills for effective collaboration with various stakeholders.
4. Proficiency in using financial software and tools, such as Excel, for data analysis and reporting.
5. Ability to work independently and as part of a team, showing initiative, flexibility, and problem-solving skills.

Preferred Skills and Abilities

1. Bachelor's degree in Accounting, Finance, Business, or a related discipline, with experience in research administration.
2. Previous experience with grants and contracts administration, including pre-award and post-award processes.
3. Proficiency in using financial management systems such as Workday and Yale Budgeting Tool (YBT).
4. Professional certifications such as CPA, MBA, or specialized training in research administration.
5. In-depth knowledge of university financial policies and federal regulations related to sponsored research.

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.

Salary Range

$68,000.00 - $120,500.00