Senior Financial Analyst responsible for managing financial records within Wharton Finance & Administration. Overseeing financial activities and supporting budget development for multiple units.
Responsibilities
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
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.
Excellent interpersonal and communication skills are essential, including professional email writing skills and the ability to enforce policies and guidelines diplomatically but assertively.
Financial and Treasury Accountant responsible for high - quality financial information and account reconciliations at Element. Assisting in effective cash management and treasury operations.
Junior financial accountant managing finances for a leading leisure group in Madrid. Responsible for accounting, treasury tasks, and financial support tasks.
Associate Director in M&A Advisory for Financial Services, assisting in transaction execution and client presentations. Leading deals and collaborating with senior team members in a hybrid environment.
Manager in Financial Services M&A Advisory executing transactions and driving business development. Collaborating with senior team members and managing multiple projects simultaneously.
Financial Accountant collaborating within finance team to manage reporting, compliance, and stakeholder relationships. Supporting budgeting and financial processes at Gearset.
Finance Intern assisting with accounting projects and gaining experience in business setting at ICU Medical. Supporting budget processes and internal audits.
Financial Analyst I at SCP Health providing critical financial analysis and supporting Operational Finance Team. Responsible for reporting, budgeting, and analyzing overall financial performance in healthcare.
Financial Control Manager leading the Record - to - Report team for timely financial reporting and fostering team growth. Joining Aceve's SaaS powerhouse in finance operations and digital transformation.
Finance Business Partner providing financial insight and decision support to achieve department objectives. Engaging with senior stakeholders and collaborating across business functions.
Intern supporting VC investment team in sourcing promising pre - seed startups. Engage with founders and provide analysis throughout the investment process in a remote/hybrid setup.