Associate Director of Financial Planning and Analysis

**Although the position will remain posted until filled, applicants are strongly encouraged to apply by the end of the day on Monday, November 23, 2026.**
Job-Specific Responsibilities:
The Associate Director of Financial Planning & Analysis (FP&A) serves as a strategic finance leader for Harvard College Library, providing leadership in financial planning, budgeting, forecasting, multi-year financial planning, capital planning, fund management, and decision support across a diverse portfolio of operating, endowment, and restricted funds.
Reporting to the Senior Director of Financial Planning & Analysis, the Associate Director leads the Harvard College Library financial portfolio and supervises members of the FP&A team. The Associate Director partners closely with library leadership, budget managers, Accounting, VPDR, FAS Finance, and other University stakeholders to provide strategic financial guidance, strengthen financial stewardship, develop staff, improve business processes, and support informed decision-making that advances the Library's mission and institutional priorities.
DUTIES AND RESPONSIBILITIES
Team Leadership & Organizational Development
Supervise, mentor, coach, and develop FP&A staff by providing technical guidance, establishing priorities, managing workloads, reviewing work products, and supporting professional growth.
Foster a collaborative, customer-focused, and high-performing team culture that promotes accountability, continuous improvement, innovation, and exceptional client service.
Support recruitment, onboarding, training, performance management, and succession planning to strengthen organizational capacity and develop future finance leaders.
Establish, maintain, and continuously improve FP&A documentation, shared file structures, workflow standards, internal controls, and business continuity plans to promote operational consistency, knowledge transfer, and organizational resilience.
Financial Strategy, Budget & Resource Stewardship
In partnership with the Senior Director, lead the development, implementation, monitoring, and presentation of the Harvard College Library annual operating budget, quarterly forecasts, multi-year financial plan (MYFP), capital planning, and related financial deliverables for library leadership, the Vice President for the Harvard Library, and FAS Finance.
Serve as the primary FP&A advisor to Harvard College Library budget managers by providing strategic financial guidance on budget development, forecasting, fund management, financial sustainability, and long-term resource planning.
Monitor, analyze, and advise on major funding sources and financial activity, including University charges, endowment income, FAS, PDF, and other subventions, other tub income transfers, central assessments, income credits and debits, gifts, and other revenue sources.
Lead fund utilization and optimization strategies by evaluating unrestricted and restricted fund balances, reserve planning, and spending trends to maximize financial flexibility while ensuring compliance with University and FAS policies and donor intent.
Oversee FTE and position management by monitoring staffing plans, salary budgets, vacancies, workforce projections, and organizational changes to ensure alignment with approved budgets and strategic priorities.
Identify financial risks and opportunities through variance analysis, trend analysis, scenario modeling, and long-range forecasting, recommending strategies that promote financial sustainability and operational effectiveness.
Lead complex financial analyses, business cases, and special projects that support library leadership in evaluating strategic initiatives, operational alternatives, and resource allocation decisions.
Operational Planning, Facilities & Continuous Improvement
Lead financial planning and analysis for facilities/building operations operating budgets, building reserves, capital projects, space-related costs, and other infrastructure investments that support Library operations.
Provide financial planning and analysis for collections management, including budget development, spending analysis, fund utilization, and long-term financial sustainability.
Develop and implement advanced financial models, dashboards, reporting tools, and analytical methodologies that improve forecasting accuracy, operational efficiency, and executive decision support.
Evaluate emerging technologies, including Generative AI and financial systems enhancements, to identify opportunities to improve reporting, workflow automation, analytical capabilities, and administrative efficiency.
Perform other duties and special projects as assigned in support of the goals and priorities of the Harvard College Library Finance organization.
Strategic Partnerships & Client Services
Build and maintain collaborative relationships with Accounting, Library Administration, Library Building Operations, VPDR, FAS Finance, Human Resources, University financial offices, library budget managers, and other stakeholders to ensure coordinated financial planning, accurate reporting, and responsible stewardship of University resources.
Partner with library leadership to provide consultative financial guidance that aligns operational planning with strategic priorities and supports informed decision-making.
Represent FP&A on cross-functional initiatives, strategic projects, and FAs and University-wide financial planning efforts as assigned.
Support the continued integration and advancement of Harvard College Library finance organization through collaboration, process improvement, and the implementation of shared best practices.
Other duties as assigned
Level of Flexibility: Work location is responsive and subject to change based on business needs. Requests for flexibility will be considered consistent with Harvard University flexwork policies
Basic Qualifications:
Bachelor’s degree or equivalent work experience required
Minimum of 8 years’ relevant work experience
Additional Qualifications and Skills:
Supervisory experience
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

Skills
Excel, Generative AI, Project Management, Process Improvement, Financial Analysis, Financial Modeling, Accounting, Onboarding, Documentation

Employment type
Full-time

Work arrangement
Hybrid