Portfolio Associate

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Salary Range

$43,700.00 - $82,400.00

Overview Working under the direction of the Finance Manager in the Departments of Pathology, Laboratory Medicine and Therapeutic Radiology, the Portfolio Associate position supports the departments research enterprise and is responsible for managing day to day financial transactions and financial reporting. The position provides a high level of customer service and interacts with all levels of finance within the department and the Yale School of Medicine community. The Portfolio Associate will gain the knowledge to exercise discretion and independent judgment while working on various research funding sources including federal and non-federal awards, gifts and endowments, and University Service Provider accounts. Handles all activities for post-award for assigned portfolios and acts as a first-level approver for Workday financial transactions. Required Skills and Abilities 1. Ability to be detailed-oriented and multi-task in a high volume environment. 2. Well-developed organizational and analytical skills to multitask and integrate several functions together. 3. Ability to prepare journal entries. 4. Ability to work in a fast-paced, high-volume business office with consistently high levels of accuracy, manage priorities and provide quality customer service exercising flexibility, creative problem-solving skills and resourcefulness.

Principal Responsibilities

1. Financial Reporting & Analysis: Identifies trends and variances through the development of reports such as forecast and trend analyses. Analyzes budgets to ensure appropriate charging of expenses and integration of data, analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses. 2. Budget Development: Develops proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Help to ensure compliance with sponsor regulations and University policies and procedures. 3. Compliance and Risk Management: Reviews, interprets and effectively applies 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. Planning, organizing and prioritizing actions to ensure compliance across multiple awards and investigators' portfolios. 4. Effective Finance Partner: Interacts with faculty and internal and external contacts, such as the School of Medicine, Grant & Contract Administration and Grant & Contract Financial Administration, and granting agencies by helping manage the internal pre award proposal process and the management of sponsored funding. 5. May perform other duties as assigned. Required Education and Experience Bachelor's degree required. Degrees received in Accounting, Business or Finance preferred. 0-2 years of experience with demonstrated ability to work in fast-paced environment.

Background Check Requirements

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.

Health Requirements

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.

Posting Disclaimer

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.

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.

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.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.