- High school diploma, GED, or equivalent required.
- 3+ years of related experience on a finance team is required, including demonstrated experience in accounts receivable, collections, and financial reporting is required.
- Education beyond high school may count toward experience.
- Proficiency in Excel is required.
- Reporting to the Associate Director of Accounting and Finance and coordinating with other Finance team members and Program Delivery staff, ensure participants have an exceptional experience when reaching out to our organization with invoicing or payment questions.
- Play a lead role in the shared ExEd Finance email inbox and phone line. Provide a high level of customer service to participants and their internal corporate finance contacts (e.g., company accounts payable representatives).
- Facilitate timely receipt of incoming payments by:
- Using external (participant/client) supplier and procurement systems to establish HBS Executive Education as an active payable vendor.
- Completing documentation requests and providing attestation forms and banking information.
- Facilitating the review process for participant/client agreements and questionnaires, ensuring compliance with School and University policies.
- Assisting clients with tax compliance inquiries and documentation requests, coordinating with the central Harvard University tax office, when necessary.
- Serve as the Department of Veteran Affairs (VA) Certifying Official for HBS Executive Education:
- Become the internal specialist and knowledge hub for all participant VA benefits-related requests.
- Work closely with Harvard University's central VA team on policies, processes, and documentation.
- Process veterans' benefits requests in the VA online system, monitor process from submission through to payment, and document internal notes in Executive Education's Salesforce system to provide accurate information to colleagues.
- Manage participant transfers in Salesforce, including related financial transactions; review transfer form instructions from program delivery teams, process necessary financial transactions (e.g., credit notes and new invoices) and initiate refunds as necessary.
- Provide time-sensitive reports to functional areas, including but not limited to:
- Monthly unpaid invoices and invoice aging reports
- Weekly payment transfers reporting and accounting journal entry
- Provide backup coverage for participant invoicing function in Salesforce and other finance functions as needed.
- Participate in bi-weekly team meetings and recommend process improvements based on knowledge, experience, and observations.
- Perform additional duties or special projects, as needed.
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Finance Assistant, Exec Ed - Boston, United States - Harvard University
Description
Basic QualificationsThis is a 40-hour/week, overtime-eligible position.
This role is offered as a hybrid (some combination of onsite and remote) where you are required to be onsite at our Boston, MA-based campus 2 days per week.
We may conduct candidate interviews virtually (phone and/or via Zoom) and/or in-person for this role.
A cover letter is required to be considered for this opportunity.
Harvard Business School will not offer visa sponsorship for this opportunity.
Culture of Inclusion:
The work and well-being of HBS is profoundly strengthened by the diversity of our network and our differences in background, culture, national origin, religion, sexual orientation, and life experiences.
Explore more about HBS work culture herePosition Description
As a core member of the Finance team, the Finance Assistant will demonstrate exceptional customer service and communication skills to assist our participants with timely payment submission from a variety of funding sources.
We educate leaders who make a difference in the world.
Harvard Business School (HBS) Executive Education brings together senior executives from the world's most influential organizations, resulting in unparalleled diversity.
We achieve our mission by working closely with faculty to design and deliver over 170 Open Enrollment and Custom programs to over 13,000 participants annually, from over 130 countries.
Open Enrollment programs range from a few days to a few weeks over a period of months, while Custom engagements help largely Fortune 1000 companies implement strategic changes and build organizational capabilities.
Most programs are delivered on the HBS campus, where Executive Education has nine dedicated classrooms and more than 500 dedicated bedrooms in three executive residences.
The Executive Education department consists of the following teams:
open enrollment, global, and custom program portfolio management; guest services; marketing; corporate sales; program operations; technology services; enrollment and admissions; and finance.
