Finance Planning Analyst – Division of Development and Alumni Relations / Office of the President

Penn State University • University Park, IL

2d • Hybrid

About The Position

The Pennsylvania State University Office of Budget and Finance invites applications for the position of a Finance Planning Analyst to support financial operations of the Division of Development and Alumni Relations and Office of the President. The Finance Planning Analyst will support the Strategic Finance Partner in providing oversight of budget and fiscal matters within the assigned departments. Responsibilities include advising departments on budget management, financial controls, policy and procedure; providing and/or coordinating training for employees working with unit budgets; establishing, documenting, and implementing processes, procedures, systems, and standards for the efficient operation of the office and across the departments. This position offers a flexible work arrangement that combines remote and on-campus work. Questions related to flexible work should be directed to the hiring manager during the interview process.

Requirements

• Bachelor's Degree
• No prior relevant work experience required; or an equivalent combination of education and experience accepted
• Employment with the University will require successful completion of background check(s) in accordance with University policies.
• Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks.
• Applicants must be authorized to work in the U.S.

Responsibilities

• Assist departments within the Division of Development, Penn State Alumni Association and the Office of the President in monitoring and managing financial resources to ensure alignment with allocated budgets
• Assist in budget and resource data analysis to generate data-driven recommendations and financial insights; gather, compile and manipulate data; may determine analytical methods to be used
• Reconciliation and management of ledger and clearing accounts for business areas; make adjustments as needed and resolve problems
• Maintain controls for business areas; manage authorizations; assign roles as needed
• Provide review and approval of financial documents, transactions, etc.
• Assign budget sources for expenditures to ensure visibility of spend on special budgets
• Analyze and verify funding sources to ensure appropriate spending and billing practices
• Prepare forecasts and analysis of trends in general business conditions and other related areas
• Responsible for performing assigned audit functions; assist with annual processes for business areas, including annual salary increase and initial operating budget preparation
• Review and approve business expenses and ensure compliance with university policies
• Prepare financial summaries and any other specialized reports for presentations

Benefits

• Comprehensive medical, dental, and vision coverage
• Robust retirement plans
• Substantial paid time off which includes holidays, vacation and sick time
• 75% tuition discount, available to employees as well as eligible spouses and children

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees