Associate, Financial Planning & Analysis

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, which translates to 2-3 days minimum per week in the office.

We are looking for an 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.

• Excellent organizational skills; ability to prioritize multiple projects with the highest attention to detail
• Creative problem-solving ability and sound judgment – ability to take initiative and 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, with the ability to incorporate feedback and a hunger to learn
• Proven expertise in Excel and PowerPoint and an excitement to learn new technology and adaptability to new platforms

• Supporting disaggregation of the firm's economic structure, creating visibility on cost drivers and profitability margins and driving accountability across the firm
• Contributing to FP&A's role in technology transformation efforts across Corporate Finance, such as a new GL system, new CPM and adoption of best practices in budgeting and planning
• Competitive intelligence and benchmarking of our peer firms and related monitoring exercises throughout the year
• Assisting in capital structure initiatives, balance sheet management & cash flow analysis
• 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 daily basis

• Bachelor’s Degree or equivalent in Finance, Business, or Analytics
• Progress towards or completion of CPA and/or CFA and/or MBA a plus

• 3-5 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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