Job Description

Job Summary : Independently perform financial analysis to support department’s role in assisting management with financial planning efforts, budget analysis and monthly reporting.

Position Description:
Reporting to the Director of Financial Planning and Analysis, the Financial Analyst plays a key role at the Harvard Radcliffe Institute (HRI) by contributing expertise in financial planning, budgeting, reporting, and the management of restricted funds. The Financial Analyst exercises independent judgment and analytical skills, providing insightful data analysis and financial reports to facilitate informed decisions by senior management.

In a highly collaborative team atmosphere, the Financial Analyst partners with other financial staff to streamline and enhance financial processes, including close collaboration with the Director of Financial Planning and Analysis on all aspects of the work. This includes participating in cross-departmental initiatives, identifying opportunities for process improvement, and implementing best practices in financial management. The analyst's efforts ensure financial integrity and compliance with university policies, ultimately supporting HRI’s mission and financial sustainability.

Position-specific Duties and Core Responsibilities:

• Helps facilitate the annual operating budget, multi-year financial plan, quarterly forecast, and fiscal year-end processes, completing the work with a high degree of independence.
• Generates, reviews, and disseminates comprehensive departmental monthly financial reports.
• Independently allocates, monitors, and forecasts restricted fund balances to aid in budget preparation, departmental spending, and donor stewardship reporting.
• Prepares and maintains documentation and journal entries for the use of restricted funds.
• Consults and collaborates with departments and finance team on financial inquiries, conduct analyses, and resolve budget variances.
• Performs financial modeling and ad-hoc analyses; prepares management reports and financial presentations to support the CFO and senior leadership as needed
• Ensures adherence to financial compliance within University policies and procedures, identifies and communicates potential risk areas.
• Keeps current of all relevant federal, state and University regulations, laws and policies as they presently exist and as they change or are modified
• Supports departmental needs through ad hoc projects and requests.
• Demonstrates technical and analytical expertise, delivers timely follow-through on commitments, and provides excellent customer service.

Position-specific requirements:
Successful candidates will have a bachelor's degree preferably in finance, accounting, business, or a related field, and will have three to five years' experience in financial analysis and budget management. They will demonstrate:

• Strong quantitative and analytical skills, primarily using advanced Excel
• Advanced knowledge of budget management, financial analysis and financial modeling; working knowledge of accounting principles
• Experience with financial systems and data query tools
• Proficiency in PowerPoint
• Excellent written and verbal communication skills
• Strong customer service skills and ability to build effective working relationships.

Physical Requirements:

• Extended periods of sitting at a desk using a computer. Frequent use of hands for data entry and handling paperwork.
• Ability to focus on detailed financial data and reports.
• The role requires mobility to attend meetings across the campus and other external locations.
• Additional physical/mental requirements may not be listed above but are inherent in performing the position's essential functions.

Working Conditions:

• The work associated with this position is performed in an office environment.
• The role demands flexibility outside the traditional 9-5 schedule particularly during budgeting cycles, end-of-quarter, and fiscal year-end periods.
• Work is performed in a fast-paced environment with frequent deadlines and the need for accuracy.

Qualifications

Basic Qualifications:

• Bachelor’s degree or equivalent work experience required
• Minimum of 3 years’ relevant work experience

Additional Qualifications and Skills:

• Experience with Oracle budgeting and reporting applications, including SmartView, a plus
• Restricted fund management experience
• Highly organized and detail-oriented; able to effectively manage time and prioritize across multiple projects simultaneously
• Willingness to learn new financial programs and explore new methods for continual process improvement

Additional Information

• Standard Hours/Schedule: 35 hours per week
• Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position
• Pre-Employment Screening: Education, Employment, Identity
• Other Information:
  Cover Letter:
  Please note that cover letters are required for every application for a position at the Radcliffe Institute. Please combine your cover letter and resume into a single document that is uploaded when you are instructed in the application.

Interviews:
We hope to conduct interviews virtually and invite finalist candidates for on campus interviews. We appreciate your understanding and flexibility with our interview process.

Work Format Details

This is a position that is based at a Harvard campus location with some remote work options available. Additional details will be discussed during the interview process. All remote work must be performed within one of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Salary Grade and Ranges

This position is salary grade level 056. Please visit Harvard's Salary Ranges to view the corresponding salary range and related information.

Benefits

Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to:

• Generous paid time off including parental leave
• Medical, dental, and vision health insurance coverage starting on day one
• Retirement plans with university contributions
• Wellbeing and mental health resources
• Support for families and caregivers
• Professional development opportunities including tuition assistance and reimbursement
• Commuter benefits, discounts and campus perks

Learn more about these and additional benefits on our Benefits & Wellbeing Page.

EEO/Non-Discrimination Commitment Statement

Harvard University is committed to equal opportunity and non-discrimination. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard’s academic purposes.

Harvard has an equal employment opportunity policy that outlines our commitment to prohibiting discrimination on the basis of race, sex, ethnicity, color, national origin, religion, disability, or any other characteristic protected by law or identified in the university’s non-discrimination policy. Harvard’s equal employment opportunity policy and non-discrimination policy help all community members participate fully in work and campus life free from harassment and discrimination.