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About the Role
The Director, Finance and Planning serves as the primary financial advisor and budget owner for the Student Support portfolio. This position is responsible for developing, submitting, forecasting, monitoring, and managing the portfolio’s operating budget, translating programmatic and strategic priorities into sustainable financial plans.
Responsibilities
- Lead annual budget development, budget entry, forecasting, and multiyear financial planning for the assigned Student Support portfolio.
- Serve as the primary financial advisor to portfolio leadership on resource needs, affordability, funding strategies, and financial sustainability.
- Monitor financial performance, analyze variances and emerging risks, and develop recommendations for corrective action or resource reallocation.
- Evaluate staffing, programmatic initiatives, commitments, and other funding requests through financial modeling and scenario analysis.
- Coordinate monthly and year-end financial reviews and ensure appropriate resolution of significant financial issues.
- Serve as an escalation point for complex budgetary and financial matters within the portfolio.
- Provide leadership, guidance, and oversight to Associate Directors and other Budget and Operations staff.
- Represent the organization on institutional financial initiatives.
- Support special projects, institutional analyses, and other financial planning initiatives as assigned.
- Perform other duties and responsibilities as assigned.
Requirements
- Bachelor of Science and 7 to 10 years of experience or equivalent combination of education and experience is required.
- Significant experience in financial planning, budgeting, forecasting, and financial analysis within a complex organization, preferably in higher education.
- Strong analytical judgment.
- Ability to translate financial information into strategic recommendations.
- Experience advising senior leaders on resource allocation and financial sustainability.
- Familiarity with University financial systems, policies, and fund accounting is highly desirable.
- Strong communication, collaboration, and leadership skills.
- A Cover Letter and Resume/CV are required to be considered for this position.
Skills
- Financial planning
- Budgeting
- Forecasting
- Financial analysis
- Financial modeling
- Scenario analysis
- Communication
- Collaboration
- Leadership
Location
- Philadelphia, Pennsylvania
Work Type
- Full-time
Experience Level
- 7 to 10 years
Education Level
- Bachelor of Science
Salary/Compensations
- $110,907.00 - $150,000.00 Annual Rate
Benefits
- Excellent healthcare benefits for employees and their families.
- Tuition benefits for employees and their families.
- Generous retirement benefits.
- Wide variety of professional development opportunities.
- Supportive work and family benefits.
- Wealth of health and wellness programs and resources.
- Comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits.
- Flexible spending accounts for eligible health care and dependent care expenses.
- Tuition assistance for employees, spouses, and dependent children.
- Retirement plans (Basic, Matching, and Supplemental) with pre-tax or Roth basis options.
- Wide variety of investment options through TIAA and Vanguard.
- Substantial time away from work (vacations, personal affairs, illness, injury, family time).
- Long-Term Care Insurance.
- Wellness and Work-life Resources.
- Professional and Personal Development resources.
- Access to University resources, cultural and recreational activities.
- Discounts and special services (arts, entertainment, transportation, mortgages, new cars, cellular phone service, movie tickets, theme parks).
- Flexible Work Hours.
- Penn Home Ownership Services (forgivable loan for eligible employees).
- Adoption Assistance (reimbursement for qualified expenses).
About the Company
- The University of Pennsylvania is the largest private employer in Philadelphia, a world-renowned leader in education, research, and innovation.
- It is a historic, Ivy League school consistently ranking among the top 10 universities.
- Penn has 12 highly-regarded schools offering undergraduate, graduate, and continuing education.
- The university is known for its distinctive interdisciplinary approach to scholarship and learning.
- Penn has been nationally recognized as an employer, including being named one of America’s Best Large Employers by Forbes in 2023.
- Penn offers a unique working environment within the city of Philadelphia on a beautiful urban campus with easy access to educational, cultural, and recreational activities.
Equal Opportunity
- The University of Pennsylvania is an equal opportunity employer.
- Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.