Portfolio & Grant Analyst

Portfolio & Grant Analyst

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Salary Range : $55,000.00 - $85,000.00

The Portfolio & Grant Analyst will be responsible for the financial management, proposal development and stewardship of a portfolio of grants and contracts for the MD / PhD program, its students, and its faculty. The Analyst will also oversee the reconciliation of external fellowships, grants, and department accounts; prepare budgets and expenditure projections for program director, associate directors, and YSM financial operations review; and maintain and analyze data pertaining to proposal development and grant awards.

Reporting to the Associate Director for Program Administration, MD / PhD Program, the position is responsible for submitting annual progress reports and competitive renewals of the Medical Scientist Training Program T32 (NIH) and BioMed SURF Amgen program funding, as well approximately 25-30 fellowship applications for each of the 3 yearly NIH deadlines. Additionally and specifically, the position is responsible for the following :

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.

Work with the Director and Associate Director for Program Development and Assessment to collect data, organize materials and prepare annual non-competitive reports and competing renewals (which occur every 5 years) for T32 funding and other funding program applications. Interpret agency requirements for data collection and collaborate with relevant faculty and departments for information.

Oversee the submission of individual student fellowship proposals for the NIH and other funding agencies, including JIT and protocol compliance. Maintain up to date knowledge of university and granting agency policies pertaining to awards and their spending.

Oversee the reconciliation of external fellowships and department accounts. Prepare budgets and projections of expenditures for grant budgets and Program expenses and review / report to Program Director and YSM Financial Operations.

Work with the Registrar to assign student funding to appropriate sources (T32, NRSA, endowments, GA); participate in entering, analyzing and maintaining integrity of funding data.

Work with MD / PhD program staff, faculty and students to develop proposals and budgets for new programmatic initiatives.

Works as part of a team to accomplish unit goals and to incorporate her / his grants administration and financial expertise in making sure that we appropriately budget for and fund the activities of the program.

Required Skills and Abilities :

1. Demonstrated ability to work effectively on individual and collaborative projects. Outstanding oral and written communication skills.

2. Strong organizational skills and a demonstrated ability to manage multiple projects with complex and overlapping schedules.

3. Experience supporting faculty and students in a research institution.

4. Financial acumen. Expert knowledge and experience with spreadsheets and databases.

5. Skilled in the use of the Microsoft Office Suite of products : Office, Word, Excel and PowerPoint.

Preferred Skills and Abilities :

Experience working with a varied portfolio of grants in an academic setting. Knowledge of funding mechanisms that support individual and programmatic training of graduate and undergraduate students. Trained in the use of Workday, IRES, NIH Commons / NIH Reporter, Yale Institutional Reports.

Principal Responsibilities :

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. May perform other duties as assigned.

Required Education and Experience :

Bachelor's degree in Accounting, Finance or Business required; two years of related financial experience required. Demonstrated application of financial, accounting and economic concepts.