Portfolio & Grant Accountant

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Salary Range

$68,000.00 - $120,500.00

Overview

Under the general direction of, and in partnership with, the Finance Manager within the Integrated Business Office (IBO) for Laboratory Medicine, Pathology, and Therapeutic Radiology, the Portfolio and Grant Accountant exercises a high degree of discretion and independent judgment in managing complex portfolios of sponsored and non-sponsored funds.

The accountant is responsible for developing and maintaining both short- and long-term financial projections and resource plans through advanced financial modeling for assigned Principal Investigator (PI) portfolios. The role supports a primary portfolio consisting of multiple federal and non-federal grants, contracts, and Sponsored Research Agreements.

This position prepares and maintains comprehensive financial plans and reports; ensures accurate monthly financial reporting; and maintains compliance with sponsor regulations, Generally Accepted Accounting Principles (GAAP), and Yale University policies and procedures. The Portfolio and Grant Accountant meets with faculty and PIs on a regular basis to review grant and non-grant accounts to provide guidance on financial status, projections, and compliance considerations.

The role is responsible for designated components of the monthly financial review and compliance checklist supporting the research mission, including identifying issues and implementing or coordinating necessary corrective actions. The accountant cultivates strong working relationships with faculty, PIs, the Office of Sponsored Projects, departmental leadership, and members of the IBO Post-Award team to ensure high-quality customer service and effective financial stewardship.

In addition, the Portfolio and Grant Accountant serves as a subject matter expert in sponsored research administration, policies, and procedures, providing guidance and support to the IBO post-award team. The position acts as functional lead for one shared Financial Assistant, providing oversight, direction, and mentorship related to portfolio management activities.

Required Skills and Abilities

1. 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.

2. Demonstrated superior customer service orientation and skills; ability to proactively engage clients.

3. 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.

4. Superior interpersonal skills, oral and written communication, presentation, and organizational skills.

Preferred Skills and Abilities

1. Bachelor's degree in Accounting, Finance, Business, or a related discipline, with experience in research administration.

2. Previous experience with grants and contracts administration, including pre-award and post-award processes.

3. Proficiency in using financial management systems such as Workday and Yale Budgeting Tool (YBT).

4. In-depth knowledge of university financial policies and federal regulations related to sponsored research.

Principal Responsibilities

1. 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

Job Posting Date

01/29/2026

Job Category

Professional

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Manager; Program Leader (P5)

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

Location

100 Church Street South, New Haven, Connecticut

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.