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Wharton Analyst of Financial and Accounting

vor 3 Monaten


Steinberg am Rofan T, Österreich University of Pennsylvania Vollzeit

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 Employers By State in 2021.

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.

COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn’s vaccine requirements, visit the

Penn COVID-19 Response website

for the latest information.

Posted Job Title

Wharton Analyst of Financial and Accounting Operations (Hybrid Eligible)

Job Profile Title

Accountant/Financial Analyst

Job Description Summary

Under the direction of the Associate Director of Accounting and International Operations, the financial analyst serves as oversight for a subset of School and University business processes and provide guidance to stakeholders. This position will provide support for school-wide processes related to tax reporting, international operations, and financial close. The financial analyst will lead and participate in various financial projects including but not limited to within the revenue generating business units, creating and/or maintaining account analyses across the business units and providing insight on financial activities. Attention to detail and a high degree of accuracy are critical success factors for this position. Should demonstrate an advanced level of knowledge for Microsoft Excel and Office Suite with the ability to deliver clear and concise reporting to varied audiences. Should include immediate experience with Business Objects or similar reporting systems.

**Job Description**:
Job Responsibilities- Provide support for the School’s annual reporting processes including but not limited to the 990 tax reporting, Unrelated Business Income Tax, and other tax reporting as needed. This also includes assistance in evaluation of new international activity, if any, such as international taxes and reporting requirements.- Work with the Associate Director on the financial close and other year-end reporting. Compile and review information provided by the BA community to ensure financial information is properly recorded. Including improvements to the process and reporting tools.- Support manager on project-based initiatives including but not limited to Wharton Finance and Administration website updating, updating and maintenance thereafter, including reoccurring analytics of key areas such as credit cards and general purchasing.- Provide financial analysis and other ad-hoc requests of new initiatives for the Wharton School, including but not limited to the revenue generating business units. Identify opportunities to streamline and improve current processes if necessary and discuss findings with manager.- Assist manager with preparation of monthly and quarterly international reporting packets.- Assist with analytics of School Level activity on a monthly, quarterly or as needed basis such as School Level procurement and compliance with such policies and procedures. Assist with communicating noncompliance. Complete adhoc departmental reviews. Assist with outreach and support gathering for quarterly Balance Sheet fluxes- Pay Range $70,000 to $75,000

**Qualifications**:

- Bachelor of Science and 3 to 5 years of experience or equivalent combination of education and experience is required.
- CPA Preferred

Job Location - City, State

Philadelphia, Pennsylvania

Hybrid Eligible - This position is eligible for a hybrid work schedule with a work week divided between working onsite and working remotely.

Department / School

Wharton School

Pay Range

$51,824.00 - $78,096.00

Affirmative Action Statement

Penn adheres to a policy that prohibits discrimination on the basis