Primary Duties 

Portfolio Management and Faculty Partnership 

• Serve as the frontfacing financial partner to assigned PIs, providing strategic guidance and responsive support for all aspects of their research portfolios. 

• Manage the full financial lifecycle of sponsored awards, including new award setup, ongoing monitoring, and closeout. 

• Prepare and present clear analyses of P+L statements, spending trends, and financial risks to PI’s and service line leadership. 

• Maintain a deep understanding of each PI’s research activities, funding strategy, and upcoming financial needs. 

• Monitor accounts for accuracy, spending patterns, and potential issues requiring corrective action. 

Forecasting and Projections 

• Develop and maintain detailed financial projections for each award and gift, incorporating personnel costs, burn rate, subawards, and planned expenditures. 

• Model multiyear scenarios to support decision making and resource planning. 

• Prepare projections for renewals, supplemental funding, and closeout planning. 

• Alert investigators to key tasks and deadlines within 30 and 60day windows prior to grant closeout, including spending adjustments, final purchases, and personnel changes. 

• Provide clear, concise financial summaries to support portfolio manager recommendations. 

• Model multiyear scenarios to support PI planning and service line budgeting. 

Reporting, Compliance, and Closeout 

• Coordinate with Research Accounting to submit financial reports and closeout packages for sponsors and internal research accounting, ensuring accuracy and completeness in partnership with the PI. 

• Support effort reporting by reviewing salary allocations, confirming commitments, and assisting PIs with certification. 

• Assist with the financial components of RPPRs and other sponsor progress reports as needed. 

• Implement financial adjustments related to nocost extensions, changes in subawards, changes in scope, and other award modifications. 

Skills & Experience  

• Bachelors degree required, preferably in Finance, Business, Public Health or similar type field.  Masters preferred.  CRA or similar certification desirable.  

•  6-8 yrs of experience required 

• Strong analytical skills with the ability to interpret complex financial data and communicate insights clearly. 

• Ability to translate financial information into actionable guidance for investigators. 

• Proactive approach to identifying risks, deadlines, and opportunities within a research portfolio. 

• Proficiency with financial systems and spreadsheets; comfort working with large datasets. 

• Knowledge of federal Uniform Guidance and sponsor specific regulations preferred. 

• Excellent communication and relationship building skills, especially with faculty and research teams.