Associate Provost for Finance and PlanningUniversity OverviewThe 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.COVID-19 vaccination or a University authorized exemption is a requirement for all positions at the University of Pennsylvania. For more information about Penn's vaccine requirements, visit the Penn COVID-19 Response website for the latest information. Posted Job TitleAssociate Provost for Finance and PlanningJob Profile TitleExecutive Director C, Business and FinanceJob Description SummaryThe Associate Provost for Finance and Planning (AP) is the senior finance and operations executive for the Penn Provost with direct responsibility for finance, budget, human resources, capital projects, facilities, and academic technology for approximately 40 administrative units with approximately 1,500 staff and annual operating budgets totaling $500 million. Reporting to the newly selected Provost, John Jackson, Jr., the AP provides advice and counsel to the Provost on a broad array of academic initiatives and opportunities. The AP serves as primary budget liaison to the university's 12 schools and 10 resource and administrative centers and provides leadership to variety of ongoing and ad hoc University committees. In addition, the AP is the point person for the Provost Office on centrally funded faculty hiring initiatives such as _Penn Integrates Knowledge Professors and Presidential Professors, including facilitating resolution of complex sometimes multi-school issues related to recruitment of the most highly distinguished faculty members.. As an important partner to the Office of the Senior Executive Vice President, the AP works collaboratively with Facilities and Real Estate Services and School leaders to define priority space needs as well as to identify and negotiate for new space solutions for academic units and serves as the Provost's representative on the Capital Advisory Group (CAG) which reviews all facilities projects over $500,000, as well as participates on the executive committees for new school building projects. The AP serves on the Penn Technology Investment Committee and typically acts as a co-sponsor of academic enterprise technology projects, including Workday Human Capital Management and the Next Generation Student System. The AP also serves as member of Provost's Senior Management Group and provides strategic advice and guidance to University HR on employee benefits programs and their impact on recruiting and retention.Job DescriptionCOMPETENCIES AND QUALIFICATIONSThe AP will bring the administrative, financial, planning, and communication skills appropriate to someone who is serving in an executive role. The AP will be an inclusive and innovative leader who weighs decisions thoughtfully and involves others in the decision-making process as appropriate. They must work with the highest levels of integrity, honesty, and openness and must create strong and enduring collaborative relationships with leaders across the University.The AP should possess senior-level operational and administrative experience in a comparably complex setting and a significant period of progressively responsible leadership and administrative experience in several of the functional areas that fall within the position's scope of responsibility; while expertise in finance and budget is valuable, the ability to lead broadly and synergistically across the portfolio areas will be crucial to the AP's success and impact.As important as functional expertise are certain core principles and competencies. These include the ability to lead through influence independent of positional authority; a commitment to diversity, equity, and inclusion that is lived, visible, and actualized; the ability to develop trust relationships so as to work effectively in a decentralized environment with matrixed lines of authority and accountability; and the confidence and credibility to represent Penn to advisory and governance entities.The AP will have the following qualities and attributes:Demonstrated leadership and expertise in the areas of finance, budgeting, and strategic planning.Creativity and strategic thinking in overseeing finance and budgeting and related processes in a large, complex research institution, including an ability to forecast and project all possible impact related to decision makingWillingness to delegate significant responsibility to staff and provide overall leadership for various departments as they relate to other parts of the University.Commitment to shared governance, transparency, and collaboration throughout the institution.Appreciation of academic values and standards of excellence.Respect for and understanding of mission-driven institutions and service driven leadership.Ability to work with diverse ideas at all levels of the institution.A deep understanding of the issues related to advancing DEI efforts and a record of combatting these bias in the workplace.Strong work ethic and the ability to work with large ongoing projects while addressing the daily issues that require resolution.Superior communication and organizational skills.Strong presentation skills to a variety of stakeholders.Collegial consensus-building abilities combined with the capacity for innovative vision, creativity, entrepreneurial spirit, comfort with facilitating change, patience, flexibility, and resilience.Ability to listen and engage intelligent, empowered stakeholders in difficult and challenging decisions.Ability to work effectively as a team player in an evolving environment.Ability to proactively problem-solve and multi-task.Unquestionable integrity.Required Qualifications:Master's degree preferably in Business/Finance/Accounting, plus 10 or more years of experience or equivalent combination of education and experienceDemonstrated leadership experience in budget modeling and the budgetary process.Preferred Qualifications:Experience in higher education.Understanding of human resources principles and practicesExperience in working with unionized employees.Experience with capital planning; strategic planning and developing strategic plans; experience with grant/gift administration strongly preferred.TO APPLYThe University of Pennsylvania has retained Opus Partners to assist with this search. Please direct all inquiries, nominations, and applications (resumes and letters of interest) electronically and in confidence to Katie Dean, Associate Partner [email protected] and Thomas Lapierre, Senior Associate [email protected] 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.Job Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolProvost's CenterPay Range$90,000.00 - $363,333.33Salary 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 BenefitsHealth, 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 To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/3401-Walnut-Street-BC-Wing---3rd-Floor/Associate-Provost-for-Finance-and-Planning_JR00068644Copyright ©2022 Jobelephant.com Inc. All rights reserved.Posted by the FREE value-added recruitment advertising agency jeid-6c19f4feb8f9644abd3b9c54f0653bd8

