Financial Planning and Analysis Lead

5 days ago


Boston, Massachusetts, United States Brown Brothers Harriman Full time
Financial Planning and Analysis Lead

Brown Brothers Harriman is seeking a highly skilled Financial Planning and Analysis Lead to join our Global Controllers team supporting the Investor Services business line. As a key member of our team, you will be responsible for leading financial analysis and decision support for the Investor Services business line, via board presentations, business reviews, product & pillar committees.

Key Responsibilities:
  • Lead financial analysis and decision support for the Investor Services business line
  • Lead planning cycles (monthly forecasts / annual budgeting / strategic planning)
  • Constructs and analyzes a consolidated Investor Services budget, monitors the actual results of operations, research variances or trends
  • Prepares monthly financial reports and analyses; presents findings and recommendations to senior management
  • Process reengineering of internal processes to ensure best practices are being followed and that processes are fully optimized
  • Supports financial analysis of business opportunities including acquisitions or divestitures, alliances, new products, and/or partnerships
Qualifications:
  • BA/BS degree and similar job experience (MBA preferred)
  • 10+ years of relevant work experience
  • Thorough knowledge of financial services industry
  • Strong written and oral communication skills
  • Strong organizational and analytical skills
  • Advanced Excel required
  • Knowledge of Hyperion preferred
  • Strong presentation and influencing skills
  • Analytical mindset / intellectually curious
  • Strong management & leadership skills


  • Boston, Massachusetts, United States Canto Full time

    Job Title: Senior FP&A AnalystCanto is a leading provider of digital asset management solutions, and we're seeking a highly skilled Senior FP&A Analyst to join our Finance team. As a key member of our team, you will play a pivotal role in providing financial insights and analysis to support strategic initiatives and business decisions.Key...


  • 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 Harmonic Finance Inc ™ | Certified B Corp Full time

    Unlock Your Potential as a Financial Planning and Analysis DirectorHarmonic Finance Inc ™ | Certified B Corp is revolutionizing the renewable energy industry with a product that's changing the game. We're seeking a talented FP&A Director to join our dynamic team and help drive our exponential growth.The RoleAs a key member of our finance team, you'll work...


  • Boston, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our Business Unit Finance team at State Street Corporation. As a key member of our team, you will be responsible for driving strategic business planning and growth initiatives, developing insightful financial models and analytics, and influencing...


  • Boston, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Manager to join our Business Unit Finance team at State Street Corporation. As a key member of our team, you will be responsible for driving strategic business planning and growth initiatives, developing insightful financial models and analytics, and influencing...


  • Boston, Massachusetts, United States CRISPR Therapeutics Full time

    Job Title: FP&A SpecialistCRISPR Therapeutics is seeking an experienced FP&A Specialist to join our Financial Planning and Analysis team. As a key member of the Finance group, you will support various aspects of finance and accounting for the company.Key Responsibilities:Act as the Finance Business Partner for G&A Functions, providing financial analysis and...


  • Boston, Massachusetts, United States CRISPR Therapeutics Full time

    Job Title: FP&A SpecialistCRISPR Therapeutics is seeking an experienced FP&A Specialist to join our Financial Planning & Analysis group. This role will support various aspects of finance and accounting for the company, serving as the Finance Business Partner for our G&A pillar and providing ad hoc financial support across all R&D functions.Key...


  • Boston, Massachusetts, United States Snyk Full time

    About the RoleThe Snyk FP&A Team is seeking a highly skilled Senior Financial Planning and Analysis Business Partner to join our high-impact team. As a trusted advisor to senior leadership, you will leverage your financial expertise to shape strategic investments, analyze growth metrics, and drive efficient operations.Key ResponsibilitiesCollaborate with...


