Director, Enterprise Planning and Analytics Solutions

Key Responsibilities

• Own and enhance financial planning models supporting budgeting, forecasting, and long-range planning processes.
• Build and maintain driver-based models across key areas such as revenue, profitability, and compensation.
• Support monthly and quarterly forecast cycles, including scenario planning and variance analysis.
• Partner with FP&A and Accounting to align models with evolving business needs and reporting requirements.
• Transform business questions into systematic analyses and strategic recommendations to support decision-making.
• Adaptive planning: Configure and manage Adaptive Planning components including sheets, dimensions, versions, and modeled structures.
• Develop and maintain reporting packages using OfficeConnect and other tools for management and executive reporting.
• Continuously improve model design, usability, and performance to better support Finance users.
• Ensure consistency, clarity, and auditability of planning models.

Data & Analytics (Prism as an Enabler)

• Leverage Workday Prism to integrate, transform, and enrich financial and operational data used in planning and reporting.
• Design, build, and support finance data pipelines and transformation logic, including ingestion, joins, unions, aggregations, calculated fields, and curated dataset creation.
• Create and optimize Prism datasets and data models to support forecasting, variance analysis, and management reporting.
• Blend Workday core data with external sources (e.g., ERP, CRM, market data) to deliver a unified view for Finance.
• Ensure data lineage, visibility, and auditability across datasets and transformations, supporting trust in financial outputs.
• Support structured data build aligned to financial hierarchies, dimensions, and core reference data standards.
• Partner with Technology teams on API-based integrations and data connectivity, while retaining ownership of finance-facing datasets.
• Data governance & quality: Maintain strong data quality and governance standards across multiple finance functions.
• Solve data and system issues impacting financial reporting and planning outputs.

Partnership Across Multiple Functions

• Serve as a strategic bridge between Finance and Technology, ensuring solutions meet business needs, technical standards, and long-term scalability requirements.
• Support ongoing enhancements, process improvements, and finance transformation initiatives.
• Help drive adoption of planning tools and standard processes across Finance teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
• 5+ 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 such as Workday Adaptive Planning, Anaplan, OneStream, Oracle EPM/Essbase, IBM TM1, Hyperion, or similar platforms.
• Experience working with large datasets and supporting financial analysis.
• Strong analytical thinking and communication skills.

PREFERRED

• Hands-on experience in managing Workday Adaptive Planning and/or Prism Analytics.
• Familiarity with SQL, BI tools (Tableau, Power BI), 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.

Pay & Benefits

Base Salary Range: $165,000.00 - $175,000.00 USD
Discretionary Annual Bonus: Determined based on individual and overall firm performance.
Total Compensation Includes: Long-term reward programs, retirement, health, insurance, paid time off, and wellness programs.