Finance and Administration Specialist (Neurology)

University of Pennsylvania, Philadelphia

Finance and Administration Specialist (Neurology)University OverviewThe 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 TitleFinance and Administration Specialist (Neurology)Job Profile TitleCoordinator BJob Description SummaryThis position will provide financial and administrative support to the NeuroGeneRx Center within the Department of Neurology. The position will manage multiple activities, tasks and competing priorities in a self-directed manner to support key Center activities throughout their entire lifecycle. This role will independently coordinate, monitor, process and/or report on all transactions related to the NeuroGeneRx Center's financial activities, including but not limited to weekly time reporting (payroll), purchasing, payables, and reimbursements. This position will establish and maintain account and transaction files. The primary focus will be to be the Center's liaison with the business office to monitor pre- and post-award functions, liaise with internal and external constituents and maintain personnel/payroll/human resources records. The position will evaluate and report on relevant financial and administrative issues that may arise, make recommendations towards resolution and work with the business office to implement solutions to identified issues.The position will be responsible for: Clinical trial budget development in conjunction with the Office of Clinical Research, activity tracking and invoicing; Pre-award functions (routing agreements for review, budget development); Post-award functions (working with grant staff to monitor expenses and grant reporting with faculty); Tracking of all center funds; Preparing, reviewing and/or processing purchase order requests and travel expense reports, budget expenses, invoices; Staff time tracking; Completing other business administrative tasks as assigned.Job DescriptionThis position will provide financial and administrative support to the Neurogenetics Therapy Center within the Department of Neurology. The position will manage multiple activities, tasks and competing priorities in a self-directed manner to support key Center activities throughout their entire lifecycle.This role will independently coordinate, monitor, process and/or report on all transactions related to the Center's financial activities, including but not limited to weekly time reporting (payroll), purchasing, payables, and reimbursements. This position will establish and maintain account and transaction files. The primary focus will be to be the Center's liaison with the business office to monitor pre- and post-award functions, liaise with internal and external constituents and maintain personnel/payroll/human resources records. The position will evaluate and report on relevant financial and administrative issues that may arise, make recommendations towards resolution and work with the business office to implement solutions to identified issues.The position will be responsible for:Clinical trial budget development, activity tracking and invoicing;Pre-award functions in conjunction with grant staff (routing agreements for review, budget development);Post-award functions in conjunction with grant staff (monitoring and reconciling, researching and resolving wayward and suspense charges);Tracking of all center funds;Preparing, reviewing and/or processing purchase order requests and travel expense reports, budget expenses, invoices;Personnel/payroll/human resources records;Completing other business administrative tasks as assigned.It is expected that this position will be familiar with Center, Department and University policies and procedures and make sure they are communicated effectively and implemented appropriately. This position functions as part of a multidisciplinary team, works cooperatively with members of the Neurology Business Office and reports to the Center's Program Manager.The successful candidate will approach work in a cooperative and service-oriented manner, will share equipment and responsibilities in a sensitive and supportive manner, and will understand and support the overall mission of the Neurogenetics Therapy Center.The position is contingent on continued funding.Qualifications REQUIRED: A Bachelor's Degree and 2-3 years of experience or equivalent combination of education and experience is required. Excellent computer skills are essential (Word, Excel, PowerPoint), with the ability to learn and master multiple University financial and administrative databases, programs and systems. Strong analytical, problem-solving, communication and organizational skills required. Must be detail-oriented. Ability to handle confidential or sensitive information in an appropriate and professional manner and to manage shifting priorities and multiple projects. Must be a team player with a collaborative working style.PREFERRED: Prior experience with clinical trial finances is preferred.Applicants must attach cover letter and resumeJob Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolPerelman School of MedicinePay Range$42,953.00 - $65,861.00Affirmative 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 BenefitsHealth, 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 To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/HUP/Finance-and-Administration-Specialist--Neurology-_JR00041692Copyright ©2021 Jobelephant.com Inc. All rights reserved.Posted by the FREE value-added recruitment advertising agency jeid-b849623e7ae58a4f90827c5c7750ae1b

