Director, Prism and Adaptive Planning

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a focus on delivering meaningful outcomes for our clients and partners.

We offer a collaborative environment where individuals can build on their strengths, develop new skills, and contribute to a team that values diverse perspectives.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement with 18 remote workdays per quarter, subject to manager approval.

HarbourVest is seeking a Director of Prism and Adaptive Planning to support enterprise planning and analytics capabilities where finance meets technology.

This role sits within the Finance Transformation function and partners closely with FP&A, Accounting, IT and business partners to deliver scalable planning models, actionable insights, and high-quality financial data.

The role is primarily focused on enabling financial planning, forecasting, and performance analysis, with Workday Adaptive Planning as the core platform, and Prism Analytics supporting data integration and enrichment.

The ideal candidate brings strong financial savvy, modeling expertise, and systems knowledge, with the ability to translate business questions into structured models and relevant insights.

FINANCIAL PLANNING & ANALYSIS ENABLEMENT (MAIN FOCUS)

• 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.

• 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.
• Build and maintain end-to-end data pipelines in Prism, including data ingestion, transformation logic, and dataset creation.
• Develop and handle ETL workflows, including joins, unions, aggregations, and calculated fields to support financial use cases.
• 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.

• Maintain strong data quality and governance standards across multiple finance functions.
• Align data structures with enterprise definitions and master data frameworks to ensure consistency across reports and models.
• Solve data and system issues impacting financial reporting and planning outputs.

• Act as a link between Finance and Technology, ensuring solutions meet both business and technical needs.
• Support ongoing enhancements, process improvements, and finance transformation initiatives.
• Help drive adoption of planning tools and standard processes across Finance teams.

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

• 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

• 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

#LI-Hybrid

Base Salary Range

$165,000.00 - $175,000.00

This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.