Finance Planning Analyst - College of Education

Penn State University is inviting applications for the position of Finance Planning Analyst within the College of Education. The role involves supporting budget management, financial controls, and policy procedures while providing training and oversight for financial operations.

Responsibilities

• Advise departments on budget management, financial controls, and policy and procedure
• Provide and/or coordinate training for employees working with unit budgets
• Establish, document, and implement processes, procedures, systems, and standards for the efficient operation of the office and across the College
• Reconciliation and management of ledger and clearing accounts for business areas; make adjustments as needed and resolve problems
• Compile data for analysis and forecasting purposes; run reports as needed for business areas
• Provide both formal and informal training across business areas
• Maintain controls for business areas; manage authorizations; assign roles as needed
• Provide review and approval of financial documents, transactions, etc
• Assign budget sources for expenditures to ensure visibility of spend on special budgets
• Analyze and verify funding sources to ensure appropriate spending and billing practices
• Prepare forecasts and analysis of trends in general business conditions and other related areas
• Responsible for performing assigned audit functions; assist with annual processes for business areas, including annual salary increase and initial operating budget preparation
• Review and approve business expenses and ensure compliance with university policies
• Prepare financial summaries and any other specialized reports for presentations

Skills

• Bachelor's Degree
• No prior relevant work experience required; or an equivalent combination of education and experience accepted
• Successful completion of background check(s) in accordance with University policies
• Successful completion of a credit history check will be required in addition to standard background checks
• Applicants must be authorized to work in the U.S

Benefits

• Comprehensive medical, dental, and vision coverage
• Robust retirement plans
• Substantial paid time off which includes holidays, vacation and sick time
• Generous 75% tuition discount, available to employees as well as eligible spouses and children

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