Associate Director of Finance and Administration, Penn Arts and Sciences

University of Pennsylvania, Philadelphia

Associate Director of Finance and Administration, Penn Arts and SciencesUniversity OverviewThe 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 TitleAssociate Director of Finance and Administration, Penn Arts and SciencesJob Profile TitleAssociate Director D, Business and FinanceJob Description SummaryThe Associate Director of Finance and Administration will oversee the Market Street Regional Business Office (RBO). The Associate Director of Finance and Administration position in the School of Arts and Sciences RBO model has primary responsibility for budget development and financial management (including financial reporting), ensuring timely, efficient and accurate financial operations (payroll, purchasing and reimbursements), general supervision and support of the sponsored research financial staff, and providing superior customer service to our clients.Job DescriptionResponsibilities:S/he reports directly to the Director of Fiscal Operations, and will assist in managing the annual budget process, and in analyzing monthly reports to project year-end balances and understand variances. S/he will manage staff of direct reports whose responsibilities include sponsored research financial management and the processing and recording of financial transactions. S/he will work closely with departmental administration(s) to ensure that available resources are being utilized wisely and in accordance with University and School policy.S/he will oversee the daily and cyclical operations of the RBO and manage staff to meet the requirements and deadlines of Penn's financial cycles. The Associate Director of Finance and Administration will ensure all financial processes and procedures meet federal, state and local regulations, Penn's policies and best practices. S/he will be responsible for instituting financial controls and ensuring quality assurance. S/he will implement standardized processes and reports to meet the requirements of the School of Arts and Sciences and the University.Qualifications:Qualifications for the Associate Director of Finance and Administration include a strong sense of accountability and stewardship for University resources; demonstrated ability to communicate effectively with faculty and administration to achieve division goals; expertise in implementing sound financial policies and practices with diverse clients; ability to manage, mentor and motivate staff; be comfortable in an environment with competing priorities; expertise in finance and accounting policies and regulations; and expertise and extensive experience in financial reporting and analysis. The successful candidate will have excellent critical thinking and analytical skills and professional-level written and verbal communication skills. This candidate must be able to apply solid organizational and time management skills to a deadline driven, multiple priority work environment.Bachelor of Science and 5 to 7 years of experience or equivalent combination of education and experience is required5-7 years of experience in finance and/or accounting in a University setting is strongly preferred3-5 years of experience in hiring, managing, evaluating and mentoring staff is preferredExperience working with a diverse client baseProficiency with Microsoft Excel and Adobe applications requiredFamiliarity with Oracle-based financial applications and Workday preferredJob Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolSchool of Arts and SciencesPay Range$61,046.00 - $105,000.00 Annual RateSalary 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 BenefitsHealth, 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 To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/3600-Market-Street/Associate-Director-of-Finance-and-Administration--Penn-Arts-and-Sciences_JR00085924Copyright ©2022 Jobelephant.com Inc. All rights reserved.Posted by the FREE value-added recruitment advertising agency jeid-1c4f0eb2d6571743b54d712f5554f489

