70 Financial Analysts jobs in Lexington
Dir. Financial Planning & Analysis
Posted 13 days ago
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Job Description
With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we're only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.
At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.
Here, we know that you're more than your work. That's why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose - a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you're passionate about our purpose - people -then we can't wait to support whatever gives you purpose. We're united by purpose, inspired by you.
Job Description
UKG is seeking a strategic and results-driven Director - Corporate FP&A. In this high-impact role, you will partner with cross-functional leaders and the executive team to drive long-term financial planning, provide actionable insights, and support key strategic decisions that fuel our growth. The focus will be on driving the enterprise level financial planning and analysis function with an emphasis on performance improvement; providing quality management information; and furthering the development of scalable reporting and processes, analytical tools, and key performance metrics. You'll oversee the development of comprehensive financial models, manage the annual budgeting and forecasting processes, and mentor a high-performing team-all to ensure our financial strategy aligns with our business objectives. Additionally, you'll work closely with senior leaders across departments to deliver insights that shape the future of UKG. The successful candidate possesses a broad understanding of finance and accounting concepts along with strong analytical and interpersonal skills, preferably with software industry experience.
Join UKG Finance and become a vital force in our mission to lead the HCM software industry. We're not just number crunchers . we're story tellers! We are trusted business partners driving accountability, delivering impactful analysis, focused on the "Why's" versus the "What's" and ultimately crafting the financial narrative that propels UKG forward. In our team, analytical prowess meets a growth enterprise mindset. We synthesize data, understand business functions, build complex financial models, reimagine business processes and actively shape key decisions. As stewards of financial data, we protect UKG with a business-wide mindset, while our innovation-driven approach anticipates challenges and drives transformative insights. Choosing UKG Finance means embracing a dynamic environment where your skills contribute to a journey beyond conventional finance roles. Let's explore how your unique talents can elevate our mission together.
Job Responsibilities
- Provide strategic leadership to the FP&A function by ensuring that financial planning, forecasting, and modeling activities align with the company's long-term objectives.
- Partner with Corporate functions including building critical cross-functional relationships providing decision support, strategic financial analysis and guidance, and supporting them within processes such as headcount and expense planning.
- Oversee the development and execution of company-wide financial plans, managing annual budgets, quarterly forecasts, and long-term financial models that support our growth initiatives.
- Build sophisticated financial models to evaluate the impact of new initiatives, operational improvements, and strategic opportunities, including mergers and acquisitions.
- Prepare and deliver concise, impactful reports and presentations that communicate critical insights and strategic recommendations to the CFO, executive team, and Board of Directors.
- Develop & improve internal financial reporting and commentary that provides senior leaders with timely insights into trends, operational results, and growth drivers.
- Conduct comprehensive variance analyses to identify trends, risks, and opportunities, and offer strategic recommendations to optimize financial performance.
- Ensure accurate and timely internal reporting packages and presentations that illustrate a well-thought-out story that is backed by strong data points and metrics and provides the business value added insight to enable business decisions.
- Develop and refine key performance indicators (KPIs), metrics, and dashboards that enhance business intelligence and inform executive decisions.
- Lead, mentor, and develop a high-performing team of financial professionals, fostering a culture of continuous improvement and professional growth.
Skills / Qualifications
- 10+ years' experience in an Finance role with 5+ in FP&A, Managerial Experience is Required
- Strategic-thinker with significant experience successfully developing and driving forward enterprise-level business initiatives.
- Ability to lead, influence and drive priorities at the business executive level as well as build relationships and collaborate across all levels of the Company.
- Excellent financial modeling and analytical skills, including experience in reporting tools such as Anaplan, IBM Planning Analytics and Power BI.
- Strong results orientation and accountability with the ability to solve problems and execute in a dynamic, fast-paced environment.
- Strong and effective written and verbal communication skills.
- Flexibility and openness to change; comfort making decisions amidst ambiguity
- Detail-oriented with excellent analytical skills and interest in continuous process improvement
Education/Certification/License
- Business Degree in Finance, Accounting, Engineering or related field (Masters preferred)
Where we're going
UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it's our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow!
Equal Opportunity Employer
UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.
View The EEO Know Your Rights poster ( participates in E-Verify. View the E-Verify posters here ( .
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email .
The pay range for this position is $142,100 to $204,200, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at ON HIRING SCAMS
UKG will never ask you for a copy of your driver's license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here ( .
