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University of Pennsylvania
Sr. Financial Analyst, Wharton Finance &
Administration
University Overview
The University of Pennsylvania, the largest private employer in
Philadelphia, is a world-renowned leader in education, research,
and innovation. This historic, Ivy League school consistently ranks
among the top 10 universities in the annual U.S. News & World
Report survey. Penn has 12 highly-regarded schools that provide
opportunities for undergraduate, graduate and continuing education,
all influenced by Penn's distinctive interdisciplinary approach to
scholarship and learning. As an employer Penn has been ranked
nationally on many occasions with the most recent award from Forbes
who named Penn one of America's Best Large Employers in 2023.
Penn offers a unique working environment within the city of
Philadelphia. The University is situated on a beautiful urban
campus, with easy access to a range of educational, cultural, and
recreational activities. With its historical significance and
landmarks, lively cultural offerings, and wide variety of
atmospheres, Philadelphia is the perfect place to call home for
work and play.
The University offers a competitive benefits package that includes
excellent healthcare and tuition benefits for employees and their
families, generous retirement benefits, a wide variety of
professional development opportunities, supportive work and family
benefits, a wealth of health and wellness programs and resources,
and much more.
Posted Job Title
Sr. Financial Analyst, Wharton Finance & Administration
Job Profile Title
Accountant/Financial Analyst Senior
Job Description Summary
Founded in 1881 as the world's first collegiate business school,
the Wharton School of the University of Pennsylvania is shaping the
future of business by incubating ideas, driving insights, and
creating leaders who change the world. With campuses in
Philadelphia and San Francisco, Wharton has over 850 staff, a
faculty population of more than 235 renowned professors, and 5,000
undergraduate, MBA, executive MBA, and doctoral students. Each
year, 13,000 professionals worldwide advance their careers through
Wharton Executive Education's individual, company-customized, and
online programs. More than 104,000 Wharton alumni form a powerful
global network of leaders who transform business every day. Wharton
is home to a diverse staff population representing a rich array of
backgrounds, expertise, and cultures. To learn more, visit
Wharton's Financial and Administration department is looking for a
Sr. Financial Analyst to join their team. The Sr. Financial Analyst
reports directly to the Senior Associate Director, Wharton Centers
Finance. The Sr. Financial Analyst will serve as an integral member
of the Wharton Centers Finance team at Wharton Finance &
Administration, accurately preparing and maintaining financial
records and reporting for 20+ units, ensuring transactions are
reflective of business activities and financial planning. The Sr.
Financial Analyst oversees the creation of reports that respond to
the needs of center directors and accommodate organizational
needs.
This position will track and review all financial activities,
including revenues, current expenses, facility charges,
inter-departmental awards, and funding transfers. This position
will create and maintain a record system to ensure that
non-compensation financial agreements are properly executed. This
position will act as the project lead for Wharton Centers Finance,
communicating deadlines and ensuring compliance. This position will
support the annual budget development process in collaboration with
the Finance Manager and Senior Associate Director. Additionally,
this position contributes to the development of processes and
procedures that ensure alignment with new department or school
initiatives. This role is responsible for P&L reporting.
The Sr. Financial Analyst will also act as the Business
Administrator (BA) for assigned Research Centers.
are properly executed as it reflects in the reporting system. Take
corrective actions as necessary. Flag issues with the assigned
business administrator and/or the center leads. Investigate matters
by researching into various Penn systems.
and collaborate with the financial operations team. Understand the
unit activity and work with the internal team on the budget and
forecast process.
university projects & deliverables, including annual tax &
year end reporting as well as ad-hoc requests.
business units.
the subject matter expert for specific area of expertise (revenues,
transfers, and current expense). Record transactions in the Penn
Accounting system (BEN Financials).
business units.
Bachelor's Degree with 5-7 years of related experience or an
equivalent combination of education and experience is required.
