20 results for Financial Planning Analyst in Danvers, MA

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.
2026-02-23T00:00:00Z

Sr. Financial Analyst

Leominster, MA
onsite
Permanent
115000 - 140000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Leominster, Massachusetts. In this role, you will play a key part in analyzing and reporting financial data to support strategic decision-making. You will collaborate closely with the Senior Director of Finance, focusing on budgeting, forecasting, and cost accounting functions within a manufacturing environment. Responsibilities: • Lead financial planning and analysis efforts, including annual budgets, forecasts, and long-term strategic plans. • Create and maintain financial dashboards and reports for management and Board of Directors presentations. • Collaborate with operational, supply chain, and sales teams to assess the financial impact of business initiatives. • Deliver insights on product pricing, margin optimization, capital investments, and cost-saving opportunities. • Conduct ad hoc financial analyses to support senior leadership in decision-making. • Develop and oversee standard costing systems to ensure accurate financial reporting and product costing. • Analyze and manage bills of materials (BOMs) for consistency and accuracy across products. • Monitor key performance indicators (KPIs) for manufacturing processes and product sales. • Evaluate cost variances and provide detailed financial reports to support operational decisions. • Assist in month-end close processes, including journal entries, reconciliations, and financial reporting.
2026-03-02T00:00:00Z

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
2026-02-18T00:00:00Z

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.
2026-03-02T00:00:00Z

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

Boston, MA
onsite
Permanent
55000 - 80000 USD / Yearly
Treasury Analyst Boston, MAHybrid schedule55k - 80k (plus bonus) <ul><li>Initiate ACH transfers and wires</li><li>Liaise with banking relationships to ensure best in class offerings and support, and assess new providers/platforms, as necessary</li><li>Assist with cash and brokerage account openings</li><li>Monitor account balances across multiple platforms to ensure account holders are meeting operating cash needs and addressing FDIC limits</li><li>Assist entity team with the preparation and review of investor capital call and distribution memos</li><li>Assist with the preparation of Form 1099 where needed</li><li>Daily/monthly bank and custody reconciliations for various funds and individual clients</li><li>Assist in management of lines of credit including paydowns, expenses and related documentation</li><li>Adhere to practice controls policy and assist external auditors with controls testing</li></ul>
2026-02-06T00:00:00Z

Senior Accountant / Financial Analyst

Boston, MA
onsite
Permanent
100000 - 120000 USD / Yearly
Senior Accountant / Financial Analyst<ul><li>Boston Area</li><li>$100-120k+bonus</li><li>Hybrid in office</li></ul> A rapidly growing company in the Boston area is seeking a strong Senior Accountant to join their expanding finance team. This is an excellent opportunity for an experienced accountant looking to advance their career in a world-class finance function. Key Responsibilities:<ul><li>Perform general ledger reconciliations and support the preparation of monthly financial statements, including management, bank, investor, and senior management reporting.</li><li>Lead or assist in preparing KPIs, operational dashboards, and analytical tools to support timely business decision-making across all company locations.</li><li>Manage the month-end close and financial reporting processes.</li><li>Support financial planning, budgeting, and forecasting activities to ensure alignment with company priorities and sustainability.</li><li>Oversee daily cash flow management and prepare/present financial statements in accordance with GAAP standards.</li><li>Reconcile balance sheet accounts and expenses.</li><li>Serve as primary liaison for audits and ensure compliance with federal and state regulations.</li></ul>
2026-02-06T00:00:00Z

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
2026-02-18T00:00:00Z

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>
2026-02-26T00:00:00Z

Fund Accountant

Boston, MA
onsite
Permanent
90000 - 125000 USD / Yearly
Sr. Fund AccountantBoston, MAHybrid schedule90k - 125k (plus bonus) Primary Duties and Responsibilities<ul><li>Maintain and reconcile books and records for the Funds</li><li> Assist with general fund administration</li><li> Oversee cash management activities</li><li>Perform regular cash reconciliations, including monitoring Fund transactions and investor cash balances</li><li>Analyze cash flows and project out investors’ anticipated liquidity needs</li></ul>
2026-02-06T00:00:00Z

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

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.
2026-02-05T00:00:00Z

Vendor Management Analyst

Bedford, NH
onsite
Temporary
35 - 37 USD / Hourly
We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence. Responsibilities:• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.• Assess vendor-related risks and provide recommendations to mitigate potential issues.• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.• Monitor vendor activities to identify and address fraud-related risks.• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.• Develop strategies to identify and prevent potential fraud in vendor activities.• Support issue resolution processes by coordinating with vendors and internal departments.
2026-03-04T00:00:00Z

