Yale University · 13 hours ago
Portfolio & Grant Accountant
New Haven, CT
Full-time
Hybrid
Mid Level
$68K/yr - $120K/yr
4+ years expYale University is dedicated to contributing to a better tomorrow, and they are seeking a Portfolio and Grant Accountant to manage complex portfolios of sponsored and non-sponsored funds. The role involves developing financial projections, maintaining compliance with regulations, and providing guidance to faculty and Principal Investigators on financial matters.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
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
Well-developed analytical and problem-solving skills. Ability to compile, analyze, and explain data accurately and to analyze and resolve complex issues with sound judgment. Proactive, resourceful strategic thinker with ability to manage multiple projects on deadline in a fast-paced environment
Demonstrated superior customer service orientation and skills; ability to proactively engage clients
Strong proficiency in MS Excel and database query tools; well-developed skill in query tools and database reporting. Strong aptitude with systems and attention to detail
Superior interpersonal skills, oral and written communication, presentation, and organizational skills
Bachelor's degree required
Four years of related financial experience required
Demonstrated application of financial, accounting and economic concepts
Preferred
Bachelor's degree in Accounting, Finance, Business, or a related discipline, with experience in research administration
Previous experience with grants and contracts administration, including pre-award and post-award processes
Proficiency in using financial management systems such as Workday and Yale Budgeting Tool (YBT)
In-depth knowledge of university financial policies and federal regulations related to sponsored research
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
Company data provided by crunchbase