203 Financial Analysts jobs in Lexington
Senior Financial Analyst, Financial Planning & Analysis (FP&A)
Posted 2 days ago
Job Viewed
Job Description
Heidrick & Struggles (Nasdaq: HSII) is the worlds foremost advisor on executive leadership, driving superior client performance through premier human capital leadership advisory services. For more than 70 years, weve delivered value for our clients by leveraging unrivaled expertise to help organizations discover and enable outstanding leaders and teams. Learn more at
Job Description:
Who We Are:
Heidrick & Struggles (Nasdaq: HSII) is a premier provider of global leadership advisory and on-demand talent solutions, serving the senior-level talent and consulting needs of the world's top organizations. In our role as trusted leadership advisors, we partner with our clients to develop future-ready leaders and organizations, bringing together our services and offerings in executive search, diversity and inclusion, leadership assessment and development, organization and team acceleration, culture shaping and on-demand, independent talent solutions. Heidrick & Struggles pioneered the profession of executive search more than 70 years ago. Today, the firm provides integrated talent and human capital solutions to help our clients change the world, one leadership team at a time.
Additional information on the firm can be found at .
The Role:
The Senior Financial Analyst will support the Corporate Financial Planning, Reporting, and Analysis team. This role is responsible for overseeing financial reporting and reviewing financial data across all legal entities. The Senior Financial Analyst will also assist in preparing presentations and materials for management teams, audit committees, and the board of directors. Reporting to the Global Director of FP&A, this position also plays a key role in developing and maintaining various finance processes and reports.
Responsibilities:
- Responsible for all scheduled and ad-hoc financial reporting, analysis and variance explanations.
- Responsible for the consolidation and review of financial information for all legal entities worldwide (using Excel and Hyperion Enterprise).
- Assist in the preparation and review of presentations to the Management, Audit Committee, and Board of Directors.
- Assist in Annual Budget process preparation, review, and presentation of outputs.
- Develop expertise in the Anaplan budgeting system.
- Responsible for maintaining the monthly forecast models.
- Preparation of analyses that will assist leadership teams to assess performance and opportunities to improve financial results.
- Improve processes by reducing manual excel workflows with better automation available from systems and tools in place.
- Develop analyses to guide or support decision making by leadership.
RequiredQualifications:
- Bachelors degree in Finance, Accounting or related field
- Minimum four years experience in a large, multinational, publicly traded corporation/consulting firm
- Experience in data management and Business Intelligence systems (Excel, PowerBI, etc.).
- Experience working with Corporate Accounting.
- Experience with and an understanding of the underlying methodology of preparing consolidated financial statements and supporting calculations (i.e. statement of cash flows, segment reporting, etc.)
- Ability to deal appropriately with confidential information.
- Ability to work under pressure in a fast-paced environment and to prioritize multiple competing responsibilities.
- Demonstrates proficiency in standardizing, automating and evolving firm-wide Financial Reporting.
- Demonstrate self-motivation, independent thinking, and creative problem-solving while collaborating effectively as a team player.
- High attention to detail and accuracy.
- Strong desire to understand business operations and enhance financial reporting processes.
Preferred Qualifications:
- Experience working with large data sets.
- Experience with PeopleSoft general ledger, Hyperion Enterprise, and Anaplan planning tool is desirable.
Pay Range Guidelines for this Position:
The salary range for this position is 9000 USD to 105000 USD. Compensation is based on several factors including but not limited to education, work experience and skills. In addition to your salary, Heidrick & Struggles offers discretionary bonuses (subject to eligibility requirements) and a comprehensive benefits package including: medical, dental, vision, disability leave, parental leave, paid time off and 401k contribution (all benefits are subject to eligibility requirements). Note: we have a location based compensation structure; there may be a different range for candidates in other locations.Heidrick & Struggles is an equal opportunity employer committed to hiring qualified protected veterans and individuals with disabilities. All qualified applicants will be considered for employment without regard to race, color, religion, creed, age, sex, national origin, gender identity or expression, sexual orientation, disability, marital status, veteran or military status, or citizenship status.
