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11 results for Financial Planning Analyst in Danvers, MA

Financial Analyst

Framingham, MA
onsite
Permanent / Full Time
95000 - 105000 USD / Yearly
We are looking for a Financial Analyst to join a finance team in Massachusetts. This position supports core accounting and financial reporting activities, including close processes, forecasting, reconciliations, and regulatory submissions within a banking or credit union environment. The role is well suited for a dependable individual who can work independently, partner with internal stakeholders, and help strengthen reporting accuracy and operational efficiency. For Immediate Interview please contact Victor Muller at 508- 205 2136 Responsibilities:• Create internal financial reports and assist with required external regulatory filings to support accurate and timely reporting.• Perform reconciliations across general ledger accounts, investigate discrepancies, and resolve issues with appropriate documentation.• Contribute to budgeting, forecasting, and variance review activities by analyzing trends and explaining key drivers.• Prepare journal entries for month-end close and help maintain an organized, reliable closing process.• Support the calculation and documentation of the allowance for credit loss in accordance with established policies.• Review financial information for accuracy, consistency, and completeness, escalating concerns when needed.• Build and maintain process documentation, operating instructions, and troubleshooting references for finance activities.• Assess existing workflows and recommend improvements that enhance controls, reduce manual effort, and increase efficiency.• Partner with auditors and assist with requests during internal or external audit engagements.
2026-06-25T00:00:00Z

Financial Analyst - Hybrid

Boston, MA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Our client, a growing and innovative organization, is seeking a Financial Analyst to join its collaborative Finance team. This is an excellent opportunity for an analytical finance professional looking to broaden their FP&A experience while partnering with leaders across the business to support strategic decision-making. This hybrid position requires working Tuesday, Wednesday, and Thursday in the Boston office. What You'll DoAs a Financial Analyst, you'll play a key role in supporting the organization's financial planning and business performance by:<ul><li>Building financial models and performing scenario analysis to support strategic initiatives.</li><li>Assisting with budgeting, forecasting, and long-term financial planning.</li><li>Preparing financial reports, dashboards, and KPI analysis for leadership.</li><li>Conducting variance analysis and identifying trends that drive business performance.</li><li>Partnering with cross-functional teams to evaluate business initiatives and provide financial insights.</li><li>Supporting process improvements and helping automate financial reporting.</li></ul>
2026-06-30T00:00:00Z

Financial Advisor

Portsmouth, NH
onsite
Permanent / Full Time
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>
2026-06-24T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
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
2026-06-17T00:00:00Z

Business Analyst

North Waltham, MA
onsite
Temporary / Contract
63.3365 - 73.337 USD / Hourly
We are looking for a Business Analyst to support enterprise application initiatives in Waltham, Massachusetts. This Long-term Contract position will work closely with business and technical teams to translate operational needs into clear documentation, testing plans, and process improvements. The role focuses on strengthening procurement and finance-related workflows, improving system adoption, and helping ensure successful delivery through implementation, validation, and post-launch support. Responsibilities: • Work with teams across finance, procurement, accounts payable, clinical operations, and other departments to identify needs and turn them into clear business and functional requirements. • Lead discovery sessions, stakeholder meetings, and workflow reviews to map current operations and define future process improvements. • Produce and maintain project artifacts such as requirements documents, user stories, process diagrams, use cases, and related supporting documentation. • Partner with internal stakeholders and external implementation resources to review solution designs and confirm system setups meet business expectations. • Evaluate existing workflows to uncover opportunities for efficiency gains, automation, and stronger process performance using platforms such as Coupa and Auxilius. • Build testing approaches, scenarios, scripts, and detailed cases that align with approved requirements and expected business outcomes. • Carry out functional, integration, regression, and end-to-end testing across procurement, budgeting, forecasting, invoicing, payments, approvals, and reporting activities. • Verify data quality, system integrations, workflow behavior, reporting outputs, and converted information while documenting issues and supporting resolution efforts. • Assist with user acceptance testing preparation, training materials, knowledge sharing, go-live readiness, and post-deployment stabilization activities. • Maintain traceability between requirements and testing while ensuring project documentation meets internal standards and applicable regulatory expectations.
2026-06-18T00:00:00Z

Business Analyst

Malden, MA
onsite
Temporary / Contract
55 - 64 USD / Hourly
We are looking for a Business Analyst to support manufacturing operations in Malden, Massachusetts through a Long-term Contract assignment. This position works closely with business and technical teams to evaluate processes, improve system usage, and help ensure accurate execution across core operational functions. The role is well suited for someone who can translate business needs into practical solutions, document workflows clearly, and contribute to testing, training, and ongoing process improvement in an on-site environment. Responsibilities: • Examine current business workflows within the assigned area and convert operational needs into effective system-based processes. • Investigate application issues, identify underlying causes, and coordinate with internal technology teams and external partners to drive timely resolution. • Create and carry out test plans, business scenarios, and regression checks to confirm system performance and process accuracy. • Record defects thoroughly, verify corrective actions, and assist with readiness activities ahead of production deployment. • Support data mapping, data review, and cleanup efforts to help maintain reliable master data and strengthen governance practices. • Prepare user guides, standard procedures, and training content that enable employees to adopt updated tools and ways of working. • Deliver end-user training and communicate revised process expectations in a clear and practical manner. • Assist with deployment planning, provide on-site support during launch activities, and help stabilize operations after go-live. • Partner with stakeholders across operations, supply chain, logistics, quality, engineering, and finance to align business requirements with technical execution. • Contribute to continuous improvement efforts by identifying opportunities to streamline workflows and enhance process consistency.
2026-07-08T00:00:00Z

