Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.

The defined natural career progression within or between job profiles.

Finance (F&B)

The Finance Planning Analyst supports the business unit and Strategic Financial Partner by providing oversight and expert guidance to unit leaders on budget and financial matters; serves as a subject matter expert in one or more budget or fiscal-related areas; advises unit leaders on budget management and financial controls; provides in-depth financial analysis, forecasting, and budget modeling; plays a key role in supporting long-term financial planning efforts and ensuring effective resource allocation aligns with the university's mission, strategic goals, and regulatory requirements.

• Collaborate 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
• Develop, maintain, and refine financial models to support long-range planning and scenario analysis
• Oversee assigned 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; 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
• Provide financial analyses for new initiatives, program reviews, and business plans, including ROI and cost-benefit assessments
• Assist in the preparation of the annual operating budgets, ensuring alignment with unit and institutional priorities
• Manage workforce planning and labor distribution for assigned business area(s); assist with annual salary increase program execution
• Support compliance with internal policies, external regulations, and audit requirements; oversee audits as required
• Partner with other university offices to ensure consistent data sources and accurate financial projections
• May supervise staff members, including hiring, development, and performance management

Level:

– Professional

Base Description:

– Completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates baseline working knowledge of routine work tasks. Follows the standard principles and practices. Acts under direct and frequent supervision using established procedures with detailed instructions. Participates as a team member and actively contributes to completion of team goals. Clearly communicates information.

Supervisory Responsibilities:

– None

Fiscal Responsibilities:

– Typically none

Problem Solving:

– Encounters routine problems
– Follows recommended course of action and procedures to resolve problems

Independence of Action:

– Work is closely monitored by supervisor
– Detailed instructions and procedures are provided
– Applies standard operating procedures with limited guidelines for deviation

Communication and Collaboration:

– Typically communicates internally within working unit
– Collaborates closely with team members
– Clearly communicates information, ideas, or instructions verbally and in writing

• Comp Grade – 7
• Minimum – $46,400.00
• MidPoint – $56,800.00
• Maximum – $67,300.00

• Accounting information systems
• Attention To Detail
• Consulting
• Data Analysis
• Document management
• Financial analysis
• Forecasting
• Organizational training
• Policy analysis
• Process management
• Report writing