18 results for Financial Planning Analyst in Providence, RI

Financial Planning & Analysis Manager

Mystic, CT
onsite
Permanent
100000 - 130000 USD / Yearly
FP&A Manager Location: New London County Position Type: Full Time/Permanent PositionRecruiter Contact: Sal Fiorillo - Sal.Fiorillo@RoberthalfReference: SF0013301246 Join a global leader in a newly created role reporting directly to the CFO, offering high visibility and the chance to make a measurable impact in a finance organization. Why This Role<ul><li>High exposure to the C-Suite and private equity ownership group</li><li>Opportunity to drive strategic FP&A in a complex global manufacturing environment</li><li>Flexible, collaborative culture – initially on-site, with hybrid flexibility once established</li></ul>Key Responsibilities<ul><li>Lead budgeting, forecasting, and long-range financial planning processes</li><li>Consolidate and analyze global reporting packages for executive leadership and PE ownership</li><li>Partner with business leaders to provide decision support and performance insights</li><li>Develop financial models to support strategy, margin improvement, and cost optimization</li><li>Drive variance analysis and reporting under GAAP standards</li><li>Support M&A integration and special projects</li></ul>Requirements<ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>4–7+ years progressive FP&A experience, including consolidations</li><li>Strong financial modeling, forecasting, and budgeting skills</li><li>Advanced Excel capability</li><li>Experience with GAAP reporting and variance analysis</li></ul>Pluses<ul><li>Private equity–owned company exposure</li><li>Manufacturing industry background</li><li>OneStream or Epicor ERP experience</li><li>MBA, CPA, or CFA designation</li><li>Supervisory experience</li></ul>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013301246.All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.
2026-02-27T00:00:00Z

Financial Analyst

Auburn, MA
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Auburn, Massachusetts. In this role, you will contribute to the Financial Planning & Analysis (FP&A) team, focusing on operating expenses, personnel reporting, and financial statement consolidation. You will play a critical part in ensuring accurate financial reporting, supporting budget management, and conducting variance analysis. This position is perfect for an analytical thinker who thrives in data-driven environments and enjoys cross-functional collaboration. For immediate interview call Victor Muller at 508 205 2136 Responsibilities:• Manage monthly operating expense and personnel reports in Adaptive Planning, including tracking, forecasting, and analyzing variances against budget and prior-year data.• Collaborate with the Accounting team to ensure proper expense classifications, accruals, and adjustments for non-recurring costs.• Provide department leaders with detailed analyses of expense performance and headcount trends.• Maintain and enhance Adaptive Planning models to improve the accuracy and efficiency of operating expense and personnel reporting.• Work closely with Accounting to ensure financial statements are accurate, complete, and consistent with compliance standards.• Assist in preparing consolidated profit and loss statements, identifying key variances and drivers impacting net income.• Support annual budgeting and forecasting processes, focusing on operating expenses, personnel, and below-gross-profit areas.• Develop management reports and presentations for leadership and board-level reviews.• Identify opportunities to streamline reporting processes, automate tasks, and improve data quality.• Collaborate with IT, Accounting, and FP&A teams to improve system integrations and reporting accuracy.
2026-02-12T00:00:00Z

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

Sr. Financial Analyst

Wareham, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to join our team on a contract basis in Wareham, Massachusetts. In this role, you will play a pivotal part in developing a financial pricing tool that supports our clients in optimizing their pricing strategies. The ideal candidate will have a strong background in financial analysis, cost accounting, and advanced Excel techniques. Responsibilities: • Design and implement a dynamic financial pricing tool tailored to client needs. • Analyze client financial statements to identify key metrics and input data for pricing optimization. • Develop dashboards that provide actionable insights into pricing strategies and cost structures. • Utilize cost accounting principles to evaluate goods or services and recommend optimal pricing. • Perform detailed variance analysis to assess financial performance and identify trends. • Collaborate with stakeholders to gather financial data and ensure accurate tool functionality. • Conduct ad hoc financial analysis to address specific client requirements. • Apply data mining techniques to extract and interpret critical business information. • Provide training and support to clients using the pricing tool and dashboards. • Ensure all financial models are aligned with industry best practices and client goals.
2026-03-02T00:00:00Z

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

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

Senior Cost Analyst

Mystic, CT
onsite
Permanent
75000 - 90000 USD / Yearly
Job Title: Senior Cost AnalystLocation: Groton, CT (On-site, 5 days / week)Position Type: Full-Time / PermanentRecruiter Contact: Abby Harpp – abby.harpp@roberthalfJob Reference: AH0013361489 We are seeking a Senior Cost Analyst to support a high-tech manufacturing operation and play a key part in standard costing, inventory accuracy, and operational cost analysis. This person will work closely with Operations, Engineering, Supply Chain, and Finance to deliver accurate product costing and actionable insights. Key Responsibilities:<ul><li>Own standard costing, cost updates, and variance analysis</li><li>Partner with Operations on inventory counts, audits, and root cause analysis</li><li>Support budgeting, forecasting, and month-end close</li><li>Collaborate cross-functionally on BOM, material, labor, and overhead costing</li><li>Prepare journal entries, reconciliations, and cost-related reporting</li><li>Monitor cost trends, identify savings opportunities, and drive improvements</li><li>Deliver clear, actionable cost and operational insights to leadership</li><li>Support ad-hoc cost and production analysis</li></ul>
2026-03-02T00:00:00Z

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

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
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

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

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.
2026-03-05T00:00:00Z

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

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

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

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