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Financial Planning Jobs in Winchester, 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.

8 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.

9 days ago

Financial Advisor Jobot

Westborough, MA

$120,000–$200,000 / year
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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

Westborough, 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.

9 days ago

Senior Financial Analyst - Corporate Kforce Inc.

Framingham, MA

$100,000–$115,000

Summary: This role will serve as a strategic finance partner, providing financial planning, forecasting, reporting, and analytical support while collaborating with stakeholders across Finance, Operations, Accounting, IT, and other business units. Kforce's client, a leading global organization located in the Framingham, MA area is seeking a Senior Financial Analyst - Corporate to support a key operational business function.

1 day ago

CFO ($50M+ Food/Distribution Company) Kforce Inc.

Boston, MA

$200,000–$250,000

About the Opportunity: A growing, family-owned distribution and food processing company with approximately $50M in annual revenue is seeking a strategic and hands-on Chief Financial Officer (CFO) to join its executive leadership team. The ideal candidate will bring a blend of strategic leadership and day-to-day execution, with experience in manufacturing, food and beverage, CPG, distribution, or other inventory-intensive environments.

10 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.

2 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

Tax Expert - Local Intuit

Mansfield, MA

$27–$41 / hour

30+ 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.

9 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.

8 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.

9 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.

9 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.

9 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.

9 days ago

Family Office CFO CFS

Boston, MA

$200,000–$300,000 / year

Demonstrated knowledge of tax matters relevant to UHNW families, including trusts, partnerships, individual taxation, and multi-entity structures required. • Partner with an established Controller and outside tax advisors, with autonomy to strengthen processes and guide financial operations.

8 days ago

Vice President, Transaction Advisory Services Jobot

Boston, MA

$160,000–$215,000 / year
Quick Apply

9 days ago

Senior Patient Financial Services Specialist Per Diem Hebrew SeniorLife

Boston, MA

$54,022.04–$81,033.59 / year

This role requires specialized expertise in Massachusetts Medicaid (MassHealth), including application, renewal, and compliance processes, as well as a strong understanding of reimbursement models for custodial care, skilled nursing facilities (SNF), and managed care programs. The ideal candidate will serve as a key liaison between patients, families, clinical teams, admissions, MassHealth and payers to ensure timely coverage, guarantor education, and financial compliance.

Today

Private Client Relationship Manager Citizens

Needham, MA

$83,000–$104,000 / year

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

2 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.

16 days ago

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Financial Planning Jobs in Winchester, MA

Director of Financial Planning & Analysis CFS

CFO Jobot

Financial Advisor Jobot

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

Senior Financial Analyst - Corporate Kforce Inc.

CFO ($50M+ Food/Distribution Company) Kforce Inc.

Financial Analyst Vaco LLC

Tax Expert - Expert Center (Northeast) Intuit

Tax Expert - Local Intuit

VP Finance/Controller Jobot

Chief Financial Officer – Private Family Office CFS

Controller Jobot

Tax Accountant Jobot

Senior Tax Accountant Jobot

Associate, Transaction Advisory Services Jobot

Family Office CFO CFS

Vice President, Transaction Advisory Services Jobot

Senior Patient Financial Services Specialist Per Diem Hebrew SeniorLife

Private Client Relationship Manager Citizens

Corporate Development Lead – Wealth Management MassMutual

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