Financial Planning

2 days ago


Boston MA United States Boston Consulting Group Full time
WHAT YOU'LL DO
This co-op position offers a great opportunity to experience a Financial Planning & Analysis (FP&A) role in an exciting, demanding, and fast-paced environment.  Co-ops are highly valued, fully-contributing members of our team and receive significant responsibility and exposure to our customers.  Through a combination of hands-on work experience, training, and mentoring, our co-ops experience rapid professional growth.  

Our co-ops will gain exposure to and help support several high visibility topics across the team. These include reviewing utilization and deployment of consulting resources, tracking our commercial pipeline, forecasting revenue, pricing of our consulting services, understanding our exposure to client risk-sharing arrangements, evaluating performance across client industries, analyzing the composition of our client profile, capacity scenario analysis and strategy conversations, and monthly cost reporting and budget preparation.
YOU'RE GOOD AT
  • Being a collaborative team player: Co-ops will work across the full team and assist teammates with completing ad hoc deliverables in a timely manner, lead data tracking and maintenance efforts, and help to plan and coordinate meetings and other large team events. 
  • Implementing change: Develop and proactively evolve reporting in response to business needs in order to provide senior leadership and other key customers with actionable analysis. 
  • Staying organized: Our team touches many pieces of the business that will require co-ops to be flexible and efficiently multi-task in a fast-paced environment 
  • Navigating ambiguity and multi-task in a fast-paced organization 
  • Excellent interpersonal skills with all levels of an organization 

YOU BRING (EXPERIENCE & QUALIFICATIONS)
  • Must be an undergraduate student currently enrolled in the Northeastern University Co-op Program
  • Preferably a sophomore or above with strong academic performance 
  • Prior work/co-op experience is a plus 
  • Good problem solving and analytical skills with an attention to detail 
  • Proficient in Excel; experience with PowerPoint, Slack, Outlook, Business Objects, Tableau, or Alteryx a plus 
  • Proactive, resourceful, self-starter who takes initiative 
  • Ability to handle pressure and demanding workload on reporting days 
  • Must meet the co-op program eligibility requirements of the current college/university's academic department and student must be approved by the college/university to participate in the co-op program 
  • Must be able to work full-time (40 hours/week) throughout the minimum duration of the co-op cycle (–January – June) 
  • Must be authorized to work in the United States 

YOU'LL WORK WITH
The FP&A Team provides finance and analytical support to help senior leadership make informed strategic decisions on running, growing, and improving our North America business. It also supports a variety of internal customers across functions and offices throughout the US, Canada, and Mexico.   

Our team is recognized for strong expertise, technical proficiency with the latest digital tools (Tableau, Alteryx, etc.), problem solving, business partnering, teaming, and customer service.
ADDITIONAL INFORMATION
At BCG, our people and relationships are at the heart of everything we do. We believe that in-person work is essential to our culture, mentorship, and professional development. That's why we operate on a hybrid model, with the expectation that team members will be in the office 3 to 5 days per week. This role is designed for those who thrive in a dynamic, collaborative environment and is not intended for remote or virtual work.


  • Boston, Massachusetts, United States Tufts Medicine Full time

    Position OverviewTufts Medicine is looking for a dedicated Financial Analyst to enhance our financial team. This position is crucial for executing a variety of financial tasks including accounting, financial evaluation, auditing, taxation, and collections, while adhering to regulatory requirements. The successful candidate will possess a Bachelor's degree in...


  • Boston, United States Rockland Trust Full time

    The Director of Financial Planning will lead responsibility for the financial planning experience for Rockland Trust's Investment Management clients. The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning. The DFP will work with the Relationship Management (RM) team to ensure...


  • Boston, United States Rockland Trust Full time

    The Director of Financial Planning will lead responsibility for the financial planning experience for Rockland Trust's Investment Management clients. The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning. The DFP will work with the Relationship Management (RM) team to ensure...

  • Financial Advisor

    2 days ago


    Boston, Massachusetts, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...


  • Boston, United States Rockland Trust Full time

    Job Description The Director of Financial Planning will lead responsibility for the financial planning experience for Rockland Trust's Investment Management clients. The areas of oversight will include investment planning, retirement planning, estate planning, tax planning, and protection planning. The DFP will work with the Relationship Management (RM) team...


