18 results for Financial Planning Analyst in Danvers, MA

Financial Planning & Analysis Manager

Framingham, MA
onsite
Permanent
140000 - 170000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join our team in Framingham, Massachusetts. In this role, you will lead financial operations and planning for corporate functions, ensuring alignment with strategic goals and delivering actionable insights. This position provides an opportunity to collaborate with senior leadership and make a significant impact on organizational performance.For immediate interview call Victor Muller at 508 205 2136Responsibilities:• Lead and mentor a team of analysts, ensuring timely delivery of financial reporting and effective business partnering for corporate functions such as HR, IT, Finance, Legal, and others.• Oversee the monthly financial close process for corporate functions, providing concise performance summaries and analysis of key business drivers.• Drive operational and financial planning processes for corporate functions, ensuring plans align with strategic objectives and are achievable.• Collaborate with executive leadership to monitor and report on cost-saving initiatives and their progress.• Partner directly with corporate transformation leadership to manage and analyze capitalized projects, including financial reporting and accounting.• Conduct ad hoc financial analyses and participate in cross-functional meetings and initiatives to support corporate functions.• Present financial insights and performance updates to senior leadership and executive committees as required.
2026-03-17T00:00:00Z

Sr. Financial Analyst

Lexington, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team in Lexington, Massachusetts. This is a long-term contract position offering the opportunity to contribute to high-impact financial projects within the pharmaceutical industry. The ideal candidate will play a crucial role in overseeing financial operations, ensuring cost control, and driving strategic budgeting and forecasting initiatives. Responsibilities: • Manage and analyze financial data to ensure accurate budgeting and forecasting processes. • Lead cost control efforts for an R&D center construction project, ensuring financial efficiency and compliance. • Develop detailed financial models to support strategic decision-making and project evaluations. • Perform variance analysis to identify discrepancies and recommend actionable solutions. • Conduct ad hoc financial analyses to address specific business needs and provide timely insights. • Utilize advanced data mining techniques to extract valuable insights from large datasets. • Collaborate with cross-functional teams to align financial strategies with organizational goals. • Prepare and present financial reports to stakeholders, ensuring clarity and transparency. • Monitor and optimize the use of resources to maintain operational efficiency.
2026-03-20T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent
80000 - 180000 USD / Yearly
We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships. Responsibilities:<ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
2026-02-27T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-03-25T00:00:00Z

Cost Accountant/Analyst

Portsmouth, NH
onsite
Permanent
100000 - 115000 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie. If you are currently working with a Robert Half recruiter, please reach out to them. Robert Half is seeking an experienced Cost Accountant to join our client's team in the Portsmouth, New Hampshire area. This Cost Accounting role is ideal for someone with a strong background in cost accounting and analytics and a proven ability to thrive in a manufacturing environment. The successful Cost Accountant/Analyst candidate will bring analytical expertise and familiarity with government contracting to support key financial processes. Responsibilities:• Conduct detailed cost analysis to support pricing strategies and financial decision-making.• Evaluate and maintain accurate standard and job costing systems.• Monitor inventory levels and perform thorough inventory analysis to ensure optimal operations.• Prepare and oversee budgets and forecasts to align with organizational goals and financial planning.• Collaborate with cross-functional teams to improve cost efficiency and streamline processes.• Implement and maintain cost accounting procedures and policies for compliance.• Generate comprehensive reports on cost performance and present findings to management.• Assist with audits and ensure adherence to government contracting requirements.• Identify cost-saving opportunities and recommend actionable improvements.• Support the integration of new systems or processes related to cost accounting.
2026-03-18T00:00:00Z

