Financial Planning and Analysis (FP&A) Consultant
The Faculty of Arts & Sciences (FAS) Office of Finance is a dynamic work environment that conducts strategic and financial analysis to inform resource allocation and decision-making for FAS Dean, Academic and Administrative Deans, and other Senior Leadership. As a Financial Planning and Analysis (FP&A) Consultant, you will conduct financial and budgetary analysis related to capital and fundraising, as well as special projects. The position reports to the Assistant Dean for Budget and Planning in the FAS Office of Finance.
This position plays a key role in developing the FAS budget and the multi-year financial plan. Senior Leadership will rely on this role to provide strategic insight on various financial issues and ad hoc projects outside of the annual budget process. This position acts as a subject matter expert, helping to inform decision-making across multiple areas, including capital and fundraising.
The incumbent in this position leads the planning, budgeting, and forecast processes and is responsible for reviewing all submissions to ensure that they follow the guidance provided by the Dean. The position also creates an executive summary that is presented to the FAS Dean so that she can understand the budget submission.
- Facilitate discussion of financial strategies and provide recommendations to senior leadership.
- Lead units in efforts to develop strategic financial plans that align with the unit's goals and priorities.
- Lead the development of complex annual budgets and forecasts.
- Develop specialized financial analyses, utilizing various systems to create unique reports to advise leadership on decision-making.
- Function as subject matter expert and provides specialized advice on complex accounting issues.
- Provide analytical and quantitative analysis to support decisions related to the preparation of the annual budget, mid-year forecasts, and multi-year financial plans
- Develop reporting for use in financial planning
- May function as subject matter expert and/or project lead
- Advise unit/school on financial questions (e.g., endowment planning, sponsored awards, and capital planning considerations) in support of financial processes
- Design and deliver presentations that educate School leadership on key financial issues
- Work closely with other groups within the school/unit finance area to better understand University-wide financial management issues that inform planning, reporting, and analysis
- Provide staff mentoring and training
- Ensure financial compliance with University policies and procedures and applicable legal rules and regulations
- Bachelor's degree or equivalent work experience required
- Minimum of 8 years' relevant work experience
- MBA or Master's Degree in relevant field preferred
- Knowledge of Microsoft Office Suite, intermediate Excel skills
- Advanced knowledge of budget management, financial analysis, and financial modeling; working knowledge of accounting principles
- Demonstrated experience with financial systems and data query tools
- Work is performed in an office setting
The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up-to-date on CDC-recommended vaccines.
We regret that we are unable to provide visa sponsorship for this position.
All formal offers will be made by FAS Human Resources.
We invite you to visit Harvard's Total Rewards website 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.
Department Office Location
USA - MA - Cambridge
F0959P Financial Analyst V
Hybrid (partially on-site, partially remote)
FAS Office of FInance
Administration and Finance
00 - Non Union, Exempt or Temporary
Commitment to Equity, Diversity, Inclusion, and Belonging
Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.
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.