Current jobs related to Financial Expense Analyst - Boston - CFA Institute

  • 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...

  • Financial Analyst

    5 days ago


    Boston, Massachusetts, United States Brigham & Women's Hospital(BWH) Full time

    Job SummaryThe Financial Analyst will support the core finance function by providing financial analysis and project support. This role will work closely with the Finance Manager and Senior Grant Managers to understand and evaluate financial performance and issues facing Neurosurgery and Psychiatry.Key Responsibilities• Support the development of the...


  • Boston, Massachusetts, United States Plymouth Rock Assurance Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Plymouth Rock Assurance. As a Senior Financial Analyst, you will play a critical role in supporting the company's strategic business planning and financial analysis. Your primary responsibilities will include generating various reports of revenue and spend, maintaining a...

  • Financial Analyst

    5 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...

  • Financial Analyst

    1 month ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The Purpose of your RoleAs part of the Enterprise Functions Decision Support team, this position will support the Risk, Finance, Global Security and Meetings & Events BUs.\u00A0 This is a challenging role that requires an individual who can multi-task in a fast-paced, highly sophisticated, and ever-changing organization. The ability to work...


  • Boston, United States Russell Tobin Full time

    Job Category: Financial Services/BankingJob Title: Financial Reporting Analyst (Mutual Funds)Contract: 6 months (possible to extend)Location: Boston, MAPay Rate range: $38-42/hour (eligible for OT)Company Overview:Our client, a leading financial services firm, is seeking an experienced Financial Reporting Analyst with a background in mutual fund financial...


  • Boston, United States Russell Tobin Full time

    Job Category: Financial Services/BankingJob Title: Financial Reporting Analyst (Mutual Funds)Contract: 6 months (possible to extend)Location: Boston, MAPay Rate range: $38-42/hour (eligible for OT)Company Overview:Our client, a leading financial services firm, is seeking an experienced Financial Reporting Analyst with a background in mutual fund financial...

  • Financial Analyst

    5 days ago


    Boston, Massachusetts, United States CBRE Full time

    Job SummaryAs a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties. This role is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial,...


  • Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Senior Financial Analyst, Brokerage Central Finance The RoleThe Senior Financial Analyst role provides an exciting opportunity to develop a deep understanding of the Fidelity Brokerage businesses. As part of the Central Team, you will be responsible for delivering strategic insights and analysis to measure and evaluate the financial...

  • Financial Analyst

    5 days ago


    Boston, Massachusetts, United States Clinton Health Access Initiative Full time

    Job SummaryAt the Clinton Health Access Initiative, we are seeking a highly skilled Financial Analyst - Accounts Payable to join our team. As a key member of our finance department, you will be responsible for analyzing and reporting on monthly financial data, designing and completing KPI Dashboards, and developing and maintaining AP reports in Cognos.Key...

  • Financial Analyst

    2 hours ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:FA Cash Solutions Job Description The RoleThis Financial Analyst (FA) role is a member the Fidelity Wealth (FW) Cash Solutions Finance Team and will be responsible for delivering impactful and insightful financial analysis to measure and evaluate the financial performance of the business. This role is highly analytical and requires an...


  • 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...

  • Financial Analyst

    2 weeks ago


    Boston, Massachusetts, United States InsideHigherEd Full time

    Job Title: Finance and Administration AnalystInsideHigherEd is seeking a highly skilled Finance and Administration Analyst to join our team. As a key member of our Enrollment and Student Affairs department, you will be responsible for performing a variety of financial and administrative duties.Key Responsibilities:Provide oversight of financial functions 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.Responsibilities:Support the forecast and...


  • 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, 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, United States Fidelity TalentSource LLC Full time

    Job Description:Senior Financial Analyst, Brokerage Central Finance The RoleThe Senior Financial Analyst (SFA) role is a member of the Central Finance team and will be responsible for delivering strategic insights and analysis with a focus on decision support, executive reporting and playing key roles in Brokerage strategic initiatives. In addition, this...