ABOUT OUR JOB DESCRIPTIONS
All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
Financial Planning & Analysis Director
Posted 14 days ago
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Job Description
Be part of something great
Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.
Role Summary
To establish and lead all financial planning, budgeting, forecasting and financial performance analytics activities across the UK business, ensuring alignment between strategic goals, operational delivery and financial outcomes. The role owns the design and implementation of robust FP&A processes, templates and tooling and acts as the financial pillar for enterprise level performance planning and transformation finance.
Essential Duties & Responsibilities
1. Lead the UK wide budgeting, forecasting and financial planning cycles, ensuring clarity of timelines, ownership, interdependencies and assumptions in alignment with the corporation in the US.
2. Develop and own the UK FP&A reporting toolkit including templates, scenario modelling and standardised formats to drive consistency and transparency.
3. Partner with Operational finance teams to translate business performance into actionable insights, ensuring that forecasts, variance analysis and KPIs reflect operational reality.
4. Oversee the Central Services Business partnering activities, ensuring functional overheads (HR, Technology, Legal, Finance etc) are planned and managed effectively with clear accountability and challenge.
5. Lead the Service Operations Finance capability, owning business case financials, cost-to-serve modelling and transformation cost tracking to inform investment and ROI decisions.
6. Drive continuous improvement in finance processes, data flows and tooling, acting as the business lead for any future FP&A technology implementations.
7. Design and implement fit-for-purpose financial structures (e.g. cost centres, attributes, hierarchies) to support the capability based operating model, enabling tracking, planning and decision making through transformation.
Preferred Skills & Qualifications
Essential
• Qualified accountant (CIMA/ACA/ACCA) or equivalent with extensive post-qualification experience in FP&A or commercial finance leadership.
• Proven track record of leading enterprise level financial planning and forecasting processes in complex, matrixed organisations.
• Strong understanding of finance transformation, cost modelling and enabling technology.
Desirable
• Experience in public sector or outsourced services organisations.
• Prior involvement in FP&A system implementation or finance target operating model design.
Individual Competencies
• Strategic Thinking and planning
• Financial Acumen
• Leadership and team development
• Change Management
• Technology and Data Orientation
• Collaboration & Influencing
• Problem Solving and Decision Making
• Business Partnering Mindset
Maximus Competencies
• Embraces Respect.
• Partners Effectively.
• Creates Innovative Solutions.
• Focuses on the Customer.
• Demonstrates Compassion.
• Takes Responsibility & Acts with Integrity.
Travel Requirements
•UK wide as required.
EEO Statement
Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal well-being and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.
We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long-term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for an interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.
Minimum Salary
£
110,000.00
Maximum Salary
£
115,000.00
Senior Manager Financial Planning Analysis
Posted today
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Role Overview:
As Senior Manager, Financial Planning Analysis – Financial Systems & Process Optimization , you will collaborate with Finance and other departments to enhance planning and reporting capabilities. This role reports to the Senior Director of Financial Planning & Analysis. You’ll be a strategic contributor focused on improving systems and driving automation.
Key Responsibilities
- Manage and evolve the Adaptive Planning platform to streamline reporting and planning workflows
- Promote consistency and automation across financial tools and processes through cross-functional collaboration
- Identify inefficiencies or system gaps, propose solutions, and lead implementation efforts
- Refine data pipelines to ensure timely, accurate, and organized reporting for stakeholders
- Stay informed on platform updates and best practices to continuously evolve planning strategies
- Support financial close and forecasting cycles with targeted analysis and insights
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field
- Experience with financial systems, data analytics, or computing is a plus
- 7–10 years of experience in accounting, FP&A, or financial operations
- Proven track record in process improvement, financial modeling, and project execution
- Strong organizational skills and attention to detail
- Excellent communication and stakeholder engagement abilities
- Capable of managing multiple priorities and delivering high-quality results
- Deep understanding of budgeting, forecasting, and workforce planning
- Advanced Excel skills
- Experience with planning and visualization tools (e.g., Adaptive, Hyperion, Power BI)
- Strong analytical and problem-solving mindset
Finance Manager (Financial Planning/Analysis)
Posted today
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Job Description
VITRA Health understands that most caregivers face tremendous financial and emotional challenges, often without compensation or support for their selfless efforts. Thats why, at VITRA, we provide comprehensive assistance to caregivers with financial support, a customized care plan, community resources, and caring teams of nurses and case managers.
