Hybrid Finance Assistant: AR and Salesforce

Harvard University FAS Human Resources; Boston (MA); Hybrid; USD 67,000 - 69,000; Full time

Benefits offered by this job

Paid time off

Health insurance

Retirement plans

Wellbeing resources

Family support

Tuition assistance

Commuter benefits

Job summary

Harvard University—Executive Education Finance is seeking a Finance Assistant to deliver exceptional customer service to participants while supporting timely payments from diverse funding sources.

You will work with the Associate Director of Accounting and Finance and cross-functional teams to ensure smooth onboarding and accurate financial processing. This hybrid role requires on-site presence in Boston and collaboration with university partners.

Qualifications

• 3+ years of experience in administrative support roles.
• 3+ years of experience on a finance team, including accounts receivable and financial reporting.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent communication and customer service skills.
• Experience with Salesforce is highly preferred.
• Knowledge of bookkeeping and accounting practices is a plus.

Responsibilities

• Lead ExEd Finance inbox and phone line, provide a high level of customer service to participants and internal corporate finance contacts.
• Facilitate timely receipt of incoming payments by using external supplier and procurement systems to establish Harvard Business School Executive Education as an active payable vendor.
• Complete documentation requests and provide attestation forms and banking information.
• Facilitate review of participant/client agreements and questionnaires for compliance with School and University policies.
• Assist clients with tax compliance inquiries and coordinate with Harvard University tax office when necessary.
• Manage participant transfers in Salesforce and related financial transactions; review transfer form instructions and process required financial transactions with credit notes and invoices, and initiate refunds as needed.
• Prepare time-sensitive reporting such as weekly payment transfers and accounting journal entries; monthly prepaid tracking and journal entries.
• Provide backup coverage for participant invoicing in Salesforce and other finance functions as needed.
• Participate in bi-weekly team meetings and suggest process improvements based on knowledge and observations.
• Build trust and collaboration by being on-site and engaging with colleagues and stakeholders.
• Perform other duties as assigned.

Skills

Microsoft Office

Communication skills

Administrative support

Excel proficiency

Customer service

Finance domain knowledge

Education

High School Diploma, GED, or equivalent

Tools

Salesforce

Job description

Harvard University—Executive Education Finance is seeking a Finance Assistant to deliver exceptional customer service to participants while supporting timely payments from diverse funding sources.

You will work with the Associate Director of Accounting and Finance and cross-functional teams to ensure smooth onboarding and accurate financial processing. This hybrid role requires on-site presence in Boston and collaboration with university partners.