Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)Financial ConsultantCambridge, MA$72,700–$95,500 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.
Senior Financial Consultant Lockton IncSenior Financial ConsultantBoston, MAPosition Objective: The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. About Lockton Northeast: For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, Massachusetts$90,000–$125,000 / yearSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and inidelity is come planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
NewFinancial Services Cybersecurity Senior Consultant CroweFinancial Services Cybersecurity Senior ConsultantBoston, Massachusetts$80,500–$159,300 / yearAs a Financial Services Cybersecurity Senior Consultant , you will help financial institutions navigate evolving cyber threats, regulatory expectations, and technology risks by delivering practical, risk-based cybersecurity solutions. Advise clients on financial services regulatory expectations and industry frameworks, including FFIEC, GLBA, NYDFS Part 500, SEC cybersecurity requirements, NIST CSF, NIST 800-53, and CIS Controls.
NewSenior Consultant, Financial Reporting & Accounting | Real Estate Solutions FTI Consulting IncSenior Consultant, Financial Reporting & Accounting | Real Estate SolutionsBoston, MAWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.
NewAudit Consultant, Financial Operations Sun Life Financial IncAudit Consultant, Financial OperationsWellesley Hills, MA$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Financial Reporting Consultant Blue Cross and Blue Shield of Massachusetts IncFinancial Reporting ConsultantBoston, MA$112,680–$137,720 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and affordability. This role is pivotal in delivering essential reports, supporting strategic decisions, writing efficient SQL code, and driving process automation within our databases to ensure the accuracy and efficiency of our membership reporting.
Federal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support) The Federal Reserve SystemFederal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support)Boston, MAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Sr Consultant, Financial Reporting Northern TrustSr Consultant, Financial ReportingBoston, MA$74,700–$126,900 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Review of staff preparations of fund financial statements and schedules of investments as well as coordination and drafting of the notes to the financial statements for annual and semiannual shareholder reports for registered and non-registered funds.
Senior Financial & Actuarial Consultant GallagherSenior Financial & Actuarial ConsultantBoston, MassachusettsFull timeOverview : Primary focus of role is to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, to speak effectively on behalf of the Financial & Actuarial Consulting team regarding core services, and acting as a mentor/coach to others on the team. How you'll make an impact : Apply advanced skills in order to provide and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc.
NewAudit Consultant, Financial Operations Sun LifeAudit Consultant, Financial OperationsWellesley, Massachusetts$53,000–$80,700 / yearThis role conducts premium audits, analyzes census and billing data,identifiespremium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances. Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
Financial Reporting Consultant BlueCross and BlueShield of MassachusettsFinancial Reporting ConsultantBoston, MA$112,680–$137,720 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and affordability. This role is pivotal in delivering essential reports, supporting strategic decisions, writing efficient SQL code, and driving process automation within our databases to ensure the accuracy and efficiency of our membership reporting.
Expert Consultant, CFO Excellence BCG Digital VenturesExpert Consultant, CFO ExcellenceBoston, MALocations: Atlanta | Austin | Boston | Brooklyn | Chicago | Dallas | Denver | Detroit | Durham | Houston | Los Angeles | Miami | Minneapolis | Nashville | New York | Philadelphia | Pittsburgh | San Diego | San Francisco | Seattle | Summit | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. Proven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning.
Senior Financial Operations Consultant CLEAResult Consulting, Inc.Senior Financial Operations ConsultantMARemote$81,400–$122,100 / yearYou'll also be responsible for client/program financial analysis (revenue, labor, expenses), program budget and forecasting support, financial reporting support, and program KPI support, preparing financial analysis in support of business objectives and program management activities. In this role, you will act as a finance business partner supporting program managers, with a strong emphasis on cost accounting, preparing financial statements for external audit, and managing the month-end close process.
Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Consultant, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Consultant, Financial Reporting Northern TrustConsultant, Financial ReportingBoston, MA$66,700–$113,300 / yearThe Financial Reporting group provides internal and external clients with assistance related to the annual audits and/or interim regulatory SEC filings across a diverse set of registered mutual funds and non-registered funds, including, but not limited to, common and collective trust funds, partnerships, and hedge funds that invest in a wide array of investment strategies and asset classes. The group provides assistance to audit firms in the processes and procedures associated with their annual fund audits for both the registered and non-registered fund base, as well as ensuring the timely and accurate filings of the SEC Forms N-CSR, N-MFP and N-PORT Part F for the registered mutual fund base.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantBoston, MALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Boston, Massachusetts; Hyannis, Massachusetts; Hingham, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MassachusettsFull timeIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning) .