Previous experience managing financial records. Attention to
detail/accuracy. Strong business acumen and financial management
skills. Knowledge of Penn's financial systems a plus.
required.
proficiency).
including professional email writing skills and the ability to
enforce policies and guidelines diplomatically but assertively,
including with those at higher levels.
Please submit a resume and cover letter for consideration.
Job Location - City, State
Philadelphia, Pennsylvania
Department / School
Wharton School
$76,000.00 - $98,000.00 Annual Rate
Salary offers are made based on the candidate's qualifications,
experience, skills, and education as they directly relate to the
requirements of the position, and in alignment with salary ranges
based on external market data for the job's level. Internal
organization and peer data at Penn are also considered.
Equal Opportunity Statement
The University of Pennsylvania is an equal opportunity employer.
Candidates are considered for employment without regard to race,
color, sex, sexual orientation, religion, creed, national origin
(including shared ancestry or ethnic characteristics), citizenship
status, age, disability, veteran status or any class protected
under applicable federal, state or local law.
Special Requirements
Background checks may be required after a conditional job offer is
made. Consideration of the background check will be tailored to the
requirements of the job.
University Benefits
offers comprehensive medical, prescription, behavioral health,
dental, vision, and life insurance benefits to protect you and your
family's health and welfare. You can also use flexible spending
accounts to pay for eligible health care and dependent care
expenses with pre-tax dollars.
benefits. You, your spouse, and your dependent children can get
tuition assistance here at Penn. Your dependent children are also
eligible for tuition assistance at other institutions.
help you save for your future. Penn's Basic, Matching, and
Supplemental retirement plans allow you to save for retirement on a
pre-tax or Roth basis. Choose from a wide variety of investment
options through TIAA and Vanguard.
substantial amount of time away from work during the course of the
year. This allows you to relax, take vacations, attend to personal
affairs, recover from illness or injury, spend time with
family-whatever your personal needs may be.
Financial, Penn offers faculty and staff (and your eligible family
members) long-term care insurance to help you cover some of the
costs of long-term care services received at home, in the community
or in a nursing facility. If you apply when you're newly hired, you
won't have to provide proof of good health or be subject to
underwriting requirements. Eligible family members must always
provide proof of good health and are subject to
underwriting.
supporting our faculty and staff as they balance the competing
demands of work and personal life. That's why we offer a wide
variety of programs and resources to help you care for your health,
your family, and your work-life balance.
array of resources to help you advance yourself personally and
professionally.
you have access to a wide range of University resources as well as
cultural and recreational activities. Take advantage of the
University's libraries and athletic facilities, or visit our
arboretum and art galleries. There's always something going on at
Penn, whether it's a new exhibit at the Penn Museum, the latest
music or theater presentation at the Annenberg Center, or the Penn
Relays at Franklin Field to name just a few examples. As a member
of the Penn community, you're right in the middle of the
excitement-and you and your family can enjoy many of these
activities for free.
entertainment to transportation and mortgages, you'll find great
deals for University faculty and staff. Not only do Penn arts and
cultural centers and museums offer free and discounted admission
and memberships to faculty and staff. You can also enjoy
substantial savings on other goods and services such as new cars
from Ford and General Motors, cellular phone service plans, movie
tickets, and admission to theme parks.
creative approaches for completing work while promoting balance
between work and personal commitments. These approaches involve use
of non-traditional work hours, locations, and/or job
structures.
loan for eligible employees interested in buying a home or
currently residing in West Philadelphia, which can be used for
closing costs or home improvements.
employees on qualified expenses in connection with the legal
adoption of an eligible child, such as travel or court fees, for up
to two adoptions in your household.
To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay
Equal Employment Opportunity Statement
The University of Pennsylvania is an equal opportunity employer.
Candidates are considered for employment without regard to race,
color, sex, sexual orientation, religion, creed, national origin
(including shared ancestry or ethnic characteristics), citizenship
status, age, disability, veteran status or any class protected
under applicable federal, state, or local law.
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