#J-18808-LjbffrFinancial Planning and Analysis Analyst
Posted 1 day ago
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Job Description
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Massachusetts Convention Center Authority provided pay rangeThis range is provided by Massachusetts Convention Center Authority. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$70,000.00/yr - $5,000.00/yr
Summary
The Financial Planning and Analysis Analyst is responsible for providing critical financial insights through forecasting, modeling, and industry benchmarking. This role supports strategic decision-making by analyzing financial trends, evaluating capital projects, and identifying process improvements. By maintaining accurate financial projections and presenting relevant industry data, the position ensures the companys financial strategies align with market trends and operational goals. Ultimately, the role helps optimize financial performance and drive informed business decisions.
Essential Duties & Responsibilities
Accountability Statements
- Accurately perform financial modeling, proposal evaluations, and project assessments to provide reliable data that informs key business decisions and supports strategic planning efforts
- Ensure industry benchmarking data is consistently maintained and thoroughly analyzed, offering actionable insights to stakeholders for operational and financial comparisons
- Deliver timely and clear presentations of industry trends and benchmarking data to stakeholders, enabling data-driven decision-making and strategic planning
- Lead comprehensive economic impact projections and reporting on an annual and ad hoc basis, driving informed decisions and supporting business performance tracking
- Enhance tracking mechanisms for sales pacing, lost business, and market trends, identifying opportunities for improvement and proactively recommending adjustments to strategies
- Develop and manage multi-year financial forecasts and evaluate capital project proposals, ensuring accurate financial planning, identifying potential risks, and recommending actions to mitigate them
- Actively promote an inclusive workplace environment that values and allows all individuals to feel welcome, supported, and able to contribute to the fullest potential
- Perform other work-related duties as directed by manager/supervisor
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED : 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.
Basic Qualifications
- Expertise in financial analysis, modeling, and evaluation methods (ROI, NPV, payback, etc.)
- Proficiency in finance and accounting software with strong data analysis skills
- Strong project management and independent decision-making abilities
- High confidentiality and discretion in handling sensitive financial proposals
- Ability to collaborate effectively in teams or work independently
- BA/BS in Finance, Business, or Accounting required; MBA or related advanced degree preferred
- Minimum of 3-5 years of experience in a financial analyst or related role
- Advanced Financial Modeling Techniques: Experience with complex financial modeling, including scenario analysis, sensitivity analysis, and Monte Carlo simulations
- Industry-Specific Knowledge: Familiarity with industry trends and financial practices in the companys sector, providing deeper insights for benchmarking and strategic recommendations
- Data Visualization and Reporting Tools: Proficiency in tools such as Tableau, Power BI, or similar software for presenting financial data in clear, actionable visual formats to stakeholders
WORK ENVIRONMENT : The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK SCHEDULE : The work schedule for this position typically fluctuates based upon the needs of a particular event or project, which would require the ability to work a flexible schedule including late nights, early mornings, long days, weekends, and holidays. Travel to other MCCA facilities may be required.
This position qualifies for a hybrid remote model as approved by the manager . The ability to work remotely in this role will be determined by the specific needs and demands of the position, as assessed by the manager. While the position allows for some remote opportunity, there may be periods where in-office presence is essential to meet departmental goals and team collaboration.
SERVICE EXPECTATIONS : Should be prepared to adjust schedule based on departmental and/or operational needs, allowing for responsiveness to changing workloads and emergencies as they occur.
DRESS CODE : Business casual; high standard of dress that would include slacks, button down shirt and close-toed shoes. No shorts, sneakers, or jeans. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Events Services
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#J-18808-LjbffrFinancial Planning & Analysis, Senior Analyst
Posted 2 days ago
Job Viewed
Job Description
Vertex is growing at a rapid pace with challenging and exciting opportunities for motivated professionals who are keen to contribute to the Vertex mission to invest in scientific innovation to create transformative medicines for people with serious diseases. Our finance function is integral to achieving our company's strategic goals, providing critical insights and analysis in support of decision-making across the organization. By joining our function, you will become part of a fast-moving, forward-thinking team to support the ongoing growth of a leader in the biotechnology industry.
