Senior Financial Planner LPL Financial ServicesSenior Financial PlannerBoston, MA$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Financial Analyst - Financial Planning & Analysis Appcast IncSenior Financial Analyst - Financial Planning & AnalysisNewton, MAThe 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.
Senior Financial Analyst - Financial Planning & Analysis AppcastSenior Financial Analyst - Financial Planning & AnalysisNewton, MAThe 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.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistBoston, MARemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Advisor Loan Consultant MassMutualAdvisor Loan ConsultantBoston, MassachusettsThis is a dynamic and innovative team with significant experience in the Wealth Management space that focuses on driving inorganic practice and field growth through competitive recruiting and acquisitions, driving net flows for Wealth Management. As a member of the Wealth Management organization, you will join a team of passionate experts across multiple disciplines including Product, Financial Planning, Practice Management, Lending & Banking, Trust, Investments and Operations.
Wealth Advisor - Braintree/Hanover, MA Citizens Financial Group IncWealth Advisor - Braintree/Hanover, MABraintree, MA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Wealth Advisor - Cambridge, MA Citizens Financial Group IncWealth Advisor - Cambridge, MACambridge, MA$105,000–$250,000 / yearOur Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.
Commercial Financial Consultant Rockland Trust CompanyCommercial Financial ConsultantPeabody, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Commercial Financial Consultant-Lowell/New Hampshire Rockland Trust CompanyCommercial Financial Consultant-Lowell/New HampshireLowell, MAWorking closely with Commercial Banking partners, the consultant will identify opportunities within existing client relationships and prospect portfolios, delivering tailored wealth management solutions designed to meet the complex financial needs of business owners, high net worth families, non-profits, and corporate retirement plans. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.
Chief Financial Officer SmartcatChief Financial OfficerBoston, MADrive enterprise value creation, identifying new revenue streams, business model innovations, pricing and packaging opportunities, and strategic investments that expand Smartcat's growth trajectory while improving long-term profitability and capital efficiency. You have consistently created enterprise value, identifying new revenue opportunities, improving business models, optimizing pricing and packaging, and increasing profitability through disciplined capital allocation and strategic financial leadership.
Exposure Management Senior Advisor The Federal Reserve SystemExposure Management Senior AdvisorBoston, MAThe Information Security & Policy portfolio collaborates with business areas to address current and future cybersecurity threats across the enterprise, enforce SAFR and security policy, provide strategic and cost-effective services to its stakeholders, and protect the availability, confidentiality and integrity of Federal Reserve assets. Coordinate integration of exposure data sources including vulnerability scanners, cloud security posture management (CSPM), cloud infrastructure entitlement management (CIEM), external attack surface management (EASM), asset inventories, and threat intelligence feeds.
Enterprise IT Communications Advisor, Senior or Advanced The Federal Reserve SystemEnterprise IT Communications Advisor, Senior or AdvancedBoston, MA$121,000–$166,000 / yearAs an IT Advisor, you will be an integral part of our communications team, helping lead, draft, and coordinate executive and key stakeholder communications during high-impact IT incidents in collaboration with the Enterprise Incident Management (EIM) team. Provide support for communications tool, including, but not limited to ongoing maintenance, coordinating business requirements for requested enhancements and testing, maintaining user access and coaching key stakeholders on communications skills.
EBS Financial Resource Expert In Recruitment SolutionsEBS Financial ResourceN/A, CARemoteExperience with Oracle Cloud SaaS (Fusion Financials) is highly desirable, as well as knowledge of SSO, SFTP integrations, and Oracle's OCI infrastructure Years of Experience Required 10+ years o Two to three sentences This role is responsible for bridging technical and business teams by clearly explaining complex technical concepts, setting expectations, and translating requirements into actionable tasks.
Director, Financial Reporting Manager The Bank of New York Mellon CorpDirector, Financial Reporting ManagerBoston, MA$136,500–$270,000 / yearDeep technical accounting expertise across IFRS, U.S. GAAP, Lux GAAP, and other relevant regulatory frameworks, with strong knowledge of investment fund structures, including mutual funds, hedge funds, private equity, and alternative investments. 15+ years of progressive leadership experience managing large teams of financial reporting professionals, preferably within a fund administrator, asset servicing organization, asset manager, or Big Four accounting firm with investment funds experience.
Senior Underwriter, Representations And Warranties - M&A Financial Lines American International GroupSenior Underwriter, Representations And Warranties - M&A Financial LinesBoston, MA$230,000–$250,000 / yearTECHNICAL SKILLS & EXPERIENCE: High competency in understanding complex corporate M&A transactions and drafting transaction documents; Strong negotiating skills; Specific knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and computation and measure of damages); General knowledge of and ability to comprehend financial statements, financial reports, quality of earnings reports and other commercial due diligence materials; Competency in preparing and giving presentations to brokers, regional offices, legal advisors, clients and others; 5 or more years' experience in M&A legal, underwriting, corporate finance or another relevant business; and. This key role focuses on technical underwriting of insurable risks as they relate to Representations and Warranties transactions (including analysis of deal documents and due diligence) and development of relationships with M&A source producers (brokers, lawyers, private equity fund principals, and corporate professionals).