Finance Manager, Wharton Finance & Administration

University of Pennsylvania, Philadelphia

Finance Manager, Wharton Finance & AdministrationUniversity OverviewThe 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 TitleFinance Manager, Wharton Finance & AdministrationJob Profile TitleAccountant/Financial Analyst SeniorJob Description SummaryThe Finance Manager reports directly to the Associate Director, Research Centers. The Finance Manager will serve as an integral member of the Research Centers Financial Management team at Wharton Finance & Administration, providing centralized, comprehensive, and sophisticated financial analyses for the various Research Centers. The position will have primary responsibility for the operating budget and financial analysis/modeling, working with stakeholders to manage their budgets, allocating school funds, gift and endowment funds appropriately and reporting to the senior leadership on trends, cash positions, financial performance, and cash flow management for the various Research Centers.This position will be responsible for analyzing current and future cash flows for all Research Centers collaborating closely with Business Managers to ensure quality analysis. The role involves asking pertinent questions to provide valuable insights and identifying and flagging funds ending and deficits to Business Managers, enabling proactive decision-making. This includes providing financial models, spend and trend analysis, budget variance reporting, and prioritizing recommendations for the department's planning decisions. The position will be knowledgeable and comfortable with complex research funding structures and adept at analyzing data from disparate systems to enable fact-based, timely, and collaborative decisions that enhance the mission of Wharton and its respective Research Centers. In addition to the core responsibilities, this role will collaborate closely with various departments to gain insights and implement streamlined processes for more seamless financial operations.This position will also collaborate closely with assigned Research Centers, acting as the Business Manager, and working with Financial Operations team on Research Centers business needs.Job DescriptionJob ResponsibilitiesOversee operating budget and financial analyses/modeling. Enhance short and longer term financial and operational planning and goals. Develop & maintain revenue and expense budgets, forecasts/projections, updates to quarterly budgets, and annual budget submission using Hyperion, Business Objects/Webi, Ben Financials, Excel, and other financial tools.Conduct in-depth analysis of future cash flow by reviewing endowment and gifts income, fee for service, grants, and special purpose funds. Manage outstanding receivables effectively, ensuring timely collections and accurate tracking. Incorporate receivables, endowment income and gift contributions into forward-looking cash evaluations to support financial planning and decision-making while understanding the contract/agreement restrictions with contributions. Continuously liaise with internal team and research centers via timely communication and collaborative team work to deliver quality assessments on current and future financial states, flagging funding concerns and way to optimize finances. Act as the business administrator for 1-2 research centers. Closely collaborate with assigned research centers, understanding the business activities driving the financials and working with financial operations to manage the research center's business needs.Perform additional duties as assigned.QualificationsBachelor's Degree with 5-7 years of related experience or an equivalent combination of education and experience is required. Previous budgeting and forecasting experience. Ability to multi-task. Strong accounting skills and knowledge of Penn's financial systems a plus.Previous financial planning and analysis, budgeting and forecasting experience required.Advance technical skills required (financial modeling).Excellent interpersonal and communication skills are essential, including professional email writing skills and the ability to enforce policies and guidelines diplomatically but assertively, including with those at higher levels.Please submit a resume and cover letter for consideration.Job Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolWharton SchoolPay Range$61,046.00 - $98,000.00 Annual RateSalary 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 BenefitsHealth, 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 To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/SteinbergDietrich-Hall/Finance-Manager--Wharton-Finance---Administration_JR00086948Copyright ©2022 Jobelephant.com Inc. All rights reserved.Posted by the FREE value-added recruitment advertising agency jeid-bf1e1a7a4a70df4cb5ba1da4724ea69f

