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19 results for Financial Planning Analyst in Danvers, MA

Financial Analyst

Southborough, MA
onsite
Permanent / Full Time
75000 - 95000 USD / Yearly
We are looking for a Financial Analyst to support reporting, planning, and performance analysis for the business in Southborough, Massachusetts. This role focuses on turning financial and operational data into clear insights through reporting tools, thoughtful analysis, and collaboration with internal stakeholders. The ideal candidate brings strong Power BI expertise, sound financial acumen, and the ability to improve reporting processes while managing multiple priorities effectively. Responsibilities:• Build and refine Power BI dashboards and reporting tools that help track financial results, planning activities, and performance against expectations.• Review financial data to uncover patterns, explain business drivers, and deliver meaningful recommendations to leaders and cross-functional partners.• Produce monthly and quarterly analytical reporting, including explanations of differences between actual results, budgets, and forecasts.• Partner with stakeholders to gather reporting needs and convert business questions into practical, scalable dashboard and analytics solutions.• Pull together data from multiple systems, transform it appropriately, and verify its accuracy to support reliable financial reporting.• Streamline and automate recurring reporting activities to improve efficiency, consistency, and visibility into financial performance.• Provide support for special projects and on-demand financial analysis as business needs arise.
2026-05-06T00:00:00Z

Financial Analyst

Westborough, MA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for an experienced Financial Analyst to join our team in Westborough, Massachusetts. In this role, you will play a key part in driving financial insights and supporting strategic initiatives for our global operations network. You will collaborate with cross-functional teams to optimize processes, enhance operational efficiency, and contribute to long-term value creation. For Immediate Interview please call Victor Muller at 508 205 2136 Responsibilities:• Provide detailed financial analysis and insights to support strategic initiatives, mergers and acquisitions (M&A) integration, and operational performance.• Develop financial models and conduct scenario planning to evaluate transformation projects and footprint optimization efforts.• Assist in standardizing financial processes across the global operations network.• Prepare monthly synergy tracking reports, identifying trends, risks, and opportunities.• Collaborate with strategy and operations teams to align financial objectives with broader business goals.• Create executive-level presentations and reporting materials for senior leadership.• Maintain the integrity of financial data while ensuring compliance with corporate policies and internal contr
2026-04-14T00:00:00Z

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>
2026-04-10T00:00:00Z

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
2026-05-06T00:00:00Z

Business Analyst

Framingham, MA
onsite
Temporary / Contract
70 - 100 USD / Hourly
We are looking for a Business Analyst for a Contract engagement supporting Finance Operations. In this role, you will work closely with finance leaders and cross-functional stakeholders to turn complex data into meaningful business insights that strengthen planning, reporting, and decision-making. This position is ideal for someone who combines analytical thinking with strong business acumen and can use modern reporting tools to improve visibility into financial performance. Responsibilities:• Partner with Global Finance leaders and stakeholders to identify reporting needs and translate business questions into actionable analytics solutions.• Build and enhance interactive dashboards and reporting tools using Microsoft Power BI to improve access to financial and operational data.• Analyze large data sets to uncover trends, variances, and opportunities that support better business decisions.• Develop recurring and ad hoc reports that increase efficiency, accuracy, and consistency across finance reporting processes.• Collaborate with teams across multiple locations to gather requirements, validate outputs, and ensure reporting solutions meet business needs.• Use Microsoft Excel to perform detailed data reviews, reconciliations, and supplemental analysis where needed.• Monitor data quality and resolve reporting issues by investigating inconsistencies and recommending practical improvements.• Support changes to reporting processes or systems by documenting requirements, testing outputs, and helping stakeholders adopt updated tools and workflows.
2026-04-28T00:00:00Z