Underwriting Leader, Representations and Warranties - M&A Financial Lines American International Group Inc (AIG)Underwriting Leader, Representations and Warranties - M&A Financial LinesBoston, MA$250,000–$290,000 / yearLEADERSHIP SKILLS: Exceptional written and oral communication skills, including advanced proficiency in drafting clear, precise legal and commercial documents; Advanced understanding of complex corporate structuring and financing arrangements; Demonstrated ability to lead negotiations with commercially and legally sophisticated advisors, brokers and clients; Highly focused, enthusiastic and creative thinker with strong judgment and a solutions-oriented approach to novel or complex issues; Demonstrated ability to lead and manage multiple complex underwriting processes, assess and prioritize material risks, coordinate stakeholders and maintain organization under demanding transaction timelines; Strong interpersonal and leadership skills, with a demonstrated ability to collaborate effectively across functions, geographies and levels of seniority; Proven ability to make sound commercial decisions against a backdrop of complex legal, financial and underwriting risk assessment; and. TECHNICAL SKILLS & EXPERIENCE: Advanced competency in understanding complex corporate M&A transactions and drafting transaction documents; Advanced negotiating and relationship-management skills, including the ability to influence outcomes and resolve complex issues; Deep knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and the computation and measure of damages); Strong financial and commercial acumen, including the ability to analyze financial statements, financial reports, quality of earnings reports and other commercial due diligence materials; Demonstrated ability to prepare and deliver compelling presentations to brokers, regional offices, legal advisors, clients and other sophisticated audiences; At least 7 years of professional experience in M&A legal, underwriting, corporate finance or another relevant business discipline, including at least 3 years of direct underwriting experience with M&A insurance products; and.
Financial Crimes Manager First Tech Federal Credit UnionFinancial Crimes ManagerMarlborough, MA$104,000–$125,000 / yearThe Financial Crimes Manager leads the execution of financial crimes risk management activities designed to identify, assess, monitor, and mitigate fraud, anti-money laundering (AML), sanctions, and related financial crime risks across the organization. Here's what you can expect from the job and what you need to be successful: What You'll Do: Manage the day-to-day execution of financial crimes programs, including fraud risk management, transaction monitoring, investigations, sanctions compliance, and suspicious activity reporting.
Underwriting Leader, Representations And Warranties - M&A Financial Lines American International GroupUnderwriting Leader, Representations And Warranties - M&A Financial LinesBoston, MA$250,000–$290,000 / yearLEADERSHIP SKILLS: Exceptional written and oral communication skills, including advanced proficiency in drafting clear, precise legal and commercial documents; Advanced understanding of complex corporate structuring and financing arrangements; Demonstrated ability to lead negotiations with commercially and legally sophisticated advisors, brokers and clients; Highly focused, enthusiastic and creative thinker with strong judgment and a solutions-oriented approach to novel or complex issues; Demonstrated ability to lead and manage multiple complex underwriting processes, assess and prioritize material risks, coordinate stakeholders and maintain organization under demanding transaction timelines; Strong interpersonal and leadership skills, with a demonstrated ability to collaborate effectively across functions, geographies and levels of seniority; Proven ability to make sound commercial decisions against a backdrop of complex legal, financial and underwriting risk assessment; and. TECHNICAL SKILLS & EXPERIENCE: Advanced competency in understanding complex corporate M&A transactions and drafting transaction documents; Advanced negotiating and relationship-management skills, including the ability to influence outcomes and resolve complex issues; Deep knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and the computation and measure of damages); Strong financial and commercial acumen, including the ability to analyze financial statements, financial reports, quality of earnings reports and other commercial due diligence materials; Demonstrated ability to prepare and deliver compelling presentations to brokers, regional offices, legal advisors, clients and other sophisticated audiences; At least 7 years of professional experience in M&A legal, underwriting, corporate finance or another relevant business discipline, including at least 3 years of direct underwriting experience with M&A insurance products; and.
NewFinancial Planning & Analysis Manager AddgeneFinancial Planning & Analysis ManagerWatertown, MAFull timeAs an “Addgenie”, you will work collaboratively with internal teams to help fulfill this mission, including scientists, software engineers and product developers, renowned customer support teams, scientific content creators, and business development professionals. The Role: Working closely with the VP of Finance, executives, and department leaders, this role turns financial and operational data into clear insights that support Addgene's mission and long-term sustainability.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)Boston, MA$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.