1,853 Results for

Financial Planning Jobs in Melrose, MA

Jobs

Director of Financial Planning & Analysis CFS

Boston, MA

$150,000–$200,000 / year

High-visibility Director of Financial Planning & Analysis role partnering directly with the CFO, executive leadership, and Board committees. Join a large, mission-driven nonprofit with a complex financial environment spanning operations, endowment funds, capital projects, and earned revenue.

9 days ago

Head of Organizational Design and Workforce Planning MassMutual

Boston, MA

Advise senior leaders on organization design and operating model decisions, including structure, roles, decision rights, work processes, spans and layers, ways of working, and opportunities to improve clarity, efficiency, scalability, and execution. Translate business priorities into workforce implications, including critical roles, capability needs, build/buy/borrow/automate choices, location strategy, capacity requirements, talent risks, and connections to financial planning.

2 days ago

CFO Jobot

Concord, MA

$200,000–$225,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The CFO will serve as a trusted advisor to executive leadership and will play a critical role in evaluating development opportunities, structuring financing, managing capital relationships, and ensuring the organization has the financial infrastructure necessary to support continued growth.

6 days ago

Financial Planner (Series 7/63 or 65/66) Jobot

Lynn, MA

$120,000–$200,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

13 days ago

Financial Advisor Jobot

Westborough, MA

$120,000–$200,000 / year
Quick Apply

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

3 days ago

Actuary – Financial Projection Modeling (Modeling Center of Excellence) MassMutual

Boston, MA

See MassMutual Terms & Conditions at https://www.massmutual.com/legal/terms-of-use and Privacy Policy at https://www.massmutual.com/protecting-your-information and SonicJobs Privacy Policy at https://www.sonicjobs.com/privacy and Terms of Use at https://www.sonicjobs.com/terms. As the Actuary for Financial Projection Modeling, you’ll join the Modeling Center of Excellence (COE)—the team powering enterprise‑wide insights across FP&A, ALM, ERM, Treasury, and Capital Management.

2 days ago

Senior Financial Analyst Berkeley Research Group, LLC

Boston, MA

$80,000–$135,000 / year

Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition.

6 days ago

Internal Strategic Financial Consultant MassMutual

Boston, MA

Known for disciplined financial stewardship, transparent governance, and strong cross-functional collaboration, SP&D brings together Workstream Leads, Finance Leads, Insight Leads, and Program Managers who drive execution, manage budgets, and power confident decisions through data, reporting, and actionable insights. We lead the planning, governance, and delivery of enterprise initiatives that accelerate transformation and fuel growth—ensuring the right work is prioritized, tightly aligned to strategy, and delivering measurable value across MassMutual’s portfolio in close partnership with divisional leadership.

2 days ago

Financial Analyst Vaco LLC

BOSTON, MA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

1 day ago

Tax Expert - Expert Center (Northeast) Intuit

Needham, MA

$27–$41 / hour

Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).

29 days ago

Tax Expert - Local Intuit

Mansfield, MA

$27–$41 / hour

29 days ago

Managing Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Boston, MA

$120,000–$185,000 / year

The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe.

6 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.

2 days ago

Financial NetSuite Manager CFS

Boston, MA

$115,000–$135,000 / year

Serve as lead NetSuite administrator, including configuration, saved searches, workflows, reporting, roles, and permissions. • Manage finance system integrations, data feeds, troubleshooting, and data accuracy across multiple platforms.

9 days ago

IM Financial Communications Consultant MassMutual

Boston, MA

The broader Strategy & Governance organization is responsible for business strategy execution, governance, operating model evolution, budget oversight, board and rating agency engagement, investment compliance, due diligence, vendor oversight, manager oversight, investment data strategy, and enterprise stakeholder communications. 2+ years of demonstrated experience communicating complex information, interpreting investment data clearly and effectively through written materials, verbal presentations, and stakeholder interactions, with experience presenting to senior leaders, clients, or cross-functional teams.

2 days ago

Fractional CFO Consultant CFS

Norfolk, MA

$100–$120 / hour

CFS has partnered with a growing construction company is seeking an experienced Fractional CFO Consultant to provide strategic financial leadership and support business growth. This role will partner with ownership and the accounting team to improve financial reporting, develop KPIs, analyze profitability, and provide actionable insights across multiple business divisions.

9 days ago

VP Finance/Controller Jobot

Canton, MA

$140,000–$150,000 / year
Quick Apply

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Oversee the preparation of all financial reports, including profit and loss statements, balance sheets, and reports for government regulatory agencies.

Today

Tax Expert - Expert Center Intuit

Needham, MA

$27–$41 / hour

2 days ago

Tax Expert - On-Site Intuit

Mansfield, MA

$27–$41 / hour

1 day ago

Tax Expert - Local Tax Office Intuit

Mansfield, MA

$27–$41 / hour

1 day ago

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Financial Planning Jobs in Melrose, MA

Director of Financial Planning & Analysis CFS

Head of Organizational Design and Workforce Planning MassMutual

CFO Jobot

Financial Planner (Series 7/63 or 65/66) Jobot

Financial Advisor Jobot

Actuary – Financial Projection Modeling (Modeling Center of Excellence) MassMutual

Senior Financial Analyst Berkeley Research Group, LLC

Internal Strategic Financial Consultant MassMutual

Financial Analyst Vaco LLC

Tax Expert - Expert Center (Northeast) Intuit

Tax Expert - Local Intuit

Managing Consultant - Corporate Finance - Turnaround & Restructuring Berkeley Research Group, LLC

Corporate Development Lead – Wealth Management MassMutual

Financial NetSuite Manager CFS

IM Financial Communications Consultant MassMutual

Fractional CFO Consultant CFS

VP Finance/Controller Jobot

Tax Expert - Expert Center Intuit

Tax Expert - On-Site Intuit

Tax Expert - Local Tax Office Intuit

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