Financial Expense Analyst

3 months ago


Boston, United States CFA Institute Full time

Financial Expense Analyst Expense Transformation and Efficiency Team Full-Time Springfield, MA or Boston, MA The Opportunity We are looking for a driven, collaborative, and organized person that will be responsible for developing quarterly and annual expense forecasts, analyzing expense trends, and driving expense efficiencies and KPI processes. The expense forecast provides us insight into our forward-looking earnings and capital financial picture which enables strategic decision making. This expense consultant will support and interact with senior business unit leaders in all phases of the expense forecasting cycle including managing their expense base, identifying and analyzing opportunities to improve expense efficiencies across the organization and driving implementation of those initiatives. The Team The Financial Expense Analyst is a critical and influential role within the Expense Transformation & Efficiency Initiatives Organization, and reports to the Head of Expense Transformation & Efficiency Initiatives Organization. This group is extremely dynamic consisting of individuals who have backgrounds in quantitative, analytical, and actuarial fields of study. The team prides itself on being proactive and highly responsive to client needs, anticipating upcoming deliverables and taking accountability for proper execution. Things move fast at MassMutual and our team is required to be able to 'roll with it,' and be hands-on when needed. The Impact: This position will be a key addition to the Expense Transformation & Efficiency Initiatives Organization. The ideal candidate will have experience in directing financial forecast processes, understand financial statements, driver-based forecasting, activity-based costing, and insurance products. This individual should excel at working collaboratively and cross-functionally with subject matter experts to ensure that the expense forecast incorporates material assumptions. The ideal candidate will need to excel in communications with team, peers, and leaders within and outside the communications function. The ability to pay attention to detail while translating and distilling complex financial issues into usable facts and suggestions will also be critical. The ideal candidate will also have experience with business intelligence technology. A large part of this position's responsibilities includes supporting and interacting with senior level business executives on all things expense related. As a result, communication, analytical skills, and influencing skills are key to the success of the position. Analysis includes but is not limited to unit cost development, fixed vs. variable expense analysis, capital budgeting, working with management to set unit cost (and department level) aspirations, staffing model creation and utilization, and market and peer analysis. They will provide the key inputs and analysis for setting annual expense targets and goals and budget, and will work proactively with senior business leaders to identify and execute against expense efficiency initiatives. This individual will also: Drive MassMutual's Expense Forecast and Plan processes with continuous focus on refining models, identifying and driving improvements to better tell the story and model different scenarios. Maintain and enhance the robust end-to-end expense forecasting models in Anaplan to ensure it is driver-based and automated. Enhance the financial reporting structure in Anaplan, model connectivity and relationships for new reporting requirements and our business partners. Analyze STAT & GAAP expense results for all legal entities, profit centers, and cost centers. Provide analysis and reporting on ABC Categories, peer and industry benchmarking. Analyze actual expenses for MassMutual's distribution and product channels and explain changes from prior quarter and forecast. Ensure Anaplan expense data is accurately transferred to the data lake and FinX Dashboards. Enhance overall expense forecast/plan governance to ensure that the process is operationalized and executed in a consistent manner every time, provide stewardship to address cross-functional governance issues. Influence in the design of future forecast processes and integrating strategic initiatives. Provide Anaplan expense training and support to ensure the Company's self-service model is embraced; ensuring key users have the resources and dynamic workspace they need to operate the forecast tools/models and produce the deliverables they are accountable for. Serve as an internal expert, consultant, and resource accountable for the expense Anaplan module. Collaborate on strategic initiatives such as expense Dashboards; promote and develop self-serve analysis, detailed reporting, and utilization metrics while ensuring excellent quality controls. The Minimum Qualifications 4+ years of work experience with a track record of increasing responsibility within the financial services industry. Bachelor's degree in accounting, actuarial science, economics, finance or related discipline. 2+ years developing quarterly and annual expense forecasts. The Ideal Qualifications Master's degree in business administration, finance or related discipline. Professional certifications such as CPA, MBA, FSA, CFA and/or FCIA preferred. GAAP and STAT Technical accounting experience preferred. Prior experience performing: activity-based costing predictive, driver-based forecasting techniques scenario modeling expense attribution What to Expect as Part of MassMutual and the Team Regular meetings with the Head of Expense Transformation & Efficiency Initiatives and select business leaders throughout the firm. Focused one-on-one meetings with your manager. Access to mentorship opportunities. Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups. Access to learning content on Degreed and other informational platforms. Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits. #J-18808-Ljbffr