200 Financial Analysts jobs in Massachusetts
Senior Analyst, Financial Planning & Analysis
Posted 4 days ago
Job Viewed
Job Description
TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit:
Why you'll love it here!
+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance
+ 401k
+ Community Service Day
+ Spotlight Awards
+ National Sales Excellence Awards
+ CFSP Prep Certification Program
POSITION SUMMARY:
- The Senior Analyst, Financial Planning & Analysis reports to the VP of Corporate FP&A
- Located in Mansfield, MA
- Full-Time
- Hybrid
The Senior Financial Analyst, specializing in Financial Planning & Analysis, is a key contributor responsible for shaping the financial trajectory of the organization. This role primarily involves the preparation of financial plans, detailed analysis of actual results against plans, and the provision of data-driven insights to drive impactful decision-making. A primary objective is to steer financial results by delivering critical insights that guide business leaders in focusing on the most influential areas.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Consolidation of Financial Budgets and Forecasts:
- Lead the consolidation of monthly companywide financial budgets and forecasts, encompassing both Profit & Loss (P&L) and Capital Expense considerations.
Financial Analysis and Reporting:
- Analyze and track key metric trends, comparing actual results against forecasts and budgets.
- Develop comprehensive Budget/Forecast reports highlighting critical business performance risks, issues, and opportunities.
Stakeholder Collaboration:
- Collaborate with key stakeholders in Corporate Services to analyze financial data, explain variances, investigate discrepancies, and provide support and advice in the development of the Annual Budget and monthly forecasts.
Process Improvement Initiatives:
- Identify, develop, and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis operations.
Risk and Opportunity Identification:
- Highlight risks and opportunities related to financial targets, ensuring timely communication of relevant issues.
Business Partnerships and Strategic Insights:
- Maintain effective business partnerships to gain insight into business trends and strategic initiatives that impact financial forecasts.
- Provide valuable insights to support strategic decision-making.
Ad-Hoc Analyses and Project Support:
- Prepare ad-hoc analyses to understand business trends and provide critical insights.
- Offer support for various projects and initiatives as needed.
COMPETENCIES:
- Ability to collaborate effectively with cross-functional teams and stakeholders.
- Demonstrates the ability to effectively multitask, make decisions under pressure, and work under tight deadlines, delivering accurate and high-quality work.
- Strong written and oral presentation skills, ensuring clear and impactful communication.
- Upholds a strong attention to detail to ensure accuracy in financial reporting and analysis.
QUALIFICATIONS & EXPERIENCE:
- 4 - 6 years of professional experience in financial analysis or a related field, or equivalent Military or practical experience.
- Financial modeling and strong analytical skills required.
- Solid knowledge of Profit & Loss (P&L) and Balance Sheet dynamics.
- Advanced proficiency in Microsoft Excel, utilizing complex functions for financial modeling.
- Proficiency in Microsoft Word and PowerPoint.
- Experience with data analytics tools, such as Tableau or PowerBI, is preferred.
- Ability to successfully pass a background check post offer acceptance.
The range provided represents the national average pay range for this position and is considered to be a general guideline. Pay for this position will reflect the candidate's unique qualifications and may be higher or lower than the range provided based on employee geographic location. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other local, state, and federal law.
In addition to base salary, this role will be eligible for participation in TriMark's' benefits programs, including medical, dental, vision, 401K (with employer match), etc. Leadership positions may also qualify for participation in bonus programs commensurate with role and scope of responsibility.
TriMark's commitment to diversity, inclusion and belonging is a purposeful mission of strengthening our organization and those we serve by uniting the unique and beautiful differences of our employees. This mission is instilled in the fiber of who we are as a company, setting the standard for our industry. We are committed to promoting diversity, inclusion and belonging through sharing, education, and experiences.
TriMark USA provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to .
Scam Alert: TriMark will never ask an applicant for their social security number or to make a payment related to a job application or job offer, or to pay for workplace equipment. Further, all communications with TriMark recruiters will come from an e-mail address ending in TriMarkUSA.com. If you have any concerns about the legitimacy of a job posting or recruiting contact, please contact
#J-18808-LjbffrSenior Financial Analyst, Financial Planning & Analysis (FP&A)
Posted 1 day 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
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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 1 day 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 1 day 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 3 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 1 day 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
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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 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.