As a member of Vertex's Financial Planning & Analysis organization, the Senior Financial Analyst, BSMO is responsible for key activities supporting the monthly/quarterly accounting close, long-range plan, annual budget and quarterly forecasts. This role provides business partnering and key insights for functions within Vertex's Biopharmaceutical Sciences and Manufacturing Operations (BSMO).
This position is based in our Boston, MA location (Seaport area) and requires a hybrid work schedule with 3 days in office /2 days remote on a weekly basis.
Key Duties and Responsibilities:- Perform the monthly/quarterly accounting close for expenses and accruals, including flux analysis and compliance with SOX control requirements.
- Support the financial planning process (annual budget, forecasts, long range plan, etc.) for assigned functions to provide relevant, forward-looking observations, and develop key scenarios.
- Support analytics and transparent reporting to drive forecast accuracy and inform on key drivers of any variances to plan, with full transparency on any judgments about risks and opportunities for both operating and capital expenses.
- Develops and maintains the functional teams' monthly financial reporting and analysis packages and assists in the consolidated monthly and quarterly financial review presentations.
- Supports the capital expense budget for their respective functions, partnering with the business and other members of BSMO Finance.
- Works closely with other members of the CFO organization including Corporate Finance, Strategic Sourcing and Accounting to maintain a continuous improvement mindset and promote strong communication, sharing of best practices and efficient processes.
- Strong analytical skills and ability to work with large amounts of data with the capacity to create ad hoc reports, financial models or analytics independently.
- Experience with Excel and PowerPoint; experience with Hyperion (or another multidimensional database), business intelligence or visualization tools a plus.
- Strong judgment and professionalism required.
- Intellectual curiosity to develop a deep understanding of business issues.
- Strong communication skills, both written and verbal, and an eagerness to collaborate with colleagues (within or outside of finance) in sharing insights and learnings.
- Must be able to work well with senior leaders, peers and junior team members.
- Possesses a continuous improvement mindset with the flexibility to adapt to change.
- B.S. Degree in Finance, Economics, or related quantitative/analytical field.
- 3+ years of relevant experience in a finance role demonstrating strong technical and analytical skills and a track record of success working in a team-based environment or the equivalent combination of education and experience.
- Biotechnology/Pharmaceutical industry experience preferred but not required.
$88,000 - $132,000
The range provided is based on what we believe is a reasonable estimate for the base salary pay range for this job at the time of posting. This role is eligible for an annual bonus and annual equity awards. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors permitted by law.
At Vertex, our Total Rewards offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility and resources to support their growth and aspirations. From medical, dental and vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance programs including student loan repayment, a generous commuting subsidy, matching charitable donations, 401(k) and so much more.
Flex Designation:Hybrid-Eligible Or On-Site Eligible
Flex Eligibility Status:In this Hybrid-Eligible role, you can choose to be designated as: 1. Hybrid : work remotely up to two days per week; or select 2. On-Site : work five days per week on-site with ad hoc flexibility.
Note: The Flex status for this position is subject to Vertex's Policy on Flex @ Vertex Program and may be changed at any time.
Vertex is a global biotechnology company that invests in scientific innovation.
Vertex is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Vertex is an E-Verify Employer in the United States. Vertex will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.
Financial Planning & Analysis, Senior Analyst
Posted 2 days ago
Job Viewed
Job Description
Job Description
General Summary:
Vertex is growing at a rapid pace with challenging and exciting opportunities for motivated professionals who are keen to contribute to the Vertex mission to invest in scientific innovation to create transformative medicines for people with serious diseases. Our finance function is integral to achieving our company's strategic goals, providing critical insights and analysis in support of decision-making across the organization.By joining our function, you will become part of a fast-moving, forward-thinking team to support the ongoing growth of a leader in the biotechnology industry.
As a member of Vertex's Financial Planning & Analysis organization, the Senior Financial Analyst, BSMO is responsible for key activities supporting the monthly/quarterly accounting close, long-range plan, annual budget and quarterly forecasts. This role provides business partnering and key insights for functions within Vertex's Biopharmaceutical Sciences and Manufacturing Operations (BSMO).
