Erica Mc Lean, MBA

Erica Mc Lean, MBA

Portfolio And Grant Analyst @ Yale University

About Erica Mc Lean, MBA

Erica McLean, MBA, is a Portfolio and Grant Analyst at Yale University, where she specializes in managing and analyzing financial portfolios and grants. With a strong background in leadership and advanced skills in Microsoft Excel and QuickBooks, she has extensive experience in financial analysis across various sectors.

Current Role at Yale University

Erica Mc Lean currently serves as a Portfolio and Grant Analyst at Yale University, a position she has held since 2021. In this role, she is responsible for managing and analyzing financial portfolios and grants, utilizing her advanced skills in financial analysis and reporting. Her work contributes to the effective allocation of resources within the institution, ensuring that financial strategies align with the university's goals.

Previous Experience in Financial Analysis

Prior to her current position, Erica worked at Yale University as a Portfolio Associate from 2020 to 2021. Before joining Yale, she held the role of Finance Supervisor at Legends from 2016 to 2018, where she managed financial operations. Additionally, she served as a Credit Analyst at Global Partners LP from 2018 to 2020, further developing her expertise in financial analysis and portfolio management.

Educational Background in Accounting and Business

Erica Mc Lean earned her Bachelor of Accounting from American International College, completing her studies from 2012 to 2016. She later pursued a Master of Business Administration (M.B.A.) at the same institution, studying Business Administration and Management from 2016 to 2018. This educational foundation has equipped her with the necessary skills for her roles in financial analysis and management.

Technical Skills and Tools

Erica possesses advanced skills in Microsoft Excel, which are essential for financial analysis and reporting. She also utilizes QuickBooks for efficient financial management and accounting tasks. These technical skills enhance her ability to manage complex financial projects and contribute to her effectiveness as a Portfolio and Grant Analyst.

Diverse Industry Experience

Erica Mc Lean has a diverse industry background that includes experience in finance, accounting, and management. Her previous role as a Cost Accounting Intern at Medtronic in 2015 provided her with foundational experience in cost accounting. This varied experience allows her to adapt and apply financial strategies across different sectors effectively.

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