471 Results for

Financial Planning Jobs in Worcester, MA

Jobs

New!

Westborough, MA6 days ago

$100,000–$140,000 Per Year

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. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

New!

Westborough, MA1 day ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. 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.

New!

Westborough, MA6 days ago

$120,000–$200,000 Per Year

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.

New!

Westborough, MA6 days ago

$120,000–$200,000 Per Year

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.

New!

Waltham, MA4 days ago

$125–$170

p> 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.

New!

Waltham, MA4 days ago

$125–$150

p> 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.

Bedford, MA8 days ago

$96,757–$120,000 Per Year

New!

Bedford, MA3 days ago

$73,160–$115,000 Per Year

The C2ISR Division provides worldwide life cycle support across the spectrum of the C2ISR capabilities based enterprise; including supply, distribution, materiel management, acquisition, system engineering and maintenance, financial planning and budgeting, security, flight test, and contracting functions. EPASS support is required to execute the major GNS programs in support of the C2ISR Division, to include: AF DCGS Network Infrastructure Transformation (NIT), Extended Tether Program (ETP), and Global Command and Control System – Air Force Infrastructure (GCCS-AF (I)).

Worcester, MA30+ days ago

$90,000–$120,000 Per Year

p>Qualifications:

• Series 7, 66 licenses required • CFP Preferred • Bachelor's degree required • 2+ years of financial services experience or related industry • Exemplary in communication, presentation, time-management and organizational skills • Detail oriented with an ability to handle multiple priorities • Ability to work efficiently under pressure, with a focus on the client experience • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions • Successful completion of background check and pre-employment assessments • Knowledge of Money Guide Pro preferred but not required. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

New!

Smithfield, Rhode Island4 days ago

Remote

See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments. Sales
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.

Marlborough, MA20 days ago

$270,000–$340,000 Per Year

li>Leads the continuous improvement of financial and business intelligence system's infrastructure to drive precision and accuracy of all financial planning, forecasting and reporting processes, as well as to provide timely, accurate and insightful analysis of financial statements, annual budgets, financial trends, and ongoing forecasts. As we continue to scale, we are seeking an exceptional Vice President of Financial Planning & Analysis to serve as a true financial thought partner to the SVP of Finance and the broader executive leadership team.

Pawtucket, RI30+ days ago

$80,000–$140,000 Per Year

This is a senior individual contributor role with no direct reports responsible for owning the budgeting and forecasting process, providing deep cost and variance analysis, and partnering closely with operations and senior leadership to drive financial performance.

This role requires a CPA-certified finance professional with strong manufacturing finance expertise who can translate complex financial data into actionable insights that improve profitability, capital efficiency, and operational execution.

Pawtucket, Rhode Island30+ days ago

This is a senior individual contributor role with no direct reports, responsible for owning the budgeting and forecasting process, providing deep cost and variance analysis, and partnering closely with operations and senior leadership to drive financial performance.

Chelmsford, MA9 days ago

Remote

$112,800–$169,200 Per Year

The Senior Financial Planning Analyst defines FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy. Defining FP&A methodologies and forecasting frameworks used across teams, acting as a SME that others depend on to solve ambiguous financial/data problems, and has an impact on functional direction or planning strategy.

New!

Wellesley, MA4 days ago

$140,000–$150,000 Per Year

This person will partner directly with the CFO, practice group leaders, and the executive team to drive financial insight, reporting excellence, and data-driven decision-making.

Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready.

Attleboro, MA30+ days ago

li>Participate as a key thought leader of the global finance team, influencing decision making, identifying finance priorities, managing directly and indirectly - finance staff in multiple locations.

Demonstrated experience partnering with strategic sourcing, category management, and supply chain leadership; direct experience supporting procurement, supply chain or operations in manufacturing equipment.

Milford, Massachusetts30+ days ago

$130,000–$160,000 Per Year

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. Overview:

Milton CAT is seeking a Manager, Financial Planning & Analysis to join our Accounting & Finance team in a newly added, high-impact role at our corporate office in Milford, MA.

Waltham, MA30+ days ago

$118,708–$207,803 Per Year

p>Under the leadership of and partnership with the AVP of Financial Strategy & Capital Planning, the Director drives the development of Bentleys operating budgets, capital budgets, long-range plans, special projects, and other planning efforts (e.g., debt affordability and issuance, enrollment planning).

Working closely with the AVP and CFO, lead the coordination and development of the annual budget process - developing the timeline and facilitating and coordinating the preparation, submission, compilation, and review of information from cost center managers across the university.

New!

Marlborough, MA5 days ago

$150,700–$188,400 Per Year

p>Sumitomo Pharma Co., Ltd., is a global pharmaceutical company based in Japan with operations in the U.S. (Sumitomo Pharma America, Inc.), focused on addressing patient needs in oncology, urology, women's health, rare diseases, cell & gene therapies and CNS. With several marketed products and a diverse pipeline of early- to late-stage investigational assets, we aim to accelerate discovery, research, and development to bring novel therapies to patients sooner.