This position is based in our Boston, MA location (Seaport area) and requires a hybrid work schedule with 3 days in office /2 days remote on a weekly basis.
Key Duties and Responsibilities:
Perform the monthly/quarterly accounting close for expenses and accruals, including flux analysis and compliance with SOX control requirements.
Support the financial planning process (annual budget, forecasts, long range plan, etc.) for assigned functions to provide relevant, forward-looking observations, and develop key scenarios.
Support analytics and transparent reporting to drive forecast accuracy and inform on key drivers of any variances to plan, with full transparency on any judgments about risks and opportunities for both operating and capital expenses.
Develops and maintains the functional teams' monthly financial reporting and analysis packages and assists in the consolidated monthly and quarterly financial review presentations.
Supports the capital expense budget for their respective functions, partnering with the business and other members of BSMO Finance.
Works closely with other members of the CFO organization including Corporate Finance, Strategic Sourcing and Accounting to maintain a continuous improvement mindset and promote strong communication, sharing of best practices and efficient processes.
Knowledge and Skills:
Strong analytical skills and ability to work with large amounts of data with the capacity to create ad hoc reports, financial models or analytics independently.
Experience with Excel and PowerPoint; experience with Hyperion (or another multidimensional database), business intelligence or visualization tools a plus.
Strong judgment and professionalism required.
Intellectual curiosity to develop a deep understanding of business issues.
Strong communication skills, both written and verbal, and an eagerness to collaborate with colleagues (within or outside of finance) in sharing insights and learnings.
Must be able to work well with senior leaders, peers and junior team members.
Possesses a continuous improvement mindset with the flexibility to adapt to change.
Education and Experience:
B.S. Degree in Finance, Economics, or related quantitative/analytical field.
3+ years of relevant experience in a finance role demonstrating strong technical and analytical skills and a track record of success working in a team-based environment or the equivalent combination of education and experience.
Biotechnology/Pharmaceutical industry experience preferred but not required.
Pay Range:
$88,000 - $132,000Disclosure Statement:
The range provided is based on what we believe is a reasonable estimate for the base salary pay range for this job at the time of posting. This role is eligible for an annual bonus and annual equity awards. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors permitted by law.
At Vertex, our Total Rewards offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility and resources to support their growth and aspirations. From medical, dental and vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance programs including student loan repayment, a generous commuting subsidy, matching charitable donations, 401(k) and so much more.
Flex Designation:
Hybrid-Eligible Or On-Site EligibleFlex Eligibility Status:
In this Hybrid-Eligible role, you can choose to be designated as:
1. Hybrid : work remotely up to two days per week; or select
2. On-Site : work five days per week on-site with ad hoc flexibility.
Note: The Flex status for this position is subject to Vertex's Policy on Flex @ Vertex Program and may be changed at any time.
Company Information
Vertex is a global biotechnology company that invests in scientific innovation.
Vertex is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Vertex is an E-Verify Employer in the United States. Vertex will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.
Any applicant requiring an accommodation in connection with the hiring process and/or to perform the essential functions of the position for which the applicant has applied should make a request to the recruiter or hiring manager, or contact Talent Acquisition at
#J-18808-LjbffrFinancial Planning & Analysis, Senior Analyst
Posted 4 days ago
Job Viewed
Job Description
General Summary:
Vertex is growing at a rapid pace with challenging and exciting opportunities for motivated professionals who are keen to contribute to the Vertex mission to invest in scientific innovation to create transformative medicines for people with serious diseases. Our finance function is integral to achieving our company's strategic goals, providing critical insights and analysis in support of decision-making across the organization. By joining our function, you will become part of a fast-moving, forward-thinking team to support the ongoing growth of a leader in the biotechnology industry.
As a member of Vertex's Financial Planning & Analysis organization, the Senior Financial Analyst, BSMO is responsible for key activities supporting the monthly/quarterly accounting close, long-range plan, annual budget and quarterly forecasts. This role provides business partnering and key insights for functions within Vertex's Biopharmaceutical Sciences and Manufacturing Operations (BSMO).