Material Planning Senior Manager

Ayer, MA
onsite
Permanent
135000 - 160000 USD / Yearly
We are looking for an experienced Material Planning Senior Manager to join our team in Shirley , Massachusetts. In this role, you will oversee material planning processes, ensuring production schedules align with client demands and operational efficiency. You will collaborate closely with cross-functional teams to optimize inventory management, production planning, and supply chain strategies. Responsibilities:• Develop and implement robust Sales and Operations Planning (S&OP) processes to align demand forecasting, supply planning, and financial strategies.• Manage daily operations of advanced planning systems to ensure accurate and efficient material planning.• Oversee inventory management to minimize excess and obsolete materials while meeting production schedules.• Create and maintain material requirement plans based on production schedules, client forecasts, and inventory strategies.• Collaborate with cross-functional teams to align production plans with capacity, lifecycle management, and regulatory requirements.• Conduct detailed assessments of supply planning and manufacturing capacity to validate production requirements and optimize resource utilization.• Coordinate monthly and quarterly production plans with internal stakeholders, resolving any issues impacting schedules or material availability.• Monitor and analyze material requirements to adjust production plans based on changes in client demands, inventory levels, and quality needs.• Enhance planning processes and procedures, integrating materials planning into enterprise resource planning (ERP) systems.• Provide strategic insights and performance metrics to site leadership for informed decision-making. For immediate consideration for well qualified candidates, please call me immediately 508-205-2127- Eric Lebow
2026-01-29T00:00:00Z

Accounting Specialist

Boston, MA
remote
Temporary
24 - 29 USD / Hourly
We are looking for a detail-oriented Accounting Specialist to join our team on a long-term contract basis. This position offers the flexibility on hours, yet requires a part-time commitment of 20 hours per week between Monday- Friday 9am-5pm EST. The ideal candidate will bring strong organizational skills and a solid understanding of accounting principles to support various financial operations. Responsibilities:• Manage accounts receivable processes, including tracking payments and resolving discrepancies.• Prepare and run client expense reports to ensure accuracy and compliance.• Assist in monthly financial statement closings by organizing and reviewing necessary documentation.• Handle credit card documentation and perform thorough reviews for proper record-keeping.• Support audit preparation by organizing relevant files and reports.• Create and maintain detailed Excel reports for financial tracking and analysis.• Contribute to routine accounting tasks, ensuring accuracy and timeliness.• Collaborate with team members to streamline and improve accounting procedures.• Provide assistance in Workday-related tasks, if applicable, to support ongoing processes.
2026-02-27T00:00:00Z

Director Finance

Roxbury, MA
onsite
Permanent
85000 - 107000 USD / Yearly
We are looking for an experienced Director of Finance to lead and oversee financial operations, human resources, risk management, and governance functions for our organization based in Roxbury, Massachusetts. This role requires a strategic thinker and strong leader who can ensure the financial health of the organization while managing compliance and operational efficiencies. The ideal candidate will possess a deep understanding of financial processes and human resource strategies, along with the ability to mitigate risks and support organizational growth. This role is hybrid 3 days onsite and is paying from $85 - 107K. For consideration please message me on LinkedIn or email me at john.holtman@roberthalf Responsibilities:• Develop and implement financial strategies to support organizational goals and maintain fiduciary responsibility.• Maintain accurate and transparent financial records, ensuring compliance with accounting standards and procedures.• Lead the preparation and approval process for annual budgets, collaborating with the Board and senior leadership.• Manage audits and ensure all financial records are reviewed regularly in accordance with legal requirements.• Oversee vendor and third-party partner relationships to ensure cost-effectiveness and high-quality financial services.• Review and update employment policies and procedures in collaboration with leadership.• Oversee employee onboarding, payroll systems, and initiatives focused on staff development to support retention.• Identify and mitigate organizational risks by assessing operations, facilities, partnerships, and insurance coverage.• Ensure timely preparation and submission of all financial, legal, and tax filings required by state and federal authorities.• Provide regular reports to the Board and Finance Committee, keeping them informed of financial and operational updates.
2026-02-03T00:00:00Z

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.
2026-02-02T00:00:00Z

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