Senior Budget Analyst

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 Large Employers in 2023.

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.

Posted Job Title

Senior Budget Analyst

Job Profile Title

Budget Analyst Senior

Job Description Summary

This role analyzes budgets and multi-year financial forecasts of schools / centers / departments to ensure that revenue and expenditure projections are realistic and achievable. Monitor financial performance, identify potential issues and recommend appropriate corrective actions. Perform special analyses and financial studies that assist senior University leaders in making informed decisions regarding budget preparation and resource allocation.

Job Description

The Office of Budget Planning & Analysis provides strategic guidance in financial planning, budgeting, forecasting and analysis for the University of Pennsylvania. We collaborate closely with leadership and budget officers across the University's Schools and Centers to optimize resources in support of Penn's top priorities. As a proactive partner, we drive an integrated approach that aligns resources with strategic objectives and long-term planning, acting as stewards of institutional resources and providing the tools, experience, and expertise essential for effective fiscal management. To learn more about us, visit

Job Responsibilities

• Analyze annual budgets and multi-year financial forecasts for a portfolio of University schools and centers to ensure that projections are realistic and achievable. Prepare briefing materials for Senior University leadership, primarily EVP, Provost, and Budget Steering Committee on school / center budget issues and trends.
• Perform special analyses and financial studies, individually and in collaborative teams within the Budget Office and across other offices, that assist Senior University leadership in making data-driven informed decisions concerning resource generation and optimal resource allocation.
• Design, develop and manage several high-level University financial models and / or Budget Office processes.
• Support and coordinate annual and multi-year budget preparation effort at the school and responsibility center level to ensure accurate budget and forecasting.
• Actively monitor year-to-date financial performance of schools / centers, analyzing implications for year-end projections and long-term financial performance. Work collaboratively with schools / centers to identify potential issues and recommend appropriate actions.
• Analyze revenue and expense categories, in both GAAP and Responsibility Center Management (RCM) formats, as part of University quarterly review and projections process.
• Take shared responsibility for the technical oversight of the University-wide budgeting system (Oracle Planning and Budgeting Cloud System), including monitoring the system for problems, diagnosing problems, implementing changes to forms, testing new features, and providing end-user support.
• Compile University-wide budget schedules as part of collaborative team developing annual University budget and budget document.
• Design and collaborate on budget presentations for senior and school / center leadership.
• Develop and deliver training on the budget application, budgeting, forecasting, data analysis and presentation.
• Other duties and responsibilities as assigned.

Qualifications

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

Executive Vice President

Pay Range

61,046.00 - $115,000.00 Annual Rate

Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, as well as internal and market factors and grade profile.

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

To learn more, please visit :

Salary : $61,046 - $115,000