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University of Pennsylvania
Senior Financial Analyst; Division of Business
Services
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
Senior Financial Analyst; Division of Business Services
Job Profile Title
Accountant/Financial Analyst Senior
Job Description Summary
Reporting to the Director of Financial Planning & Analysis
(FP&A), the Senior Financial Analyst is a core member of the
Business Services FP&A and Finance organizations. This role is
responsible for independently owning and managing budgets for
multiple operating units and serving as a senior financial partner
to operational leaders across the Division.
The Senior Financial Analyst leads key elements of the monthly and
quarterly financial close and reporting processes, including
journal entries, variance analysis, and performance monitoring. The
position develops operating budgets and forecasts, evaluates
existing and proposed programs or investments, and builds financial
and analytical models to support strategic and operational
decision-making.
This role partners closely with the Business Services Controller's
Division to ensure a strong controls environment, execute financial
transactions, and maintain appropriate checks and balances for
assigned areas of oversight. The Senior Financial Analyst also
supports Divisional leadership by producing consolidated financial
reporting and analysis for internal and institutional stakeholders,
including financial statements, projections, operating and human
capital metrics and dashboard, capital expenditure reporting, and
ad hoc strategic analyses.
This position plays a key role in advancing continuous improvement
within their assigned areas of Business Services. The Senior
Financial Analyst is expected to approach core FP&A
responsibilities through a transformation lens-identifying process
inefficiencies within their areas of support and oversight, helping
define scalable financial and operational metrics, and partnering
with finance and non-finance leaders to implement improvements that
enhance efficiency, transparency, accountability, and
decision-making.
The position requires regular interaction with finance and
operational leaders and demands strong judgment, accountability,
and the ability to clearly communicate complex financial
information. Successful performance requires advanced proficiency
with University financial systems, including Oracle General Ledger,
Hyperion Planning, Workday, Business Objects, and Microsoft
Office.
operational units, providing financial leadership through
budgeting, forecasting, financial planning, internal controls,
continuous improvement of financial and operational processes,
capital and technology investment projects, and audit
consultation.
performance, identify risks and opportunities, challenge
assumptions, and support data-driven business decisions across a
diverse portfolio of operations.
in support of monthly close, reforecasting, and the annual budget
cycle.
activity, including staffing changes and salary modeling; integrate
Workday data into budgeting, forecasting, and planning
processes.
performance indicators (KPIs), partnering with departments to
ensure data accuracy, timeliness, and continuous improvement of
reporting processes.
execute financial transactions, ensure alignment with University
policies, and maintain appropriate checks and balances.
financial systems and reporting tools, including Business Objects,
Hyperion Planning, Workday, Oracle GL, and Microsoft
Office.
improvements to strengthen controls, efficiency, and
transparency.
improve the scalability, usability, and insightfulness of financial
and operational reporting for assigned areas.
actionable insights that inform decisions, highlight tradeoffs, and
support prioritization of resources and initiatives within
supported portfolios.
assigned.
analysis, budgeting, forecasting, or financial management, or an
equivalent combination of education and experience.
and financial modeling including strong proficiency with Microsoft
Office and advanced Excel skills.
sets across multiple business lines.
controls, and financial governance.
ability to translate complex financial and operational information
into clear, actionable insights for non-financial
stakeholders.
confidentiality in managing institutional resources.
systems.
Business Objects, or similar enterprise systems.
or business intelligence tools (e.g., Power BI or similar
platforms) to enhance financial and operational reporting,
performance metrics, and decision-making in a complex
environment.
About Business Services
The Division of Business Services (BSD) supports the individual and
collective needs of the Penn community by promoting a hospitable,
customer-focused campus environment through the delivery of
mission-critical services and essential operations. BSD's mission
is to provide high-quality service in a fiscally responsible
manner.
expanded services, and new distribution channels
enhanced use of technology
expansions
Learn more: https://business-services.upenn.edu
Job Location - City, State
Philadelphia, Pennsylvania
Department / School
Business Services
$77,330.00 - $92,500.00 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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