Penn State University
Financial Specialist - Ben Franklin Technology Partners
Penn State University, Franklin, Tennessee, us, 37068
Financial Specialist - Ben Franklin Technology Partners page is loaded## Financial Specialist - Ben Franklin Technology Partnerslocations:
Penn State University Parktime type:
Full timeposted on:
Posted Todayjob requisition id:
REQ\_0000073922# **APPLICATION INSTRUCTIONS:*** ## CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please to complete the. Please do not apply here, apply internally through Workday.* ## CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please to complete the Please do not apply here, apply internally through Workday.* ## If you are NOT a current employee or student, please click “Apply” and complete .### **Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see .**This position is funded for 1 year(s); continuation past 1 year(s) will be based on university need, performance, and/or availability of funding.###
**POSITION SPECIFICS**For nearly 40 years, Ben Franklin Technology Partners of Central and Northern Pennsylvania, Inc. (Ben Franklin/CNP) has been the largest early-stage investor and supporter of technology-based startup companies across 32 counties of central and northwestern Pennsylvania. Headquartered in State College with offices in Erie, Harrisburg, Lancaster, and Johnstown, Ben Franklin/CNP's high-risk, early-stage investments, along with robust management assistance, help local entrepreneurs launch startups and create jobs that achieve prosperity and a higher quality of life for our region. Our portfolio spans 136+ companies—from pre-revenue ventures to rapidly scaling operations to companies navigating market challenges—across startup technology and entrepreneurial manufacturing sectors.We are seeking an analytical, strategically minded **Financial Specialist** with deep experience of evaluating early-stage companies, forecasting growth-stage cash flows, and translating complex financial data into actionable insights to inform investment decisions.In this role, you will work alongside a team of Portfolio Managers and subject-matter experts to conduct rigorous financial due diligence, develop financial models, monitor portfolio company health, and provide the financial intelligence that shapes Ben Franklin/CNP's investment strategy and board-level decisions. If you have built your career analyzing startups, managing venture portfolios, or helping high-growth companies navigate burn rates and capital allocation, this is your opportunity to own the financial narrative for an entire portfolio of transformational companies.This position is based in our State College, PA office. This is not a remote work position.This role will be filled at the **Financial Specialist - Principal Professional or Senior Professional** level, based on the successful candidate's qualifications.**The Role: Why This Opportunity Matters:** As a Financial Analyst at Ben Franklin/CNP, you will serve as a trusted financial advisor and strategic influencer on our investment committee. Unlike traditional corporate finance roles where analysis flows upward through hierarchies, you will work directly with Portfolio Managers, operational experts, and our leadership team to evaluate the financial health and investment potential of companies across our portfolio. Your financial models, due diligence findings, and cash flow forecasts will directly inform investment decisions and shape organizational financial strategy. You will have visibility into board-level discussions, contribute to financial policy development, and help refine rigorous frameworks that ensure sound decision-making across a diverse and dynamic portfolio. Your work impacts not only investment returns, but the success of our growing portfolio of companies—and the jobs and innovations they create across central Pennsylvania.**Core Responsibilities:*** **Investment Due Diligence and Financial Analysis -** You will conduct comprehensive financial due diligence on prospective portfolio companies, evaluating early-stage ventures that may be pre-revenue, partially funded, or preparing for Series A/B financing. This includes analyzing three-year financial projections, cash flow statements, burn rate analyses, revenue models, and capital requirements. You will examine business models, assess unit economics, identify financial risks and opportunities, and prepare detailed financial analyses that present your findings and recommendations to the investment committee. You will also conduct financial reviews of acquisition, merger, or secondary investment opportunities, analyzing the highest and best return-on-investment potential. Your analysis will include evaluating manufacturing operational efficiency metrics where relevant, and you will develop standardized due diligence frameworks and checklists to enhance consistency and rigor across all investment evaluations.