Financial Planner supporting Financial Advisors in drafting wealth plans and analyses. Interacting with clients, performing research, and facilitating education for Financial Advisors and Client Specialists.
About the role
- Finance Support Coordinator assisting financial operations within Penn State campuses. Act as liaison for financial inquiries and collaborate on financial processes with various stakeholders.
Responsibilities
- Serve as the primary point of contact for financial inquiries from units
- Assist staff with guidance on financial processes and tools
- Provide financial information (e.g., cost object guidance, coding support) for transaction initiation handled by finance hubs
- Monitor the status of submitted requests and ensure timely resolution through proactive follow-up
- Collaborate closely with Strategic Finance Partner and Financial Analyst to ensure accurate financial coordination and alignment with broader planning activities
- Track recurring or systemic issues and escalate to and collaborate with relevant stakeholders to address root causes
- Support preparation of documentation, data gathering, or coordination efforts as needed for forecasting, planning, or financial reviews
- Help ensure unit staff understand how to access financial services, use self-service tools, and comply with institutional financial practices
- Collaborate in identifying opportunities to improve financial service delivery and communication
Requirements
- General Equivalency Diploma (GED) or High School (HS)
- 2+ years of relevant experience; or an equivalent combination of education and experience accepted
- Demonstrate strong analytical, organizational, and communication skills
- Ability to work effectively in a collaborative, deadline-driven environment
- Attention to detail and business acumen
- Strong customer service, problem solving, data analysis, financial analysis, and information analysis skills
- Document management, office administration, and records management experience
- Prior SIMBA, SAP Concur, Procurement, Accounts Payable, PSU Policy, and Financial Team experience (Preferred)
Benefits
- Comprehensive medical, dental, and vision coverage
- Robust retirement plans
- Substantial paid time off including holidays, vacation and sick time
- Generous 75% tuition discount for employees, spouses, and children
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