This position is based in our Boston, MA location (Seaport area) and requires a hybrid work schedule with 3 days in office /2 days remote on a weekly basis.
Key Duties and Responsibilities:
- Perform the monthly/quarterly accounting close for expenses and accruals, including flux analysis and compliance with SOX control requirements.
- Support the financial planning process (annual budget, forecasts, long range plan, etc.) for assigned functions to provide relevant, forward-looking observations, and develop key scenarios.
- Support analytics and transparent reporting to drive forecast accuracy and inform on key drivers of any variances to plan, with full transparency on any judgments about risks and opportunities for both operating and capital expenses.
- Develops and maintains the functional teams' monthly financial reporting and analysis packages and assists in the consolidated monthly and quarterly financial review presentations.
- Supports the capital expense budget for their respective functions, partnering with the business and other members of BSMO Finance.
- Works closely with other members of the CFO organization including Corporate Finance, Strategic Sourcing and Accounting to maintain a continuous improvement mindset and promote strong communication, sharing of best practices and efficient processes.
- Strong analytical skills and ability to work with large amounts of data with the capacity to create ad hoc reports, financial models or analytics independently.
- Experience with Excel and PowerPoint; experience with Hyperion (or another multidimensional database), business intelligence or visualization tools a plus.
- Strong judgment and professionalism required.
- Intellectual curiosity to develop a deep understanding of business issues.
- Strong communication skills, both written and verbal, and an eagerness to collaborate with colleagues (within or outside of finance) in sharing insights and learnings.
- Must be able to work well with senior leaders, peers and junior team members.
- Possesses a continuous improvement mindset with the flexibility to adapt to change.
- B.S. Degree in Finance, Economics, or related quantitative/analytical field.
- 2+ years of relevant experience in a finance role demonstrating strong technical and analytical skills and a track record of success working in a team-based environment or the equivalent combination of education and experience.
- Biotechnology/Pharmaceutical industry experience preferred but not required.
#LI-Hybrid
#LI-DB1
Pay Range:
$88,000 - $132,000
Disclosure Statement:
The range provided is based on what we believe is a reasonable estimate for the base salary pay range for this job at the time of posting. This role is eligible for an annual bonus and annual equity awards. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors permitted by law.
At Vertex, our Total Rewards offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility and resources to support their growth and aspirations. From medical, dental and vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance programs including student loan repayment, a generous commuting subsidy, matching charitable donations, 401(k) and so much more.
Flex Designation:
Hybrid-Eligible Or On-Site Eligible
Flex Eligibility Status:
In this Hybrid-Eligible role, you can choose to be designated as:
1. Hybrid : work remotely up to two days per week; or select
2. On-Site : work five days per week on-site with ad hoc flexibility.
Note: The Flex status for this position is subject to Vertex's Policy on Flex @ Vertex Program and may be changed at any time.
Company Information
Vertex is a global biotechnology company that invests in scientific innovation.
Vertex is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Vertex is an E-Verify Employer in the United States. Vertex will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.
Any applicant requiring an accommodation in connection with the hiring process and/or to perform the essential functions of the position for which the applicant has applied should make a request to the recruiter or hiring manager, or contact Talent Acquisition at
Financial Planning & Analysis Associate
Posted 2 days ago
Job Viewed
Job Description
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financ Financial Planning, Financial, Associate, Planning, Accounting, Banking
Financial Planning & Analysis Associate
Posted 3 days ago
Job Viewed
Job Description
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.
Pay and Benefits:
- Competitive compensation, including base pay and annual incentive
- Comprehensive health and life insurance and well-being benefits, based on location
- Pension / Retirement benefits
- Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
- DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Financial Planning & Analysis Associate role will provide full support to DTCC's FP&A's objectives. This includes developing budgets, forecasts and P&L management for different businesses and functions. It involves tracking performance vs. budgets and explaining variances and preparing financial performance presentations for senior management and board meetings. The overall objective is to partner with the business and functional managers to meet financial commitments and goals and assist management in making sound financial decisions.
