Harvard University — Assistant Director, Financial Reporting & Development Services

Position Summary:
As part of the Alumni and Development Services (ADS) team, the Assistant Director, Financial Reporting and Development Services creates reporting infrastructure for best-in-class practices and service. The Assistant Director position collaborates with partners across Harvard including Alumni Affairs & Development, Central Administration, Schools, and Units to build efficient reporting practices within ADS and to analyze and share data and information across departments. In collaboration with the Senior Associate Director, this position develops reporting tools to support multiple functions including financial controls reporting, multi-year financial planning, fundraising reporting, and ad hoc data analysis. In partnership with the Associate Director, Compliance and Internal Controls, this role will oversee the automation of quality control activities, including building streamlined controls reporting, developing error tracking methodologies, and measuring key department activities.


  • Develop and manage effective working relationships with other departments, groups and personnel
  • Oversee standardization of reconciliation and controls reporting between Alumni & Development Services, University Planned Giving, and Harvard Management Company
  • Manage the University’s annual pledge review process in partnership with the Associate Director, Compliance and Internal Controls
  • Perform monthly, bi-annual, and year-end gift/pledge and reconciliation data reporting to development and financial offices
  • Conduct analysis of quarterly financial results
  • Develop in-depth understanding of underlying data, data structures, and business uses of data, as well as gather and document functional and technical requirements, and translate requirements into reporting solutions, analytic tools, and dashboards to deliver actionable data to end users
  • Create simple to complex data, reporting, and business intelligence solutions by utilizing existing reporting, analytics and business intelligence platforms
  • Provide support as required to ensure the availability and optimized performance of developed business intelligence applications and reports
  • Identify gaps in data collection, the data model, and meta data for future infrastructure enhancements
  • Comply with controls, standards, best practices, and policies defined for the team
  • Ability to retrieve, analyze and present data
  • Write and execute comprehensive test plans that validate the accuracy of information and functionality to ensure delivery of high quality business intelligence applications
  • Train staff in the use of data systems to streamline processes and properly utilize reporting tools

Basic Requirements:

  • Bachelor’s degree at an accredited university with a degree in accounting, finance, or related field
  • Minimum of four to five years of work experience in accounting, finance, or related field
  • Demonstrated knowledge/understanding of generally accepted accounting principles (GAAP)

Additional Requirements:

  • Demonstrated ability to successfully manage multiple projects on deadline
  • Familiarity or proficiency with the university development system (Advance), the university financial system (CREW, Oracle), and the university chart of accounts maintenance system (CSMA)
  • Hands-on experience with business intelligence or equivalent experience in data analysis, reporting, and relational databases
  • Detail-oriented and familiar with best practices for software development lifecycles; preference given to experience with QlikView implementations and data architecture. Experience with Excel and SharePoint; preference given to experience with Nintex
  • Ability to work in a fast paced, high volume environment. Experience working in an academic environment
  • Communicate effectively with technical staff and non-technical staff; public speaking and presentation skills required
  • High customer service orientation
  • Must be able to evaluate problems accurately and display good, sound, and confidential judgment
  • Superb organizational skills. Must be motivated to learn and flexible to change. Ability to manage multiple tasks under competing deadlines and shifting priorities
  • Must have strong written and verbal communication skills with experience writing functional requirements and an appreciation for structured development techniques in conjunction with software release management processes
  • Must be conscious of data security and risk management
  • Able to work independently and as part of a team; able to work effectively with internal and external constituencies in a University environment; adept at evaluating problems accurately and displaying sound and confidential judgment; must have an even disposition and be able to work effectively and politely with all people from all types of backgrounds and experience and in all types of situations.


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