  • Boston, Massachusetts, United States Center For Health Information And Analysis Full time

    Job OverviewAt the Center for Health Information and Analysis (CHIA), we are seeking a skilled Health Care Financial Analyst to join our dynamic Provider Finance team. As a key member of our team, you will play a pivotal role in leading projects, sharing content expertise, and providing technical oversight to support our mission of improving healthcare...


  • Boston, Massachusetts, United States Center For Health Information And Analysis Full time

    Job SummaryAt the Center for Health Information and Analysis (CHIA), we are seeking a highly skilled Financial Accounting Analyst to join our team. As a key member of our finance team, you will play a critical role in supporting the agency's fiscal goals and objectives.Key ResponsibilitiesSupport the Agency Assessment process, including data collection and...


  • Boston, Massachusetts, United States Center For Health Information And Analysis Full time

    Job Opportunity: Financial Accounting AnalystAt the Center for Health Information and Analysis (CHIA), we are seeking a highly skilled Financial Accounting Analyst to join our dynamic finance team. As a key member of our team, you will play a critical role in supporting the agency's fiscal goals and promoting effective fiscal stewardship.Key...

  • Financial Advisor

    1 week 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, Massachusetts, United States Verve Therapeutics, Inc. Full time

    Job OverviewCompany Overview:Verve Therapeutics, Inc. is a pioneering clinical-stage company focused on innovative genetic therapies aimed at addressing the global health crisis of cardiovascular diseases. Established by leading experts in cardiovascular medicine and genetics, Verve is at the forefront of transforming chronic disease management into...


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

    Job OverviewPosition: Senior Financial AnalystLocation: Boston, MA (3 days onsite)Compensation: DOERole SummaryThe Senior Financial Analyst is essential in enhancing the Financial Planning & Analysis (FP&A) Team at Grand Circle LLC. This role is responsible for delivering detailed weekly, monthly, and quarterly financial reports and analyses. The analyst...


  • Boston, Massachusetts, United States Beacon Hill Full time

    FP&A Associate Job DescriptionWe are seeking a skilled FP&A Associate to join our team on a temporary basis. This role is slated for 3 months but could extend. You will be working closely with the Director and the Manager of FP&A to assist with modeling, forecasting, and planning.Responsibilities:Assist with planning, forecasting, and modelingManually upload...

  • Senior Tax Advisor

    4 weeks ago


    Boston, Massachusetts, United States Jobot Full time

    Job Summary:Jobot is seeking a highly skilled and experienced Senior Tax Advisor to join our Finance team. As a Senior Tax Advisor, you will be responsible for providing exceptional tax advice to our high net worth (HNW) clients, managing individual tax returns, and offering expert financial planning & analysis.Key Responsibilities:Provide expert tax advice...


  • Boston, Massachusetts, United States Center for Health Information and Analysis Full time

    About the RoleWe are seeking a skilled ETL Developer to join our team at the Center for Health Information and Analysis (CHIA). As an ETL Developer, you will play a critical role in designing and implementing ETL processes for extracting and transforming data from diverse sources, including databases and flat files.Key ResponsibilitiesDesign and implement...


  • Boston, Massachusetts, United States Boston Consulting Group Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our North America Financial Planning and Analytics Team. As a key member of our team, you will play a critical role in developing content expertise, critical business analytics, strategy development, and financial projections in partnership with senior leaders to drive key...

  • Financial Director

    1 week ago


    Boston, Massachusetts, United States DynamiCure Biotechnology Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Manager/Director to join our team at DynamiCure Biotechnology. The successful candidate will be responsible for leading our financial planning and analysis functions, providing strategic guidance and support to the management team, and ensuring the company's financial performance is aligned...


  • Boston, Massachusetts, United States K&A Engineering Consulting PC Full time

    Job OverviewWe are seeking an experienced Lead Systems Planning Engineer to join our Grid Integration and Planning team in Boston, MA.ResponsibilitiesSupport projects by carrying out transmission analysis and working with interconnection interfaces in PJM, NYISO, and ISO-NE.Develop work products that provide sufficient decision-making information to...