Your Primary Responsibilities:
- Analyze new project initiatives from an economic perspective by breaking down a problem and work with others to solve.
- Ability to query, analyze and present data; proactively provides information in anticipation of questions.
- Develop income statements, balance sheets and cash flows based on a set of assumptions
- Investigate complex analysis to solve key business issues.
- Work across multiple channels to assist in ad-hoc projects involving M&A analysis, pricing, revenue analysisand system implementation
- Develop and maintain financial models
- Evaluate processes to drive efficiencies to deliver improved financial performance, such as process mapping and improvement
- Additional adhoc responsibilities may apply
- Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; escalates appropriately.
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
- Bachelor's degree in Finance/Accounting (Masters/MBA preferred)
- 3-4 years experience in Financial Analysis/Accounting preferred
- Proficient in Microsoft Office
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
About Us
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.
DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.
Learn more about Clearance and Settlement by clicking here.
About the Team
Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.
The Financial Planning & Analysis department enables DTCC to maintain the highest level of financial performance by providing sound planning, budgeting, business case development, client pricing and performance reporting in support of the company's business lines and operating departments.
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Dir. Financial Planning & Analysis
Posted 24 days ago
Job Viewed
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 ( 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.
Senior Financial Planning and Analysis Analyst
Posted 2 days ago
Job Viewed
Job Description
Who we are
At CarGurus (NASDAQ: CARG), our mission is to give people the power to reach their destination. We started as a small team of developers determined to bring trust and transparency to car shopping. Since then, our history of innovation and go-to-market acceleration has driven industry-leading growth. In fact, were the largest and fastest-growing automotive marketplace, and weve been profitable for over 15 years.
What we do
The market is evolving, and we are too, moving the entire automotive journey online and guiding our customers through every step. That includes everything from the sale of an old car to the financing, purchase, and delivery of a new one. Today, tens of millions of consumers visit CarGurus.com each month, and ~30,000 dealerships use our products. But they're not the only ones who love CarGurusour employees do, too. We have a people-first culture that fosters kindness, collaboration, and innovation, and empowers our Gurus with tools to fuel their career growth. Disrupting a trillion-dollar industry requires fresh and diverse perspectives. Come join us for the ride!
Role overview
As a Senior Financial Analyst, you will partner with Executive leadership throughout the company in driving growth and decision-making through financial analysis, strong leadership capabilities and empowerment to own and drive forward new processes. This position will play a pivotal role in supporting the Marketplace business and its products while maintaining a strong focus on long-term growth. This person will collaborate heavily with Accounting on month-end close, reporting, and variance analytics, while also supporting the business in short-term forecasting, long-term modeling and ad hoc analyses.
What you'll do
- Lead executive-level financial reviews with various business leaders in support of reporting, budgeting, and forecasting deliverables.
- Become a trusted business partner to assigned Opex and Corporate functions, such as (but not limited to) Finance, HR, Legal & Executive, etc. and become their main Finance support for both recurring and ad hoc items.
- Ensure that forecast/plans for assigned functions are entered into Adaptive planning tool in a timely manner for on-time delivery of Corporate deliverables.
- Provide thoughtful, proactive and comprehensive financial analyses to business partners, bringing to bear various data sources to drive informed decisions within the Company.
- Support Accounting's close process, including review and analysis of the general ledger, monthly accruals, and provide variance explanations for your assigned areas.
- Assist FP&A Managers and Directors with ad hoc projects, analysis preparation, commentary, and presentation materials as needed.
- Respond to ad hoc financial analyses, special projects, and other similar or related duties as required or requested.
What you'll bring
- Bachelors degree in Finance, Economics, Accounting, or a related major required.
- Minimum 5 years of relevant experience, ideally working closely with FP&A close & forecast reporting and Accounting knowledge base
- Ability to work with different functional groups and levels of employees effectively and professionally to achieve results.
- Experience with NetSuite ERP, or similar, required.
- Experience with Adaptive Planning, or similar, required.
- Deep understanding of GAAP, Non-GAAP and interpretation of financial statements.
- Consistently demonstrate behaviors that reflect initiative, intelligence, strong attention to detail, and integrity in striving for continuous improvement while driving business results.
