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Overview
Working under the direction of the Finance Manager in the Integrated Business Office of Radiology, Pathology, Therapeutic Radiology and Laboratory Medicine, and exercising a considerable amount of discretion and independent judgement, the Portfolio Analyst role provides a high level of customer service and financial support to the research operations. This position provides analytical and financial services, guidance and consultation to faculty and budgetary management of a primary portfolio as well as support for secondary portfolios comprised of multiple federal and non-federal sponsors. The Accountant conducts complex modeling for a PI's portfolio of grants in order to develop long and short-term resource plans. This position creates and updates financial plan(s) and prepares reporting and analysis to accommodate sponsor requirements. As well as other duties as assigned.
Required Skills and Abilities
- 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.
- Detail oriented, organized and able to multi-task.
- Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty, staff and external clients/customers.
- Excellent attendance. Ability to work independently and be self-motivated.
- Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel and Outlook or other similar software.
Preferred Skills and Abilities
- MBA Degree.
- Experience with Grants & Contracts (pre-award/post-award), Workday or University accounting and financial reporting.
Principal Responsibilities
- Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses.
- Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements.
- Portfolio Management: Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor. Analyze and negotiate budgets, contracts, and terms and conditions of research proposals.
- Compliance and Risk Management: Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance. Review, interpret and effectively apply 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.
- Collaborative Finance Partner & Lead: Provides a high-level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration and granting agencies by managing the internal pre award proposal process and the management of sponsored funding.
- May perform other duties as assigned.
Required Education and Experience
Bachelor's degree required. Two 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
09/01/2026
Job Category
Professional
Bargaining Unit
NON
Compensation Grade
Administration & Operations
Compensation Grade Profile
Supervisor; Senior Associate (P4)
Salary Range
$55,000.00 - $85,000.00
Time Type
Full time
Duration Type
Staff
Work Model
Remote
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.