Address
Form of workEssential Duties
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.
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.
Position Focus:
This position is under the direction of the Associate Director of Research and Senior Research Finance Manager for the Integrated Business Office (IBO), supporting surgical specialty departments at the Yale School of Medicine with a focus on OB/Gyn & Urology. They will be responsible for on-boarding, training, and development of new and junior analysts. In addition to a complex financial portfolio of their own, they will serve as a liaison between all analysts and IBO leadership to ensure financial reporting accuracy and timeliness. This individual will be a key leader in Department research finances; tracking and providing financial reports, in-depth narratives, performing reconciliations and analysis to determine financial sustainability of the research operation of each department. Provides exceptional client satisfaction support by cultivating strong relationships with key stake holders including Departmental and YSM leadership. This person will have considerable latitude for exercising independent judgement and will be responsible for the management of budgeting, spending, reporting and planning in compliance with Yale University and funding agency guidelines. This position will assist in the implementation and maintenance of strong Internal Controls and Policies and Procedures. Leads analytical projects and programmatic planning engagements.
Preferred Education, Experience and Skills:
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.
Posting Disclaimer
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 particular position. Employees will be assigned specific job-related duties through their hiring departments.
EEO Statement:
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale's Policy Against Discrimination and Harassment, 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).
Required Skill/Ability 1:
Ability to prioritize in order to meet multiple and competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy. Detail oriented. Able to self-correct work.
Required Skill/Ability 2:
Excellent written and verbal communication and interpersonal skills. Ability to communicate complex information clearly and transparently to all levels of employees.
Required Skill/Ability 4:
Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb additional responsibilities and special projects to help ensure ability to meet all deadlines and demands of our Department and University.
Required Skill/Ability 5:
Ability to assist and/or lead in the role of various initiatives including but not limited to: onboard training, transaction approval process and the compilation and completion of research line of business financial deliverables (current year forecast, budget, and year end).
COVID-19 Vaccine Requirement
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines
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.
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.
Position Focus:
This position is under the direction of the Associate Director of Research and Senior Research Finance Manager for the Integrated Business Office (IBO), supporting surgical specialty departments at the Yale School of Medicine with a focus on OB/Gyn & Urology. They will be responsible for on-boarding, training, and development of new and junior analysts. In addition to a complex financial portfolio of their own, they will serve as a liaison between all analysts and IBO leadership to ensure financial reporting accuracy and timeliness. This individual will be a key leader in Department research finances; tracking and providing financial reports, in-depth narratives, performing reconciliations and analysis to determine financial sustainability of the research operation of each department. Provides exceptional client satisfaction support by cultivating strong relationships with key stake holders including Departmental and YSM leadership. This person will have considerable latitude for exercising independent judgement and will be responsible for the management of budgeting, spending, reporting and planning in compliance with Yale University and funding agency guidelines. This position will assist in the implementation and maintenance of strong Internal Controls and Policies and Procedures. Leads analytical projects and programmatic planning engagements.
Preferred Education, Experience and Skills:
MBA or CPA. Expert knowledge of general accounting practices, knowledge of academic and hospital practices and healthcare compliance. Advanced in Yale administrative and financial systems, including Workday and YBT.
Posting Disclaimer
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 particular position. Employees will be assigned specific job-related duties through their hiring departments.
EEO Statement:
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale's Policy Against Discrimination and Harassment, 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).
Required Skill/Ability 1:
Ability to prioritize in order to meet multiple and competing responsibilities. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy. Detail oriented. Able to self-correct work.
Required Skill/Ability 2:
Excellent written and verbal communication and interpersonal skills. Ability to communicate complex information clearly and transparently to all levels of employees.
Required Skill/Ability 4:
Ability to contribute as part of a team devoted to maintaining a high level of service. Demonstrated willingness to absorb additional responsibilities and special projects to help ensure ability to meet all deadlines and demands of our Department and University.
Required Skill/Ability 5:
Ability to assist and/or lead in the role of various initiatives including but not limited to: onboard training, transaction approval process and the compilation and completion of research line of business financial deliverables (current year forecast, budget, and year end).
COVID-19 Vaccine Requirement
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines
