Yale University
Senior Research Financial Analyst
Yale University, New Haven, Connecticut, us, 06540
Responsibilities
Financial Analysis and Reporting:
Present financial information and recommendations through data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Research issues, evaluate the entire situation, identify policies, procedures, and guidance material relevant to resolution, and propose recommendations or solutions. 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.Compliance and Risk Management:
Monitor and certify adherence to policy for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into financial planning and review of expenditure activities. Advise faculty and clients on appropriate financial policies. Maintain the fiscal integrity of the portfolio and department. Review and approve all expenditures with both sponsor and Yale policies and regulations in mind, ensuring proper documentation and support exists to substantiate charges made to sponsored awards.Proposal Management and Oversight:
Plan, prioritize actions, and provide direction across multiple awards and portfolios. Provide oversight counsel and expertise relative to significant impact at the business unit level. Provide 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, ensuring the proper and timely filing of sponsor documents, including submissions, modifications, extensions, and all post-award required reports (financial, technical, etc.).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.Other Duties:
May perform other duties as assigned.Required Skills
Ability to prioritize to meet multiple and competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and the highest level of accuracy. Detail-oriented and able to self-correct work.Excellent written and verbal communication and interpersonal skills. Ability to communicate complex information clearly and transparently to all levels of employees.High level of comfort with technology. Advanced in Workday, Excel, and Word. Demonstrated ability to learn new interfaces and systems.Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb additional responsibilities and special projects to help ensure the ability to meet all deadlines and demands of our Department and University.Ability to assist and/or lead in the role of various initiatives including but not limited to: onboard training, transaction approval process, clinical contract management with outside entities, and the compilation and completion of financial deliverables (current year forecast, budget, and year end).Preferred Education
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.Work Week
Standard (M-F equal number of hours per day)Posting Position Title
Portfolio & Grant AccountantUniversity Job Title
Senior Research Financial AnalystPreferred Education, Experience and Skills
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT. Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting, and economic concepts.
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Financial Analysis and Reporting:
Present financial information and recommendations through data analysis and reporting in the development and maintenance of large, complex portfolios. Identify and influence strategic opportunities within the portfolio to stakeholders. Research issues, evaluate the entire situation, identify policies, procedures, and guidance material relevant to resolution, and propose recommendations or solutions. 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.Compliance and Risk Management:
Monitor and certify adherence to policy for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into financial planning and review of expenditure activities. Advise faculty and clients on appropriate financial policies. Maintain the fiscal integrity of the portfolio and department. Review and approve all expenditures with both sponsor and Yale policies and regulations in mind, ensuring proper documentation and support exists to substantiate charges made to sponsored awards.Proposal Management and Oversight:
Plan, prioritize actions, and provide direction across multiple awards and portfolios. Provide oversight counsel and expertise relative to significant impact at the business unit level. Provide 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, ensuring the proper and timely filing of sponsor documents, including submissions, modifications, extensions, and all post-award required reports (financial, technical, etc.).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.Other Duties:
May perform other duties as assigned.Required Skills
Ability to prioritize to meet multiple and competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and the highest level of accuracy. Detail-oriented and able to self-correct work.Excellent written and verbal communication and interpersonal skills. Ability to communicate complex information clearly and transparently to all levels of employees.High level of comfort with technology. Advanced in Workday, Excel, and Word. Demonstrated ability to learn new interfaces and systems.Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb additional responsibilities and special projects to help ensure the ability to meet all deadlines and demands of our Department and University.Ability to assist and/or lead in the role of various initiatives including but not limited to: onboard training, transaction approval process, clinical contract management with outside entities, and the compilation and completion of financial deliverables (current year forecast, budget, and year end).Preferred Education
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.Work Week
Standard (M-F equal number of hours per day)Posting Position Title
Portfolio & Grant AccountantUniversity Job Title
Senior Research Financial AnalystPreferred Education, Experience and Skills
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT. Bachelor's degree required. Four years of related financial experience required. Demonstrated application of financial, accounting, and economic concepts.
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