Finance Manager, Wharton Finance & Administration

University of Pennsylvania, Philadelphia

University OverviewThe 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 TitleFinance Manager, Wharton Finance & AdministrationJob Profile TitleAccountant/Financial Analyst SeniorJob Description SummaryThe Finance Manager reports directly to the Associate Director, Research Centers. The Finance Manager will serve as an integral member of the Research Centers Financial Management team at Wharton Finance & Administration, providing centralized, comprehensive, and sophisticated financial analyses for the various Research Centers. The position will have primary responsibility for the operating budget and financial analysis/modeling, working with stakeholders to manage their budgets, allocating school funds, gift and endowment funds appropriately and reporting to the senior leadership on trends, cash positions, financial performance, and cash flow management for the various Research Centers.This position will be responsible for analyzing current and future cash flows for all Research Centers collaborating closely with Business Managers to ensure quality analysis. The role involves asking pertinent questions to provide valuable insights and identifying and flagging funds ending and deficits to Business Managers, enabling proactive decision-making. This includes providing financial models, spend and trend analysis, budget variance reporting, and prioritizing recommendations for the department's planning decisions. The position will be knowledgeable and comfortable with complex research funding structures and adept at analyzing data from disparate systems to enable fact-based, timely, and collaborative decisions that enhance the mission of Wharton and its respective Research Centers. In addition to the core responsibilities, this role will collaborate closely with various departments to gain insights and implement streamlined processes for more seamless financial operations.This position will also collaborate closely with assigned Research Centers, acting as the Business Manager, and working with Financial Operations team on Research Centers business needs.Job DescriptionJob ResponsibilitiesOversee operating budget and financial analyses/modeling. Enhance short and longer term financial and operational planning and goals. Develop & maintain revenue and expense budgets, forecasts/projections, updates to quarterly budgets, and annual budget submission using Hyperion, Business Objects/Webi, Ben Financials, Excel, and other financial tools.Conduct in-depth analysis of future cash flow by reviewing endowment and gifts income, fee for service, grants, and special purpose funds. Manage outstanding receivables effectively, ensuring timely collections and accurate tracking. Incorporate receivables, endowment income and gift contributions into forward-looking cash evaluations to support financial planning and decision-making while understanding the contract/agreement restrictions with contributions. Continuously liaise with internal team and research centers via timely communication and collaborative team work to deliver quality assessments on current and future financial states, flagging funding concerns and way to optimize finances. Act as the business administrator for 1-2 research centers. Closely collaborate with assigned research centers, understanding the business activities driving the financials and working with financial operations to manage the research center's business needs.Perform additional duties as assigned.QualificationsBachelor's Degree with 5-7 years of related experience or an equivalent combination of education and experience is required. Previous budgeting and forecasting experience. Ability to multi-task. Strong accounting skills and knowledge of Penn's financial systems a plus.Previous financial planning and analysis, budgeting and forecasting experience required.Advance technical skills required (financial modeling).Excellent interpersonal and communication skills are essential, including professional email writing skills and the ability to enforce policies and guidelines diplomatically but assertively, including with those at higher levels.Please submit a resume and cover letter for consideration.Job Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolWharton SchoolPay Range$61,046.00 - $98,000.00 Annual RateSalary 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 BenefitsHealth, 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

Sr. Analyst, Finance Strategy & Analytics

Comcast, Philadelphia

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.Job SummaryThe Cable HQ Financial Strategy & Analytics team is seeking a highly motivated, analytical thinker who will be a key contributor for a variety of financial and subscriber analyses used to inform headquarters/division leadership and help shape future Cable strategy. The team is a collaborative group of innovative thinkers, and is looking for someone eager to jump in and add value in this fast-paced, high-exposure role. Responsible for working cross-functionally to analyze data and determine trends utilizing a variety of data sources. Retrieves, analyzes and summarizes business, operations, employee, customer and/or economic data in order to develop business intelligence, optimize effectiveness, predict business outcomes and decision-making purposes. Involved with numerous key business decisions by conducting the analyses that inform our business strategy. This may include: impact measurement of new products or features, clustering or segmentation of customers to identify opportunities of differentiated treatment, deep dive analyses to understand drivers of key business trends, and development of frameworks to drive strategy for existing customers by balancing business priorities with customer activity. Has in- depth experience, knowledge and skills in own discipline. Acts as resource for colleagues with less experience.Job DescriptionCore ResponsibilitiesWorks with business leaders and stakeholders to understand data and analysis needs and develop technical requirements.Analyzes large, complex data to determine actionable business insights using self-service analytics and reporting tools. Queries disparate big data platforms such as Teradata, and EssbaseActs as a subject matter expert in one or more data subject areas such as line extension modeling, competitive industry benchmarking, and customer investment analysisCombines data as needed from disparate data sources to complete analysis.Identifies key business drivers and insights by conducting exploratory data analysis and coordinating with multiple business units.Analyzes the results of campaigns, offers or initiatives to measure their effectiveness and identifies opportunities for improvement. Communicates findings clearly and concisely through narrative-driven presentations and effective data visualizations to Company executives and decisionmakers.Promotes and evangelizes a culture of excellence, data driven discussions, healthy skepticism, intellectual curiosity, knowledge sharing, and teamwork.Consistent exercise of independent judgment and discretion in matters of significance.Regular, consistent and punctual attendance. Must be able to work nights and weekends, variable schedule(s) as necessary. Other duties and responsibilities as assigned.Employees at all levels are expected to:Understand our Operating Principles; make them the guidelines for how you do your job.Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.Win as a team - make big things happen by working together and being open to new ideas.Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.Drive results and growth.Respect and promote inclusion & diversity.Do what's right for each other, our customers, investors and our communities.Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law.EducationBachelor's DegreeWhile possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.Relevant Work Experience2-5 YearsPDN-9b3a9e19-85f5-4bd5-8231-81dd7c361b7a

