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Financial Advisor Jobs in Quincy, MA

Jobs

Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) MassMutual

Boston, MA

Maintain strong knowledge of technology development life cycle process, technology innovation, technology risk analysis and assessment, technology management, competitor technology practices, and key industry metrics – which are used to assess risk, return on investment, and spend versus budget. The Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) will work with management of both ETX, GBS and colleagues across Corporate Finance to provide high quality analysis and information to facilitate decision-making.

3 days ago

FP&A Manager – Insurance Brokerage CFS

Boston, MA

Bachelor's degree in Accounting, Finance, or related field preferred; accounting background with a transition into FP&A highly desirable. Partner closely with operational leaders to evaluate brokerage revenue, profitability, and business performance.

2 days ago

FP&A Business Manager CFS

Boston, MA

$120,000–$170,000 / year

Professional services industry experience required; legal industry experience strongly preferred . • Strong financial literacy with the ability to analyze P&Ls, forecasts, expenses, and financial reports.

10 days ago

FP&A Manager - Revenue Forecasting & Predictive Modeling Flywire

Boston, MA

$105,000–$135,000 / year

Own and manage the end-to-end revenue forecasting process, including development of the annual budget, quarterly forecasts (QBRs), and long-range strategic plans (LRP) based on key business drivers (e.g., customer churn, net retention rate, volume metrics) Proactive, strategic thinker, self starter/motivator with ability to communicate effectively with executive management. Design and implement robust Transactional & SaaS/Subscription revenue models (e.g., based on cohorts, top clients, bookings/billings/ARR/MRR drivers) to accurately project future performance under various scenarios.

16 days ago

Director, Staffing Transformation & Operations - Remote Included Health

Boston, MA

Remote

$186,360–$229,779 / year

Reporting to the Head of Member Care Strategy & Operations, you will partner closely with Member Care Advocacy (our member-facing teams), Staffing Forecasting, Quality, Training, Project Management, Finance, Product, Engineering, IT and vendor partners to turn strategic priorities into an operating model that works in production. You will directly oversee workforce management and scheduling functions (skilling, staffing, scheduling, and real‑time management) and vendor/BPO operations, ensuring we consistently meet or exceed service level, quality, and margin goals while delivering a top-notch member and employee experience.

16 days ago

Corporate Development Lead – Wealth Management MassMutual

Boston, MA

Working closely with the senior leaders of MassMutual’s affiliated distribution and wealth management business, the role will assess opportunities spanning registered investment advisers, wealth platforms, advisor capabilities, client solutions, technology and adjacent businesses, with a focus on strategic fit, advisor satisfaction and strong client outcomes. For wealth management opportunities, Corporate Development works closely with business leaders and subject matter experts across our MMFA financial advisor network, Wealth Management, Corporate Strategy, Finance, Legal, Compliance, Risk, Technology, Human Resources, Treasury, FP&A, Controllers and Tax.

3 days ago

Director of FP&A CFS

Jamacia Plain, Massachusetts

$150,000–$200,000 / year

Proven experience supporting executive leadership, presenting to Boards or committees, and leading and developing staff. Join a large, mission-driven nonprofit with a complex financial environment across operations, endowment funds, capital projects, and earned revenue.

10 days ago

System Director Pharmacy Business Operations Tufts Medicine Tufts Medicine

Burlington, MA

$162,773.52–$207,541.52 / year

Comprised of Tufts Medical Center, the principal teaching hospital of Tufts University and the Tufts University School of Medicine, Lowell General Hospital, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Care at Home, and an integrated network of 2,300 physicians, we treat the most complex conditions, keep our communities healthy and bring research breakthroughs to life. Responsibilities typically include: ownership of short to mid-term (1-3 years) execution of functional strategy and the operational direction of the Department, problems faced are often complex and require extensive investigation and analysis, and requires ability to influence others to accept practices and approaches, and ability to communicate and influence executive leadership.

3 days ago

Controller CFS

Waltham, MA

$150,000–$160,000 / year

Creative Financial Staffing (CFS) is partnering with a growing $30M digital media organization to identify a hands-on Controller to lead its accounting and financial operations. This Controller opportunity is ideal for an accounting leader who wants broader ownership and the ability to influence both the financial and people sides of an organization.

6 days ago

Investment Forecasting Strategy & Transformation Lead MassMutual

Boston, MA

You will operate with direct visibility to Finance and Investment Management senior leadership — partnering with the Head of Transformation, IM Operations, and Data Strategy leaders to ensure investment data governance extends all the way through to FP&A and that we are established as a key customer of enterprise data and platform investments. You will lead the business side of key transformation initiatives, including the Anaplan reimplementation — defining what the team needs from the platform, shaping how workflows should work in the future state, and overseeing testing to ensure the end result is aligned with business purpose.

3 days ago

Accounting Manager CFS

Beverly, IL

This is an excellent opportunity for an experienced Accounting Manager looking to grow their visibility and impact with a stable organization in Chicago's South Suburbs. Ready to step into a high-impact leadership role where you can influence financial strategy, partner with operations, and drive results in a manufacturing environment?