Business Analyst Advanced

Boston, MA
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are looking for an experienced Business Analyst Advanced to support a client-facing onboarding program in Boston, Massachusetts. This Long-term Contract position will focus on coordinating third-party onboarding activities, aligning business needs with operational readiness, and driving clear communication across internal teams and external partners. The role suits a senior specialist who can manage competing priorities, operate effectively in a change-driven environment, and provide confident updates to stakeholders throughout delivery. Responsibilities: • Lead third-party onboarding activities from initial assessment through implementation, testing, launch preparation, and post-go-live stabilization. • Act as the primary contact for clients and external service partners, translating current operating models into practical future-state onboarding plans. • Coordinate closely with product, operations, reference data, testing, and technology teams to define scope, dependencies, and delivery milestones. • Oversee connectivity and messaging readiness, including certification planning, issue resolution, and management of non-standard requirements. • Monitor testing progress, guide defect triage, and confirm that entry and exit criteria are met before each implementation stage. • Produce dashboards, status reporting, and metrics that highlight delivery progress, quality indicators, risks, and key decisions. • Identify process gaps and strengthen controls to improve onboarding quality, transparency, and execution consistency. • Provide day-to-day direction to offshore support resources, promoting strong service levels, accountability, and collaboration across locations.
2026-05-06T00:00:00Z

AP/Payroll Analyst

Southborough, MA
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
We are looking for an AP/Payroll Analyst to join our team in Southborough, Massachusetts. This position supports both payroll and accounts payable activities, requiring someone who can manage the complete payroll cycle while also handling day-to-day payment operations with accuracy and strong attention to detail. The ideal candidate brings solid experience working in a fully onsite environment and is comfortable balancing deadlines, reconciliations, and compliance responsibilities across multiple financial processes. Responsibilities:• Administer end-to-end biweekly payroll for exempt, non-exempt, and per diem employees, ensuring timely and accurate processing.• Review and maintain timecards and attendance records, resolving discrepancies before payroll is finalized.• Reconcile payroll results, verify deductions and taxes, and support year-end payroll activities as needed.• Manage payroll-related items such as garnishments, tax withholdings, and compliance with applicable payroll regulations.• Perform full-cycle accounts payable duties, including invoice processing for purchase order and non-purchase order transactions.• Handle employee expense reports, prepare check runs and wire payments, and maintain accurate payment documentation.• Reconcile accounts payable records and assist with vendor payment tracking to ensure financial accuracy.• Prepare and support 1099 reporting requirements in accordance with established deadlines.• Use systems such as Sage, UKG Pro, Kronos, and Excel to maintain records, process transactions, and produce reports.• Work onsite on a permanent basis while collaborating with internal teams to support efficient payroll and payables operations. For immediate consideration please call me directly Eric Lebow 508-205-2127
2026-04-30T00:00:00Z

Fund Accountant

Boston, MA
onsite
Temporary / Contract
27 - 27.5 USD / Hourly
We are looking for a detail-oriented Fund Accountant to join a long-term contract opportunity in Boston, Massachusetts. This fully onsite position is ideal for an early-career accounting or finance candidate who can learn quickly, work collaboratively, and support the accurate daily valuation of investment funds. The role centers on delivering timely NAV reporting, maintaining strong controls, and partnering with internal teams and clients to keep fund operations running smoothly. Responsibilities: • Calculate and review daily net asset values for assigned funds, ensuring results are accurate and delivered within required timelines. • Prepare client and internal reports as needed, including ad hoc financial information that supports operational and reporting requests. • Perform control and quality checks on data received from internal partners to confirm completeness, accuracy, and consistency. • Respond to client questions and operational inquiries promptly, coordinating with relevant teams to resolve issues effectively. • Maintain fund documentation and operating procedures, updating records to reflect current processes and requirements. • Support fund onboarding activities by working with business partners and clients to establish operational readiness for new mandates. • Coordinate with reconciliation, investment operations, shareholder services, and financial reporting teams to meet scheduled deadlines. • Monitor completion of daily tasks, confirm supporting documentation is retained, and ensure workpapers align with control standards. • Identify process improvement opportunities that enhance efficiency, strengthen controls, and reduce operational risk.
2026-05-06T00:00:00Z

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.
2026-05-04T00:00:00Z

Real Estate Analyst - Hybrid

Burlington, MA
onsite
Permanent / Full Time
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.
2026-04-21T00:00:00Z

