Financial Planning Analyst

APPLICATION INSTRUCTIONS:

• CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday.
• CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday.
• If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants.

Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants.

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POSITION SPECIFICS​

The Financial Planning Analyst supports the business unit and Strategic Financial Partner in the Eberly College of Science by providing oversight and guidance to academic and administrative units on budget and financial matters; serves as a resource in one or more fiscal-related areas; advises unit leaders on budget management and financial controls; and plays a key role in supporting financial planning efforts to ensure effective use of resources in alignment with the University's mission, strategic goals, and regulatory requirements. This position has a strong focus on supporting units across the College, facilitating coordination with central financial hubs, managing cost share activities, and serving as a key point of contact for financial reporting.

The successful candidate will:

• Assist academic departments and administrative units in the College in monitoring and managing their financial resources to ensure alignment with allocated budgets

• Serve as a liaison between College units and the University's financial hubs, assisting with the resolution of financial and transactional inquiries

• Support the management and tracking of cost share commitments related to sponsored awards, ensuring accuracy and compliance

• Serve as a primary point of contact for financial reporting, providing guidance and support to units and leadership

• Assist in budget and resource data analysis to provide data-driven recommendations and financial insights; gather, compile, and manipulate data; may determine analytical methods to be used

• Assist in the various components of budget activities; participate in the conceptual development of the various budget processes and specifications for projects

• Review financial reports to understand and explain variances between budget and actuals for the assigned units in the College; analyze trends in revenues, expenditures, enrollments, and funding sources; ensure appropriate spending and billing practices are being followed

• Monitor financial performance against budget and forecast, identifying areas of concern or opportunity

• Participate in the development of financial dashboards and reporting tools for internal stakeholders and senior leadership

• Assist in the preparation of the annual operating budgets, ensuring alignment with unit and institutional priorities

• Support compliance with internal policies, external regulations, and audit requirements; oversee audits as required
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This position offers a flexible work arrangement that combines remote and on-campus work. Questions related to flexible work should be directed to the hiring manager during the interview process.

MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS

Bachelor's DegreeNo prior relevant work experience required; or an equivalent combination of education and experience acceptedRequired Certifications:None

BACKGROUND CHECKS/CLEARANCES

Employment with the University will require successful completion of background check(s) in accordance with University policies. Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks.

Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S.

SALARY & BENEFITS

The salary range for this position, including all possible grades, is $46,400.00 - $67,300.00.

Salary Structure - Information on Penn State's salary structure

Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page.

CAMPUS SECURITY CRIME STATISTICS

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.

EEO IS THE LAW

Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473.

Penn State is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university's teaching, research, and service mission.

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