Financial Operations Planner
About The Position
The Pennsylvania State University Office of Budget and Finance invites applications for the position of a Financial Operations Planner. This role supports the Donald P. Bellisario College of Communications and the Schreyer Honors College (SHC) by partnering closely with a Strategic Finance Partner to provide financial guidance, analysis, and decision support to unit leadership. The Financial Operations Planner supports the business unit and Strategic Financial Partner by providing oversight and expert guidance to unit leaders on budget and financial matters; serves as a subject matter expert in one or more budget or fiscal-related areas; advises unit leaders on budget management and financial controls; provides in-depth financial analysis, forecasting, and budget modeling; plays a key role in supporting long-term financial planning efforts and ensuring effective resource allocation aligns with the university’s mission, strategic goals, and regulatory requirements.
Requirements
- Bachelor's Degree 6+ years of relevant experience; or an equivalent combination of education and experience accepted
- Bachelor's Degree 3+ years of relevant experience; or an equivalent combination of education and experience accepted
- Successful completion of background check(s) in accordance with University policies.
- 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
- Collaborate with the Undergraduate Program Coordinator, Human Resources Consultant, and Graduate Coordinator to submit instructional supplemental pay, adjunct appointments, and labor distribution
- Maintain lists of course buyouts, non-instructional, temp additional pay, and process position budgeting
- Collaborate in budget and resource data analysis to provide data-driven recommendations and financial insights; gather, compile, and manipulate data; may determine analytical methods to be used
- Develop, maintain, and refine financial models to support long-range planning and scenario analysis
- Oversee assigned components of budget activities; participate in the conceptual development of the various budget processes and specifications for projects
- Review financial reports to understand and explain variances between budget and actuals; analyze trends in revenues, expenditures, enrollments, and funding sources; ensure appropriate spending and billing practices are being followed
- Monitor financial performance against budget and forecast, identifying areas of concern or opportunity
- Participate in the development of financial dashboards and reporting tools for internal stakeholders and senior leadership
- Provide financial analyses for new initiatives, program reviews, and business plans, including ROI and cost-benefit assessments
- Assist in the preparation of the annual operating budgets, ensuring alignment with unit and institutional priorities
- Manage workforce planning and labor distribution for assigned business area(s); assist with annual salary increase program execution
- Support compliance with internal policies, external regulations, and audit requirements; oversee audits as required
- Partner with other university offices to ensure consistent data sources and accurate financial projections
- Will supervise staff members, including hiring, development, and performance management
Benefits
- Comprehensive medical, dental, and vision coverage
- Robust retirement plans
- Substantial paid time off which includes holidays, vacation and sick time
- Generous 75% tuition discount, available to employees as well as eligible spouses and children
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