Finance Manager

Natick, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for a skilled Finance Manager to join our team on a long-term contract basis. This role involves overseeing key financial operations, including profit and loss analysis, margin assessments, and general accounting tasks. Based in Natick, Massachusetts, this position offers an excellent opportunity to contribute to a dynamic environment within the wholesale distribution industry. Responsibilities:• Prepare detailed profit and loss reports to provide insights into financial performance.• Conduct in-depth gross margin analyses to identify trends and variances.• Oversee and review financial statements to ensure accuracy and compliance.• Explain financial variances and offer actionable recommendations to improve outcomes.• Collaborate with external financial partners to facilitate reviews and audits.• Take on month-end accounting tasks to support the Controller and maintain smooth operations.• Handle special financial projects to drive improvements and address organizational needs.• Utilize advanced Excel functions to build financial models and streamline reporting processes.• Work independently to manage responsibilities while ensuring deadlines are met.
2026-02-27T00:00:00Z

Treasury Analyst - Family Office

Boston, MA
onsite
Permanent
65000 - 72000 USD / Yearly
Treasury Analyst – Family Office PracticeThe Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills. Key Responsibilities:- Execute ACH transfers and wires for client and entity accounts-Support bank and brokerage account openings and related documentation-Maintain banking relationships and evaluate new platforms as needed-Update and verify wire instructions and maintain internal records-Monitor liquidity needs and manage balances across multiple platforms-Assist with capital call and distribution memos-Support Form 1099 preparation-Perform daily/monthly bank and custody reconciliations-Assist with credit facility management (draws, paydowns, documentation)-Follow established internal controls and support audit requests
2026-03-25T00:00:00Z

Sr.Credit Analyst

Rockland, MA
onsite
Permanent
73000 - 103000 USD / Yearly
We are seeking a seasoned Senior Commercial Credit Analyst to perform in‑depth credit analysis on new and existing commercial loan relationships, support annual reviews and renewals, recommend loan structures, and mentor junior analysts. This role partners closely with lenders, customers, and internal teams to ensure high-quality underwriting and portfolio management. Responsibilities<ul><li>Analyze financial statements, cash flow, management, and business cycles to assess credit risk.</li><li>Underwrite mid-size to large commercial loans, including C&I, CRE, and working capital lines.</li><li>Prepare detailed credit memoranda and ensure compliance with regulations and bank policies.</li><li>Manage annual reviews, renewals, loan modifications, and financial tracking for existing portfolios.</li><li>Recommend loan structures and terms to minimize risk and protect bank capital.</li><li>Review appraisals and complete property evaluations up to $250,000.</li><li>Collaborate with customers, loan officers, and operations to resolve credit questions.</li><li>Mentor junior analysts to strengthen analytical and underwriting capabilities.</li><li>Represent the Bank at industry and community events.</li><li>Complete all required training and maintain policy compliance.</li></ul>
2026-03-23T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-03-06T00:00:00Z

Finance

Boston, MA
onsite
Permanent
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-02-26T00:00:00Z

Finance

Boston, MA
onsite
Permanent
85000 - 90000 USD / Yearly
Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.
2026-02-26T00:00:00Z

Real Estate Analyst - Hybrid

Burlington, MA
onsite
Permanent
80000 - 100000 USD / Yearly
Our client, a growing Real Estate Investment Company located North of Boston is looking to hire a Real Estate Analyst to their team. The Analyst will have exposure to a variety of responsibilities within the organization, but primary focus will be financial modeling, acquisition due diligence, asset management, leasing, and presentation work. The Real Estate Analyst must have a BS in Accounting or Finance, MBA or CPA preferred with 3+ Years of Real Estate Finance experience. Argus software is a requirement for valuations and discounted cash flow models for all properties. I’ve placed folks here before so can attest to great working culture, casual environment, good people to work with every day. This position is 3 days on-site but flexibility when needed along with strong benefits and aggressive bonus plan. If you have an interest in joining a Real Estate Investment firm outside of Boston, please email your resume to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn.
2026-03-09T00:00:00Z