Massachusetts30+ days ago

Remote

Avid's industry-leading hardware and software solutions are used by the world's top creative professionals — from Hollywood studios and major broadcasters to independent artists and musicians — across audio and video production, post-production, and media management.

Demonstrated experience building or rebuilding a financial close process and FP&A reporting infrastructure — including close books, QC frameworks, hard monthly closes, and management reporting packs — not just inheriting and running an established one.

Waltham, MA26 days ago

Proven People Leadership: 5+ years leading and developing high-performing finance teams, with a track record of growing talent alongside the business. Business Transformation: Identify actionable trends through deep-dive analytics to improve sales productivity and push the business toward data-driven decision-making.

Lowell, MA30+ days ago

$145,600–$200,000 Per Year

In this highly visible leadership role, you will serve as a strategic thought partner to senior executives, delivering data-driven insights, driving disciplined capital allocation, and optimizing investments that advance UKG’s long-term vision. • Strategic Partnership & Leadership: Serve as the primary financial business partner to UKG’s corporate functions — Finance, Accounting, IT, HR, and Legal — providing trusted counsel, financial leadership, and strategic insight.

Pawtucket, RI30+ days ago

This individual will own key elements of the monthly close-to-reporting cycle, lead budgeting and forecasting processes, and provide decision support to senior leadership, including the CFO, VP of Finance, and operational executives. This role is highly visible within the organization and plays a key part in supporting a PE-backed growth strategy, including M&A integration, margin expansion, and operational efficiency initiatives.

Waltham, MA30+ days ago

The final amount offered at the start of employment is determined based on factors including, but not limited to, experience level, knowledge, skills, abilities and geographic location, and the Company reserves the right to modify base salary at any time, including for reasons related to individual performance, Company or individual department/team performance and market factors. • Conduct variance analysis (actuals vs forecast/budget/prior year) and articulate business drivers to Finance leadership and cross-functional stakeholders?.

Bedford, MA30+ days ago

$214,000–$243,000 Per Year

The focus of this position will be to provide overall financial business partnering to the Research & Development (R&D) functions including leading the budgeting, forecasting and long-range planning processes, supporting the monthly and quarterly close process, providing monthly reporting to department leads and the Executive Leadership Team, supporting external collaborations, and performing ad hoc financial analysis.

Interested candidates: Please visit Stoke's website to learn more and apply directly to the position listed on our Career Center:

https://www.stoketherapeutics.com/careers/.

Westborough, MA30+ days ago

Summary: This role will play a key part in building and enhancing FP&A capabilities, partnering closely with leadership to drive strategic decision-making. Kforce's client, a growing, product-based company is seeking a hands-on Manager, Financial Planning & Analysis to lead budgeting, forecasting, and financial modeling initiatives.

Bedford, MA30+ days ago

Review project-level performance, including budget-to-actual, target margin, and forecast accuracy • Partner with project managers to assess project performance and evaluate earned revenue under percentage-of-completion methodology • Monitor budget consumption and labor utilization trends to detect underperforming or overperforming engagements and recommend corrective financial actions. • Identify projects requiring revenue or cost adjustments under POC accounting • Lead monthly project financial reviews to validate project forecasts, evaluate backlog conversion rates, and ensure on-target gross margins across the professional services backlog • Ad-hoc analysis and reporting as required.

Westford, Massachusetts30+ days ago

Not Required

At RTX, the world largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the world’s most complex problems.

As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote..

Waltham, MA30+ days ago

Sit at the leadership table: Advise the Sales Leaders directly, aligning sharp financial insights with bold business strategy to drive outsized results. Fuel deal wins: Collaborate with Pricing, Deal Value Engineering, Revenue Recognition, and Legal to structure deals that maximize outcomes and minimize risk.

Westford, MA30+ days ago

p>The Global Intelligent Sensing & Reconnaissance (Global ISR) business within the Advanced Products & Solutions (APS) BU of Raytheon, is seeking highly motivated professional to join the Financial Planning & Analysis team based onsite in Westford, Massachusetts.

At RTX, the world largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the worlds most complex problems.

Waltham, MA30+ days ago

This technology greatly enhances our ability to understand the specific antigens that drive important disease processes, including tumor cell recognition by the immune system, self-reactivity in autoimmune disorders, and acquired immunity in infectious disease.

Partner closely with the Procurement & Legal team to review vendor agreements, support contract negotiations with financial analysis, ensure purchasing processes align with budget controls and company policies and manage procurement systems (Tipalti).

Cumberland, RI30+ days ago

$46,988–$112,200 Per Year

Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do.

