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Financial Reporting Analyst

External
Harvarduniversity logoHarvarduniversity · Cambridge, MA
Full-timeOn-site1mo ago
BudgetingData ModelingDocumentationExcelFinancial AnalysisForecasting
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Requirements

  • Basic Qualifications are the minimum threshold a candidate must meet in order to be considered for this role.
  • Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field, or equivalent work experience required
  • Minimum of 5 years of relevant work experience in financial analysis, financial reporting, FP&A, or a related analytics role.
  • Additional Qualifications and Skills:
  • The following qualifications are strongly preferred. If you meet some, but not all, you are still encouraged to apply; we value employees with a willingness to learn.
  • Required
  • Strong proficiency with Excel (advanced formulas, pivot tables, data modeling) and experience with enterprise financial systems (e.g., Oracle, SAP, Workday, PeopleSoft, or similar).
  • Hands-on experience with data visualization / BI tools (e.g., Power BI, Tableau, Qlik, or similar).
  • Demonstrated ability to work with large, complex datasets and reconcile data across systems.
  • Excellent analytical, problem-solving, and critical-thinking skills, with strong attention to detail and data accuracy.
  • Strong written and verbal communication skills, including the ability to explain complex financial information to non-financial audiences.
  • Proven track record of driving process improvements and leveraging systems to enhance reporting.
  • Preferred
  • Experience supporting Finance functions.
  • Experience in higher education, technology, or shared se

Additional Information

HUIT (Harvard University Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and analytics to support the Finance teams and help monitor the financial performance of HUIT. This role will focus on creating multiple and regular financial reports, improving existing dashboards and tools, and advancing HUIT's data‑driven strategy through robust analysis and reporting solutions. This role is independently responsible for all systems as it relates to all downstream reporting solutions. The ideal candidate is highly analytical, systems‑savvy, and comfortable working across multiple stakeholders in a fast‑paced environment, with proficiency in AI‑enabled tools and techniques to automate, streamline, and enhance financial reporting and analysis. Job-Specific Responsibilities: Financial Reporting & Analysis Supports the preparation, the consolidations and the distribution of weekly, biweekly and monthly financial reporting packages for the Finance teams, including variance analyses, key performance indicators (KPIs), and executive summaries. Monitor and analyze HUIT's financial performance against budget, forecast, and prior periods, highlighting trends, risks, and opportunities. Support the annual budgeting and periodic forecasting processes with data, reporting templates, and analytical insights. Provide ad hoc financial analysis to support strategic and operational decision-making. Data, Dashboards, Tools Design, build, and maintain dashboards and reports to provide clear, actionable insights to finance and business stakeholders. Enhance existing reporting tools and processes to improve accuracy, efficiency, and usability. Partner with FP&A, VMO, Operations and HUIT teams to understand reporting needs and translate them into scalable reporting solutions. Develop and maintain data models and standardized datasets to support self-service analytics. Innovation Demonstrated openness to adopting new AI tools and techniques to improve reporting efficiency and quality. Comfort working in a rapidly evolving AI-driven environment and willingness to learn and adapt as tools and processes change. Ability to translate complex financial and operational datasets into clear executive-level dashboards and reporting. Ability to evaluate, adopt, and continuously improve reporting workflows using emerging AI technologies. Systems & Process Improvement Become a subject matter expert in HUIT's financial systems, reporting platforms, and data structures. Identify and implement process improvements and automation opportunities in the reporting and analysis cycle. Collaborate with IT and systems teams on enhancements, testing, and implementation of new reporting capabilities and tools. Establish and maintain documentation for reporting processes, data definitions, and key metrics to ensure consistency and transparency. Stakeholder Collaboration & Communication Act as a trusted partner to FP&A and VMO, proactively providing insights and recommendations based on data. Present findings and analyses in a clear, concise manner to both financial and non-financial stakeholders. Support training and education for business users on new reports, dashboards, and tools. Core Competencies Data-driven mindset with a focus on actionable insights. Customer-service orientation and collaborative working style. Ability to manage multiple priorities and meet deadlines in a dynamic environment. High degree of integrity, confidentiality, and professionalism.


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