Yale University · 2 weeks ago
Portfolio & Grant Accountant, Yale School of Public Health
New Haven, CT
Full-time
Hybrid
Mid Level
$68K/yr - $120K/yr
4+ years expYale University is committed to contributing to a better tomorrow and is seeking a Portfolio & Grant Accountant for the Yale School of Public Health. The role involves financial management and oversight of a portfolio of accounts, including financial reporting, budgeting, and compliance, while providing support to faculty and administrative staff on sponsored and non-sponsored funding sources.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
Provide financial expertise in support to the faculty and administrative staff for the Yale School of Public Health
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
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
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
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.)
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
May perform other duties as assigned
Qualification
Required
Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making
Excellent oral and written communication skills
Ability to cultivate and maintain strong working partnerships and communicate effectively with faculty and staff
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
Well-developed financial analysis and data mining skills and an understanding of financial models
Demonstrated proficiency with PC-related software including advanced proficiency with Microsoft Excel
Strong background in finance and financial analysis
Bachelor's degree required
Four years of related financial experience required
Demonstrated application of financial, accounting and economic concepts
Preferred
Prior experience with Grants & Contract Administration, the use of Workday Financials and/or the Yale Budgeting Tool (YBT), in addition to other University financial tools, reports and programs
Experience as an accountant or as a financial professional
Experience and/or interest in mentoring and advising staff
Company
Yale University
Yale University is a research and education institution that prioritizes its students.
10001+ employees
H1B Sponsorship
Yale University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)
Funding
Current Stage
Late StageTotal Funding
$42.86MKey Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M
Leadership Team
Geoffrey Chatas
Senior Vice President for Operations
Jack Callahan
Senior Vice President for Operations
Recent News
Government Technology US
2026-01-22
2025-12-10
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