Sr. Financial Analyst, Wharton Finance & Administration

The Wharton School•Philadelphia, PA

5d•$76,000 - $98,000

About The Position

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 www.wharton.upenn.edu. 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.

Requirements

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.
Previous finance/accounting, reporting, and analysis experience required.
Advance technical skills required (spreadsheet proficiency).
Excellent interpersonal and communication skills are essential, 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.

Nice To Haves

Knowledge of Penn's financial systems a plus.

Responsibilities

Ensure financial records are accurate and financial agreements 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.
Act as the business administrator for assigned research centers and collaborate with the financial operations team.
Understand the unit activity and work with the internal team on the budget and forecast process.
Act as lead & subject matter expert for school & university projects & deliverables, including annual tax & year end reporting as well as ad-hoc requests.
Deliver accurate financial reporting to internal team and business units.
Create and maintain a database of internal agreements.
Act as the subject matter expert for specific area of expertise (revenues, transfers, and current expense).
Record transactions in the Penn Accounting system (BEN Financials).
Deliver accurate financial reporting to internal team and business units.
Perform additional duties as assigned.

Benefits

Penn 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.
Take advantage of Penn's exceptional tuition 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.
Penn offers generous retirement plans to 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.
Penn provides you with a 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.
In partnership with Genworth 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.
Penn is committed to 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.
Penn provides an array of resources to help you advance yourself personally and professionally.
As a member of the Penn community, 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.
From arts and 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.
Flexible work options offer 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.
Penn offers a forgivable 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.
Penn will reimburse eligible 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.