Financial Planning Analysis Jobs in Massachusetts
Financial Planning Analysis jobs in Massachusetts are in strong demand, concentrated in financial services, healthcare, technology, and higher education, with openings from entry-level analysts through senior FP&A managers and directors. Boston, Cambridge, and Worcester are the primary hiring hubs, where employers such as Fidelity Investments, Liberty Mutual, and Mass General Brigham consistently staff FP&A teams. Budgeting and forecasting, business partnering, and strategic planning are the most sought-after specialties across Massachusetts listings. Find a role that fits below and apply directly.
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Showing 5 of 22+ Financial Planning Analysis jobs
Hiring Range: $166,341 - $255,043
The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information
The Director of Financial Planning & Analysis (FP&A) is responsible for leading the Bank's financial planning, budgeting, forecasting, profitability reporting, and strategic financial analysis functions. This role serves as a key financial advisor to the CFO & executive leadership, business line executives, providing insight and recommendations to support growth, optimize returns, improve efficiency, and enhance shareholder value. The position reports to the Chief Financial Officer.
The Director oversees the Bank's annual budget process, periodic forecasts, long-range financial planning, Funds Transfer Pricing (FTP) framework, cost allocation methodologies, and profitability reporting. The position partners closely with business units, Treasury, Accounting, Risk Management, and Executive Management to drive decision making. The following is a list of responsibilities:
Financial Planning & Forecasting
- Lead annual budgeting process and ongoing financial forecasting activities.
- Develop and maintain short-term and long-term financial plans aligned with corporate objectives.
- Monitor actual performance against budget and forecast and provide variance analysis and actionable recommendations.
- Deliver monthly, quarterly, and annual financial performance reporting to Executive Management and the Board of Directors.
- Identify financial trends, risks, and opportunities impacting business performance.
Strategic Planning
- Partner with Executive Management in developing and executing the Bank's strategic plan.
- Evaluate strategic initiatives and growth opportunities through detailed financial analysis.
- Perform sensitivity analysis to support strategic decision-making.
- Develop financial projections that support capital & tax planning and organizational growth objectives.
Leadership of Divisional Finance Officers
- Provide leadership and oversight to Divisional Finance Officers, who report directly to this position and support business lines and corporate functions.
- Ensure consistency of financial reporting, planning, and performance measurement across divisions.
- Establish financial performance metrics and accountability frameworks.
- Mentor and develop finance team members while fostering a culture of collaboration, continuous improvement, and business partnership.
- Serve as the primary escalation point for complex financial analysis and strategic business support.
Funds Transfer Pricing (FTP)
- Oversee implementation of the Bank's FTP methodology.
- Partner with Treasury and Asset Liability Management (ALM) teams to implement annual ALCO approved assumptions and to maintain assumptions for the Loan Profitability Model.
- Present FTP performance, trends, and recommendations to senior & executive management.
- Support profitability measurement through accurate attribution of net interest income and funding costs.
Costing & Profitability Management
- Lead enterprise cost allocation methodologies and governance processes.
- Oversee activity-based costing and profitability measurement for business lines, customers & products.
- Evaluate expense management opportunities and operational efficiencies.
- Provide transparency into cost drivers and profitability performance.
- Ensure allocation methodologies are documented, supportable, and aligned with business objectives.
Performance Management & Reporting
- Develop executive dashboards, KPI reporting, and management scorecards.
- Present financial results, forecasts, strategic analyses, and profitability insights to Executive Management, Management Committees, and the Board.
- Strengthen financial analytics capabilities through process enhancements and technology utilization.
- Provide insights into revenue growth, margin expansion, capital utilization, and expense management.
Risk Management & Governance
- Ensure compliance with internal financial policies and regulatory expectations.
- Support enterprise stress testing, capital planning, and strategic risk assessment activities.
- Maintain strong internal controls related to planning, profitability, and management reporting processes.
- Partner with Accounting, Finance, Treasury, Risk, and Operations to ensure data integrity and reporting accuracy.
Problem Solving & Decision Making:
- Independent and self-motivated individual who works well without close supervision.
- Excellent problem-solving and analytical capabilities.
- Exercises sound, independent judgment on complex budgeting, forecasting, and profitability matters, escalating issues with material impact to the CFO.
- Analyzes ambiguous or incomplete data to identify root causes of variances and risks, and develops practical, data-driven solutions.
- Makes timely, well-supported recommendations on strategic initiatives, expense management, and resource allocation under tight deadlines.
Education and Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred.
- CPA, CFA, or other advanced financial designation preferred.
- Experience
- 15+ years of progressive finance, FP&A, profitability, Treasury, or banking finance experience.
- 5+ years of leadership experience managing finance professionals and business partners.
