4 wealth planner jobs found in Cambridge

Independently perform financial analysis to support department’s role in assisting management with financial planning efforts, budget analysis and monthly reporting. Job-Specific Responsibilities: The Financial Analyst plays a vital role in enabling the Harvard Graduate School of Education (HGSE) to reach thousands of educators annually with the highest-quality professional programs in education (PPE). Reporting to the Director of Finance, the Financial Analyst has primary responsibility for developing, projecting, and reporting on budgets and financial plans, for both the department and its individual programs, representing $15 million revenue. As a key player in PPE, the Financial Analyst partners closely with leaders throughout the organization to analyze financial performance and identify opportunities to enhance PPE’s services. The Financial Analyst is a key advisor to financial and organizational strategy, acting with independent initiative and on the Director of...

Job-Specific Responsibilities: Harvard University is implementing an Anaplan budgeting, forecasting, and planning platform. We are seeking a hands-on Technical Lead & Product Owner to own both the technical ecosystem and the product vision for Anaplan across the University—spanning architecture, integrations, security, performance, model design, and roadmap/feature prioritization. This role combines deep financial planning and analysis (FP&A) expertise with product management and consulting skills. You will partner with the Office of Financial Strategy & Planning, school and unit finance teams, IT, and external partners to design, prioritize, and deliver a scalable, intuitive, and well-governed planning platform in a highly decentralized environment. Key Responsibilities Technical Ownership & Architecture Serve as primary technical owner of Harvard’s Anaplan environment (architecture, workspaces, security, performance). Design the end-to-end technical...

HUIT (Harvard University Information Technology) Finance is seeking a skilled Financial Reporting Analyst to develop, maintain, and enhance financial reporting and analytics to support the Finance teams and help monitor the financial performance of HUIT. This role will focus on creating multiple and regular financial reports, improving existing dashboards and tools, and advancing HUIT’s data‑driven strategy through robust analysis and reporting solutions. This role is independently responsible for all systems as it relates to all downstream reporting solutions. The ideal candidate is highly analytical, systems‑savvy, and comfortable working across multiple stakeholders in a fast‑paced environment, with proficiency in AI‑enabled tools and techniques to automate, streamline, and enhance financial reporting and analysis. Job-Specific Responsibilities: Financial Reporting & Analysis Supports the preparation, the consolidations and the distribution of weekly, biweekly and...

Job Summary: Responsible for the identification, evaluation, and protection against key risk exposures at the University, as well as any necessary loss mitigation related to such exposures. Job-Specific Responsibilities: As a key contributor to the University’s risk financing program, the Insurance Manager is a key player in the procurement and administration of the university’s casualty insurance and self-insured programs. Supporting the department’s consultative approach, the candidate should expect to regularly interact with internal clients and partners to holistically assess and address risk through a variety of means including but not limited to contract and policy reviews, on-site meetings and assessments as well as interviews and research. The position partners with the claims manager and Office of General Counsel on claims and coverage issues. The position may also be called upon to recommend solutions for addressing business risk based on objective consultation...