Finance Pricing Analyst

Comcast, Philadelphia

Comcast Business offers a suite of Connectivity, Communications, Networking, Cybersecurity, Wireless, and Managed Solutions to help global organizations of all sizes prepare for what's next. Powered by the nation's largest Gig-speed broadband network and backed by 24/7 customer support, Comcast Business is the nation's largest technology provider to small businesses and one of the leading service providers to the Enterprise market. Comcast Business has been consistently recognized by industry analysts and associations as a leader and innovator, and one of the fastest growing providers of Ethernet services.Job SummaryPosition is responsible for preparing and reviewing financial and business case models for use in making individual sales opportunity pricing and capital funding decisions in a timely manner. Responsibility includes communicating to senior management the financial details, risks, and other relevant factors associated with specific business opportunities, as well as providing comprehensive reporting on opportunities. Position works with moderate guidance in own area of financial knowledge to help support overall business objectives.This role is fully virtual. MST location preferred.Job DescriptionCore ResponsibilitiesManage and facilitate the day to day financial review, analysis, and pricing approval process for customer opportunities in the Carrier Sales ChannelWork closely with the Sales and Sales Engineering teams to create unique deal pricing.Work closely with other organizations to incorporate deal specific costs into the pricing / financial modelsCreate and maintain financial models for all pricing approvals.Promote the adoption of and adherence to business modeling guidelines, as well as resolve various financial, modeling, and product issues as they arise in a timely manner.Must have good verbal and written communication skills to effectively explain financial scenarios to senior management teams as well as sales and product teams.Must have excellent Excel skills as position will require data manipulation and analysis. Also requires knowledge and understanding of financial metrics and modeling parameters such as Net Present Value, Internal Rate of Return, Free Cash Flow, and others.Performs additional business and financial analysis and tasks as required.Other duties and responsibilities as assigned.Employees at all levels are expected to:Understand our Operating Principles; make them the guidelines for how you do your job.Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.Know your stuff - be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.Win as a team - make big things happen by working together and being open to new ideas.Be an active part of the Net Promoter System - a way of working that brings more employee and customer feedback into the company - by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.Drive results and growth.Respect and promote inclusion & diversity.Do what's right for each other, our customers, investors and our communities.Disclaimer:This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications.Comcast is an EOE/Veterans/Disabled/LGBT employer.Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. Comcast will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law, including the Los Angeles Fair Chance Initiative for Hiring Ordinance and the San Francisco Fair Chance Ordinance.EducationBachelor's DegreeWhile possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience.Relevant Work Experience2-5 YearsPDN-9bc567ac-8759-4aaa-8f7b-fcdd83bb2384

