Associate Director, Shared Services Financial Operations, Wharton Finance & Administration

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Associate Director, Shared Services Financial Operations, Wharton Finance & Administration

Associate Director D, Business and Finance

Wharton School Overview Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With campuses in both Philadelphia and San Francisco, Wharton has over 850 staff, a faculty population of more than 235 renowned professors, and 5,000 undergraduate, MBA, executive MBA, and doctoral students.

Each year 13,000 professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Wharton is home to a dynamic community of staff, bringing a wide range of skills, experiences, and perspectives.

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The Associate Director serves as the principal operational and strategic lead for all financial activities within Finance and Administration, acting as the Director of Fiscal and Business Operations’ second-in-command and primary delegate for day-to-day financial operations. This role functions as the central point of coordination for financial management across the School’s largest administrative departments, ensuring alignment with institutional priorities and consistent execution of financial policies.

The Associate Director oversees comprehensive financial operations, including budgeting, forecasting, reporting, and operational oversight, with accountability for accuracy, timeliness, and transparency. In close partnership with the Director, this role translates strategic objectives into executable financial plans, supports data-informed decision-making, and ensures that departmental operations are financially sound and compliant with school and university policies. Key responsibilities include leading the annual budget and projections, managing financial operations, and serving as the primary liaison between administrative departments, central finance offices, and external partners.

The Associate Director is responsible for designing, implementing, and continuously improving financial and operational processes that enable departments to operate efficiently and make informed decisions. This position requires deep financial expertise, strong operational judgment, and the ability to build trusted relationships across all levels of the organization while driving strategic initiatives that strengthen financial performance and organizational effectiveness.