Director of Financial Planning and Analysis

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Direct and manage the annual budgeting process for the School.

• Create budget guidance and materials, evaluate submissions, lead departmental meetings, and formulate a plan that aligns with School and University priorities.

• Construct and enhance the School’s multi-year financial strategy utilizing assumptions and scenario modeling.

• Consolidate financial data into presentations and actionable recommendations.

• Oversee management reporting for the CFO, School leadership, and University stakeholders.

• Conduct monthly forecasts to pinpoint financial risks and opportunities.

• Offer ad hoc analysis to support strategic decision-making.

• Evaluate monthly and year-end financial outcomes and analyze key drivers and trends.

• Create and deliver financial presentations for audiences both financial and non-financial.

• Lead or assist with special projects and strategic initiatives.

• Identify opportunities for enhancing and streamlining budgeting, forecasting, and reporting processes.

• Provide departments with guidance on budgeting and financial analysis.

• Collaborate with Facilities and IT on capital projects and technology plans.

• Act as a liaison with the University’s finance team and FP&A Directors from across Harvard Schools.

• Represent the School in University-wide initiatives.

• Lead and directly supervise a team of three financial analysts.

• Cultivate a collaborative and innovative environment that promotes professional development, accountability, and ongoing learning.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience is required.

• A minimum of 10 years of relevant work experience is necessary.

• At least 7 years of experience in sponsored research finance in a complex higher education, hospital, healthcare, or academic medical center setting is required.

• Experience in higher education is strongly preferred.

• Supervisory experience is essential.

• Proven experience in leading strategic financial planning and modeling within a large, decentralized organization.

• Strong executive presence with the ability to distill complex financial information into clear communications and recommendations.

• Demonstrated capability to manage competing priorities and navigate ambiguity while maintaining a focus on detail and accuracy.

• Successful history of leading, mentoring, and developing analytical teams.

• Experience in developing and enhancing financial reporting, dashboards, and analytical tools.

• Advanced proficiency in financial systems and data analysis/presentation tools, such as Excel modeling, ERP systems, and PowerPoint.

• Excellent interpersonal and stakeholder management skills.

• Knowledge of or experience with university budgeting models, sponsored research environments, endowment-funded institutions, or capital planning processes is advantageous.

• Must fulfill work location sponsorship requirements.

• Harvard University cannot provide visa sponsorship for this role.

🏝️ Benefits

• Generous paid time off, including parental leave.

• Comprehensive medical, dental, and vision insurance coverage starting on day one.

• Retirement plans with contributions from the university.

• Resources for wellbeing and mental health.

• Support for families and caregivers.

• Opportunities for professional development, including tuition assistance and reimbursement.

• Commuter benefits.

• Discounts and campus perks.