- Strong knowledge of banking financial statements, balance sheet management, profitability analysis, and regulatory banking environment.
- Experience with Funds Transfer Pricing (FTP), cost allocation methodologies, and profitability systems.
- Experience supporting executive leadership, Board reporting, and strategic planning processes.
Skills/Knowledge
- Advanced financial modeling and analytical skills, including scenario, sensitivity, and driver-based forecasting.
- Expert proficiency in Microsoft Excel and PowerPoint; experience with enterprise planning and budgeting systems (e.g., Axiom, Adaptive, Oracle EPM, or Hyperion).
- Experience with business intelligence and data visualization tools (e.g., Power BI or Tableau) and working knowledge of SQL or data warehouse environments.
- Strong written and verbal communication skills, with the ability to translate complex financial analysis into clear recommendations for executive management and the Board.
- Strong business acumen and strategic thinking, with the ability to influence and partner effectively across all levels of the organization.
- Proven ability to lead change, build high-performing teams, and drive process improvement and automation.
- High degree of integrity, sound judgment, and attention to detail in a regulated environment.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Hiring Range: $166,341 - $255,043
The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information
The Director of Financial Planning & Analysis (FP&A) is responsible for leading the Bank's financial planning, budgeting, forecasting, profitability reporting, and strategic financial analysis functions. This role serves as a key financial advisor to the CFO & executive leadership, business line executives, providing insight and recommendations to support growth, optimize returns, improve efficiency, and enhance shareholder value. The position reports to the Chief Financial Officer.
The Director oversees the Bank's annual budget process, periodic forecasts, long-range financial planning, Funds Transfer Pricing (FTP) framework, cost allocation methodologies, and profitability reporting. The position partners closely with business units, Treasury, Accounting, Risk Management, and Executive Management to drive decision making. The following is a list of responsibilities:
Financial Planning & Forecasting
- Lead annual budgeting process and ongoing financial forecasting activities.
- Develop and maintain short-term and long-term financial plans aligned with corporate objectives.
- Monitor actual performance against budget and forecast and provide variance analysis and actionable recommendations.
- Deliver monthly, quarterly, and annual financial performance reporting to Executive Management and the Board of Directors.
- Identify financial trends, risks, and opportunities impacting business performance.
Strategic Planning
- Partner with Executive Management in developing and executing the Bank's strategic plan.
- Evaluate strategic initiatives and growth opportunities through detailed financial analysis.
- Perform sensitivity analysis to support strategic decision-making.
- Develop financial projections that support capital & tax planning and organizational growth objectives.
Leadership of Divisional Finance Officers
- Provide leadership and oversight to Divisional Finance Officers, who report directly to this position and support business lines and corporate functions.
- Ensure consistency of financial reporting, planning, and performance measurement across divisions.
- Establish financial performance metrics and accountability frameworks.
- Mentor and develop finance team members while fostering a culture of collaboration, continuous improvement, and business partnership.
- Serve as the primary escalation point for complex financial analysis and strategic business support.
Funds Transfer Pricing (FTP)
- Oversee implementation of the Bank's FTP methodology.
- Partner with Treasury and Asset Liability Management (ALM) teams to implement annual ALCO approved assumptions and to maintain assumptions for the Loan Profitability Model.
- Present FTP performance, trends, and recommendations to senior & executive management.
- Support profitability measurement through accurate attribution of net interest income and funding costs.
Costing & Profitability Management
- Lead enterprise cost allocation methodologies and governance processes.
- Oversee activity-based costing and profitability measurement for business lines, customers & products.
- Evaluate expense management opportunities and operational efficiencies.
- Provide transparency into cost drivers and profitability performance.
- Ensure allocation methodologies are documented, supportable, and aligned with business objectives.
Performance Management & Reporting
- Develop executive dashboards, KPI reporting, and management scorecards.
- Present financial results, forecasts, strategic analyses, and profitability insights to Executive Management, Management Committees, and the Board.
- Strengthen financial analytics capabilities through process enhancements and technology utilization.
- Provide insights into revenue growth, margin expansion, capital utilization, and expense management.
Risk Management & Governance
- Ensure compliance with internal financial policies and regulatory expectations.
- Support enterprise stress testing, capital planning, and strategic risk assessment activities.
- Maintain strong internal controls related to planning, profitability, and management reporting processes.
- Partner with Accounting, Finance, Treasury, Risk, and Operations to ensure data integrity and reporting accuracy.
Problem Solving & Decision Making:
- Independent and self-motivated individual who works well without close supervision.
- Excellent problem-solving and analytical capabilities.
- Exercises sound, independent judgment on complex budgeting, forecasting, and profitability matters, escalating issues with material impact to the CFO.