Under the general direction of the Chief Executive Officer (CEO), the Chief Financial Officer (CFO) leads, plans, organizes, directs, and controls the financial functions of Vitra entities and its financial health. The incumbent will be responsible for overseeing the fiscal management of the organization, including all planning, forecasting, and monthly expense management, as well as ensuring financials records are audit ready. In addition, the CFO ensures the organizations is in compliance with all applicable accounting requirements and is adhering to all local, state, and federal laws.
Health Insurance with a 75% employer contribution!
~ Dental and Vision Benefits
~ Supplemental Benefits including Life, Accident, Critical Illness and Disability Insurance.
~Supportive team structure and company culture with a focus on work/life balance
~ Tuition Reimbursement
Provide leadership, direction and management of the finance and accounting team.
Develop financial controls and processes to ensure fiscal integrity.
Conducts measurements and benchmarking of financial trends.
Hires, trains, coaches, counsels, and evaluates performance of finance staff.
Monitors and ensures accounts receivables and cash collections goals are met and revenue is properly stated.
Manage relationships between Care Access, operations, and revenue cycle to maximize client revenue.
Manage the processes for financial forecasting and budgets and overseeing the preparation of all financial reporting.
Assist in negotiation of contract terms with third-party payers and prepare pro-forma analysis of contracts, program expansions and acquisitions.
Advice on long-term business and financial planning, as well as the overall health of the organization.
Responsible for ensuring the finance department’ s risk and compliance management framework is embedded and operational within all of Vitra’s entities.
Develop and coordinate the operational functions of the accounting department.
Oversee accounting activities and cash, investment, and asset management.
Oversee the payment of expenses and invoices consistent with company policies and controls.
Develop close procedures which help the company report its financial results in a timely manner.
Guide financial decisions by establishing, monitoring, and enforcing policies and procedures.
Protect assets by establishing, monitoring, and enforcing internal controls.
Monitor and confirm financial condition by conducting audits and serving as the primary contact for the external auditors.
Track, forecast and analyze the use of cash to ensure the company has sufficient funds to meet its obligations.
Responsible to ensure finance and Board meetings materials are delivered timely and accurately.
Compare actual performance against budget by establishing schedules, collecting, analyzing, and consolidating financial data and recommending actions.
Provide status of financial conditions by collecting, interpreting, and reporting financial data.
Comply with federal, state, and local legal requirements by studying existing and new legislation; filing financial reports; Ensure compliance with tax requirements and serves as the primary point of contact with outside tax consultants.
Participates in optimizing strategic initiatives and planning through challenges to cost/benefit of short- and long-term initiatives.
Foster culture of customer service and commitment to quality care.
Serve as a brand ambassador for Vitra reflecting our vision, mission, and values.
Show genuine interest and compassion for the communities we serve and commitment to the diversity of our clients and team members.
Bachelor’s degree in accounting, or finance required. Eight to ten years of experience in financial management required CFO role or equivalent, preferably in healthcare.
Mergers and acquisitions experience preferred.
Knowledge of accounting, payroll, budget preparation and monitoring and administrative office operations from intake through discharge.
Experience with Accounts Payable, Accounts Receivable, Budget Management, Compliance, Financial Analysis, Accounting Systems (NetSuite and Quickbooks), Payroll
Able to travel to Vitra sites.
Physical and Environmental Demands:
Requires substantial periods of repetitive work utilizing a computer, monitor, keyboard, and mouse.
Requires lifting and carrying equipment and supplies weighing up to 35 pounds; requires pushing and pulling equipment and supplies weighing up to 35 pounds; requires frequent sitting more than 75% of the workday; requires visual acuity and manual dexterity to operate equipment.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
VP, Financial Planning And Analysis Operations
Posted today
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VP, Financial Planning And Analysis Develop and implement long-term financial models to support strategic growth initiatives
Location: Boston
Job Tags: Operations
About The Role
VP, Financial Planning and Analysis
At WHOOP, were on a mission to unlock human performance and healthspan. WHOOP empowers members to operate at their peak through a deeper understanding of their bodies, behaviors, and recovery needs.
WHOOP is hiring a Vice President of Financial Planning and Analysis, reporting directly to our CFO, to elevate our financial strategy and analytics capabilities during this period of rapid growth. You will own the end-to-end financial planning, budgeting, and long-range forecasting processes, while serving as the analytical engine room for the CEO, CFO, COO, CMO, and broader executive team. You will have primary responsibility for leading and driving the Long Term Financial Model (LTFM) for the company, ultimately delivering extraordinary value for our members as well as our shareholders. In this role, youll drive data-driven decision-making across supply and demand planning, gross margin optimization, capital allocation, and M&A support to ensure WHOOPs long-term vision is fully funded and operationalized.