FP&A Manager

Boston, MA
onsite
Permanent / Full Time
125000 - 135000 USD / Yearly
My client who is in the Life Sciences space is hiring an FP&A Manager to join their team. The FP&A Manager will report to the CFO and handle various finance duties such as budgeting, forecasting, planning, financial modeling, business partnering and more. This position would be great for a strong Senior Financial Analyst looking for growth or a Junior FP&A Manager. Compensation for this position is $125-140K + Bonus. This company is very stable, has an established Finance team, offers great growth potential, nice benefits, a great hybrid arrangement and more! If interested in hearing more, please EMAIL YOUR RESUME to matthew.katz@roberthalf ASAP or message me on Linkedin. Thank you.
2026-05-01T00:00:00Z

Director of Finance

Boston, MA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We’re seeking an experienced Director of Finance to lead finance and accounting for a growing architecture and design firm. This hands-on leader will oversee transactional and operational accounting, month‑end close, FP&A, project accounting, budgeting, forecasting, and cash flow management — plus manage and mentor a small finance team. Compensation: $140 - 160K + bonusOffice schedule: 3 days onsite Please message me on LinkedIn or email me at john.holtman@roberthalf Key responsibilities<ul><li>Lead month‑end close, consolidated financial reporting, and accounting operations</li><li>Oversee project accounting, billing, revenue recognition, and job cost analysis</li><li>Drive budgeting, forecasting, rolling forecasts, and cash‑flow planning</li><li>Deliver actionable FP&A insights to support leadership and project teams</li><li>Implement process improvements, controls, and accounting policies</li><li>Manage, develop, and coach finance staff; build scalable team workflows</li><li>Partner with partners/principals on financial strategy, pricing, and profitability</li></ul>
2026-04-17T00:00:00Z

Director of Finance

Milford, MA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a strategic and hands-on finance leader to oversee the full financial operation of our construction-focused business in Milford, Massachusetts. This role will guide accounting activities, strengthen reporting accuracy, and provide leadership with clear financial insight to support sound decision-making. The ideal candidate brings strong experience in construction finance, a practical command of core accounting systems, and the ability to build processes that scale with growth. Responsibilities:• Direct day-to-day accounting and finance activities, including ledger oversight, close processes, financial statement preparation, and control management.• Administer QuickBooks financial operations with a focus on precise cost tracking, appropriate revenue treatment, and dependable reporting timelines.• Manage the financial use of Buildertrend by supporting project budgets, tracking costs, handling change order impact, and producing project-level financial visibility.• Evaluate job performance by comparing budget expectations to actual results and working with project leaders to resolve cost variances.• Oversee cash management activities, including forecasting liquidity needs, supervising payables and receivables, and coordinating vendor disbursements.• Lead construction billing activities such as progress invoicing, retainage administration, change order billing, and related documentation requirements.• Prepare and deliver financial reports and leadership dashboards that communicate business performance to ownership and senior management.• Serve as the primary finance contact for external partners such as accounting advisors, auditors, lenders, and insurance representatives.• Establish and refine financial procedures, reporting practices, and internal controls to improve consistency and support expansion.
2026-05-06T00:00:00Z

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

AP Accounting Specialist

Wellesley, MA
onsite
Permanent / Full Time
64000 - 75000 USD / Yearly
An AP Specialist with a strong personality would thrive in this environment. Our client is seeking someone who has experience working in a fast-paced, high-volume environment while managing both employee expenses and vendor payments with accuracy. This role involves handling expense reports and corporate credit cards, processing invoices, and ensuring everything matches correctly. This role requires strong attention to detail, heavy reconciliation, organization skills, and able to resolve discrepancies. Experience with Excel, accounting systems, and complex transactions is a must.
2026-04-22T00:00:00Z

