Senior Financial Analyst

Penn Information Systems & Computing

Senior Financial Analyst responsible for managing financial records within Wharton Finance & Administration. Overseeing financial activities and supporting budget development for multiple units.

Posted 4/15/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesSenior💰 $76,000 - $98,000 per yearWebsite

About the role

Key responsibilities & impact

Ensure financial records are accurate and financial agreements are properly executed as it reflects in the reporting system.
Take corrective actions as necessary.
Flag issues with the assigned business administrator and/or the center leads.
Investigate matters by researching into various Penn systems.
Act as the business administrator for assigned research centers and collaborate with the financial operations team.
Understand the unit activity and work with the internal team on the budget and forecast process.
Act as lead & subject matter expert for school & university projects & deliverables, including annual tax & year end reporting as well as ad-hoc requests.
Deliver accurate financial reporting to internal team and business units.
Create and maintain a database of internal agreements.
Act as the subject matter expert for specific area of expertise (revenues, transfers, and current expense).
Record transactions in the Penn Accounting system (BEN Financials).

Requirements

What you’ll need

Bachelor's Degree with 5-7 years of related experience or an equivalent combination of education and experience is required.
Previous experience managing financial records.
Attention to detail/accuracy.
Strong business acumen and financial management skills.
Knowledge of Penn's financial systems a plus.
Previous finance/accounting, reporting, and analysis experience required.
Advance technical skills required (spreadsheet proficiency).
Excellent interpersonal and communication skills are essential, including professional email writing skills and the ability to enforce policies and guidelines diplomatically but assertively.

Benefits

Comp & perks

Health insurance
Life insurance
Flexible Spending Accounts
Tuition assistance
Generous retirement plans
Substantial amount of time away from work
Long-Term Care Insurance
Wellness and Work-life Resources
Professional and Personal Development
University resources

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial reportingfinancial managementbudgetingforecastingdata analysisspreadsheet proficiencytransaction recordingfinancial record managementPenn Accounting systemtax reporting

Soft Skills

attention to detailbusiness acumeninterpersonal skillscommunication skillsprofessional email writingdiplomatic enforcementassertiveness

Certifications

Bachelor's Degree