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Financial Planning Jobs in Wakefield, MA

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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.

3 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.

3 days ago

Financial Advisor Jobot

Lynn, 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.

9 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.

6 days ago

Senior Financial Analyst FP&A Lead Kforce Inc.

Westwood, MA

Remote

$57–$68

Summary: We are seeking an experienced Senior Financial Analyst/FP&A Lead to support financial planning, operating expense analysis, forecasting, reporting, and month-end close activities. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

1 day ago

Revenue Strategy & Planning, Senior Manager - Remote Cribl

Boston, MA

Remote

$93,300–$175,000 / year

Support annual and long-range planning: Collaborate with GTM leaders, other team members and cross-functional partners on annual and long-range planning. Leverage AI to optimize GTM operations: Apply AI tools and workflows to automate analysis, surface insights faster, and improve the efficiency of existing processes.

23 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.

3 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.

5 days ago

Senior Financial Analyst Waters Corporation

Milford, MA

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. • Manage month-end processes, including reporting, journal entries, balance sheet reconciliations, variance analysis, and collaboration with cross-functional teams on financial activities related to supported areas.

23 days 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).

30+ days ago

Chief Financial Officer – Private Family Office CFS

Jamaica Plain, MA

$200,000–$300,000 / year

Highly visible position offering direct access to family principals and significant decision-making autonomy. • Unique blend of technical accounting, complex tax matters, financial planning, and investment oversight.

6 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.

8 days ago

Business Development Director (Financial Services) Bdo Consulting

Boston, MA

$150,000–$180,000 / year

Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.

23 days ago

Controller Jobot

Norwood, MA

$110,000–$135,000 / 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. This is an excellent opportunity for a seasoned professional to take the helm of our financial operations, driving our financial planning, budget management, and cost management in alignment with our company's strategic objectives.

4 days ago

Senior Financial Analyst - Strategy & Integration, Global Operations Waters Corporation

Milford, MA

We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance. This role will work closely with the Finance Director and cross-functional teams to provide financial insights, drive integration efforts, and support transformation projects that enhance operational efficiency and long-term value creation.

23 days ago

Associate, Transaction Advisory Services Jobot

Boston, MA

$120,000–$150,000 / year
Quick Apply

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). 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.

2 days ago

Tax Accountant Jobot

Norwood, MA

$80,000–$100,000 / 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 successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.

4 days ago

Senior Tax Accountant Jobot

Norwood, MA

$80,000–$100,000 / 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 successful candidate will be responsible for preparing and reviewing corporate tax returns, managing state and local tax obligations, and implementing tax strategies to optimize our financial performance.

4 days ago

Vice President, Transaction Advisory Services Jobot

Boston, MA

$160,000–$215,000 / year
Quick Apply

7 days ago

Tax Expert - On-Site Intuit

Nashua, NH

$27–$41 / hour

3 days ago

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Financial Planning Jobs in Wakefield, MA

Director of Financial Planning & Analysis CFS

CFO Jobot

Financial Advisor Jobot

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

Senior Financial Analyst FP&A Lead Kforce Inc.

Revenue Strategy & Planning, Senior Manager - Remote Cribl

Internal Strategic Financial Consultant MassMutual

Financial Analyst Vaco LLC

Senior Financial Analyst Waters Corporation

Tax Expert - Expert Center (Northeast) Intuit

Chief Financial Officer – Private Family Office CFS

VP Finance/Controller Jobot

Business Development Director (Financial Services) Bdo Consulting

Controller Jobot

Senior Financial Analyst - Strategy & Integration, Global Operations Waters Corporation

Associate, Transaction Advisory Services Jobot

Tax Accountant Jobot

Senior Tax Accountant Jobot

Vice President, Transaction Advisory Services Jobot

Tax Expert - On-Site Intuit

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