Associate Director of Financial Planning and Analysis

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Our efforts are motivated and powered by working collaboratively, embracing diverse perspectives, championing access, aiming for the extraordinary, and always leading with curiosity.

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.

• 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.

• 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…