Business Analyst

Cambridge, MA
onsite
Temporary / Contract
55.4135 - 64.163 USD / Hourly
We are looking for an experienced Business Analyst to support a portfolio of ServiceNow initiatives for an education-focused organization in Cambridge, Massachusetts. This is a Long-term Contract position expected to run for at least 6 months, with a strong likelihood of extending to 12 months and potential for longer-term opportunity. The role centers on translating business needs into scalable ServiceNow solutions, strengthening reporting capabilities, and helping teams deliver enhancements that improve workflows across multiple departments. You will partner with technical and business stakeholders to drive requirements, testing, dashboard development, and release support in a fast-moving environment. Responsibilities: • Lead discovery sessions with stakeholders to define business needs and convert them into clear functional requirements for ServiceNow initiatives. • Support delivery of multiple concurrent projects involving areas such as incident management, change management, hardware processes, and software asset management. • Develop reporting strategies and build dashboards that provide meaningful operational insights for business and IT teams. • Collaborate with ServiceNow developers and platform team members to plan enhancements, validate solutions, and align configurations with user needs. • Coordinate and support user acceptance testing by preparing test scenarios, documenting outcomes, and helping resolve issues before release. • Monitor platform updates and assist with recurring release activities, ensuring new functionality is tested and introduced smoothly. • Help optimize ServiceNow usage across departments including finance, research, and human resources through workflow improvements and process automation. • Contribute to initiatives such as portal enhancements, reporting improvements, and deployment of new incident management capabilities. • Participate in stakeholder meetings and ongoing communication to track progress, manage expectations, and maintain project momentum.
2026-07-07T00:00:00Z

Sr. Credit Analyst

Portsmouth, NH
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to join a banking team in the Greater Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation. Responsibilities:• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.
2026-07-10T00:00:00Z

Supply Chain Analyst

Marlborough, MA
onsite
Permanent / Full Time
65000 - 85000 USD / Yearly
We are looking for a Supply Chain Analyst to support planning, purchasing, and material flow for aerospace and defense manufacturing programs in Marlborough, Massachusetts. This position plays an important role in keeping production on track by coordinating supply needs, evaluating data trends, and working closely with suppliers and internal teams. The ideal candidate brings strong analytical ability, procurement knowledge, and an understanding of regulated manufacturing environments. Responsibilities:• Manage material planning and purchasing activities to help maintain consistent supply for manufacturing operations.• Review inventory levels, open demand, and scheduling priorities to address shortages and prevent production delays.• Build and maintain reports, dashboards, and key performance metrics using Excel, Power BI, or similar analytical tools.• Coordinate supplier sourcing, oversee purchase order activity, and follow up on urgent material needs to support delivery commitments.• Partner with engineering, operations, quality, and finance teams to align supply chain execution with program requirements.• Support adherence to applicable government and industry procurement standards within aerospace and defense programs.• Evaluate supplier performance and identify risks that could affect cost, quality, or on-time delivery.• Contribute to process improvement efforts that strengthen planning accuracy, material availability, and overall supply chain performance.
2026-07-13T00:00:00Z

Director/Manager Financial Reporting

Burlington, MA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for a strategic finance leader to guide budgeting, forecasting, and performance analysis for our organization in Burlington, Massachusetts. This role partners closely with senior leadership to deliver clear financial insights, support business planning, and shape decisions across revenue, operations, and capital investments. The ideal candidate brings strong FP&A and financial reporting expertise, along with experience in a fast-growing, venture-backed technology environment. Responsibilities: • Lead company-wide planning cycles, including annual budgets, quarterly forecasts, and rolling outlooks across the income statement, balance sheet, and cash flow. • Partner with executives and department leaders to provide financial guidance, evaluate business performance, and support strategic decision-making. • Review results across revenue, cost of sales, operating expenses, and capital spending to identify trends, risks, and opportunities. • Build and deliver financial presentations and analysis for leadership reviews, board materials, and monthly business performance discussions. • Track key performance indicators, investigate variances against plan, and recommend actions to improve financial outcomes. • Create financial models to assess strategic initiatives, investment decisions, and potential acquisitions. • Support cross-functional planning by collaborating with market and functional leaders on budgets, forecasts, and operating assumptions. • Perform ad hoc reporting and detailed analysis to address emerging business questions and leadership requests. • Evaluate financial and operational processes to improve efficiency and strengthen insight into manufacturing, product costing, marketing initiatives, capital projects, and product launches.
2026-06-23T00:00:00Z

VP/Director of Finance

Marlborough, MA
onsite
Permanent / Full Time
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.
2026-06-16T00:00:00Z