Financial Planning

4 weeks ago

Boston MA, United States Putnam Full time

Financial Planning & Analysis (FP&A) Lead
The Director of Financial Planning and Analysis is responsible for leading the financial planning, budgeting, forecasting, and analysis functions of the organization. The Director oversees the FP&A function, reports to the Chief Financial Officer, and works closely with senior management and stakeholders to provide strategic financial insights and recommendations.
Lead the development and execution of the annual budget, quarterly forecasts, and longterm financial plans for the P&L.
Analyze financial performance and variances against budget, forecast, and prior year results.
Prepare and present financial reports, dashboards, and presentations to senior management and external stakeholders.
Provide financial modeling, scenario analysis, and decision support for strategic initiatives, investments, and business opportunities.
Lead all required Group InizioEPM data loads to ensure timely and accurate submissions.
Primary point of contact for Inizio level KPI, dashboards, and reporting requirements to ensure alignment on definitions, data, and stakeholder expectations.
Responsible for headcount planning and comparison to forecasted headcount by maintaining active FTE, accepted positions, attrition estimates, tracking potential promotions, and cost center reporting.
Establish and maintain effective Oracle EPM procedures aligned to group policies.
Identify and implement process improvements and best practices to enhance efficiency and effectiveness of the function.
Perform adhoc financial analysis and projects as required.
Bachelor's degree in finance, accounting, or related field.
Minimum of 10 years of progressive experience in financial planning and analysis, accounting, or related roles; Advanced skills in financial modeling, analysis, and reporting.
Proficient in Microsoft Excel, PowerPoint, and other financial software and systems such as Financial Force and Oracle.
High attention to detail, accuracy, and quality.
Demonstrated leadership, management, and coaching skills.
Exceptional professional growth and promotion opportunities.
Leadership training program.
Putnam, an Inizio Advisory company, is a leading scientific and strategic consulting partner that helps the global life science community make confident, impactful decisions and develop bespoke solutions that support bringing lifechanging innovations to clinicians and patients. For more than 30 years, we have taken a clientcentric approach uniquely combining our strategic mindset and global crossfunctional capabilities to deliver unrivaled depth across therapeutic areas, healthcare sectors, and technology platforms, maximizing the human impact and commercial success of client innovations.
Diversity, Equity, and Inclusion
We believe that to create real, lasting change on human health, we must bring out the best in our people in every way and at every level. As set forth in Inizio's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#

  • Director, Financial Planning

    2 weeks ago

    Boston, MA, United States Edelman Financial Engines, LLC Full time

    Director, Financial Planning Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans...

  • Director, Financial Planning

    1 week ago

    Boston, Massachusetts, United States Edelman Financial Engines Full time

    Director, Financial Planning - BostonAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments...

  • Financial Planning Consultant, Wealth Management

    3 weeks ago

    Boston, United States Voya Financial Full time

    Join Voya Wealth Management In Boston Shape The Future Of Wealth AdvisoryAre you a forward-thinking financial advisor ready to make your mark in a dynamic, growth-focused environment? Voya Financial invites you to be part of something transformative the launch of our expanding Wealth Management presence in Boston, MA.As we rebuild and expand our retail...

  • Senior Financial Advisor Wealth Planning Leader

    2 weeks ago

    Boston, MA, United States Edelman Financial Engines, LLC Full time

    A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and...

  • Director, Financial Planning

    1 week ago

    Boston, United States Edelman Financial Engines Full time

    Director, Financial Planning - Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'...

  • Financial Planning and Analysis Supervisor

    3 weeks ago

    Boston, MA, United States Atlantic Group Full time

    Financial Planning and Analysis Supervisor Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements. Position: Senior Financial Planning & Analysis (FP&A) Years of Experience: 4–6+ Overview We’re recruiting for a Senior Financial Planning & Analysis (FP&A) that...

  • Financial Planning

    2 weeks ago

    Boston, MA, United States Robert Half Full time

    We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various...

  • Director, Financial Planning and Analysis

    3 weeks ago

    Boston, MA, United States Noble Supply & Logistics, LLC Full time

    Position Summary All candidates should make sure to read the following job description and information carefully before applying. The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble’s Finance organization, responsible for developing and managing the company’s budgeting, forecasting, and strategic financial planning...

  • Director of Financial Planning and Analysis

    3 weeks ago

    Boston, MA, United States Great Gray Trust Company Full time

    Director of Financial Planning and Analysis Ready to make your application Please do read through the description at least once before clicking on Apply. Apply for the Director of Financial Planning and Analysis role at Great Gray Trust Company . Why Great Gray? At Great Gray group we set the bar for the retirement services industry. Our goal is to deliver...

  • Principal, Financial Planning

    3 weeks ago

    Boston, MA, United States Wellington Management Company Full time

    Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity **Wellington Management ** offers...