Responsibilities:- Own the FP&A and global business planning function—designing vision, processes, and frameworks for accurate forecasting, rolling budgets, and long-range plans that align with corporate objectives and investor expectations.
- Partner across the company to drive and deliver shareholder value through executing against the LTFM and delivering forecast accuracy.
- Act as a trusted advisor and analytical partner to the CEO, CFO, COO, CMO, and executive team—translating complex financial analyses into clear, actionable recommendations on pricing, growth initiatives, cost structure, and resource allocation.
- Lead gross margin management, ROI and cost structure analyses, and resourcing strategies tied to customer lifetime value, ensuring insights drive continuous improvement across all business units.
- Direct capital planning and funding strategies; support due diligence, financial modeling, and integration for mergers, acquisitions, and strategic investments.
- Champion the adoption and scaling of FP&A systems (ERP, financial planning platforms etc.) and automation to boost data integrity, reporting cadence, and organizational efficiency.
- Build, mentor, and scale a high-performing finance and business planning organization—fostering talent through coaching, career development, and cross-training opportunities.
- Outstanding presentation skills with the ability to effectively convey financial insights to executive leadership and external stakeholders.
- 12+ years of progressive FP&A, financial planning, or business partnering experience at high-growth technology or consumer health companies, including 5+ years in a senior leadership role.
- Demonstrated experience in both public and private company environments, navigating investor dynamics and regulatory requirements.
- Proven track record collaborating with C-suite executives to influence strategy, optimize financial performance, and guide capital allocation decisions.
- Deep expertise in long-range financial modeling, scenario analysis, driver-based forecasting, and performance measurement for subscription or recurring revenue business models.
- Experience implementing and scaling FP&A systems and process automation, with strong technical proficiency in ERP, financial planning platforms, and BI tools.
- Exceptional communication skills, with the ability to distill complex financial concepts into compelling narratives for investors, board members, and cross-functional audiences.
- Strong leadership presence and a history of building and developing cross-functional teams in fast-paced, ambiguous environments.
- Advanced degree in Finance, Accounting, Business, or related field (MBA or CFA preferred).
- Strong commitment to embracing and leveraging AI tools in day-to-day tasks, ensuring AI-assisted work aligns with the same high-quality standards as personal contributions.
Interested in the role, but dont meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply.
WHOOP is an Equal Opportunity Employer and participates in E-verify to determine employment eligibility. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
J-18808-LjbffrSenior Financial Analyst, Corporate Planning
Posted 3 days ago
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Job Description
Key Responsibilities:
- Develop and maintain financial models for budgeting, forecasting, and long-range planning.
- Analyze financial performance, identify key drivers, and provide actionable insights.
- Prepare monthly, quarterly, and annual financial reports for senior leadership.
- Conduct variance analysis and explain deviations from budget and forecast.
- Support business units with financial guidance and ad-hoc analysis.
- Assist in the preparation of financial presentations for executive management and the Board of Directors.
- Identify and implement process improvements within the finance function.
- Ensure compliance with accounting policies and regulatory requirements.
- Bachelor's degree in Finance, Accounting, or a related field. MBA or CPA preferred.
- 5+ years of progressive experience in financial analysis, planning, and reporting.
- Advanced proficiency in Microsoft Excel and financial modeling techniques.
- Experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Tableau, Power BI).
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and collaboratively in a team environment.
- Detail-oriented with a high degree of accuracy.
Senior Financial Analyst - Strategic Planning
Posted 7 days ago
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Job Description
The ideal candidate will possess a strong background in financial modeling, budgeting, variance analysis, and P&L management. You will be responsible for developing complex financial models, conducting deep-dive analyses into financial performance drivers, and presenting findings to senior leadership. This role requires a proactive approach, meticulous attention to detail, and the ability to translate complex financial data into actionable business recommendations.
Key Responsibilities:
- Develop and maintain sophisticated financial models for forecasting, budgeting, and long-range planning.
- Analyze monthly, quarterly, and annual financial results, identifying key trends, variances, and performance drivers.
- Prepare detailed financial reports and presentations for executive management, board of directors, and other stakeholders.
- Support the annual budgeting process and perform regular forecast updates.