* **Portfolio Company Financial Health Monitoring and Advisory -*** **Financial Reporting, Forecasting, and Internal Analytics -** You will prepare monthly, quarterly, and annual financial forecasts, reports, and analyses for internal use by Ben Franklin/CNP leadership and our board of directors. This includes portfolio performance summaries, investment pipeline analyses, cash flow forecasts, variance reports, and trend analyses that identify patterns or emerging risks across the portfolio. You will develop ad hoc financial models and analytical tools as needed to support strategic decision-making. You will work with portfolio companies to improve the timeliness and quality of their financial reporting, establishing expectations, providing templates, and conducting reviews to ensure data consistency and accuracy. You will verify funding sources to ensure appropriate spending and billing practices; analyze and monitor spending against restricted and unrestricted funds to ensure compliance with requirements. You will maintain a centralized database of portfolio company financials, ensuring records are organized, auditable, and readily accessible for internal review or external audit.* **Operational and Administrative Responsibilities -** You will prepare and manage project and grant-specific budgets. You will track and report on grants, contracts, and program expenditures. You will perform data entry and database management related to portfolio company financials and investments, maintain accurate records of financial transactions and supporting documentation, and assist with accounts payable and accounts receivable functions as needed. You will support the annual independent audit process by creating and maintaining documentation that enables external auditors to verify financial accuracy and compliance. You will attend staff meetings and board meetings as appropriate, remaining fully prepared to provide financial analysis, answer questions, and respond to requests for additional data or analysis. You will handle sensitive financial information with discretion and maintain strict confidentiality of proprietary company data and investment deliberations.* **Special Projects and Strategic Initiatives -** You will assist in the preparation and compilation of periodic forecasts and budget processes for Ben Franklin/CNP operations. You will prepare financial summaries, specialized reports, and presentations for board review. You will support regulatory reporting requirements as directed. You will participate in special projects that support organizational financial strategy, operational cost savings and/or improvements, or portfolio company financial health initiatives as assigned by leadership. You will assist in financial training for administrative staff and ensure compliance with the university’s policies, procedures, and financial requirements.**Skills and Experience:** Direct experience in #J-18808-Ljbffr
Penn State University Parktime type:
Full timeposted on:
Posted Todayjob requisition id:
REQ\_0000073922# **APPLICATION INSTRUCTIONS:*** ## CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please to complete the. Please do not apply here, apply internally through Workday.* ## CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please to complete the Please do not apply here, apply internally through Workday.* ## If you are NOT a current employee or student, please click “Apply” and complete .### **Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see .**This position is funded for 1 year(s); continuation past 1 year(s) will be based on university need, performance, and/or availability of funding.###
**POSITION SPECIFICS**For nearly 40 years, Ben Franklin Technology Partners of Central and Northern Pennsylvania, Inc. (Ben Franklin/CNP) has been the largest early-stage investor and supporter of technology-based startup companies across 32 counties of central and northwestern Pennsylvania. Headquartered in State College with offices in Erie, Harrisburg, Lancaster, and Johnstown, Ben Franklin/CNP's high-risk, early-stage investments, along with robust management assistance, help local entrepreneurs launch startups and create jobs that achieve prosperity and a higher quality of life for our region. Our portfolio spans 136+ companies—from pre-revenue ventures to rapidly scaling operations to companies navigating market challenges—across startup technology and entrepreneurial manufacturing sectors.We are seeking an analytical, strategically minded **Financial Specialist** with deep experience of evaluating early-stage companies, forecasting growth-stage cash flows, and translating complex financial data into actionable insights to inform investment decisions.In this role, you will work alongside a team of Portfolio Managers and subject-matter experts to conduct rigorous financial due diligence, develop financial models, monitor portfolio company health, and provide the financial intelligence that shapes Ben Franklin/CNP's investment strategy and board-level decisions. If you have built your career analyzing startups, managing venture portfolios, or helping high-growth companies navigate burn rates and capital allocation, this is your opportunity to own the financial narrative for an entire portfolio of transformational companies.This position is based in our State College, PA office. This is not a remote work position.This role will be filled at the **Financial Specialist - Principal Professional or Senior Professional** level, based on the successful candidate's qualifications.