Senior Financial Analyst, Wharton Finance & Administration
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.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. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023.
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
Senior Financial Analyst, Wharton Finance & Administration
Job Profile Title
Accountant/Financial Analyst Senior
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. To learn more, visit www.wharton.upenn.edu.
The Wharton School at the University of Pennsylvania is seeking a Senior Financial Analyst/Accountant. This role will provide critical financial support to the Executive Education, Wharton Research Data Services, and Wharton Interactive departments. The ideal candidate will be enthusiastic, curious, collaborative, and helpful, with a strong commitment to providing strategic financial insights that drive our mission forward.
Job Description
The Senior Financial Analyst, reporting to the Associate Director of Revenue Enterprise, will play a key role in the financial management of Executive Education, Wharton Research Data Services, and Wharton Interactive. This includes operational support such as accounting close, tax reporting, contract management, revenue cycle, and royalty calculations. The role also involves financial analysis responsibilities like budgeting, forecasting, variance and pipeline reporting, and conducting pre & post program P&Ls and ad hoc analyses. They will ensure business units' compliance with university policies and procedures and provide financial training to business unit staff as needed.
Qualifications
The successful candidate should match the following criteria:
(1) A Bachelor's Degree is required, along with 5-7 years of relevant work experience.
(2) Strong financial and analytical skills with proficiency in financial analysis and modeling.
(3) Exceptional communication skills, both written and verbal, are essential.
(4) Knowledge of month-end and year-end financial close is preferred.
(5) The ability to independently oversee multiple projects from inception to implementation is crucial. The ideal candidate is proactive, eager to learn, and capable of working across diverse business groups.
(6) Strong interpersonal skills and a collaborative approach is a must as this position has frequent interaction with staff and faculty at many levels throughout Wharton and the University.
(7) The candidate should have a problem-solving aptitude and a customer service-oriented approach, embodying a mindset of extreme ownership.
(8) Ability to manage multiple stakeholder groups.
(9) Comfort in ambiguity.
(10) A mindset focused on continuous improvement is a must.
(11) Strong proficiency in the Microsoft Office Suite, primarily Excel.
(12) Previous experience with Salesforce or other comparable CRMs is preferred, but not required.
Job Location - City, State
Philadelphia, Pennsylvania
Department / School
Wharton School
Pay Range
$61,046.00 - $98,000.00 Annual Rate
Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.
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
Subscribe to job alerts and upload your resume!
*By registering with our site, you agree to our
Terms and Privacy Policy.