Current jobs related to Sr. Analyst, Financial Planning - Boston - Santander


  • Boston, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are on the lookout for a Sr. Financial Analyst in Boston. This role is crucial for our finance team and offers a long-term contract employment opportunity. As a Sr. Financial Analyst, you will be instrumental in setting up processes, establishing reporting systems, and creating a rhythm for monthly processes. You will also be...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Role OverviewFidelity Investments is seeking a skilled Financial Planning Analyst to join our Financial Solutions team. As a key member of this team, you will play a vital role in developing the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients.Key ResponsibilitiesConducting...

  • Financial Analyst

    4 weeks ago


    Boston, Massachusetts, United States Aptiv Full time

    Financial Analyst Job DescriptionAptiv is seeking a highly skilled Financial Analyst to join our Global Product Organization. As a key member of our team, you will provide business insights to Finance Management and business oversight/guidance to Global Product's Managing Directors, VPs, and their respective teams.Responsibilities:Support the forecast and...

  • Financial Analyst

    4 weeks ago


    Boston, Massachusetts, United States Aptiv Full time

    Financial Analyst Job DescriptionAptiv is seeking a highly skilled Financial Analyst to join our Global Product Organization. As a key member of our team, you will provide business insights to Finance Management and business oversight/guidance to Global Product's Managing Directors, VPs, and their respective teams.Key Responsibilities:Support the forecast...


  • Boston, Massachusetts, United States Zixi Full time

    About the RoleZixi is seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. As a key member of our finance team, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's rapid growth.ResponsibilitiesDevelop and maintain...


  • Boston, United States Randstad Full time

    sr. trade support analyst. boston , massachusetts posted july 9, 2024 job details summary $40 - $43 per hour temporary bachelor degree category business and financial operations occupations referenceAB_4567509 job details Randstad is partnerting with one of Global Investment in the finance industry, and recruiting candidates to join their team as...


  • Boston, Massachusetts, United States Baystate Financial Full time

    At Baystate Financial, we're looking for a skilled Entry-Level Financial Advisor to join our team. As a comprehensive financial planning specialist, you'll work closely with clients to understand their financial goals and develop customized plans to help them achieve success.Your primary focus will be on creating financial plans that cover investments,...


  • Boston, United States Ameriprise Financial Full time

    We have an exciting opportunity as a Sr. Compliance Analyst at Ameriprise! In this role, you will perform Compliance monitoring reviews covering a variety of regulatory topics and perform oversight of internal operations and outsourced providers to our global investment management businesses. Come apply today!Key ResponsibilitiesConducting regional and...


  • Boston, Massachusetts, United States Boston University Full time

    Job SummaryAs the Assistant Director of Financial Operations at Boston University, you will lead the monitoring and maintenance of the University's unrestricted budget, as well as position budgets, in the University's central Budget & Planning office. You will oversee the budgeting, planning, and analysis completed within the office for all academic,...

  • Financial Analyst

    4 days ago


    Boston, Massachusetts, United States US Tech Solutions Full time

    Financial Analyst Role OverviewUS Tech Solutions is seeking a skilled Financial Analyst to join our team in Boston, MA. As a Financial Analyst, you will be responsible for supporting the month-end accounting process, preparing journal entries, balance sheet reconciliations, and financial reports. You will also analyze financial data, provide variance...


  • Boston, United States Boston Children's Hospital Full time

    The Sr Financial Analyst shall be responsible for:Leading analytical support for department and foundation budgeting, forecasting, and analysis. Serving as a point person for assigned projects. Managing work to meet timelines and expectations.Conducting complex analyses and coordinating, reviewing, and preparing monthly, quarterly, and annual reports as...


  • Boston, Massachusetts, United States Mass General Brigham Full time

    Job SummaryThe Senior Financial Analyst will provide financial analysis and planning support to the Department of Radiation Oncology at Mass General Brigham. This role will work closely with the Finance Director and Vice President to develop and manage budgets, analyze financial performance, and identify areas for improvement.Key ResponsibilitiesDevelop and...


  • Boston, Massachusetts, United States Grand Circle LLC Full time

    Job SummaryGrand Circle LLC is seeking a highly skilled Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) Team. The ideal candidate will possess a strong background in financial planning, forecasting, and analysis, with a proven ability to manage multiple projects and deliverables.The Senior Financial Analyst will play a pivotal role...

  • Financial Analyst

    2 weeks ago


    Boston, Massachusetts, United States CBRE Full time

    Job Title: Finance AnalystCBRE is seeking a highly skilled Finance Analyst to join our team. As a Finance Analyst, you will play a critical role in preparing, evaluating, maintaining, and delivering complete and accurate financial reports for a portfolio of clients and properties.Key Responsibilities:Complete accounting transactions in preparation of client...


  • boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...


  • Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...


  • Boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...


  • boston, United States SDL Search Partners Full time

    Growth-mode healthcare company has a newly created role for a Senior Financial Analyst. Reporting to the Director, FP&A, the Senior Financial Analyst will be their strategic right-hand, building out financial models, scenario analysis, pricing models and handling budgeting, forecasting and reporting responsibilities. The ideal candidate has prior experience...


  • Boston, Massachusetts, United States Manulife Financial Corporation Full time

    Job SummaryWe are seeking a detail-oriented and analytical individual to join our team as a Co-Op Retirement Plan Analyst. As a key member of our team, you will be responsible for analyzing complex problems, finding innovative solutions, and implementing them effectively.Key ResponsibilitiesAnalyze complex problems and develop effective solutionsImplement...


  • Boston, Massachusetts, United States The Home for Little Wanderers Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at The Home for Little Wanderers. As a Senior Financial Analyst, you will play a critical role in analyzing and interpreting financial data to inform business decisions and drive strategic growth.Key ResponsibilitiesAnalyze and interpret financial data to identify trends and...

Sr. Analyst, Financial Planning

2 months ago


Boston, United States Santander Full time

Sr. Analyst, Financial Planning & Analysis

Country: United States of America

USA Job Function Description: 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, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.

Essential Functions/Responsibilty Statements:
Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education: Bachelor's Degree or equivalent work experience

Work Experience: 3 + years ; Financial planning, financial analysis, Budgeting, or similar field.

Skills and Abilities:
Excellent communications and organizational skills.
Detail oriented with ability to research, organize and analyze financial data.
Ability to focus on details.
Proficient data entry skills; Microsoft Office (Word, Excel, Access).
Strong verbal and written communication skills.
Basic knowledge of financial analysis and budgeting procedures.
Ability to work well with teams as well as independently.

Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.

Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights: Employer Rights:This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$69,750.00 USD

Maximum:

$100,000.00 USD