Worcester, MA23 days ago

This role partners closely with Finance, Accounting, and IT stakeholders to optimize existing Oracle EPM solutions, deliver system enhancements, support cloud transformation initiatives, and provide ongoing functional and technical leadership across the planning ecosystem. We are seeking an experienced Oracle PBCS Specialist to support and enhance enterprise planning, budgeting, forecasting, financial reporting, and close processes through deep expertise in Oracle Planning and Budgeting Cloud Service (PBCS), Oracle Essbase, and Hyperion Planning.

Worcester, MA23 days ago

$130,969–$172,543 Per Year

Waltham, MA30+ days ago

In this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning.

Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning).

New!

MA3 days ago

Remote

$137,500–$185,600 Per Year

Your focus will be on orchestrating Supply & Demand Matching, channel segmentation strategies, and planning cadence, providing visibility across the global order book and proactively addressing gaps through supply and buying actions. Your success will be measured by your ability to strengthen global planning, improve forecast alignment, optimize inventory, and drive OTIF performance through structured governance and data-driven insights.

MA11 days ago

$178,310–$338,030 Per Year

p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Worcester, MA23 days ago

$130,969–$172,543 Per Year

Massachusetts30+ days ago

p>The ideal candidate is a highly analytical and strategic business partner with strong omni-channel planning expertise, exceptional communication skills, and the ability to influence decision-making across the organization.

The Manager of Company Planning is responsible for driving enterprise-level financial and inventory planning strategies that support the company’s sales, margin, and profitability objectives across channels.

MA25 days ago

$150,000–$170,000 Per Year

In This Role: You will be responsible for Portfolio Productivity and Effectiveness: Partner with portfolio leadership, finance, and HR to increase productivity by driving a cohesive approach to key business activities, including strategic planning, budget development, resource allocation, communications strategy, and stakeholder management. As the Senior Manager, Portfolio Strategy & Planning, you will act as an integrator and influencer - bringing clarity, focus, and momentum across the organization - and is a primary author of the materials, briefs, and presentations that shape how the business unit communicates with the Executive Leadership Team, the CEO, the Board, and the investor community.

New!

Lexington, MA5 days ago

$112,900–$257,000 Per Year

Support the Government in developing Technical Requirements Documents (TRDs), performing Component Replacement Evaluations (CREs), reviewing Engineering Releases (ERs), and evaluating capabilities where no prior U.S. technical baseline exists. Participate in systems engineering processes, technical interchanges, system security and program protection activities, program integration, architecture monitoring, and governance boards to ensure commonality across Mission Planning Enterprise products.

Auburn, MA30+ days ago

Reporting to the Chief Executive Officer (CEO), the CFO provides financial management information and counsel to the company's top executives and board of directors to identify and pursue orderly growth opportunities, measure performance, identify and control business risk, and increase shareholder value for the organization. The CFO will also be an advisor to ownership, business unit leaders, and department heads evaluating and assisting as necessary with the development of budgets, financial planning, and financial performance, as well as general oversight and management of the organization's financial policies, procedures, systems, and both fiscal and fiduciary responsibilities for the organization.

Marlborough, MA30+ days ago

$78,000–$101,000 Per Year

Planners are responsible for overseeing and providing direction to allocation partners ensuring that the right products are available in the right retail channel at the right time, meeting our members expectations while achieving sales and profitability for assigned department.

Ability to evaluate and communicate opportunities and risks including reacting to sales trends and inventory flow as well as suggesting markdowns and promotions in order to achieve sales margin, and inventory objectives.

MA26 days ago

$162,000–$198,000 Per Year

The position partners cross-functionally with Product Management, Engineering, Sales, Operations, Shared Services, FP&A, Accounting, and senior leadership to evaluate growth opportunities, assess investment returns, support M&A and corporate development activity, and monitor performance against approved business cases. Lead the development of financial business cases to support investment decisions for new products, platform enhancements, RFI/RFP responses, and strategic initiatives across the Communications, Payments, and Financial Markets business units.

Woonsocket, RI24 days ago

$66,330–$145,860 Per Year

p>This position serves as a trusted advisor to Category Managers and leadership, delivering accurate, compliant, and ready executive insights that inform business decisions, identify risks and opportunities, and improve financial outcomes.

The Manager, Retail Planning & Analytics independently owns complex, high-impact analytical and operational workstreams supporting front store merchandising categories.

Chelmsford, MA27 days ago

$184,000–$220,500 Per Year

This position will also manage the annual NCUA stress test, coordinate capital plan submissions, and provide behavioral analytics on loans and deposits, supplying consistent assumptions for ALM, liquidity stress tests, FTP, and profitability frameworks. Direct cross‑functional capital planning activities across Finance, Treasury, Credit Risk, Lending, Compliance, Model Risk Management, and Internal Audit.