  • boston, United States Sports and Entertainment Company Full time

    We are seeking a driven FP&A Analyst to support key financial planning and analysis activities within our rapidly growing organization. This role is perfect for someone with 3-5 years of experience in finance or accounting who is eager to make an early impact. The ideal candidate should have a solid background in financial modeling, forecasting, and...


  • Boston, United States Sports and Entertainment Company Full time

    We are seeking a driven FP&A Analyst to support key financial planning and analysis activities within our rapidly growing organization. This role is perfect for someone with 3-5 years of experience in finance or accounting who is eager to make an early impact. The ideal candidate should have a solid background in financial modeling, forecasting, and...


  • Boston, United States Sports and Entertainment Company Full time

    We are seeking a driven FP&A Analyst to support key financial planning and analysis activities within our rapidly growing organization. This role is perfect for someone with 3-5 years of experience in finance or accounting who is eager to make an early impact. The ideal candidate should have a solid background in financial modeling, forecasting, and...


  • Boston, Massachusetts, United States New England Conservatory of Music Full time

    Position Overview:We are excited to announce an opening for the Director of Financial Planning and Analysis at the New England Conservatory of Music.The New England Conservatory, a prestigious institution in the realm of music education, seeks a qualified individual to fill the role of Director of Financial Planning and Analysis. This position is ideal for...


  • Boston, Massachusetts, United States New England Conservatory of Music Full time

    Position Overview:Introducing an exciting opportunity at the New England Conservatory of MusicThe New England Conservatory of Music, a prestigious institution in the realm of music education, is seeking a Financial Planning and Analysis Director. This role is ideal for individuals who possess a deep understanding of both finance and the arts.ROLE SUMMARY:The...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentFinancial Plan...


  • Boston, United States PRIMARK Full time

    PRIMARK Head of Financial Planning and Analysis Boston , Massachusetts Apply Now Job Title: Head of Financial Planning & Analysis USAReports To: Head of Financial Planning & AnalysisLocation: USAJob-Type Permanent, Full-Time0Head of Financial Planning & Analysis USAProvide strategic direction and act as a lead financial partner to the US Senior...


  • Boston, Massachusetts, United States New England Conservatory of Music Full time

    Position Overview:Introducing an opportunity at the New England Conservatory of MusicThe New England Conservatory of Music, a prestigious institution in the realm of music education, is seeking a Financial Planning and Analysis Director. This role is ideal for individuals who possess a strong affinity for both the arts and financial management.ROLE...


  • Boston, United States Plymouth Rock Assurance Full time

    Overview: In this role you will work closely with stakeholders within the Plymouth Rock Home Insurance Group and across the various enterprise financial teams to support strategic business planning and financial analysis. Primary responsibilities include generating various reports of revenue and spend, maintaining a library of performance reports, analyzing...


  • Boston, United States Primark - US Full time

    Job Title:Head of Financial Planning & Analysis USAReports To:Head of Financial Planning & AnalysisTeam:Financial Planning & AnalysisLocation:USAJob-Type:Permanent, Full-TimeResponsibilities:Provide strategic direction and act as a lead financial partner to the US Senior Leadership team on key commercial initiatives across the US market.Furnish the US Senior...


  • Boston, United States Santander Full time

    Associate, Financial Planning & Analysis Country: United States of America Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes,...


  • Boston, United States Santander Full time

    Associate, Financial Planning & Analysis Country: United States of America Generates forecasts and analyzes trends in revenue-generating organizations, finance and other areas of business for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes,...


  • Boston, Massachusetts, United States Zixi Full time

    Financial Planning and Analysis (FP&A) AnalystZixi is seeking a highly skilled and motivated FP&A Analyst to join our dynamic team. In this role, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's rapid growth.The ideal candidate will possess strong financial modeling skills,...


  • Boston, Massachusetts, United States Sungage Financial Full time

    Position OverviewThe Corporate Finance Executive plays a pivotal role in overseeing the financial planning, analysis, and forecasting functions within the organization. This position is essential for providing insights that guide strategic decision-making and ensure the financial health of the company.Key ResponsibilitiesFinancial Insights: Deliver timely...

  • Financial Planning

    1 month ago


    Boston, Massachusetts, United States Wellington Management Full time

    Exciting Career Opportunity in FinancePosition OverviewWe are seeking a talented individual to join our FP&A team at Wellington Management. In this role, you will collaborate closely with senior leadership to enhance financial outcomes. Your responsibilities will encompass working with various global departments to deliver financial insights, strategic...