Primary Duties

Portfolio Management and Faculty Partnership

• Serve as thefrontfacingfinancial partner toassignedPIs, providing strategic guidance and responsive support for all aspects of their research portfolios.

• Manage the full financial lifecycle of sponsored awards, including new awardsetup, ongoing monitoring, andcloseout.

• Prepare and present clear analyses of P+L statements, spending trends, and financial risks toPI27sand service line leadership.

• Maintain a deep understanding of each PI27s research activities, funding strategy, and upcoming financial needs.

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

Forecasting and Projections

• Develop andmaintaindetailed financial projections for each awardand gift, incorporating personnel costs, burn rate, subawards, and planned expenditures.

• Model multiyear scenarios to supportdecisionmakingand resource planning.

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

• Alert investigators to key tasks and deadlines within 30and60daywindows prior to grantcloseout, 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 tosubmitfinancial 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, andassistingPIs with certification.

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

• Implement financial adjustments related tonocostextensions, changes in subawards, changes in scope, and other award modifications.

Skills & Experience

• Bachelorsdegreerequired, preferably in Finance, Business, PublicHealthor similartypefield. Masters preferred. CRA or similar certification desirable.

• 6-8 yrs ofexperiencerequired

• 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 toidentifyingrisks, deadlines, and opportunities within a research portfolio.

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

• Knowledge of federal Uniform Guidance andsponsorspecificregulations preferred.

• Excellent communication andrelationshipbuildingskills, especially with faculty and research teams.