Director, Enterprise Planning and Analytics Solutions

Harbourvest Partners (U.K.) Limited

Boston (MA)

On-site

USD 165,000 - 175,000

Full time

14 days+

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Benefits offered by this job

Discretionary annual bonus
Comprehensive benefits package
Paid time off
Wellness programs

Job summary

HarbourVest Partners (U.K.) Limited in Boston is looking for a Director of Prism and Adaptive Planning to enhance enterprise planning and analytics. This role focuses on collaboration between finance and technology to develop scalable financial models.

The ideal candidate will have experience with Workday Adaptive Planning and strong analytical skills. The role is hybrid, offering a combination of in-office and remote work. A competitive salary range of $165,000 – $175,000 is provided, along with comprehensive benefits.

Qualifications

  • 3–7 years of experience in FP&A, financial systems, or techno‑functional roles.
  • Experience with financial modeling and planning systems.
  • Strong understanding of accounting principles.

Responsibilities

  • Enhance budgeting, forecasting, and long‑range planning models.
  • Build driver‑based models for revenue, profitability, and compensation.
  • Leverage Workday Prism for financial and operational data integration.

Skills

Financial budgeting
Forecasting
Analytical thinking
Communication skills
SQL
BI tools (Tableau, PowerBI)

Education

Bachelor’s degree in Finance, Accounting, or Information Systems

Tools

Workday Adaptive Planning
Workday Prism Analytics

Job description

Job Description Summary

HarbourVest is seeking a Director of Prism and Adaptive Planning to support enterprise planning and analytics where finance meets technology. This role is part of the Finance Transformation function and works closely with FP&A, Accounting, IT, and business partners to deliver scalable planning models, actionable insights, and high‑quality financial data. The position is hybrid, allowing for 18 remote workdays per quarter, subject to manager approval.

HarbourVest is an equal opportunity employer.

Position Summary

The Director will enable financial planning, forecasting, and performance analysis primarily using Workday Adaptive Planning and Workday Prism Analytics. Responsibilities include model development, data integration, and cross‑functional collaboration to improve planning efficiency and data quality.

Key Responsibilities
  • Financial Planning & Analysis Enablement
    • Own and enhance budgeting, forecasting, and long‑range planning models.
    • Build driver‑based models for revenue, profitability, and compensation.
    • Support monthly and quarterly forecast cycles, including scenario planning and variance analysis.
    • Align models with evolving business needs and reporting requirements in partnership with FP&A and Accounting.
    • Translate business questions into systematic analyses and strategic recommendations.
  • Adaptive Planning Configuration
    • Configure and manage Adaptive Planning components: sheets, dimensions, versions, and structures.
    • Develop reporting packages using OfficeConnect and other tools for management and executive reporting.
    • Continuously improve model design, usability, and performance.
    • Ensure consistency, clarity, and auditability of planning models.
  • Data & Analytics (Prism)
    • Leverage Workday Prism to integrate, transform, and enrich financial and operational data for planning and reporting.
    • Build and maintain end‑to‑end data pipelines, including ingestion, transformation logic, and dataset creation.
    • Create and optimize Prism datasets and data models for forecasting, variance analysis, and management reporting.
    • Blend Workday core data with external sources (e.g., ERP, CRM, market data) to deliver unified financial views.
    • Maintain data lineage, visibility, and auditability across datasets and transformations.
    • Partner with Technology teams on API‑based integrations and data connectivity.
  • Data Governance & Quality
    • Maintain strong data quality and governance standards across finance functions.
    • Align data structures with enterprise definitions and master data frameworks.
    • Resolve data and system issues impacting financial reporting and planning outputs.
  • Partnership Across Functions
    • Act as a link between Finance and Technology, ensuring solutions meet business and technical needs.
    • Support ongoing enhancements, process improvements, and finance transformation initiatives.
    • Drive adoption of planning tools and standard processes across Finance teams.
Qualifications
  • Required:
    • Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
    • 3–7 years of experience in FP&A, financial systems, or techno‑functional roles.
    • Strong understanding of financial budgeting, forecasting, and accounting principles.
    • Experience with financial modeling and planning systems (Workday Adaptive, Anaplan, Oracle EPM, etc.).
    • Experience working with large datasets and supporting financial analysis.
    • Strong analytical thinking and communication skills.
  • Preferred:
    • Hands‑on experience managing Workday Adaptive Planning and/or Prism Analytics.
    • Familiarity with SQL, BI tools (Tableau, PowerBI), or data transformation concepts.
    • Experience with Workday integrations (Studio, EIB, Core Connectors).
    • Exposure to asset management, private equity, or multi‑entity environments.
What You Bring to HarbourVest
  • Strong business and financial intuition.
  • Ability to connect data to decision‑making.
  • Collaborative, team‑oriented demeanor.
  • Attention to detail and dedication to data integrity.
  • Practical, hands‑on approach.
Compensation & Benefits

Base Salary Range: $165,000.00 – $175,000.00 (USD). This range is one component of total compensation and is provided in accordance with local requirements. The role is eligible for a discretionary annual bonus, determined by individual and firm performance. Total compensation may include eligibility for long‑term reward programs, a comprehensive benefits package covering retirement, health, insurance, paid time off, and wellness programs. Eligibility for specific components varies by position and geography.

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