Billerica, MA30+ days ago

Our industry-leading precision instruments, digital immunoassay technology and CLIA-certified Accelerator laboratory have supported research that advances disease understanding and management in neurology, oncology, immunology, cardiology, and infectious disease.

To make this vision a reality, we brought together the most experienced management team, renowned scientists, industry leading investors and expert advisors from around the globe to, to form a collaborative ecosystem, united through the common goal of advancing the science of precision health.

New!

Smithfield, Rhode Island4 days ago

Remote

Sales

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.

Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab).

MA13 days ago

$89,110.69–$148,517.82 Per Year

Provides guidance on the required plan components and effectively holds these teams accountable to complete the plans while maintaining solid working relationships.

The Financial Analyst IV will be a key finance partner to Flexcon business leaders with responsibilities in the areas of Business and Commercial Financial Analysis, Reporting, Planning and Forecasting.

MA30+ days ago

p>This role will be accountable for driving profitable sales for the region, managing sales and inventory activities by setting SKU sales targets, maintaining a bottoms-up open-to-buy plan, monitoring inventory aging and quality, and providing stock productivity analysis. From mental health awareness and LGBTQ+ rights to greater racial equality, these trailblazers are committed to creating a brighter future for us all-bringing to life Clarks new global campaign, for the World Ahead.

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Financial Planning Jobs in Worcester, MA

Financial Advisor (2 Openings) Jobot

Financial Advisor (CFP Preferred) Jobot

Financial Advisor Jobot

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

Senior Finance Manager - Interim Vaco LLC

Senior Finance Manager Vaco LLC

Test Manager, Senior - TS DCS Corporation

Systems Engineer, Junior - TS DCS Corporation

Financial Planning Engagement Desk - Associate Planning Director (Northeast Region) Morgan Stanley

Financial Planning Consultant - Smithfield, RI Fidelity

Vice President, Financial Planning & Analysis BJ's Wholesale Club Holdings Inc

Finance Manager - Financial Planning and Analysis DSI Winddown Inc

Finance Manager – Financial Planning and Analysis Danimer Scientific

Senior Financial Planning Analyst Zoll Data Systems, Inc.

Financial Planning & Analysis Manager (FP&A) Pearl Meyer & Partners LLC

Director, Cost & Financial Planning Sensata Technologies Holding plc

Manager of Financial Planning and Analysis Milton CAT

Director, Financial Planning and Budgeting Bentley University

Senior Manager, Financial Planning and Analysis Sumitomo Pharma America Holdings Inc (Inactive)

SVP / VP, Financial Planning and Analysis Avid

Director of Financial Planning & Analysis Dassault Systemes SE

Dir. Financial Planning & Analysis UKG

Manager of Financial Planning & Analytics Encore Fire Protection LLC

Financial Planning & Analysis Analyst Global Partners LP

Director, Financial Planning & Analysis R&D Stoke Therapeutics Inc

Manager Financial Planning & Analysi Kforce Inc

Sr Financial Planning and Analysis Manager - Professional Services AspenTech Corp

Financial Planning & Analyst Lead -Westford, MA RTX

Manager Financial Planning & Analysis FP&A Dassault Systemes SE

Financial Planning & Analyst Lead -Westford, MA RTX Corp

Senior Manager of Financial Planning & Analys TScan Therapeutics Inc

Senior Analyst, Financial Planning & Analysis CVS Health Corp

Oracle PBCS EPM Planning Consultant - Hybrid NTT DATA

Oracle PBCS EPM Planning Consultant - Hybrid NTT DATA Group Corp

Advanced Planning Consultant Commonwealth Financial Network

Sr. Planning Operations CoE Manager Deckers Outdoor Corp

Workday Adaptive Planning Senior Manager Baker Tilly Virchow KrauseLLP

Oracle PBCS EPM Planning Consultant - Hybrid NTT DATA Services, LLC

Manager - Company Planning KnitWell Group

Senior Manager, Portfolio Strategy & Planning, Companion Animal Group Business Unit Idexx Laboratories Inc

FMS Mission Planning Systems Engineer, Lead Booz Allen Hamilton Inc

Chief Financial Officer (CFO) R.H. White Construction

Sr Planning Analyst BJ's Wholesale Club Holdings Inc

Director, Strategic Finance & Business Planning Transaction Network Services Inc

Retail Planning & Analytics - Manager CVS Health Corp

Senior Director, Capital Planning & Analytics, Marlboro or Chelmsford,MA, Hybrid, Full-Time Digital Federal Credit Union

Senior Global Supply Chain Planning Analyst Quanterix Corp

Planning and Advice Associate - Smithfield, RI Fidelity

Financial Analyst IV - Spencer, MA FLEXcon Company Inc

Merchandise Planning Manager C & J Clark International Ltd

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