Data Analyst

Cambridge, MA
onsite
Temporary
55.4135 - 64.163 USD / Hourly
We are looking for a skilled Data Analyst to join our team on a long-term contract basis in Cambridge, Massachusetts. This role is ideal for someone who thrives in analyzing complex datasets, identifying trends, and delivering actionable insights. Your expertise in data reporting and visualization will be essential in supporting key organizational goals. Responsibilities: • Develop comprehensive reports and dashboards using Tableau to visualize and present data effectively. • Utilize PeopleSoft to extract and manage data for reporting and analytical purposes. • Conduct detailed investigations into suspected fraud cases and provide analytical insights. • Monitor and analyze patterns in fraud analytics to identify risks and recommend solutions. • Collaborate with cross-functional teams to ensure data accuracy and integrity. • Apply anti-fraud measures to detect and prevent fraudulent activities. • Perform thorough data analysis to uncover trends and deliver actionable recommendations. • Maintain documentation of findings and processes to support organizational transparency. • Present findings and recommendations to stakeholders in a clear and concise manner. • Continuously improve reporting processes and tools to enhance data-driven decision-making.
2026-03-23T00:00:00Z

VP/Director of Finance

Marlborough, MA
onsite
Permanent
180000 - 200000 USD / Yearly
We are looking for an experienced VP/Director of Finance to lead financial operations and strategy for our organization in Marlborough, Massachusetts. This role requires a dynamic leader who can oversee financial planning, reporting, compliance, and team development while providing strategic guidance to senior leadership. If you thrive in a fast-paced environment and excel at fostering growth and financial stability, we encourage you to apply. For Immediate Interview please contact Victor Muller at 508 205 2136 Responsibilities:• Develop and execute financial strategies that align with organizational objectives and support long-term growth.• Oversee daily financial operations, including budgeting, forecasting, cash flow management, and accounting functions.• Analyze and prepare accurate financial reports and statements for senior leadership, the board, and key stakeholders.• Ensure compliance with all relevant financial regulations, tax laws, and reporting requirements.• Manage risk through the implementation of robust internal controls and financial systems.• Lead and mentor the finance team, including recruitment, performance management, and development focused on attention to detail.• Build and maintain strong relationships with external financial partners such as banks, auditors, and investors.• Provide strategic financial advice to executives and contribute to high-level decision-making.• Monitor investment portfolios and recommend strategies to optimize returns.• Streamline financial processes to improve efficiency and accuracy across the organization.
2026-03-19T00:00:00Z

VP/Director of Finance

Wellesley, MA
onsite
Permanent
175000 - 200000 USD / Yearly
My client, a construction firm who is affiliated with a very reputable company is looking to hire a Director of Finance to join their team. The Director of Finance will report to the CEO and work closely with the VP of Accounting position. The right person will have strong budgeting, forecasting, planning and financial modeling skills within a Construction environment. Backgrounds for this position could be current Director of Finance, Controller or Assistant Controller. Compensation for this position is $175-200K + Bonus. This company has been doing well and has continued growth plans, is a nice family oriented environment where people like to work, they offer nice career growth, strong benefits and more! If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you.
2026-03-18T00:00:00Z

Senior Tax Analyst - Awesome Public Company!

Cambridge, MA
onsite
Permanent
100000 - 113000 USD / Yearly
My client, an excellent Public Software/SaaS company located in Boston is hiring a Senior Tax Analyst to join their team. The Senior Tax Analyst will report to the Senior Tax Manager and handle various Federal, State and International Compliance along with Annual Tax Provision work under ASC 740. Compensation for this position is $100-115K + Bonus + RSU's. This company has grown substantially over the past several years do to success, they offer a great culture, excellent work life balance, tons of growth potential, excellent benefits, alot of perks for their employees along with a hybrid working arrangement. If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you!
2026-03-10T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-25T00:00:00Z

100% REMOTE - Senior Financial Analyst - Public Biotech!

South Waltham, MA
remote
Permanent
110000 - 125000 USD / Yearly
My client, a 100% REMOTE Public BIotech who is doing really well is hiring a Senior Financial Analyst to join their team. The Senior Financial Analyst will report to the AD of FP&A and handle various FP&A job duties such as budgeting, forecasting, financial modeling, business partnering and more. Compensation for this position is $110-125K + Bonus + Equity. This company is doing fantastic, they have a cash runway through second half of 2028, they have an excellent pipeline, a great leadership team, they are 100% remote and offer alot of growth opportunities! If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you
2026-03-03T00:00:00Z