Associate Director of Financial Planning and Analysis

Harvard University
Position Title: Associate Director of Financial Planning and Analysis
Req ID: 66696BR
School or Unit: Harvard Library
Description: Position Description
Although this position will remain posted until filled, applicants are strongly encouraged to apply by end of day on September 13, 2024.
The Harvard Library Financial Planning and Analysis (FP&A) team seeks to recruit a talented and driven Associate Director to join our team. The FP&A team leads the library in financial planning, analysis, and guidance on matters including budgeting, forecasting, capital project planning, fund management and compliance, FTE management, as well as ah-hoc projects for Harvard Library and Harvard College Library funds. The annual budget includes revenue sources largely consisting of the allocation, endowments, and subventions that support FTEs (including students), space (rent, operations & maintenance, capital), collections development, and other library related expenses.
The Associate Director (AD) will report to the Senior Director of Financial Planning and Analysis and support the management of budget, multi-year financial planning, and capital planning related deliverables to central units. The Associate Director will identify operational and financial risks and opportunities with the Senior Director and lead the library and FP&A in strategic financial planning and forecasting, sustaining financial stewardship, and be a resource for library leadership on decision-making thus enabling library priorities.
DUTIES AND RESPONSIBILITIES

• In collaboration with the Senior Director, leads FP&A, library budget managers, and VPDR in the HCL budget and MYFP development, reporting and presenting to VP of library and FAS Finance.
• Review HCL budget and endowments to identify financial risks and strategize with Senior Director opportunities for long-term financial sustainability, enabling operations and achieving library goals.
• Investigate University discussions on the exploration of GenAI at Harvard and how to leverage financial systems and tools to enhance efficiency and accuracy of administrative work, and strategic decision-making capabilities.
• Develop and implement internal documentation for HCL FP&A related files and deliverables throughout the year, creating FP&A workflow, coverage, and business continuity.
• Develop and implement new and advanced financial analysis workflows and techniques to enhance FP&A services to Library clients.
• Collaborate with cross-functional teams to ensure alignment to financial plans with strategic objectives.
• Manage a budget portfolio consisting of quarterly financial analysis, reporting, meeting, and FTE management. Provide financial planning guidance to library budget managers and on fund management.
• Perform additional ad-hoc financial analysis as needed to inform library leadership and to aid in decision-making.
• May provide mentoring and training to staff.
• Contributes to the overall goals of the department as appropriate.
• Provide support as needed to further the integration of the Harvard Library and Harvard College Library finance organization.

Basic Qualifications

• Bachelor's degree or equivalent work experience required
• Minimum of 8 years' relevant work experience

Additional Qualifications and Skills

• Supervisory experience preferred.
• Advanced knowledge and experience with Microsoft Office Suite, Excel and PowerPoint skills.
• Advanced knowledge and experience of budget management, financial analysis, financial modeling; working knowledge of accounting principles.
• Advanced knowledge and experience with financial systems and data query tools.
• Harvard financial administrative systems (HUBS, SmartView, Oracle, CAPS, CPATH, PeopleSoft) knowledge and experience a plus.
• Ability to work in ambiguous environment: to define objectives, set tasks, build relationships, and achieve outcomes.
• Excellent written and verbal communication skills.
• Excellent interpersonal skills: ability to work well within a large and complex organization; ability to build strong relationships with constituents and provide services and information to meet their needs.
• Collaborative working style with excellent consultative, project management, problem solving and presentation skills.
• Demonstrated commitment to equity, diversity, inclusion, belonging and antiracism.

Working Conditions

• The work associated with this position is performed in a library/office setting.
• The position is based on site in Cambridge, MA. There may be the opportunity for a hybrid work model compliant with Harvard University policies.
• Work location is responsive and subject to change based on business needs. Requests for flexibility will be considered consistent with Harvard University flexwork policies.

Benefits
We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:

• Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
• Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
• Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
• Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
• Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
• Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
• Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
• Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
• Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

LinkedIn Recruiter Tag (for internal use only)
#LI-MG1
Department Office Location: USA - MA - Cambridge
Job Code: F0959P Financial Analyst V
Job Function: Finance
Work Format: Hybrid (partially on-site, partially remote)
Sub Unit: ------------
Salary Grade: 059
Department: Administration and Financial Services
Salary Range: $ 102,300 - $179,100
Union: 00 - Non Union, Exempt or Temporary
Time Status: Full-time
Pre-Employment Screening: Criminal, Education, Identity
Commitment to Equity Diversity Inclusion and Belonging: Across the Harvard Library, our work is enriched by our diverse campus community. Our unique and wide-ranging abilities, experiences, and perspectives are integral to achieving Harvard University's mission of excellence in research, teaching, and learning for our patrons, our collections, and our workplace. We believe that an inclusive environment that cultivates and promotes understanding, respect, and collaboration across our diverse workforce enables our success.

We invite individuals with diverse backgrounds, experiences and abilities to be a part of our community of over 700 staff members. Our work with faculty, students and researchers to explore answers to intellectual questions, enduring and new, and to seek solutions to the world's most consequential problems, requires that we not only reflect, but also champion our diverse society.

Harvard Library inspires collaboration, reflection, experimentation, and discovery connecting users to related disciplines and to University-wide teaching resources. The Library engages users through curated discovery, digital collections, reimagined physical space, and specialized research support. Today, Harvard Library's holdings range from traditional print collections to rapidly expanding access to digital resources. Harvard Library provides the University's faculty, students, and researchers-now and in the future-with exceptional experiences and comprehensive access to these materials.

Learn more about our contributions to the academic enterprise by visiting us at http://library.harvard.edu and about the Harvard University community at http://hr.harvard.edu/why-harvard.

The Harvard Library is a proud member of the Association of College & Research Libraries (ACRL) Diversity Alliance.
EOE Statement: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

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