Financial Planning Analyst
ID: 7150651 (Ref.No. hh-62675BR)
Posted: May 26, 2023
Application Deadline: Open Until Filled
Harvard Medical School’s Office for External Education (OEE) provides broad access to a breadth of learners, including current and aspiring healthcare professionals; leaders at all levels within companies that serve the healthcare industry; and individuals seeking to live healthier lives. OEE programs, products, and content created by our 12,000-member faculty, draw upon firsthand clinical insights based on their breakthrough research and best practices.
OEE is a rapidly growing business with multiple business lines, 14+ orgs, a staff of ~150, and over 400 programs delivered in multiple means (live, live-virtual, online, blended) across the globe. Revenues are generated through B2B and B2C relationships, as well as grant and gift funding.
Independently perform diverse financial analyses and assist the department with financial planning efforts, budgeting, and monthly/quarterly reporting.
- Assist in the development of budgets and forecasts (quarterly, annual, and multi-year) to facilitate business growth; responsible for a portfolio of units.
- Provide analytical and quantitative analysis to support decisions related to the preparation of the annual budget, mid-year forecasts, and multi-year financial plans.
- Analyze financial data to identify potential risks and issues. Present data, both quantitative and qualitative, in a way that is meaningful and beneficial to departments and colleagues.
- Work independently to review, interpret and communicate financial results, including researching and resolving issues and variances, escalating as needed.
Typical Core Duties:
- Conduct complex financial analyses and update financial models and projections.
- Assist in the development and analysis of KPIs and metrics that drive business insight and ensure financial controls.
- Provide technical advice and problem resolution for the department.
- Develop financial models and projections for units and programs.
- Develop and produce standard and ad-hoc financial reporting for the department.
- Design and deliver presentations that educate leadership on key financial issues.
- Implement and develop best practices for systems and reporting solutions.
- Monitor and report on active gift and grant awards, communicating to key stakeholders on a regular basis.
- Develop, support, and contribute to a culture of continuous improvement.
- Ensure financial compliance with University policies and procedures and applicable legal rules and regulations.
- Other duties as required.
- Bachelor’s degree or equivalent work experience required
- Minimum of 5 years’ relevant work experience
Additional Qualifications and Skills
- Bachelor's degree in accounting or finance preferred
- Strong analytical skills and ability to work with large sets of data
- Excellent attention to detail and ability to deliver exceptional customer service
- Ability to handle multiple tasks and prioritize critical requests in a fast-paced environment
- Works independently or collaboratively with minimal supervision
- Grants experience preferred but not required
- Experience with Microsoft Excel and other Office suite applications
Additional InformationCover letter strongly encouraged as part of the application process.
This position is based in Boston, but the work may be done primarily remote. Any remote work must be performed in a state in which Harvard is registered to do business (CA*, CT, GA, IL, MA, MD, ME, NH, NJ, NY, RI, VA, VT, and WA). Individual flexible and remote work options for this role will be discussed during the interview process. *Note: Harvard employees working in California must be exempt.
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.
Please note that we are currently conducting a majority of interviews and onboarding remotely and virtually. We appreciate your understanding.
The Harvard Medical School is not able to provide visa sponsorship for this position.
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Commitment to Equity, Diversity, Inclusion, and BelongingWe are committed to cultivating an inclusive workplace culture of faculty, staff, and students with diverse backgrounds, styles, abilities, and motivations. We appreciate and leverage the capabilities, insights, and ideas of all individuals. Harvard Medical School Mission and Community Values
EEO StatementWe 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.
Harvard Medical School strives to cultivate an environment that promotes inclusiveness and collaboration among students, faculty and staff and to create new avenues for discussion that will advance our shared mission to improve the health of people throughout the world.