- Conduct ad-hoc financial analysis to support strategic initiatives, M&A activities, and operational improvements.
- Collaborate with various departments to gather financial data and provide financial guidance.
- Identify opportunities for cost savings and revenue enhancement, and develop actionable recommendations.
- Monitor key performance indicators (KPIs) and provide insights into business performance.
- Ensure the accuracy and integrity of financial data and reporting.
- Assist in the preparation of management discussion and analysis (MD&A) sections of financial reports.
- Stay abreast of accounting regulations and industry best practices.
- Contribute to the continuous improvement of financial processes and systems.
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
- Minimum of 5 years of progressive experience in financial analysis, corporate finance, or a related field.
- CPA, CFA, or CMA designation is highly desirable.
- Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, and macros) and financial modeling techniques.
- Experience with ERP systems (e.g., SAP, Oracle) and financial planning software (e.g., Anaplan, Hyperion) is a plus.
- Strong understanding of accounting principles and financial reporting standards.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
- Proven ability to manage multiple priorities, meet deadlines, and work independently in a remote setting.
- High level of integrity and attention to detail.
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Senior Financial Analyst - Strategic Planning
Posted 18 days ago
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Job Description
Responsibilities:
- Develop and maintain complex financial models for forecasting, budgeting, and strategic planning purposes.
- Conduct variance analysis, identifying key drivers and providing actionable recommendations to management.
- Prepare monthly, quarterly, and annual financial reports for executive leadership and board of directors.
- Support the annual budgeting process, working collaboratively with various departments.
- Analyze financial performance against historical data, budgets, and forecasts.
- Perform ad-hoc financial analysis to support strategic initiatives, investment decisions, and operational improvements.
- Identify opportunities for cost savings and revenue enhancement.
- Ensure the accuracy and integrity of financial data and reporting.
- Stay current with accounting principles, financial regulations, and industry best practices.
- Streamline and automate financial processes where possible.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CPA or CFA designation is highly preferred.
- 5+ years of progressive experience in financial analysis, FP&A, or corporate finance.
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and VBA.
- Experience with financial modeling software and ERP systems (e.g., SAP, Oracle).
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to present financial information clearly and concisely.
- Ability to work independently and manage multiple priorities in a remote work environment.
- Experience in strategic planning and business partnering is a strong asset.
Director of Financial Planning & Analysis (FP&A)
Posted today
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Job Description
Bevi is on a mission to disrupt the beverage supply chain and replace single-use water bottles with smart water machines. Thousands of companies use Bevi to sustainably provide their employees with pure, sparkling, and flavored water at work. As the market leader in IoT-enabled beverage machines, we’ve raised over $160M in venture capital and we have grown tremendously each year since launch. In addition to maintaining hypergrowth with our current product line, Bevi is heavily investing in new product development.
The Director of Financial Planning & Analysis (FP&A) will play a critical role in shaping Bevi’s financial strategy, ensuring alignment with the company’s growth objectives, and driving data-informed decision-making. Reporting to the CFO, this role will oversee budgeting, forecasting, performance analysis, and strategic financial planning, providing insights that directly impact business decisions.
Your Day to Day- Lead the company’s budgeting and forecasting processes, providing strategic insights to drive growth and operational efficiency.
- Develop and maintain robust financial models and reports to analyze performance, forecast revenue and expenses, and identify key trends.
- Build and implement a data-driven financial planning framework to improve decision-making across the organization.
- Track and report key performance indicators (KPIs), ensuring timely delivery of insights to leadership.
- Conduct in-depth financial analysis, including variance analysis, cost structures, and profitability, to optimize efficiency and margins.
- Provide strategic financial guidance on major business initiatives, collaborating with senior leadership to ensure alignment with company goals.
- Partner cross-functionally to improve operational performance and resource allocation, leveraging data-driven insights.
- Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CFA preferred.
- 8-10 years of progressive FP&A experience, with 3-5 years in a senior FP&A or financial strategy role.
- Background in investment banking, private equity, equity research, or consulting is a plus.
- Strong financial modeling and data analysis expertise, with the ability to translate complex data into actionable insights.
- Experience with financial planning software and ERP systems.
- Knowledge of advanced financial planning tools and technologies.
- Exceptional communication and storytelling skills, with the ability to present financial insights to non-financial stakeholders.
- Strong problem-solving skills, business acumen, and strategic thinking.
