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11 results for Financial Planning Analyst in Framingham, MA

Financial Analyst - Entry Level

Boston, MA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for an entry-level Financial Analyst to join a growing team in South Boston, Massachusetts on a Contract basis. This opportunity is well suited for someone eager to build a career in finance and FP&A while gaining hands-on experience with budgeting, reporting, and analytical modeling. The role offers strong exposure to financial data interpretation and requires a high level of comfort working extensively in Excel. Responsibilities: • Analyze budget and operational data across multiple financial models to support planning and performance tracking • Build, update, and maintain spreadsheets that organize large data sets and improve reporting accuracy • Perform detailed Excel-based analysis using formulas and structured workbooks to identify trends and variances • Assist with recurring financial reviews by comparing results against budget expectations and highlighting key findings • Prepare clear summaries of financial information for internal stakeholders to support business decisions • Work with existing reporting tools and systems, including financial data maintained in Sage when needed • Contribute to shaping the scope of this newly established role by adapting to evolving priorities and analytical needs
2026-05-29T00:00:00Z

Financial Analyst (supporting PortCo Valuations)

Boston, MA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Financial Analyst Opportunity (Supporting Portfolio Company Valuations) Location: Boston, MA (Hybrid – 2 days in office) Position Overview:A highly regarded investment organization is seeking a Financial Analyst to support portfolio company valuation processes and financial analysis within a dynamic Financial Planning & Analysis (FP&A) team.This role will focus on collecting, analyzing, and reporting critical financial and operational data used to evaluate investment performance. The position offers strong exposure to senior stakeholders and opportunities to contribute to strategic decision-making across the organization.The ideal candidate is analytical, detail-oriented, and intellectually curious, with the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities:<ul><li>Support quarterly portfolio company valuation processes, including data collection, analysis, documentation, and reporting</li><li>Aggregate, structure, and validate financial data to ensure accuracy and consistency</li><li>Analyze key financial and operational metrics from various reporting sources and prepare summary insights</li><li>Build and deliver reporting to support internal decision-making and performance evaluation</li><li>Identify process improvements to enhance efficiency and data quality across reporting workflows</li><li>Partner with cross-functional stakeholders to distribute and communicate financial insights</li><li>Contribute to broader FP&A initiatives, including trend analysis and ad hoc projects</li><li>Leverage technology and data tools to streamline processes and improve reporting capabilities</li></ul>
2026-05-11T00:00:00Z

Business Analyst

Boston, MA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Business Analyst to support a mortgage industry team in Boston, Massachusetts through a Long-term Contract engagement. This role will focus on translating business needs into clear requirements for a web-based application used to capture and report vendor and expense information tied to rental property management activities. The position partners closely with technology and business stakeholders in an Agile delivery environment while also contributing to smaller enhancements, defect review, and ongoing backlog priorities. Responsibilities: • Elicit, analyze, and document business requirements for a new web application supporting rental property management reporting and compliance needs. • Partner with business users, developers, QA, and solution architecture resources to turn operational needs into detailed functional specifications and user stories. • Facilitate requirement reviews, backlog refinement sessions, sprint planning activities, and recurring Scrum ceremonies across cross-functional teams. • Examine current workflows, identify gaps in system capabilities, and recommend improvements that better align the application with business objectives. • Support the creation and maintenance of project documentation, including process flows, requirement artifacts, user-focused materials, and traceability records. • Contribute to quality efforts by assisting with test planning, validating outcomes, and supporting user acceptance activities for new features and enhancements. • Use tools such as Azure DevOps to manage requirements, track work items, and maintain visibility into sprint and backlog progress. • Work on supplemental assignments such as production issues, minor enhancements, and emerging project needs as priorities evolve.
2026-05-28T00:00:00Z

Sr. Credit Analyst

Cambridge, MA
onsite
Permanent / Full Time
70000 - 100000 USD / Yearly
We are looking for an experienced Sr. Credit Analyst to support lending decisions for a banking team in the Greater Boston area. This position centers on reviewing commercial and consumer credit requests, assessing financial performance, and delivering well-reasoned recommendations that help guide prudent risk decisions. The role also works closely with lending partners to structure transactions, maintain strong credit documentation, and support the ongoing management of borrower relationships. Responsibilities:• Analyze business and personal financial records, tax filings, and related documents to determine borrower and guarantor creditworthiness.• Collect and organize loan information from internal lending partners and clients, then convert that data into clear and actionable credit evaluations.• Prepare comprehensive credit presentations, written analyses, and financial models that support approval, renewal, and modification decisions.• Review loan files to verify accuracy, confirm documentation is complete, and ensure collateral records are properly maintained.• Evaluate repayment sources and collateral support to confirm each request aligns with bank policy and risk standards.• Collaborate with commercial lenders to identify risk considerations, recommend effective deal structures, and support both new and existing credit relationships.• Produce periodic credit reports, annual review materials, loan summaries, and commentary on higher-risk assets as needed.• Maintain organized credit records while assisting with servicing follow-up, borrower requests, and ongoing portfolio administration.• Support underwriting and credit review activity across a range of lending exposures while adhering to regulatory requirements and internal procedures.
2026-05-08T00:00:00Z

