- Cardinal Health (Boston, MA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- TD Bank (Boston, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with a forgivable ... financial advisors or planners who will be providing financial planning guidance & selling investment management...which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice,… more
- Santander US (Lexington, MA)
- Financial Advisor - Centralized, Lexington, MA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... **We Want to Talk to You!** **The Difference You Make:** The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives,… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Cambridge, Massachusetts **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Financial -Solutions- Advisor Consumer-Investment Boston-Market\_25028595) **Job Description:** At Bank… more
- Bank of America (North Attleboro, MA)
- Financial Solutions Advisor - North Attleboro Financial Center North Attleboro, Massachusetts **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Attleboro/ Financial -Solutions- Advisor North-Attleboro- Financial -Center\_25040588-2) **Job Description:** At… more
- Teradyne (North Reading, MA)
- …improvements that unlock efficiency and value across the business. You will combine strong financial planning and analysis skills with a passion for business ... and Sales organizations. This role will be a trusted advisor to senior leaders, providing actionable insights, driving ... impacts and advise on key business decisions + Financial Planning & Analysis (FP&A):… more
- Deloitte (Boston, MA)
- …on October 31, 2025. Work you'll do:As a Deloitte Consulting Health Actuary Advisor in Deloitte Human Capital, you will provide technical and analytical support in ... liabilities for compliance with applicable regulatory requirements. + Coordination of planning , managing execution, and delegation of project tasks to ensure quality… more
- M&T Bank (Boston, MA)
- …of wealth management including, but not limited to, investment management, trusts, and financial planning + Expert knowledge of, and proven success with, complex ... and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated with HNW and UHNW clients to identify opportunities… more
- The MITRE Corporation (Bedford, MA)
- …Partner Support, Treasury and Investments, Accounting and Financial Reporting, Financial Planning & Analysis , Business Analytics, Strategic Finance ... + Analyze and diagnose business drivers and variances to budget using various financial systems + Prepare and maintain direct and indirect budgets at various… more
- Cardinal Health (Boston, MA)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Deloitte (Boston, MA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Boston, MA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This...developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation -… more
- Deloitte (Boston, MA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- Beth Israel Lahey Health (Charlestown, MA)
- …responsible for overseeing all financial operations of the hospital, including financial planning , reporting, analysis , budgeting, capital planning , ... the principal advisor on all aspects of financial operations, strategic financial planning ,...a healthcare or hospital setting. Demonstrated experience in managing financial planning , budgeting, analysis , and… more
- Sonos (Boston, MA)
- …ad hoc analysis and project work. + Collaborate on long-term financial planning efforts and strategic projections for supported functions. What You'll ... distance of our Boston office locations. The Commercial FP&A team is seeking a Financial Analyst to support OPEX planning , reporting and to help drive insights… more
- Thrivent Financial (Boston, MA)
- …community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis , exposure to ... plans and analyses. + Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms. + Participate in team meetings that include… more
- Bausch + Lomb (Boston, MA)
- …to continue leading the advancement of eye health in the future. The Executive Director of Financial Planning & Analysis (FP&A) will serve as a key strategic ... portfolio prioritization, and resource deployment. + Serve as trusted advisor on financial performance and operational efficiency....CPA preferred. + 15+ years of progressive experience in financial planning & analysis , with… more
- Blue Cross Blue Shield of Massachusetts (Boston, MA)
- …Vice President of Finance will oversee and lead a ~70-person team across budget, financial planning and analysis (FP&A), procurement and supplier management, ... enterprise strategy teams, while also serving as a trusted advisor to the CEO and other members of the...long-term planning models. + Lead the end-to-end financial planning and analysis (FP&A)… more
- Main Street Bank (Marlborough, MA)
- …full employee life cycle. Working with managers and employees serves as a trusted advisor by supporting and providing leadership and expertise in a variety of human ... manual work where possible. + Serve as a trusted advisor to employees and managers acting as a neutral...PFML and/or FMLA to employees. + Lead open enrollment planning and process, including renewals planning , vendor… more
- Tiffany & Co. (Cumberland, RI)
- …partner. + Integrate financial and operational data to enable advanced planning , forecasting, and scenario-based "what-if" analysis . + Lead a high-performing ... priorities to support business growth and cost optimization. + Oversee financial planning , forecasting, and budgeting activities to support strategic… more