- Analyzes ambiguous or incomplete data to identify root causes of variances and risks, and develops practical, data-driven solutions.
- Makes timely, well-supported recommendations on strategic initiatives, expense management, and resource allocation under tight deadlines.
Education and Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA preferred.
- CPA, CFA, or other advanced financial designation preferred.
- Experience
- 15+ years of progressive finance, FP&A, profitability, Treasury, or banking finance experience.
- 5+ years of leadership experience managing finance professionals and business partners.
- Strong knowledge of banking financial statements, balance sheet management, profitability analysis, and regulatory banking environment.
- Experience with Funds Transfer Pricing (FTP), cost allocation methodologies, and profitability systems.
- Experience supporting executive leadership, Board reporting, and strategic planning processes.
Skills/Knowledge
- Advanced financial modeling and analytical skills, including scenario, sensitivity, and driver-based forecasting.
- Expert proficiency in Microsoft Excel and PowerPoint; experience with enterprise planning and budgeting systems (e.g., Axiom, Adaptive, Oracle EPM, or Hyperion).
- Experience with business intelligence and data visualization tools (e.g., Power BI or Tableau) and working knowledge of SQL or data warehouse environments.
- Strong written and verbal communication skills, with the ability to translate complex financial analysis into clear recommendations for executive management and the Board.
- Strong business acumen and strategic thinking, with the ability to influence and partner effectively across all levels of the organization.
- Proven ability to lead change, build high-performing teams, and drive process improvement and automation.
- High degree of integrity, sound judgment, and attention to detail in a regulated environment.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
See All 22 Financial Planning Analysis Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find JobsFinancial Planning Analysis Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Planning Analysis Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Science & Research
- Medical Devices
- Hospitality & Tourism
What Massachusetts Employers Look For
The qualifications that appear most often in financial planning analysis jobs across Massachusetts.
- Bachelor's degree in finance, accounting, or a closely related field required
- Proficiency in financial modeling and advanced Excel or Google Sheets skills
- Experience with planning tools such as Hyperion, Adaptive Insights, or Anaplan
- Strong understanding of GAAP accounting principles and financial statement analysis
- CFA, CPA, or MBA credential preferred for mid-level and senior Massachusetts roles
- Ability to communicate financial insights clearly to non-finance business partners
Financial Planning Analysis Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial planning analysis in Massachusetts?
Most financial planning analysis roles in Massachusetts require a bachelor's degree in finance, accounting, economics, or business as the baseline entry point. Massachusetts does not require a state-issued license specific to FP&A work, so candidates typically build qualifications through education and credentials such as the CFA or CPA. Employers in Boston's financial services and healthcare sectors often value internship experience and proficiency with enterprise planning software alongside formal education.
How much do financial planning analysises make in Massachusetts?
Financial planning analysises in Massachusetts earn a median of about $111,040 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $77,940 for the lowest 10% to over $205,320 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial planning analysiss in Massachusetts?
Employers hiring financial planning analysiss in Massachusetts right now include Vertex Pharmaceuticals, STR, and Waters, based on current listings on Migrate Mate as of November 2026. Massachusetts's dense concentration of financial services firms, large hospital networks, and technology companies means FP&A demand is spread across multiple industries rather than a single dominant sector.
Which Massachusetts cities have the most financial planning analysis jobs?
Boston, Milford, and Acton have the most financial planning analysis openings in Massachusetts. Boston leads because it anchors the state's financial services, life sciences, and healthcare industries, while Cambridge draws demand from biotech and university-affiliated institutions, and Worcester reflects growing healthcare system hiring by employers such as UMass Memorial Health.
Are there remote financial planning analysis jobs in Massachusetts?
Yes, and more than most fields, since financial planning analysis is fundamentally a desk and analytical role that translates well to remote work. About 80% of financial planning analysis openings tied to Massachusetts are remote or hybrid as of November 2026. Budgeting, forecasting, and reporting functions are the most commonly offered in remote or hybrid arrangements, while business partnering roles that require close collaboration with operational teams tend to remain on-site.
How can I get hired as a financial planning analysis in Massachusetts with little or no experience?
The most realistic entry path is a finance or accounting analyst role within a large Massachusetts employer, using it as a bridge into dedicated FP&A work. Fidelity Investments, Liberty Mutual, and Massachusetts hospital networks such as Partners HealthCare run analyst development programs that accept recent graduates. Lateral moves from accounting, audit, or financial reporting roles are common. Earning a CFA Level I credential or completing an FP&A modeling course strengthens a candidate's application considerably.
Where can I find and apply to financial planning analysis jobs in Massachusetts?
You can find and apply to financial planning analysis jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across industries and experience levels. Search the listings to find roles that match your background and apply directly to the ones that fit.
See All 22 Financial Planning Analysis Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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