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    Financial Planning and Operations Analyst, Wharton Finance - Philadelphia, PA, United States - University of Pennsylvania

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    Description

    University Overview 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.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.

    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 Planning and Operations Analyst, Wharton Finance & Administration Job Profile Title Accountant/Financial Analyst Job Description Summary 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. The Financial Planning and Operations Analyst reports to the Chief Operating and Financial Officer of the Wharton School.

    The Financial Planning and Operations Analyst will serve as a member of the Finance team at Wharton Finance & Administration, providing centralized, comprehensive, and sophisticated financial analyses for the various departments and areas at the school.

    The position will help provide analysis and support for the COO/CFO as well as the areas that report into this position.

    This analysis will vary from simple historical trending to in-depth analysis to understand changes in business units, departments and areas over time.

    The position will help create content that enables senior level decision making.

    Job Description The position will also help develop and support certain key strategic projects over the next year, including the restricted funds optimization project as well as a project to develop and track performance metrics across the F&A areas.

    In addition, the position may act on an as-needed basis, as redundant support for the centralized and decentralized Business Administrator community at the school (covering for temporarily vacancies or leaves).

    In this capacity the position will have responsibility for operating budgets and financial analysis/modeling, working with stakeholders to manage their budgets, allocating school funds, gift and endowment funds appropriately and reporting to the senior leadership on trends, cash positions, financial performance, and cash flow management.

    The role would also potentially backfill other BA functions such as HR/Workday/Payroll support, as well as purchasing and operational activities.

    Bachelor's Degree with 3-5 years of related experience or an equivalent combination of education and experience is required. Knowledge of Penn's financial systems a plus.
    Previous financial planning and analysis, budgeting and forecasting experience.
    Advanced technical skills (financial modeling).

    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.

    Job Location - City, State Philadelphia, Pennsylvania Department / School Wharton School Pay Range $51,824.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.

    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.

    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.

    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.

    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 excitement—and 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.

    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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