Portfolio & Grant Analyst (DaNN)

About the role

The Portfolio & Grant Analyst is responsible for the financial management and stewardship of a portfolio of grants and contracts for sponsored research in the DaNN IBO (Dermatology, Neurology and Neurosurgery). Under general direction, this role manages post-award financial operations, including financial reporting, budgeting, forecasting, and compliance with university and sponsor policies. The Analyst collaborates with Principal Investigators (PIs) and other stakeholders to ensure accurate financial information, resolve budgetary issues, prepare financial statements, and provide long-term planning for research funding.

Responsibilities

• Financial Analysis and Reporting: Present financial information and recommendations through data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long-range projections, and variance analyses.
• Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements.
• Portfolio Management: Plan, organize, and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions, and closeouts of grants, including final financial reporting to the sponsor. Analyze and negotiate budgets, contracts, and terms and conditions of research proposals.
• Compliance and Risk Management: Provide appropriate guidance on compliance matters during management of portfolio and collaborate with account holders to maintain such compliance. Review, interpret, and effectively apply sponsor policies on a variety of topics including cost allowability, budget management, and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures.
• Collaborative Finance Partner & Lead: Provide a high level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration, and granting agencies by managing the internal pre-award proposal process and the management of sponsored funding.
• May perform other duties as assigned.

Requirements

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

Skills

• Required:
  • Strong financial and analytical skills with demonstrated application of financial and accounting concepts.
  • Proficiency in Microsoft Excel and other office software, with the ability to manage multiple data sources effectively.
  • Excellent written and verbal communication skills, with the ability to present financial information clearly and accurately.
  • Strong organizational skills with high attention to detail and the ability to prioritize tasks and meet deadlines.
  • Ability to work both independently and collaboratively, demonstrating a positive attitude and strong customer service skills.
• Preferred:
  • Prior experience with grants and contract administration, including pre-award to post-award processes.
  • Knowledge of university policies and procedures, particularly within an academic or medical research setting.
  • Proficiency in using financial systems such as Workday and Yale Budget Tool (YBT) for financial management and reporting.
  • Bachelor’s degree in accounting, business management, or a related field, with several years of relevant financial experience.

Pay

Salary range: $55,000.00 - $85,000.00.

Schedule

Full time.