13 days ago

Director, Product Analyst Estate Planning, Financial Planning & Advice Fidelity

Boston, Massachusetts

Remote

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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

3 days ago

Senior Financial Analyst - Financial Planning & Analysis Appcast Inc

Newton, MA

The Senior Financial Analyst - Financial Planning & Analysis will work closely with Finance leadership and cross-functional business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support strategic decision-making. Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders to monitor hiring plans, vacancy assumptions, organizational changes, and personnel-related spending to ensure alignment with financial plans and company objectives.

30+ days ago

Senior Financial Analyst - Financial Planning & Analysis Appcast

Newton, MA

The Senior Financial Analyst- Financial Planning & Analysis will work closely with Finance leadership and cross-functional business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support strategic decision-making. Lead corporate headcount planning and workforce expense forecasting, partnering with the People Team and business leaders to monitor hiring plans, vacancy assumptions, organizational changes, and personnel-related spending to ensure alignment with financial plans and company objectives.

30+ days ago

Financial Analyst - Financial Planning & Analysis Wynn Resorts Ltd

Everett, MA

Situated on the Mystic River in Everett, Massachusetts, and connected to Boston Harbor, Encore Boston Harbor boasts 671 spacious hotel rooms, a spa, salon and fitness center, specialty retail shops, 15 dining and lounge venues and more than 50,000 square feet of ballroom and meeting spaces. Participates in short-and long-term departmental goals, objectives, policies, and operating procedures; monitors and evaluates operational effectiveness; effects changes required for improvement.

30+ days ago

Associate Director, Financial Planning & Analysis (Development Finance Business Partner) Bicara Therapeutics Inc

Boston, MA

FICERA specifically addresses a key challenge in solid tumor treatment by enabling immune cell penetration into tumors, reducing fibrosis and immunosuppression while reversing TGF--driven resistance mechanisms - ultimately designed to drive the deep, durable responses that may translate into better outcomes and survival for patients. Founded in 2020, we've built a global team of over 100 employees headquartered in Boston, with a clear focus on advancing our lead asset, ficerafusp alfa, or FICERA - a potentially first-in-class bifunctional EGFR-directed antibody combined with a TGF- ligand trap.

23 days ago

Financial Planning & Analysis Co-op Goodwin Procter LLP

Boston, Massachusetts

As part of the Global Operations Team – all business professionals at the firm – you’ll collaborate with colleagues from varied backgrounds and experiences, fostering an environment where cross-functional learning, networking, and collaboration are at the core of what we do. Here, we’re not just supporting a law firm; we’re partnering with attorneys and clients to deliver cutting-edge solutions in high-stakes litigation and dispute resolution, world-class regulatory compliance and advisory services, and complex transactions.

24 days ago

Financial Planning & Analysis Director AspenTech Corp

Bedford, MA

$146,900–$183,600 / year

Maintain long-term financial projection models (including income statement, balance sheet, and cash flow); refine calculations to incorporate changes in accounting rules and business plans; integrate the models with operating data. You will experience these qualities of passion, pride and aspiration in many ways - from a rich set of career development programs to support of community service projects to social events that foster fun and relationship building across our global community.

30+ days ago

Director, Financial Planning and Analysis (FP&A) Prenuvo

Boston, MA

$200,000–$230,000 / year

The ideal candidate is equally comfortable building detailed driver-based models, challenging assumptions with business partners, and explaining the implications to senior leadership and the Board. Build and maintain driver-based models connecting leads, bookings, cancellations, completed scans, pricing, discounts, product and channel mix, location capacity, and revenue recognition.

30 days ago

Manager of Financial Planning and Analysis Milton CAT

Milford, MA

This is an exceptional opportunity for a technically strong, business-minded finance leader who thrives in a fast-paced environment, is comfortable working with complex data sets and technology tools, and can influence decision-making across the organization. The ideal candidate brings strong financial modeling capability, strategic thinking, and the ability to translate data into clear insights for leaders across the business.

30+ days ago

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Financial Advisor Jobs in Quincy, MA

Head of Strategic Finance for Enterprise Technology Experience (ETX), Global Business Services (GBS) and Enterprise Allocations (EA) MassMutual

FP&A Manager – Insurance Brokerage CFS

FP&A Business Manager CFS

FP&A Manager - Revenue Forecasting & Predictive Modeling Flywire

Director, Staffing Transformation & Operations - Remote Included Health

Corporate Development Lead – Wealth Management MassMutual

Director of FP&A CFS

System Director Pharmacy Business Operations Tufts Medicine Tufts Medicine

Controller CFS

Investment Forecasting Strategy & Transformation Lead MassMutual

Accounting Manager CFS

Director, Product Analyst Estate Planning, Financial Planning & Advice Fidelity

Senior Financial Analyst - Financial Planning & Analysis Appcast Inc

Senior Financial Analyst - Financial Planning & Analysis Appcast

Financial Analyst - Financial Planning & Analysis Wynn Resorts Ltd

Associate Director, Financial Planning & Analysis (Development Finance Business Partner) Bicara Therapeutics Inc

Financial Planning & Analysis Co-op Goodwin Procter LLP

Financial Planning & Analysis Director AspenTech Corp

Director, Financial Planning and Analysis (FP&A) Prenuvo

Manager of Financial Planning and Analysis Milton CAT

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