65745BRAuto req ID:65745BRJob Code:F0957P Financial Analyst III Department Office Location:USA - MA - Cambridge Business Title:Assistant Director, Gifts and Funds SpecialistSub-Unit:------------ Salary Grade (https://hr.harvard.edu/salary-ranges#ranges) :057Time Status:Full-time Union:00 - Non Union, Exempt or Temporary Additional Qualifications and Skills:

• Financial background preferred. Familiarity with endowment management, monitoring, and reporting, including experience with large and complex gifts. Knowledge of the principles of donor stewardship and fundraising.

• Excellent analytic and data management skills, with keen attention to detail and a focus on accuracy. Strong written and verbal communication skills are also important, as is demonstrated experience with financial, database, and collaborative tools, including proficiency with Microsoft Excel and Microsoft SharePoint; ability to quickly learn internal database and reporting platforms.

• Requires strong research and organizational skills. Must be able to clearly organize and present financial information for donor gift reports and internal purposes such as gift officer and faculty briefings. Tactful and resourceful in obtaining information and overcoming obstacles, and comfortable working with all levels of University staff—particularly business managers, gift officers, and development staff.

• Must be organized and able to lead projects independently, prioritizing work appropriately, and adapting swiftly to changing priorities. Comfortable working with minimal oversight on multiple tasks and deal effectively with conflicting responsibilities and tight deadlines.

• Must have excellent interpersonal, diplomatic, and communication skills, and the ability to foster productive working relationships with people throughout the University community. Comfortable explaining detailed financial analysis to people without financial backgrounds, and must be capable of diplomatically and effectively responding directly to donor inquiries.

• Demonstrated ability to evaluate problems accurately and display good judgment in problem solving and handling sensitive matters. Must be able to work with highly confidential information with discretion. A sense of humor is always a plus.

Additional Information:

• This position requires a 3 month orientation and review period.

• Please include a cover letter with your application.

To learn more about the AA&D team, please visit our Careers site at https://alumni.harvard.edu/careers

To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at https://dib.harvard.edu/.

Accommodations: Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.

COVID 19 Vaccination Information: The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines.Department:Alumni Affairs and DevelopmentPre-Employment Screening:Education, IdentityJob Function:Alumni Affairs and Development, FinanceSchool/Unit:Alumni Affairs and Development EEO Statement:We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.Basic Qualifications:

• Bachelor’s degree or equivalent work experience required

• Minimum of 5 years’ relevant work experience

Position Description:Summary:

Manages the University-wide endowment reporting program, producing nearly 4,000 personalized reports for donors on the annual performance of the endowed funds their philanthropy supports. Creates financial reports, gift reports, and fund expenditure briefings for donors and Harvard colleagues. Tracks new gifts and audits University gifts and funds to determine their eligibility for financial reporting and/or stewardship by the University Donor Relations and Engagement (UDRE) team. Serves as the central financial stewardship resource on donor relations issues related to financial reporting and fund use; responds to inquiries from donors, gift officers, and colleagues across Harvard; and maintains stewardship records in fundraising databases. Serves as a resource for a University-wide committee of fund experts and works closely with colleagues in UDRE and in the University Development Office, ensuring effective financial stewardship of funds created by the University’s top donors and identifying new methods for stewarding and engaging donors.

• Plans and leads a University-wide program to provide annual financial reports to 3,000+ donors whose gifts have established endowed funds. Coordinates with development and finance offices across the University to produce personalized, digital endowment fund reports for donors each year.

• Serves as primary University Development Office liaison for financial reporting. Provides superior customer service when answering financial inquiries from donors, gift officers, stewardship officers, and other administrators regarding current use and endowed funds. Fosters strong working relationships with a broad range of administrators, faculty, and colleagues across the University. Maintains highest level of confidentiality and discretion regarding fund expenditure information.

• With UDRE teammates, monitors adherence to policies related to donor gift intent and use of funds, gift agreements, gift and endowment fund reporting, and other reporting to ensure compliance. Works collaboratively and proactively to resolve questions about fund use and to ensure that funds are spent according to terms. Works with University Finance, Operations, Alumni & Donor Services, and other departments to research and resolve fund administration issues.

• Produces formal financial reports for donors on current-use and endowed funds and produces internal gift and fund reports for departmental use. Monitors funds with accumulated income to ensure proper use and designation. Analyzes funds to identify those that could be expended more broadly or efficiently.

• Tracks, researches, and audits terms, maturation, and expenditures of new and existing funds for University initiatives, gifts that are administered across several Harvard Schools, topical current-use gifts, large unique gifts, and discretionary gifts for the president and provost. Provides regular reports on new gifts for stewardship team and colleagues in central finance. Identifies new opportunities to steward donors and advocates for new methods of engaging donors, and works with gift officers and colleagues to align stewardship plans with engagement and cultivation strategies. Monitors status of newly endowed funds and coordinates with colleagues to ensure donor recognition as appropriate.

• Coordinates the Local Fund Expert Committee, a multi-School group of development, donor relations, and finance colleagues who serve as contacts for their units on subjects related to gifts and funds. Holds meetings as needed to share endowment reporting timeline and any financial changes relevant to the reporting. Occasionally plans and facilitates trainings.

• Is comfortable using all resources available (BSR Advance, CREW, central files, publications, professional contacts, etc.) to complete comprehensive research and effectively communicate findings as appropriate.

• May include other responsibilities as required.

  ​​​ Commitment to Equity, Diversity, Inclusion, and Belonging:Harvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.Benefits:We invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:

• Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.

• Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.

• Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.

• Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.

• Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.

• Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.

• Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.

• Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.

• Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.

Work Format:Remote LinkedIn Recruiter Tag (for internal use only):#LI-JP1Work Format Details:This position is eligible for 100% remote work. Employees may work from any of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.About Us:Alumni Affairs and Development (AA&D)

Alumni Affairs and Development is a dedicated team supporting Harvard’s advancement activity through front-line fundraising, alumni and volunteer engagement, technology, prospect management and research, business process, events, communications, and many other areas.

Our goal is to create an environment of respect that leverages the many talents, perspectives, and experiences of our employees; to deliver the strongest possible results by incorporating diverse perspectives into our daily work; and to make AA&D a great place to work for everyone. We strive to live our values of respect, inclusion, trust, collaboration, continuous improvement and innovation; and open communication and effective information sharing in our daily interactions and our work.

AA&D is comprised of the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, the Harvard Alumni Association (HAA), and the Office of the Vice President (OVP).