Business Intelligence and Data Analyst

Boston, MA
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Business Intelligence and Data Analyst to join a collaborative analytics team supporting enterprise performance initiatives in Boston, Massachusetts. In this role, you will work closely with data engineering and business stakeholders to turn complex operational information into clear, actionable reporting. This position is ideal for an early-career analyst who enjoys building dashboards, improving reporting accuracy, and helping leaders make informed decisions through data. Responsibilities: • Create and refine Power BI dashboards and recurring reports that give teams clear visibility into performance trends and operational results. • Analyze large and varied datasets to uncover meaningful patterns, explain performance drivers, and support business decision-making. • Partner with data engineers and cross-functional teams to gather reporting needs, validate data sources, and improve the reliability of analytics outputs. • Maintain, update, and enhance existing business intelligence solutions to ensure reporting remains accurate, relevant, and easy to use. • Deliver both scheduled reporting and ad hoc analysis to help leadership monitor priorities and respond to emerging business questions. • Develop and track key performance indicators that measure outcomes across departments and highlight opportunities for improvement. • Present findings in a concise, business-friendly way so that both technical and non-technical stakeholders can act on the insights provided. • Support broader analytics adoption by helping users understand reporting tools, metrics, and dashboard functionality. • Contribute to technical assessments and problem-solving efforts related to reporting processes, data quality, and dashboard performance.
2026-06-03T00:00:00Z

Enterprise Risk Oversight Analyst

Norwood, MA
onsite
Temporary / Contract
45 - 55 USD / Hourly
We are looking for an Enterprise Risk Oversight specialist to support second-line risk management activities for a banking organization on the South Shore, Massachusetts. This Long-term Contract position is suited for a detail-oriented individual who can translate complex risk data into meaningful reporting for senior leadership while providing effective oversight across key banking risk areas. The role will work closely with Treasury, Credit, and other business partners to strengthen enterprise risk practices, assess emerging exposures, and promote alignment with regulatory expectations and internal governance standards. Responsibilities:• Develop and maintain enterprise risk reporting for senior management and board-level audiences, highlighting key trends, exposures, and areas requiring attention.• Evaluate risk appetite metrics and key risk indicators to identify shifts in performance, emerging concerns, and potential control weaknesses across the organization.• Provide credible second-line challenge to first-line teams within Treasury, Credit, and related functions on risk decisions, assumptions, and mitigation plans.• Partner with cross-functional stakeholders to support risk assessments, policy reviews, and control oversight activities tied to the enterprise risk framework.• Monitor liquidity, market, interest rate, and credit risk themes to ensure issues are escalated appropriately and risk insights are clearly communicated.• Contribute to enterprise risk governance initiatives, including framework alignment, committee materials, and documentation supporting regulatory and internal review processes.• Track emerging risks and assess their potential effect on the organization’s operating environment, financial profile, and control structure.• Support oversight activities related to model risk management and, where needed, assist with financial reviews of third-party or vendor relationships.
2026-06-02T00:00:00Z

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.
2026-06-02T00:00:00Z

Manager of Actuarial Analytics

Brighton, MA
remote
Permanent / Full Time
130000 - 160000 USD / Yearly
My client, a well established healthcare type of company is hiring a Manager of Actuarial Analytics to join their team. The Manager of Actuarial Analytics will report to the Director and assist with with forecasting healthcare utilization, assess trends and support revenue projections with the FP&A team. Compensation for this position is $130-160K + 17% Bonus. This company has been doing really well for the past several years, offers a ton of growth potential, a 100% remote work arrangement, excellent benefits the possibility of going public down the road and alot more! If interested and qualified, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP! Thank you.
2026-06-02T00:00:00Z

VP/Director of Finance

Boston, MA
onsite
Permanent / Full Time
160000 - 175000 USD / Yearly
Finance Manager OpportunityLocation: Boston, MA (On-site Monday–Thursday, Remote Fridays)Overview: We are seeking a highly motivated Finance Manager to take ownership of full P&L management across multiple revenue channels within a dynamic, multi-segment organization. This role is ideal for a hands-on finance professional who thrives in an independent, fast-paced environment and wants direct exposure to senior leadership.This is an individual contributor role with the potential to manage an analyst in the future and offers strong visibility to executive leadership. Key Responsibilities<ul><li>Own and manage full P&L performance across multiple revenue streams (not limited to expense oversight)</li><li>Lead budgeting, forecasting, and long-range financial planning processes</li><li>Build and maintain complex financial models to support strategic decision-making</li><li>Deliver actionable insights and performance analysis across business channels</li><li>Partner with cross-functional leaders to drive business performance and profitability</li><li>Present financial results and recommendations to senior leadership in a clear and concise manner</li><li>Identify opportunities to improve processes, reporting, and financial visibility</li></ul>
2026-05-11T00:00:00Z

Director Finance - (M&A focused)

Burlington, MA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
Technology Company with Corporate Headquarters located in the Burlington is in search of Director Finance (M&A focused). This position will lead the financial analysis, planning, and execution of M&A and business development transactions and participate in key strategic planning activities. Will develop strong partnerships with the CFO, M&A Leader, CEO and other key SLT members in addition to integrating with the Controller and Corporate FP&A leader to support the acquisitions process. The ideal candidate will have significant M&A transaction analysis and integration experience and be interested in transactions as well as key strategic projects. MBA with 10+ years of previous public accounting, corporate finance, corporate development experience required. Strong quantitative skills, financial acumen, financial modeling and accounting foundation knowledge. Must have extensive M&A experience and BUY Side experience is a requirement. Must possess strong analytical, presentation, interpersonal and communication skills as well. This is a great opportunity to join a rapidly growing technology company with strong leadership team in place, active pipeline of acquisitions and great working and team friendly culture. This position can be mostly remote but ideally would like someone who can get to the office when needed (1x week) so local candidates only. Bonus plan and strong benefits offered including unlimited PTO. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru Linkedin.
2026-05-26T00:00:00Z

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>
2026-06-03T00:00:00Z