- Comprehensive medical, dental and vision insurance plans with BlueCross BlueShield, 95% paid by employer
- 401(k) with company match, and environmentally responsible investment options
- Flexible PTO plus 12 company holidays, and additional paid days for sick leave, etc (including sustainability or social justice volunteer events)
- Generous fully paid parental leave for both birth parents and non-birth parents
- Fully employer paid disability and life insurances
- Wellness and fitness reimbursements
- Monthly stipends for cell phone use and commuting costs
- Onsite snacks, weekly catered lunch, and (of course) unlimited Bevi . plus composting and terracycling, too
- Happy hours, team-building events, bagel breakfasts, Hero awards - and more!
Financial Planning & Analysis Manager (Teradyne, N. Reading MA)
Posted 12 days ago
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Job Description
We attract, develop, and retain a high-performance workforce, comprised of people with diverse backgrounds and a shared drive for excellence. We strive to foster a positive and inclusive work environment that helps employees, and communities, thrive.
Our Purpose:
TERADYNE, where experience meets innovation and driving excellence in every connection. We are fueled by creativity and diversity of thought and in our workforce. Our employees are supported to innovate and learn something new every day.
We are the global test and automation specialists, powering next -generation technologies through sophisticated solutions. Behind every electronic device you use, Teradyne's test technology ensures your device works right the first time, every time! Our portfolio of automation solutions help manufacturers to develop and deliver products quickly, efficiently and cost-effectively. Together, Teradyne companies deliver manufacturing automation across industries and applications around the world!
Opportunity Overview:
We're seeking a proactive, strategically minded Finance Manager to partner with our Engineering, Project Management Office (PMO), and Sales organizations. This role will be a trusted advisor to senior leaders, providing actionable insights, driving financial discipline, and leading process improvements that unlock efficiency and value across the business.
You will combine strong financial planning and analysis skills with a passion for business partnering, enabling you to influence decision-making and drive results. You'll also be at the forefront of process optimization and automation, building scalable solutions that make our teams faster, smarter, and more data driven.
+ Business Partnering:
Serve as primary finance contact for Engineering, PMO, and Sales leadership
Collaborate with Engineering to assess resource allocation and capital expenditures
Partner with Sales to evaluate pipeline health, incentive plans, pricing strategies, and revenue forecasts
Work with PMO to track project budgets, timelines, and financial risks, ensuring alignment with corporate goals
Translate operational strategies into financial impacts and advise on key business decisions
+ Financial Planning & Analysis (FP&A):
Own forecasting, budgeting, and long-range planning across Engineering, Sales, and PMO departments
Develop integrated financial models to evaluate R&D investments, sales performance, and project ROI
Prepare and present monthly/quarterly financial performance reviews and deliver meaningful variance analysis with actionable recommendations to SEMI Senior Management
+ Process Optimization & Automation:
Identify inefficiencies in financial workflows and reporting processes
Lead initiatives to automate data collection, reporting, and analysis using tools such as Power BI, Excel macros, or ERP enhancements.
Standardize and document best practices for recurring processes
+ Reporting & Insights:
Monitor and report on KPIs across all three functions, developing dashboards and scorecards for leadership
Develop dashboards and reports to increase visibility into operational and financial health
Partner with leaders to implement corrective actions to ensure compliance with internal controls and financial policies
All About You:
We seek individuals who share our passion and determination. Our commitment to customer success drives us to go the extra mile. If you're ready to join us in this mission, take a closer look at the minimum criteria for the position.
+ Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CPA/CFA preferred)
+ 5+ years' progressive experience in Finance or FP&A, preferably supporting operational functions
+ Proven ability to influence stakeholders and drive cross-functional initiatives
+ Strong analytical skills with mastery of Excel and financial modeling
+ Experience with business intelligence and reporting tools (e.g., Power BI, Tableau).
+ Track record in process improvement and automation
Benefits:
Teradyne offers a variety of robust health and well-being benefit programs, including medical, dental, vision, Flexible Spending Accounts, retirement savings plans, life and disability insurance, paid vacation & holidays, tuition assistance programs, and more. Please click here ( to see details.
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Current openings may involve access to export controlled technology and may be subject to export licensing requirements prior to employment. ATTENTION APPLICANTS WITH DISABILITIES: If you're unable to access our on-line application due to a disability you may visit one of our locations or our Corporate Office at 600 Riverpark Drive, North Reading, MA and request a paper application form. In addition, you may also contact the HR Service Center at or contact them at for additional assistance. LitePoint, a Teradyne Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, age, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.