Lead Financial Analyst, Wharton Finance
2 weeks ago
The Wharton School at the University of Pennsylvania is seeking a Senior Financial Analyst to provide essential financial support to various departments including Executive Education, Wharton Research Data Services, and Wharton Interactive.
About the University
The University of Pennsylvania, recognized as a leading institution in education and research, offers a dynamic work environment in Philadelphia. With a commitment to innovation and excellence, Penn is consistently ranked among the top universities in the nation.
Role Responsibilities
The Senior Financial Analyst will report to the Associate Director of Revenue Enterprise and will be instrumental in the financial oversight of key departments. Responsibilities include:
- Operational support such as accounting close, tax reporting, contract management, revenue cycle, and royalty calculations.
- Conducting financial analyses including budgeting, forecasting, variance reporting, and pre & post program P&Ls.
- Ensuring compliance with university policies and providing financial training to departmental staff.
Qualifications
The ideal candidate will possess:
- A Bachelor's Degree and 5-7 years of relevant experience.
- Strong financial and analytical skills, with proficiency in financial modeling.
- Exceptional written and verbal communication abilities.
- Experience with month-end and year-end financial processes.
- Ability to manage multiple projects effectively and work collaboratively across teams.
Skills and Attributes
The successful candidate will demonstrate:
- A problem-solving mindset and a commitment to customer service.
- Strong interpersonal skills with the ability to engage with diverse stakeholders.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Familiarity with Salesforce or similar CRM systems is a plus.
Compensation and Benefits
Penn offers a competitive salary and a comprehensive benefits package, including:
- Health, dental, and vision insurance.
- Tuition assistance for employees and their dependents.
- Generous retirement plans.
- Flexible work hours and professional development opportunities.
For more information about the role and the benefits of working at Penn, please visit the university's official website.
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