Penn Information Systems & Computing

Financial Planning and Analysis

• 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).

Senior Financial Analyst

Manager

• Support research activities of Penn Dental Medicine
• Manage comprehensive grant portfolio, including pre-award and post-award activities
• Oversee proposal and budget development and compliance
• Collaborate with principal investigators for strategic planning
• Prepare financial analyses for faculty
• Monthly reconciliation of grant expenditures and compliance
• Manage post-award processes including account generation
• Oversee payroll on grants and work with fiscal operations team
• Authorize Purchasing and Accounts payable transactions
• Participate in annual budget process and projections
• Indirectly supervise PI support staff

Grants Manager

Research Scientist

• Data-related activities: Assist with data collection from web-searching and government websites.
• Assist in examining analytical code for publications and in GitHub management.
• Engage in basic data management and programming activities.
• Review literature to synthesize findings and organize research-related documentation.

Research Assistant

• The Lab Manager oversees the day-to-day operations of SAFE Lab, supervising MSW students and managing a portfolio of research and community-engaged projects.
• This role is responsible for maintaining efficient lab systems, supporting grant-funded initiatives, and coordinating partnerships, programming, and events.
• Provides oversight of the Center’s logistical and administrative functions while actively contributing to research, including initiatives such as the Creator Cohort Institute.
• Manages the calendar and scheduling for the Center Director and plays a central role in supporting the development, submission, and management of grants, including IRB protocols and compliance processes.
• Coordinates communication between SAFELab, the School of Social Policy & Practice (SP2), and other university departments and external partners.
• Includes supervising student interns, administrative staff, and research personnel, as well as training and supporting work-study students, casual staff, and research assistants engaged in lab projects.
• Facilitates collaboration by coordinating meetings and engagements with community partners, university collaborators, and other research centers.
• Contributes to the lab’s research output by assisting in the preparation of manuscripts and working closely with Principal Investigators to advance project deliverables.

Lab Manager

Director

• Personally solicit Wharton Fund prospects at the Benjamin Franklin Society level
• Manage a portfolio of leadership annual giving prospects while collaborating with the Leadership Gift Officer
• Work with Alumni Relations to recruit fundraising volunteers and manage their progress
• Achieve Wharton Fund cash and participation targets each fiscal year
• Analyze reports to evaluate alumni giving patterns and inform leadership strategies
• Identify and cultivate leadership annual giving prospects

Senior Financial Analyst

Grants Manager

Research Assistant

Lab Manager

Associate Director, Wharton Fund