Accounting Specialist

Danvers, MA
onsite
Temporary / Contract
25 - 32 USD / Hourly
We are looking for an Accounting Specialist to support day-to-day financial operations for a Long-term Contract position based in Danvers, Massachusetts. This opportunity is well suited for someone who brings strong experience across payables, receivables, billing, and account reconciliation, and who can maintain accuracy in a high-volume accounting environment. The role will contribute to donation and gift-related accounting activity while helping ensure timely processing and reliable financial records. Responsibilities: • Process invoices, payment requests, and disbursements with close attention to accuracy, approvals, and established accounting procedures. • Support gift and donation-related accounting tasks, including proper recording, tracking, and reconciliation of incoming funds and related transactions. • Assist with accounts receivable activity by applying payments, reviewing outstanding balances, and helping maintain current customer or donor accounts. • Prepare and manage billing transactions, ensuring charges are entered correctly and supporting documentation is complete. • Reconcile account activity on a routine basis to identify discrepancies, research variances, and help resolve issues promptly. • Maintain organized financial records and documentation to support reporting, audits, and internal review needs. • Collaborate with accounting team members and business partners to address transaction questions and improve day-to-day workflow efficiency. • Contribute to general accounting support as needed, including data entry, transaction review, and assistance with periodic close activities.
2026-05-06T00:00:00Z

Director of Finance (Accounting)

Jamaica Plain, MA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are seeking a hands‑on Director of Finance with a strong accounting focus to lead financial operations for a respected for‑profit educational institution. This role is ideal for a detail‑oriented accounting leader who owns transaction processing through month‑end close, manages accruals, and ensures timely, GAAP‑compliant financial reporting. This positions pays $95 - 115K and is 5 days on-site. Please message me on linkedin or email me at john.holtman@roberthalf for more information. Key Responsibilities<ul><li>Own full-cycle accounting: AP, AR, payroll coordination, general ledger maintenance, and reconciliations.</li><li>Lead month‑end and year‑end close processes; prepare accurate accruals and journal entries.</li><li>Produce monthly financial statements, variance analysis, and management reports.</li><li>Oversee budgeting, forecasting, and cash‑flow monitoring.</li><li>Implement and maintain internal controls and accounting policies to ensure compliance.</li><li>Serve as primary liaison for external auditors and tax preparers; support audit processes.</li><li>Supervise and develop accounting staff; delegate transactional work and review deliverables.</li><li>Drive continuous improvement of accounting systems and processes (ERP experience preferred).</li><li>Partner with executive leadership on strategic financial initiatives and decision‑making.</li></ul>
2026-04-08T00:00:00Z

Fractional CFO

Princeton, MA
onsite
Temporary / Contract
95 - 115 USD / Hourly
Our manufacturing company is seeking an experienced Fractional Chief Financial Officer (CFO) for an ongoing engagement. This is a high-impact, strategic role designed for a dynamic financial leader who thrives in a hands-on and collaborative environment. Key Responsibilities:<ul><li>Oversee the company's financial strategy, planning, and analysis, ensuring alignment with organizational objectives.</li><li>Guide budgeting, forecasting, cash flow management, and internal controls.</li><li>Provide actionable financial insights to the executive leadership team to inform decision-making and drive operational efficiency.</li><li>Oversee financial reporting, regulatory compliance, and audits.</li><li>Partner with cross-functional teams to support growth initiatives, process improvements, and systems enhancements.</li><li>Lead and mentor the finance team to ensure best practices in accounting, reporting, and compliance.</li><li>Collaborate directly with manufacturing operations to achieve cost optimization and profitability targets.</li></ul>
2026-04-15T00:00:00Z

VP of Finance and Accounting - Biotech

Cambridge, MA
onsite
Permanent / Full Time
275000 - 300000 USD / Yearly
My client, a private Biotech in Cambridge, MA is hiring a VP of Accounting & Finance to join their team. The VP of Accounting & Finance will report into an excellent CEO and handle all things accounting & finance related and be the CEO's right hand person. The CEO here really likes to mentor people and you will be involved in alot of what she does on a weekly basis. Compensation for this position is $275-300K + Bonus + the equity will be about .5% of the company which could be very lucrative if all things go according to plan. Additionally, this company is doing really well, has an amazing mission, is in the clinic, could be a possible IPO down the road, offers excellent benefits, great growth potential, free parking and a hybrid arrangement. If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you!
2026-04-22T00:00:00Z