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 and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.
Posted Job Title
Assistant Director of Fiscal Operations (Hybrid Eligible)
Job Profile Title
Business Manager C
Job Description Summary
The Penn Graduate School of Education is committed to cultivating a workplace that values equity, diversity, inclusion, and collaboration. We seek talented individuals who will help lead our efforts to create a more inclusive workplace in a community with a substantive institutional commitment to equity and justice. Diversity is prized at Penn as a central component of our mission and helps create an educational and working environment that best supports the University's commitment to excellence in teaching, research, and scholarship.
PennGSE, the #1 ranked graduate school of education by US News and World Report, has an immediate opening for an exceptional individual to assume the role of Assistant Director of Fiscal Operations.
Reporting to the Director of Fiscal Operations and working closely with the Vice Dean for Finance and Administration, the Assistant Director of Fiscal Operations provides leadership in finance and accounting at the school.
Job Description
Duties :
The successful candidate will provide outstanding customer service, guidance, and communication with GSE faculty, staff, and students. Positions acts as a liaison between GSE and a variety of Central departments and represents school in various University-wide committees.
The Assistant Director of Fiscal Operations is responsible for a variety of functions, including:
Budget planning (annual and five-year plans) - working with Vice Dean and Director, conduct annual budget meetings with GSE divisions and centers, analyzing current year trends and applying analysis to gauge future year budgets.
Quarterly forecasting - collaborating with Director, analyze historical trends, confirm revenue flows (e.g., student tuition distributions, track salary allocations, etc.)
Data mining - Using query tools such as Business Objects and Qlikview, download large data sets, use Excel pivot tables to perform analysis.
Financial reporting - monitor account spending to avoid unfavorable budget variances; assist programs with data analytics using Qlikview; report on non-credit, online program finances to Provost Office; create donor reports for endowment/gift spend; university-required foreign source income and Department of Education filings; submit international reporting to Office of EVP.
Account Auditing and Reconciliation - conduct annual audits of various account and card programs including purchasing card, Bank of America travel card, endowment/gift fund accounts, Greenphire Clincard program, at-home spend related to hybrid work, and locker rental accounts. Quarterly reconciliation and management of balance sheet accounts as part of required University Comptroller governance.
Management of three accountants who are responsible for the processing of all travel, purchasing, contract review, vendor payment processing, and expense reimbursement for all of Penn GSE divisions, centers, and programs.
Interpret Penn financial policies, training staff and faculty as well as enforcement of policies.
Website - maintain GSE website, updating policies, creating updated content on financial guidance, in an effort to effectively disseminate information.
Manage Qlikview - Along with the Director of Data Analysis, manage GSE's internal budgeting and financial reporting system, involving approximately 400 accounts and over 200 users. Provide user account access, create new accounts, carryforward surpluses/deficits, populate annual approved budgets, maintain chart of accounts for GSE.
Cash account management - Manage wire/ACH transfer accounts flowing into GSE checking account. Manage Cybersource (Learning Stream credit card payments), PayPal (event registration credit card payments) and Slate (admission application fees and enrollment deposits) accounts.
Independent contractor determination - using established internal guidelines, review and approve classification in conjunction with GSE HR.
Procurement oversight - provide senior level approval for various travel and procurement transactions and human subject payments (Greenphire Clin card).
Special projects, as assigned. Current special projects include the creation and implementation of a contract management system to provide a central repository for tracking and reporting.
Qualifications :
A bachelor's degree and 5-7 years of experience is required or equivalent combination of education and experience. Degree in accounting or business preferred.
Additional qualifications:
Technical skills (required): Advanced Excel skills; proficient with other Microsoft Office products (e.g., Word, PowerPoint, Outlook);
Penn BEN financial system experience (preferred);
Business Objects and/or Qlikview experience (preferred).
Previous Penn financial administrative experience a plus.
Experience managing others (required)
Interested candidates must submit a cover letter.
Penn GSE actively seeks and welcomes applications from people of color, women, the LGBTQIA community, persons with disabilities, and people at intersections of these identities.
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
Graduate School of Education
Pay Range
$61,046.00 - $95,972.00
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
Health, Life, and Flexible Spending Accounts : Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
Tuition : Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.
Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
Wellness and Work-life Resources : Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
Discounts and Special Services : From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay