National Advisor Consultant AmeripriseNational Advisor ConsultantBoston, MAAs a National Advisor Consultant, youll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include: • Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
Internal Advisor Consultant AmeripriseInternal Advisor ConsultantBoston, MAOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients specific requirements. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders.
NewSenior Associate, Revenue Cycle Consultant KPMGSenior Associate, Revenue Cycle ConsultantBoston, MACommunicate regularly with engagement Managers, project team members, and client counterparts, including escalating any matters that require additional attention and consideration from the leadership team; demonstrate problem solving skills with these individuals through critical thinking, intellectual curiosity, and intellectual rigor; analyze complex issues and frame approaches for potential solutions. Must have two years of analytics experience with handling, analyzing and evaluating large data sets using at least one of the following tools: Microsoft Excel, Tableau, Power BI, SQL, Alteryx, and/or Data Warehouse management; If an Epic recruit, experience with the following Epic modules such as Resolute (Hospital/Physician), Cadence, Prelude/ADT and Reporting Workbench.
VP, Financial Consultant Boston, MA The Charles Schwab CorpVP, Financial Consultant Boston, MABoston, MAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Certified Financial Planner/Consultant Make Your MoveCertified Financial Planner/ConsultantReading, MassachusettsSalem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Additionally, demonstrated Microsoft applications skills (Word and Excel), verbal/written communication skills, ability to perform effectively in an environment where confidentiality, maturity, sound judgment, initiative, and professionalism are required.
NewSenior Financial Consultant Lockton IncSenior Financial ConsultantBoston, MAPosition Objective: The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. About Lockton Northeast: For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesBoston, MARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Consultant - Employee Benefits The IMA Financial Group IncFinancial Consultant - Employee BenefitsNewton, MA$90,000–$120,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Financial Consultant - Employee Benefits IMA Financial GroupFinancial Consultant - Employee BenefitsNewton, MA$90,000–$120,000 / yearIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
Financial Reporting Consultant Blue Cross and Blue Shield of Massachusetts IncFinancial Reporting ConsultantBoston, MA$112,680–$137,720 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs and affordability. This role is pivotal in delivering essential reports, supporting strategic decisions, writing efficient SQL code, and driving process automation within our databases to ensure the accuracy and efficiency of our membership reporting.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Boston, MARemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
NewFederal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support) The Federal Reserve SystemFederal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support)Boston, MAFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantMA$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantMA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Consultant - Anti-Money Laundering - Financial Crime and Fraud Deloitte Touche Tohmatsu LtdConsultant - Anti-Money Laundering - Financial Crime and FraudBoston, MA$78,700–$155,100 / yearSubject matter expertise in AML/sanctions regulations as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money service businesses, and Financial Technology (FinTech) organizations. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Consultant, Accounting and Financial Advisory ServicesTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Consultant, Financial Reporting Northern Trust CorpConsultant, Financial ReportingBoston, MA$66,700–$113,300 / yearThe Financial Reporting group provides internal and external clients with assistance related to the annual audits and/or interim regulatory SEC filings across a diverse set of registered mutual funds and non-registered funds, including, but not limited to, common and collective trust funds, partnerships, and hedge funds that invest in a wide array of investment strategies and asset classes. The group provides assistance to audit firms in the processes and procedures associated with their annual fund audits for both the registered and non-registered fund base, as well as ensuring the timely and accurate filings of the SEC Forms N-CSR, N-MFP and N-PORT Part F for the registered mutual fund base.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantBoston, MALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesBoston, MADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Energy Efficiency Consultant I with Financial Modeling Focus Guidehouse IncEnergy Efficiency Consultant I with Financial Modeling FocusBoston, MA$56,000–$94,000 / yearThis includes developing test procedures for measuring energy efficiency performance; understanding the technical improvements and associated costs necessary to meet higher efficiency levels; and examining the impacts of regulations on product manufacturers. What You Will Do: The Federal Civilian Agency's Energy & Environment group within Guidehouse's Communities, Energy, and Infrastructure (CE&I) practice provides technical and market analysis related to the potential for new and emerging technologies to save energy.
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Boston Financial Center MarketBoston, MA$80,000–$90,000 / yearOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Back to search results Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market Boston, Massachusetts; Hyannis, Massachusetts; Hingham, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Advanced Planning Consultant Commonwealth Financial NetworkAdvanced Planning ConsultantWaltham, MAIn this role, you will serve as a technical resource for wealth management strategies including estate, tax, and charitable planning; social security strategies; education savings; executive compensation; business succession; and retirement income planning. Identifying potential issues on a variety of wealth management projects (e.g., helping advisors review client estate planning objectives, executive compensation plans, wills, trusts, stock options, or business succession planning).
