Senior Associate, Financial Planning & Analysis

Reposted 7 Days Ago
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Boston, MA
In-Office
Senior level
Fintech • Financial Services
The Role
The Senior Associate will support corporate finance initiatives, analyze financial data, assist in reporting, and collaborate with Controllership teams to enhance strategy and decision-making.
Summary Generated by Built In

Job Description Summary

For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.

In our collegial environment that’s marked by low turnover and high energy, you’ll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.

We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.

HarbourVest is an equal opportunity employer.

This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.

We are looking for a Senior Associate to join our growing Financial Planning & Analysis (FP&A) team at HarbourVest. This role offers the opportunity to help craft our strategy and build a long-term career alongside the function, while making a real impact daily.

The ideal candidate is someone who has:
  • Excellent organizational skills; ability to effectively prioritize multiple projects with the highest attention to detail
  • Creative problem-solving ability and sound judgment – ability to leverage initiative and take ownership for decisions
  • Strong interpersonal skills, and a standout colleague with capacity to interact with all levels
  • Capable of working fairly independently in a fast-paced environment
  • Proven expertise in Excel and PowerPoint and drive to learn new technology platforms
Responsibilities include:
  • Support various corporate finance initiatives, such as forecasting, budgets, longterm planning, profitability analysis, and reporting
  • Consolidating and analyzing all aspects of the P&L, while aligning with firm goals and financial standards
  • Assist in the compilation of quarterly board and executive reporting packages with detailed analysis of financial data
  • Participating in special projects on an ad-hoc basis and collaborating with input providers across the firm to ensure they are driven to completion
  • Collaborating closely with Controllership teams on a routine basis
Education Preferred:
  • Bachelor’s Degree or equivalent in Accounting, Finance or Business
  • Progress towards or completion of CPA and/or CFA and/or MBA a plus
Experience:
  • 5-8 years of experience in a financial analytics environment, preferably in a corporate FP&A group that has provided foundation in corporate finance and business strategy
  • Financial services industry (private equity or banking) a plus

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Top Skills

Excel
PowerPoint
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The Company
HQ: Boston, MA
904 Employees
Year Founded: 1982

What We Do

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $92 billion assets under management as of December 31, 2021. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

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