**The Role: Why This Opportunity Matters:** As a Financial Analyst at Ben Franklin/CNP, you will serve as a trusted financial advisor and strategic influencer on our investment committee. Unlike traditional corporate finance roles where analysis flows upward through hierarchies, you will work directly with Portfolio Managers, operational experts, and our leadership team to evaluate the financial health and investment potential of companies across our portfolio. Your financial models, due diligence findings, and cash flow forecasts will directly inform investment decisions and shape organizational financial strategy. You will have visibility into board-level discussions, contribute to financial policy development, and help refine rigorous frameworks that ensure sound decision-making across a diverse and dynamic portfolio. Your work impacts not only investment returns, but the success of our growing portfolio of companies—and the jobs and innovations they create across central Pennsylvania.**Core Responsibilities:*** **Investment Due Diligence and Financial Analysis -** You will conduct comprehensive financial due diligence on prospective portfolio companies, evaluating early-stage ventures that may be pre-revenue, partially funded, or preparing for Series A/B financing. This includes analyzing three-year financial projections, cash flow statements, burn rate analyses, revenue models, and capital requirements. You will examine business models, assess unit economics, identify financial risks and opportunities, and prepare detailed financial analyses that present your findings and recommendations to the investment committee. You will also conduct financial reviews of acquisition, merger, or secondary investment opportunities, analyzing the highest and best return-on-investment potential. Your analysis will include evaluating manufacturing operational efficiency metrics where relevant, and you will develop standardized due diligence frameworks and checklists to enhance consistency and rigor across all investment evaluations.* **Portfolio Company Financial Health Monitoring and Advisory -*** **Financial Reporting, Forecasting, and Internal Analytics -** You will prepare monthly, quarterly, and annual financial forecasts, reports, and analyses for internal use by Ben Franklin/CNP leadership and our board of directors. This includes portfolio performance summaries, investment pipeline analyses, cash flow forecasts, variance reports, and trend analyses that identify patterns or emerging risks across the portfolio. You will develop ad hoc financial models and analytical tools as needed to support strategic decision-making. You will work with portfolio companies to improve the timeliness and quality of their financial reporting, establishing expectations, providing templates, and conducting reviews to ensure data consistency and accuracy. You will verify funding sources to ensure appropriate spending and billing practices; analyze and monitor spending against restricted and unrestricted funds to ensure compliance with requirements. You will maintain a centralized database of portfolio company financials, ensuring records are organized, auditable, and readily accessible for internal review or external audit.* **Operational and Administrative Responsibilities -** You will prepare and manage project and grant-specific budgets. You will track and report on grants, contracts, and program expenditures. You will perform data entry and database management related to portfolio company financials and investments, maintain accurate records of financial transactions and supporting documentation, and assist with accounts payable and accounts receivable functions as needed. You will support the annual independent audit process by creating and maintaining documentation that enables external auditors to verify financial accuracy and compliance. You will attend staff meetings and board meetings as appropriate, remaining fully prepared to provide financial analysis, answer questions, and respond to requests for additional data or analysis. You will handle sensitive financial information with discretion and maintain strict confidentiality of proprietary company data and investment deliberations.* **Special Projects and Strategic Initiatives -** You will assist in the preparation and compilation of periodic forecasts and budget processes for Ben Franklin/CNP operations. You will prepare financial summaries, specialized reports, and presentations for board review. You will support regulatory reporting requirements as directed. You will participate in special projects that support organizational financial strategy, operational cost savings and/or improvements, or portfolio company financial health initiatives as assigned by leadership. You will assist in financial training for administrative staff and ensure compliance with the university’s policies, procedures, and financial requirements.**Skills and Experience:** Direct experience in #J-18808-Ljbffr