<p>Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!</p> <p>Salary Range</p> <p>$68,000.00 - $120,500.00</p> <p>Overview</p> <p>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.</p> <p>Required Skills and Abilities</p> <ol> <li> <p>Demonstrated ability in financial management, including budgeting, reporting, and analysis.</p> </li><li> <p>Strong organizational and multitasking skills with careful attention to detail and accuracy.</p> </li><li> <p>Excellent verbal and written communication skills for effective collaboration with various stakeholders.</p> </li><li> <p>Proficiency in using financial software and tools, such as Excel, for data analysis and reporting.</p> </li><li> <p>Ability to work independently and as part of a team, showing initiative, flexibility, and problem-solving skills.</p> </li></ol> <p>Preferred Skills and Abilities</p> <ol> <li> <p>Bachelor's degree in Accounting, Finance, Business, or a related discipline, with experience in research administration.</p> </li><li> <p>Previous experience with grants and contracts administration, including pre-award and post-award processes.</p> </li><li> <p>Proficiency in using financial management systems such as Workday and Yale Budgeting Tool (YBT).</p> </li><li> <p>Professional certifications such as CPA, MBA, or specialized training in research administration.</p> </li><li> <p>In-depth knowledge of university financial policies and federal regulations related to sponsored research.</p> </li></ol> <p>Principal Responsibilities</p> <ol> <li>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. Required License(s) or Certification(s) Required Licenses and Certifications Physical Requirements Physical Requirements </li></ol> <p>Job Posting Date</p> <p>12/04/2025</p> <p>Job Category</p> <p>Professional</p> <p>Bargaining Unit</p> <p>NON</p> <p>Compensation Grade</p> <p>Administration & Operations</p> <p>Compensation Grade Profile</p> <p>Manager; Program Leader (P5)</p> <p>Time Type</p> <p>Full time</p> <p>Duration Type</p> <p>Staff</p> <p>Work Model</p> <p>Hybrid</p> <p>Location</p> <p>50 Division Street, New Haven, Connecticut</p> <p>Background Check Requirements</p> <p>All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.</p> <p>Health Requirements</p> <p>Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.</p> <p>Posting Disclaimer</p> <p>Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.</p> <p>The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.</p> <p>The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.</p> <p>Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).</p> <p>Note</p> <p>Yale University is a tobacco-free campus.</p>