Sr. Financial Analyst, Wharton Finance & Administration

Sr. Financial Analyst, Wharton Finance & Administration

Wharton’s Financial and Administration department seeks a Sr. Financial Analyst to support 20+ units, accurately prepare and maintain financial records and reporting, develop budgets, and oversee P&L reporting.

• Ensure financial records are accurate and financial agreements are properly executed in the reporting system; take corrective actions as necessary.
• Act as the business administrator for assigned research centers and collaborate with the financial operations team on the unit’s budget and forecast process.
• Serve as lead and subject matter expert for school and university projects, including annual tax and year‑end reporting and ad‑hoc requests.
• Deliver accurate financial reporting to internal team and business units.
• Create and maintain a database of internal agreements; act as subject matter expert on revenues, transfers, and current expense; record transactions in the Penn Accounting system (BEN Financials).
• Perform additional duties as assigned.

• Bachelor’s Degree with 5‑7 years of related experience or an equivalent combination of education and experience.
• Previous finance/accounting, reporting, and analysis experience.
• Advanced technical skills, including spreadsheet proficiency.
• Excellent interpersonal and communication skills, including professional email writing and the ability to enforce policies and guidelines diplomatically.
• Attention to detail, accuracy, strong business acumen, and financial management skills.
• Knowledge of Penn’s financial systems a plus.

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

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

• Health, Life, and Flexible Spending Accounts
  :
  Comprehensive medical, prescription, behavioral health, dental, vision, and life insurance. Flexible spending accounts for eligible health care and dependent care expenses.
• Tuition
  :
  Tuition assistance for employee, spouse, and dependent children at Penn and eligible other institutions.
• Retirement
  :
  Basic, Matching, and Supplemental retirement plans, pre‑tax or Roth, with investment options through TIAA and Vanguard.
• Time Away from Work
  :
  Generous vacation, personal days, sick leave, and other time away to attend to personal affairs.
• Long‑Term Care Insurance
  :
  Non‑underwritten plans for faculty and staff with certain eligibility criteria.
• Wellness and Work‑life Resources
  :
  Programs and resources to support health, family, and balance.
• Professional and Personal Development
  :
  Resources for career advancement.
• University Resources
  :
  Access to libraries, athletic facilities, cultural and recreational activities.
• Discounts and Special Services
  :
  Discounts on arts, entertainment, transportation, mortgages, and more.
• Flexible Work Hours
  :
  Options for non‑traditional hours, locations, or job structures.
• Penn Home Ownership Services
  :
  Forgivable loan for eligible employees for home buying or improvement.
• Adoption Assistance
  :
  Reimbursement for qualified expenses in connection with adoption of an eligible child.

Philadelphia, Pennsylvania

Wharton School

$76,000.00 - $98,000.00 Annual Rate