Role Description Primary focus of role is to provide guidance and assistance to account teams and clients, by using financial decisional making tools, and to speak effectively on behalf of the Financial Benefits Consulting team regarding core services. - Demonstrate proficiency at collection of required data and materials needed for the successful completion of various projects at direction and under supervision of team leaders. - Analyze data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels. - Prepare, analyze and consult on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team. - Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page. - Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol. - Competently and independently review contract documents such as SPDs, administrative agreements, claim exclusions and limitations, etc. in order to determine impact on financial reports. - Actively participate in and utilize the peer review process, per departmental guidelines. - Conduct any activity for special assignments as assigned by management. - Coordinate with and be able to adapt to differences in carriers' underwriting and report teams with regards to managing the planning, timelines, formatting, etc. related to data needed in order to complete requested reports/projects. - In conjunction with the GSC Financial Benefits Consulting and the Client Teams, responsible for assisting with collecting data and preparing reports, to demonstrate financial status for identified clients. Qualifications - Required: Bachelor's degree and 0 years related experience. - Working knowledge of Microsoft Windows applications and Microsoft Office. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance - 401(K) and Roth options - Tax-advantaged accounts (HSA, FSA) - Educational expense reimbursement - Paid parental leave - Digital mental health services (Talkspace) - Flexible work hours (availability varies by office and job function) - Training programs - Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing - Charitable matching gift program - And more...

• Perform analysis to understand trends in engagement, areas of program strength, and opportunities for improvement; turn this analysis into actionable insights to optimize where we are focused over time. • Manage finance data synced from multiple platforms, create data structures that aggregate and standardize fundraising data for analysis and reporting. • Run and validate fundraising models produced by Data Science team • Recommend and design experiments to optimize fundraising efforts including, but not limited to, A/B testing on digital campaigns and to direct mail audiences. • Build and maintain automated reporting to empower our team with key insights into program performance. • Work with engineering teams to consult on data products that can be used to streamline reporting code. • Work with Tech Team stakeholders to develop products that streamline repetitive processes, such as targeting, universe development, and list movement between tools; consult on data products that can be used to streamline reporting code and other system automation. • Manage ad hoc data requests from stakeholders, ensuring quick turnaround while maintaining data accuracy and quality.

• Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices. • Provide guidance to Account Executives on quoting in order to meet internal guidelines and maximize operational efficiencies • Own Salesforce Case resolution for quoting, pricing and contracting inquiries. • Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times. • Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting. • Participate in training activities for new quote and contracting processes for the sales organization. • Identify and support process improvement efforts to streamline current procedures. • Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions. • Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure.

Role Description We are seeking a Sr. Grants & Contracts Analyst who will be responsible for comprehensive financial and award management, overseeing the accounting, finance, and contract needs of the SMART4TB Consortium. The Sr. GCA is a member of the SMART4TB Senior Management Team and provides high-level financial project management to ensure financial, contractual, and process efficiency and compliance of the project. - Ensure transparent procurement processes, grantee expenditure tracking, and grantee capacity-building in fund management and reporting. - Provide dedicated professional-level sponsored funds management for more than 80% of the time. - Handle pre-award and post-award functions including proposal preparation, submission, budget development, account maintenance and oversight, billing/invoicing, reporting, compliance, and closeout. - Work independently on a variety of grants/contracts that range from moderately to highly complex. Specific Duties & Responsibilities: - Oversee and direct complex award management activities, including monitoring and managing accounts, audits, evaluations, and reporting. - Partner with faculty and/or budgetary staff and the Office of Research Administration for application submissions to various federal agencies, private agencies/foundations, and commercial companies. - Ensure compliance with institutional policies for the pre-award process and sponsor guidelines. - Review sponsored project proposals for assigned faculty prior to forwarding to the Grants & Contracts Manager and/or ORA for signature. - Responsible for timely budget preparation for principal investigator review. - Serve as liaison between research units, central offices, and funding agencies. - Review budgets and related justification for appropriateness and completeness of content. - Provide groundwork for subcontract negotiations. - Ensure compliance related to grant and contract management, including sponsoring organization guidelines and internal protocols. - Maintain ongoing updates and communications related to current awards, including regular auditing and reporting to principal investigators on financial status. - Manage related post-award processes, including award setup, review, account setup verification, and ensure that staff are set up appropriately. - Ensure that post-award responsibilities are completed, including budget distribution, account reconciliation, e-form setup, effort reporting, cost transfers, invoice payments, and finalization of paperwork related to subcontract setup. - Provide information and assistance to complete closeouts as needed. - Provide strategic information to SMART4TB Leadership on project finances to aid in developing and implementing strategies. - Assist the COP & Project Director in facilitating, managing, and tracking cost-sharing contributions from various stakeholders. - Develop long-term projections based on different scenarios to aid decision-making and budget allocation decisions. - Develop strategies to mitigate emerging budget shortfalls or potential over-expenditures. - Assist the Project Director in representing the SMART4TB consortium and liaise on matters dealing with award fiscal discussions. Qualifications - Bachelor’s Degree. - Four years of related experience in sponsored research and/or financial positions. - Successful completion of the Research Administration Training Program (13-15 months) is equivalent to two years of relevant experience for this position. Requirements - Experience in an academic or medical setting. - Knowledge of external federal guidelines/procedures for grants and contracts, including NIH, NSF, DOD, and NASA. Benefits - Full Time position. - Remote work location. - Schedule: M-F 8:30am-5pm. - Exempt FLSA Status. - Salary Range: $62,900- $110,100 Annually (Targeted $86,500; Commensurate w/ exp.)