Remote Financial Budgeting Forecasting Jobs in Woonsocket, RI

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.

Position summary

HarbourVest is seeking aDirector, Enterprise Planning & Analytics Solutionsto 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,ITand 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 acumen, planning modelexpertise, experience designing or managing EPM platforms, and the ability to translate business questions into structured models, analytics, and actionable insights.

Direct experience with Workday Adaptive Planning or Prism Analytics is helpful but notrequired; candidates with experience in comparable planning and EPM platforms such as Anaplan, OneStream, Oracle EPM/Essbase, IBM TM1, or similar tools will be well positioned to succeed.

Key responsibilities

FINANCIAL PLANNING & ANALYSIS ENABLEMENT (MAIN FOCUS)

• Own and enhance financial planning models supporting budgeting, forecasting, and long-range planning processes.

• Build andmaintaindriver-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 andmaintainreporting packages usingOfficeConnectand 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 andoptimizePrism 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, whileretainingownership of finance-facing datasets.

Data governance & quality

• 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 issuesimpactingfinancial 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

REQUIRED

• 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 toHarbourvest

• 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