- Excellent written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively.
- Strong Excel and financial modeling skills.
- Strong work ethic and standout colleague.
- Ability to work independently with an ownership mindset.
Working at CarGurus
We reward our Gurus curiosity and passion with best-in-class benefits and compensation, including equity for all employees, both when they start and as they continue to grow with us. Our career development and corporate giving programs, as well as our employee resource groups (ERGs) and communities, help people build connections while making an impact in personally meaningful ways. A flexible hybrid model and robust time off policies encourage work-life balance and individual well-being. Thoughtful perks like daily free lunch, a new car discount, meditation and fitness apps, commuting cost coverage, and more help our people create space for what matters most in their personal and professional lives.
We welcome all
CarGurus strives to be a place to which people can bring the ultimate expression of themselves and their potentialstarting with our hiring process. We do not discriminate based on race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. We foster an inclusive environment that values people for their skills, experiences, and unique perspectives. Thats why we hope youll apply even if you dont check every box listed in the job description. We also encourage you to tell your recruiter if you require accommodations to participate in our hiring process due to a disability so we can provide the appropriate support. We want to know what only you can bring to CarGurus. #LI-Hybrid
#J-18808-LjbffrSenior Financial Planning and Analysis Analyst
Posted 4 days ago
Job Viewed
Job Description
Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Senior Financial Planning & Analysis Associate
Role summary
Make a measurable impact on athenahealth's growth by translating data into insight. Based in Boston, MA, this hybrid role blends on-site collaboration with remote flexibility. The Senior Financial Planning & Analysis Associate reports to the FP&A Sr. Manager.
Team summary
The Financial Planning & Analysis (FP&A) team stewards company-wide budgeting, forecasting, and performance reporting. Partnering closely with business and executive leadership, the team delivers clear financial narratives, supports resource allocation decisions, and drives strategic initiatives that keep athenahealth on a trajectory of sustainable growth and innovation.
Essential Job Responsibilities
- Collaborate with business partners across different departments within FP&A to ensure timely and effective delivery of forecasting/reporting materials
- Prepare executive level presentations and materials for senior leadership, Board of Directors and other executive level stakeholders
- Develop comprehensive financial models that evaluate revenue, expense, and cash-flow scenarios.
- Analyze monthly results against plan, investigating key variances and presenting findings to stakeholders.
- Prepare rolling forecasts and annual operating plans in collaboration with business unit leaders.
- Create management dashboards and board-level materials that distill complex data into actionable insight.
- Partner with accounting to ensure accurate period-end accruals and alignment of actuals with forecast assumptions.
- Maintain and enhance Excel-based planning tools, ensuring data integrity and process efficiency.
- Contribute to continuous improvement projects that streamline FP&A processes and reporting cadence.
- Assist with ad-hoc scenario analyses related to pricing, product launches, and organizational restructuring.
- Collaborate with Business Intelligence teams to automate data feeds into planning models.
- Monitor key economic and industry trends to inform long-range planning.
- Support audit and due-diligence requests by providing timely financial schedules.
- Mentor junior analysts on modeling standards and best practices.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 3-6 years of progressive experience in FP&A, corporate finance, or investment banking.
- Extreme attention to detail is critical as this position will be responsible for maintaining and owning executive level presentations.
Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, and macros. - Demonstrated expertise in financial modeling, forecasting, and variance analysis.
- Familiarity with GAAP concepts and their application in financial statements.
- Experience using enterprise planning or BI tools (e.g., Adaptive, Anaplan, Tableau) is advantageous.
For candidates located in California, Colorado, Hawaii, Jersey City (NJ), New York City, Westchester County (NY), and Washington, please visit the following link for pay range information:
California:
Colorado:
Hawaii:
New Jersey:
New York:
Washington:
About athenahealth
Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients - powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.
Our company culture: Our talented employees - or athenistas, as we call ourselves - spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.
Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.
What we can do for you:
Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces - some offices even welcome dogs.
We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.
In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.
Learn more about our culture and benefits here: athenahealth.com/careers