VP, Advisor Consultant Teachers Insurance and Annuity Association of America (TIAA)VP, Advisor ConsultantMA$90,000–$100,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandWoonsocket, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
VP, Advisor Consultant TIAAVP, Advisor ConsultantVirtual, MassachusettsIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
Investment Consultant Lynnfield, MA The Charles Schwab CorpInvestment Consultant Lynnfield, MALynnfield, MAYoull learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
NewDirect Indexing and Custom Solutions Consultant Natixis Investment ManagersDirect Indexing and Custom Solutions ConsultantBoston, MassachusettsThe Custom Solutions Consultant (CSC) is a member of our internal sales desk and will specialize in being the primary contact for AIA Direct Indexing, Loomis Custom Income and Gateway clients and prospects. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
Estate Planning Consultant LPL Financial Holdings IncEstate Planning ConsultantMA$83,739–$139,565 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Director – Financial Services Strategy Alvarez & Marsal Financial Services Industry Group, LLCDirector – Financial Services StrategyBoston, MAFull timeClients can expect bottom line results through action-oriented leadership and success-aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.
Product Solutions Consultant Ascend Learning LLCProduct Solutions ConsultantBurlington, MAHeadquartered in Burlington, MA, with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America's 2025 Greatest Workplaces as well as America's Best Places to work for Mental Well-Being for 2025. This role operates with a high degree of autonomy - independently configuring programs, training end users, and driving client adoption - while partnering with senior consultants and Implementation Project Managers where needed.
NewFinancial Services Business Consulting, Insurance - Property & Casualty Senior Manager Ernst & Young Global LtdFinancial Services Business Consulting, Insurance - Property & Casualty Senior ManagerBoston, MA$150,400–$343,600 / yearOur Property & Casualty Transformation practice helps insurance clients improve and transform their commercial, specialty, personal and Excess & Surplus businesses in areas such as operating model redesign, capability assessment and roadmap design, business process transformation, technology and data enablement, organizational design, and post-merger integration. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerBoston, MA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Advisor The Bulfinch GroupFinancial AdvisorNeedham, MA$55,000–$155,000Expanding a business practice by use of effective prospecting and warm introduction or referral-based strategies, as well as identifying and cultivating new client relationships within a targeted market niche; Learning industry-leading sales skills and practices as well as improving and developing existing sales skills. In addition to the opportunity to achieve unlimited growth potential in the finance industry, Advisors at The Bulfinch Group are eligible to enjoy an opulent compensation package that includes: Perks of Your Expertise: Professional Development : Benefit from our ongoing educational programs tailored for high-caliber professionals.
NewSenior Consultant | Accounting Advisory Services CBIZ IncSenior Consultant | Accounting Advisory ServicesBoston, MAParticipate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities. The Senior Consultant will be an integral part of the accounting advisory services' team primarily focused on delivering technical and operational accounting support for clients, while developing managerial and client serving skillsets in a team-oriented environment.
Wealth Consultant Voya Financial IncWealth ConsultantBoston, MA$106,180–$132,720 / yearExpectations will be that these representatives will manage/retain/grow through outside sales the ongoing client relationship through regular outreach and direct the customer relationship utilizing other Participant Service & Sales Solutions (PSSS) roles for support. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
NewSr. Consultant Syner-GSr. ConsultantFramingham, MAThe successful candidate will operate independently while partnering closely with clients, Contract Development and Manufacturing Organizations (CDMOs/CMOs), regulatory agencies, and internal teams to ensure successful program execution and delivery of high-quality outcomes. This role requires exceptional communication skills, the ability to influence cross-functional teams and external partners, and a proven track record of successfully advancing development programs from early-stage development through commercialization.
NewManaging Consultant, Project Manager, Engineer/Geologist/Scientist ERMManaging Consultant, Project Manager, Engineer/Geologist/ScientistBoston, Massachusetts$105,450–$142,847 / yearAs a CL3 Managing Consultant, you’ll have the autonomy to lead projects, the support of industry‑leading experts, and a clear pathway for continued growth into senior leadership roles—while delivering meaningful environmental outcomes for clients across multiple sectors. As the largest global pure play sustainability consultancy, we partner with the world’s leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations.
Change Management Consultant 5 GTTChange Management Consultant 5Boston, MAThis role partners closely with project and program leadership to align change strategies with business outcomes, drive adoption, and ensure successful implementation across stakeholders. As a Change Management Consultant, you will operate with a high degree of autonomy to develop and execute change management strategies for complex initiatives.
