Summary
Overview
Work History
Education
Skills
University Projects
Timeline
Generic

Brandon Vitale

Guilford

Summary

Dynamic Financial Analyst known for delivering strategic guidance and ensuring compliance across large funding portfolios. Expertise in budget forecasting and financial modeling drives informed decision-making and risk mitigation.

Overview

3
3
years of professional experience

Work History

Financial Analyst 2

Yale University
New Haven
11.2024 - Current
  • Company Overview: Cancer Center
  • Manage $25M portfolio of federal and non-federal research funding, providing end-to-end financial oversight, compliance monitoring, and strategic guidance to faculty and leadership.
  • Lead departmental Effort Reporting deadline, coordinating across faculty and staff to ensure timely and compliant certification of all reports.
  • Develop and maintain budget forecasts and financial models to track award performance, anticipate risks, and inform decision-making.
  • Prepare, consolidate, and present accurate financial reports using Yale systems (Workday, YBT), ensuring transparency and compliance with sponsor and University requirements.
  • Collaborate with investigators, departmental leadership, and central offices to streamline financial processes, mitigate risks, and optimize resource allocation.
  • Cancer Center

Portfolio Analyst

Yale University
New Haven
02.2023 - 11.2024
  • Company Overview: Pediatrics
  • Manage the Financials for all scientists within the 5 Cost Centers in accordance with Yale policy.
  • Coordinate with scientists on budget updates and ensure maximization of existing funds through effort scheduling and ISP allocation updates in accordance with sponsor regulations.
  • Provide financial advisory and guidance on regulatory requirements for a portfolio of grants/gifts/YDs totaling $20.5 million.
  • Built great relationships with the 62 main scientists I advise on financials and responsive to emails.
  • Create projections for year-long expenditures and ensure adherence to budget.
  • Pediatrics

Portfolio Associate

Yale University
New Haven
06.2022 - 02.2023
  • Company Overview: Pediatrics
  • Created Reporting Templates for Pediatric Scientists across all Cost Centers on Excel.
  • Created complex Financial Models which track spending for non-sponsored accounts and 32 FD29s.
  • Pediatrics

Education

Masters - Business Administration; Business Analytics Concentration

University of New Haven
New Haven, CT
12.2023

Major in Finance - Finance; Minor in Political Science

Bryant University
Smithfield, RI
05.2022

Skills

  • Pro Forma
  • Excel
  • V Lookup
  • Pivot Tables
  • Functions
  • Microsoft Office
  • Project Management
  • Design Thinking
  • Financial Analysis
  • Regression Analysis
  • Macros
  • Credit Analysis
  • Bookkeeping
  • Research Administration
  • Financial Projections
  • Portfolio Management
  • Customer Service
  • Management
  • Time Management
  • Proactive
  • Self Starter

University Projects

Winner of 2019 Fidelity Team Case Competition, 12/01/19, Awarded First Place out of 50 teams/400 students., Designed and implemented a Medical Scoring System in a 4-person team using Excel., Enabled Medical Providers of Providence Community Health Centers to reroute patients based on medical needs to high-performing specialized doctors., Presented Project to executives of Providence Health Center, Fidelity, and Trip Advisor.

Timeline

Financial Analyst 2

Yale University
11.2024 - Current

Portfolio Analyst

Yale University
02.2023 - 11.2024

Portfolio Associate

Yale University
06.2022 - 02.2023

Masters - Business Administration; Business Analytics Concentration

University of New Haven

Major in Finance - Finance; Minor in Political Science

Bryant University

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