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Financial Analyst, Financial Planning and Analysis - Division of Finance
University of Pennsylvania in Philadelphia, Pennsylvania
Date Posted 06/07/2021
Admin-Business And Financial Management
Employment Type Fulltime
Application Deadline Open until filled

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.

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
Financial Analyst, Financial Planning and Analysis - Division of Finance

Job Profile Title
Accountant/Financial Analyst

Job Description Summary
The Financial Analyst will serve as an integral member of the Finance and Treasury team. The position will primarily support the Associate Director to provide centralized, comprehensive, and sophisticated financial analyses across the Division of Finance (DoF) and the University.

The position will assist the DoF quarterly operating forecast and budget process ($41 million annual budget), and Undergraduate Financial Aid ($260 million) including related financial analyses and modeling. Responsibilities will include strong partnership with the department budget coordinators and the Finance & Treasury team.

The Financial Analyst will assist the Associate Director with developing standardized business and resource planning tools to enable decision support as we navigate through a changing landscape in higher education economics. The position will help identify financial planning issues and conduct analyses including operating income analyses, assessment of new or ongoing campus initiatives, auxiliary enterprise proforma analyses, asset/ IP monetization proforma analyses, etc.

The Financial Analyst will learn about Finance & Treasury functions such as internal debt, external debt, cash management, capital planning, budgeting and financial planning and analysis through rotating responsibilities as part of the Finance and Treasury Analyst program. The position will be knowledgeable and comfortable leveraging technology and improving data, processes, and analyses to improve the efficiency and effectiveness of the Division and the University; as well as deliver work products to enable fact-based, timely and collaborative decisions that enhance the University's mission.

In the Division of Finance, we recognize diversity and inclusion is paramount to a positive and thriving work environment; it is a business imperative. We are committed to actively fostering diversity, inclusion and cultural competency throughout our operational efforts in the Division of Finance. This role will be critical in supporting those efforts and demonstrating behaviors and competencies that reflect Penn's values.

We take pride in the myriad ways that diversity enriches our curriculum, and the cultural and social life of our campus. Penn's commitment to achieving eminence through diversity is ultimately a commitment to creating a more vibrant university so that our graduates will be both stimulated and empowered to shape a better world.

Job Description

Budgeting : Primary responsibility is assisting Associate Director with the DoF quarterly operating forecast and budget process ($41 million annual budget). Includes maintaining, consolidating and delivering standardized reporting through comprehensive budget templates for Division use. Support all budget deliverables, under the direction of the Associate Director, Finance & Treasury. Facilitate reporting and tools for ongoing budget monitoring and the development/ management of professional reporting tools and presentations to provide decision support on Department and Division budgets including Undergraduate Financial Aid ($260 million). The Financial Analyst will have direct responsibility for developing the quarterly operating forecast and budget process for certain smaller departments in the Division.

Financial Planning & Analysis: Assist the Associate Director with developing standardized business and resource planning tools to enable decision support as we navigate through a changing landscape in higher education economics. Identify financial planning issues and conduct analyses including operating income analyses, assessment of new or ongoing campus initiatives, auxiliary enterprise proforma analyses, asset/ IP monetization proforma analyses, etc.

Finance & Treasury Analyst Program: Assist and learn while rotating through different functions in Finance & Treasury including internal loan program, external debt, treasury operations, capital planning, budgeting, and financial planning & analysis. Provide support for various functions during busy periods while expanding breadth of knowledge and establishing potential career plan.

Undergraduate degree in Finance or related field or equivalent work experience

Proficiency with Microsoft Office/365 products (Excel, PowerPoint, Word)

3-5 years of relevant experience

Strong financial, analytical, and modeling skills.

Experience with the University of Pennsylvania financial systems preferred.

Advanced user skills with Excel and other Microsoft programs and computer systems.

Excellent interpersonal, communication and presentation skills.

Demonstrated ability to be detail-oriented and accurate. Able to handle multiple tasks simultaneously.

Demonstrated organizational and prioritization skills, along with the ability to work within tight and often conflicting deadlines.

Must be flexible, show effective judgement, discretion and have the ability to handle confidential financial matters.

Work effectively in a highly matrixed and decentralized environment with the ability to navigate through ambiguity and demonstrate appreciation and support for diversity, inclusion and belonging in a constantly evolving academic/higher education environment.

Proficiency in Oracle Smartview or similar planning tools

Experience with Workday

Experience in Higher Education

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Division of Finance

Pay Range
$50,684.00 - $91,232.00

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

Health, Life, and Flexible Spending Accounts : 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.

Tuition : 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.

Retirement: 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.

Time Away from Work: 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 familywhatever your personal needs may be.

Long-Term Care Insurance: 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.

Wellness and Work-life Resources : 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.

Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.

University Resources: 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 excitementand you and your family can enjoy many of these activities for free.

Discounts and Special Services : 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 Hours: 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 Home Ownership Services: 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.

Adoption Assistance: 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.

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