Salesforce Sales cloud technical consultant Q1 Technologies, IncSalesforce Sales cloud technical consultantBOSTON, MAExperience in designing and developing software components and having a very strong Service Oriented Architecture and integration background. • Understanding programming using Salesforce SFDC, Force.com, Java, JavaScript, and XML and their use in the development of CRM solutions.
Physical Security Consultant- with PM Q1 Technologies, IncPhysical Security Consultant- with PMGloucester, MADevelop and maintain detailed project schedules, milestones, and deliverables, track progress and dependencies across multiple stakeholders. Act as a trusted project interface between technical teams and business stakeholders, translating security and technology requirements into executable plans.
NewSenior Financial Analyst The Phia GroupSenior Financial AnalystCanton, MA$131,061–$135,000 / yearMeanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2025. Bachelor’s degree or foreign equivalent in Finance, Accounting, Economics, Business Administration, or a related quantitative field plus 4 years of experience with corporate experience with relevant Financial Planning & Analysis.
LIHTC Development Consultant Novogradac Consulting LLPLIHTC Development ConsultantBoston, MassachusettsThis role assists with complex 9% and 4% bond-financed LIHTC developments from early feasibility through application, award, and closing, exercising professional judgment with minimal oversight while managing client relationships and mentoring staff. The LIHTC Development Consultant serves as an advisor to affordable housing developers, providing objective leadership and technical expertise on low-income housing tax credit (LIHTC) transactions.
Office Leader and Managing Consultant Alera GroupOffice Leader and Managing ConsultantManchester, New HampshireAlera Group was founded in 2017 and has grown to become one of the largest privately held insurance brokerage and financial services firms in the U.S. We are passionate about helping our clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With a nationwide network of offices, our collaborative model allows us to offer the strength and resources of a national organization while maintaining the personalized service and local relationships our clients value.
NewPrincipal - Cloud Engagement Lead, Microsoft - Financial Services EPAM Systems IncPrincipal - Cloud Engagement Lead, Microsoft - Financial ServicesBoston, MABuild deep, durable relationships with Microsoft account teams, industry teams, and M1/M2 leadership; conduct joint account planning, schedule recurring cadences, meet face-to-face, and lead joint customer events (including ABM-style executive sessions for top accounts). Act as pursuit leader and player-coach on strategic deals, coordinating solution architects, practice leaders, delivery leadership, and pricing and commercial teams to deliver clear value articulation, competitive differentiation, and strong executive messaging.
NewSenior Solution Consultant (Planning) Workday IncSenior Solution Consultant (Planning)MA$126,000–$189,000 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This is a highly visible, senior presales role requiring outstanding executive presence, storytelling, and selling skills, with a strong bias toward energy, curiosity, and innovation-especially around the role of AI in modern planning and finance.
Virtual Financial Advisor - Nashua, NH Thrivent Financial for LutheransVirtual Financial Advisor - Nashua, NHNashua, NHRemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Boston, MA Thrivent Financial for LutheransVirtual Financial Advisor - Boston, MABoston, MARemote$25.96–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Planning & Analysis Manager (FP&A) Pearl Meyer & Partners LLCFinancial Planning & Analysis Manager (FP&A)Wellesley, MA$140,000–$150,000 / yearThis person will partner directly with the CFO, practice group leaders, and the executive team to drive financial insight, reporting excellence, and data-driven decision-making. Serve as the primary liaison between Finance and IT/Data Engineering to ensure financial data pipelines, definitions, and hierarchies are accurate and audit-ready.
Financial Reporting Manager Hendricks Regional HealthFinancial Reporting ManagerNorth Andover, MA$138,000–$147,000 / yearThe selected candidate will oversee all aspects of the Corporate General Ledger monthly close, certain technical accounting areas such as leasing, stock compensation and impairment assessments, which are managed centrally and allocated globally, and drive the quarterly and annual external financial reporting (10-Qs and 10-K) and technical accounting projects, together with the other members of the controllership team. Excellent system and computer skills, with strong working knowledge of Microsoft Office, experience with Hyperion Financial Management (HFM), SAP S4 Hana, Equity Edge (E*TRADE) and major ERP systems preferred.
Senior Underwriting Consultant Hub International LtdSenior Underwriting ConsultantWilmington, MA$120,476–$150,000 / yearResponsibilities: Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine risk, potential benefit features and premium equivalent rates for self-funded groups. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.