Executive Director, Financial Policies and Processes

Penn Information Systems & Computing

. Lead the University-wide financial policy framework, including development, review, approval, communication, and ongoing governance .

Posted 11/9/2026full-timePhiladelphia • Pennsylvania • United StatesLead💰 $167,379 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, policy development, and training strategy implementation, with a strong focus on collaboration and continuous improvement across the financial community. Proven ability to lead transformation initiatives and engage effectively with diverse stakeholders to enhance financial stewardship and compliance.

Highest-signal resume keywords

Financial ManagementLeadershipProject ManagementBudgetingChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisModeling SkillsPolicy DevelopmentProcess ImprovementERP TransformationBudgetingFiscal ManagementLong-Range Strategy DevelopmentFinancial StewardshipCompliance

Soft Skills

CommunicationCollaborationService OrientationEngagementTeam Development

Tools & Technologies

Microsoft ExcelUniversity of Pennsylvania Financial Systems

Industry Keywords

Financial Policy FrameworkFinancial Training StrategyDistributed Financial CommunityBusiness Process ImprovementChange Management

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead the University-wide financial policy framework, including development, review, approval, communication, and ongoing governance
Lead a comprehensive University-wide financial training strategy covering financial systems and major financial processes and responsibilities
Strengthen capabilities of the distributed financial community through role-based training, professional development, cross-training, communication, and engagement
Serve as a trusted advisor to senior leadership and maintain partnerships and feedback loops with the decentralized financial community
Work with EVP divisions and campus teams on policy and training consistency
Identify and lead business process improvement and innovation opportunities across the Division of Finance
Facilitate discovery, design, and implementation of selected process improvements
Lead financial systems strategy, process improvement, and the University's multi-year ERP transformation in partnership with ISC
Engage schools, centers, and the distributed financial community to shape priorities and requirements
Lead business readiness and change management efforts for successful adoption
Lead, manage, and develop the team responsible for financial policies and University-wide financial training
Establish priorities, accountability, and a culture of collaboration, service, and continuous improvement
Perform additional duties as assigned

Requirements

What you’ll need

Bachelor’s degree required; Master’s degree preferred
Minimum of 8 years in Financial Management or related field
Strong leadership, communication, and project management skills
Demonstrated knowledge of budgeting and fiscal management
Strong financial, analytical, and modeling skills
Experience with the University of Pennsylvania financial systems preferred
Advanced user skills with Excel and other Microsoft programs
Enterprise-minded leader with deep financial and operational knowledge
Ability to develop long-range transformation strategies and work through detailed financial policies and processes
Ability to engage with technology teams and understand the needs of financial practitioners
Strong service orientation with high standards for financial stewardship, compliance, and accountability
Effective ability to connect policy, people, process, data, and technology

Benefits

Comp & perks

Comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits
Flexible spending accounts for eligible health care and dependent care expenses
Tuition assistance for employees, spouses, and dependent children
Tuition assistance for dependent children at other institutions
Basic, Matching, and Supplemental retirement plans
Pre-tax or Roth retirement savings options
Investment options through TIAA and Vanguard
Substantial time away from work
Long-term care insurance
Wellness and work-life programs and resources
Professional and personal development resources
Access to University libraries, athletic facilities, arboretum, art galleries, and cultural and recreational activities
Discounts on arts, entertainment, transportation, mortgages, cars, cellular phone plans, movie tickets, and theme parks
Flexible work options, including non-traditional work hours, locations, and/or job structures
Forgivable loan through Penn Home Ownership Services for eligible employees buying a home or residing in West Philadelphia
Adoption assistance for qualified expenses, for up to two adoptions in the household