Finance Coordinator

Wsfs Financial, Philadelphia

Job DescriptionNewLane Finance Company, powered by WSFS BANKPhiladelphia, PAFinance CoordinatorNewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a majority-owned subsidiary of WSFS Bank, a $20+ billion financial organization. NewLane Finance is seeking a Finance Coordinator with documentation experience to work collaboratively with NewLane's Business Development Representatives. The qualified candidate will be responsible for daily interaction with NewLane's Vendor community, preparing and assessing the accuracy of documentation and funding packages, while providing effective customer service NewLane's internal and external customers. Essential functions: Work collaboratively with Business Development Representatives to help close equipment finance transactions or to correct document deficiencies in an efficient and in a timely manner.When needed, provide transaction status updates to Business Development Representatives. Using DocuSign, prepare, review, send, and maintain finance end user agreements and related documents for approved transactions.Ensure all agreements and related documents are accurate and complete according to NewLane's policy and procedure guidelines.Complete welcome call with new customers to ensure all documentation terms and agreements are accurate.Using Cloud Lending and related Salesforce applications, set up finance transaction for proper billing and servicing.Perform fraud checks and due diligence while documenting and authorizing funding for new contracts.Assist customers and dealers with closing process requirements, such as, but not limited to, clearing documentation stipulations, agreement terms and conditions.Authorize and issue purchase order agreements to 3rd party equipment dealers.Prepare, review, and process documentation packages for a variety of asset types such as, construction equipment, technology (hardware and software), medical and veterinary, etc.General:Ability to work independently as well as collaboratively within a cross functional team.Proven ability to perform in a dynamic, high volume, transaction processing environment.Strong organizational skills and attention to detail.Excellent verbal and written communication skills.Provide exceptional customer service.Candidate should be self-motivated and possess a desire to learn.Assist Credit Management with ad-hoc projects.Comply with audit and documentation policy and procedure requirements.Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities.Qualifications:The successful candidate will possess a positive and "customer-centric" attitude, adhering to the core values of NewLane Finance.Leasing/financial industry/banking sector is preferred.Bachelor's Degree in related field preferred but not required.3+ years of experience in similar administrative role (i.e., Loan Processing, Documentation Review roles).Title vehicle documentation experience desired but not required.Finance agreement/documentation review experience preferred.Strong interpersonal skills and ability to leverage relationship building skills.Excellent computer skills to include, MS Office, Word, Excel, PowerPoint.Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment.Customer service focus and a professional approach to servicing B2B relationships.The successful candidate will receive a competitive compensation package, excellent benefits package to include: Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more...NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.NewLane Finance will not be able to provide Relocation or SponsorshipWSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected] is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Finance Coordinator

NewLane Finance, Philadelphia

NewLane Finance Company ("NewLane") is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to businesses primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane is a majority-owned subsidiary of WSFS Bank, a $20+ billion financial organization. NewLane Finance is seeking a Finance Coordinator with documentation experience to work collaboratively with NewLane's Business Development Representatives. The qualified candidate will be responsible for daily interaction with NewLane's Vendor community, preparing and assessing the accuracy of documentation and funding packages, while providing effective customer service NewLane's internal and external customers. Essential functions:Work collaboratively with Business Development Representatives to help close equipment finance transactions or to correct document deficiencies in an efficient and in a timely manner. When needed, provide transaction status updates to Business Development Representatives. Using DocuSign, prepare, review, send, and maintain finance end user agreements and related documents for approved transactions. Ensure all agreements and related documents are accurate and complete according to NewLane's policy and procedure guidelines. Complete welcome call with new customers to ensure all documentation terms and agreements are accurate.Using Cloud Lending and related Salesforce applications, set up finance transaction for proper billing and servicing.Perform fraud checks and due diligence while documenting and authorizing funding for new contracts.Assist customers and dealers with closing process requirements, such as, but not limited to, clearing documentation stipulations, agreement terms and conditions. Authorize and issue purchase order agreements to 3rd party equipment dealers.Prepare, review, and process documentation packages for a variety of asset types such as, construction equipment, technology (hardware and software), medical and veterinary, etc.General: Ability to work independently as well as collaboratively within a cross functional team.Proven ability to perform in a dynamic, high volume, transaction processing environment. Strong organizational skills and attention to detail. Excellent verbal and written communication skills.Provide exceptional customer service.Candidate should be self-motivated and possess a desire to learn.Assist Credit Management with ad-hoc projects.Comply with audit and documentation policy and procedure requirements. Must understand, abide and uphold audit procedures and internal controls related to essential duties and responsibilities. Qualifications:The successful candidate will possess a positive and "customer-centric" attitude, adhering to the core values of NewLane Finance.Leasing/financial industry/banking sector is preferred.Bachelor's Degree in related field preferred but not required. 3+ years of experience in similar administrative role (i.e., Loan Processing, Documentation Review roles). Title vehicle documentation experience desired but not required.Finance agreement/documentation review experience preferred. Strong interpersonal skills and ability to leverage relationship building skills. Excellent computer skills to include, MS Office, Word, Excel, PowerPoint. Proven ability to multi-task effectively in a fast paced, deadline-oriented sales environment. Customer service focus and a professional approach to servicing B2B relationships.The successful candidate will receive a competitive compensation package, excellent benefits package to include: Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more...NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.NewLane Finance will not be able to provide Relocation or Sponsorship

Enterprise Finance Internship Program (Rising Senior)

Comcast, Philadelphia