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 20+ Financial Planning Analysis jobs
Financial Planning & Analysis Manager – Americas Division
At Simon-Kucher, our vision is to become the world's leading growth specialist. We are a global management consulting firm that specializes in strategy, marketing, pricing, and sales. We help companies optimize their commercial strategies and achieve profitable growth. With 40 years of experience, we have a strong track record of delivering tangible results for our clients across various industries.
Our division includes industry practices in Consumer, Financial Services, Industrials, Technology, Media & Telecom. Our North American Region teams are based in Atlanta, Boston, Chicago, Houston, New York, San Francisco, Silicon Valley, and Toronto. We value the expertise and perspectives each of our diverse colleagues brings to the table and encourage collaboration across offices and disciplines.
At Simon-Kucher, our Central Functions teams are strategic partners to the business, helping create the conditions for our people, clients, and firm to succeed. Across Finance, Human Resources, Marketing, IT, Legal, and other corporate functions, these teams bring deep expertise, commercial thinking, and a global perspective to the way we operate.
You’ll work alongside colleagues and leaders across the firm, contributing to high-impact initiatives, improving how we work, and helping shape the infrastructure that supports our continued growth. It’s an opportunity to make a visible impact within a collaborative, high-performing, and international environment.
- Become part of a unique entrepreneurial team. Think independently, use your initiative, and take some risks. Entrepreneurship is a powerful force that drives the growth not only of our firm but our clients and people.
- Unlock the power of opportunity. Advance your career in a thriving company with a startup feel. We invest in your professional development every step of the way.
- Work in a values-driven culture. At Simon-Kucher, our vision is to become the world's leading growth specialist. Our values guide the way we do business and communicate our distinctiveness. They sum up what we stand for, influence our culture, and drive how and why we do things.
- Invest in your future. All US and Canadian employees enjoy 401(k) & RRSP benefits with company matching.
- Prioritize your health and well-being. No matter where you live, we offer a competitive suite of health benefits to help keep you and your loved ones safe.
- Enjoy balance and flexible working. Be empowered to do your best work – whether it’s from home or in the office.
- The FP&A Manager serves as the finance partner for an assigned regional, country, or divisional scope. The role manages core planning, forecasting, reporting, performance analysis, commercial finance, and project controlling activities, ensuring reliable financial execution, transparent performance information, and strong governance.
- Working with Division Leaders, Sector Leaders, Local Partners, Country Managing Directors, and Group Controlling, the role translates financial and operational data into practical insights, supports sound decisions, and continuously improves planning, reporting, and dashboard processes.
Core Responsibilities:
- Strategic Business Partner
- Provide day-to-day financial guidance to divisional and country stakeholders and act as a trusted finance contact for the assigned scope.
- Manage FP&A deliverables for the assigned scope, ensuring accurate, timely, and decision-relevant planning and performance information.
- Challenge assumptions constructively, identify risks and opportunities, and recommend practical actions; escalate material risks when required.
- Financial Planning & Forecasting
- Manage divisional budget and forecast cycles by coordinating inputs, maintaining planning models, validating assumptions, and consolidating submissions.
- Support planning discussions with Division, Sector, and Country leaders and explain key performance trends, sensitivities, and forecast movements.
- Develop scenario analyses and financial models for business cases, cost initiatives, resource decisions, and other assigned priorities.
- Business Performance & Analytics
- Prepare weekly and monthly financial reporting, compare actuals against budget and forecast, and provide clear variance explanations.
- Develop and maintain KPI dashboards covering revenue, cost, profitability, project performance, and other relevant country or divisional metrics.
- Analyze financial and operational data to identify key drivers, trends, risks, and opportunities and present concise conclusions to management.
- Commercial Finance
- Support sales pipeline tracking and revenue forecasting to improve visibility, consistency, and forecast accuracy.
- Partner with business development and delivery teams on proposal planning, pricing analyses, commercial evaluations, and profitability assessments.
- Project Controlling
- Monitor client project performance against budgets and timelines, including profitability, margin, resource utilization, and variance analysis.
- Provide structured progress reporting and work with project leaders to identify financial risks and improve project outcomes.
- Finance Transformation & Process Excellence
- Identify and implement improvements in reporting, forecasting, data quality, and recurring finance processes to increase accuracy, efficiency, and transparency.
- Lead small finance projects or workstreams, define deliverables and timelines, coordinate stakeholders, and capture key learnings.
- Collaborate with regional and international finance teams to apply common standards, strengthen file and data structures, and share best practices.
- Team Leadership
- Lead, coach, and develop the Senior Payroll & Benefits Coordinator.
- Foster a culture of accountability, continuous improvement, customer service, and operational excellence.
- Serve as the primary escalation point for complex payroll and benefits matters.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 3–5 years of relevant experience in FP&A, financial analysis, controlling, or a related finance role.
- Strong financial modeling and analytical skills, including the ability to structure ambiguous problems and draw clear conclusions from data.
- Advanced Excel skills and proficient use of Power BI and ThinkCell; practical experience with ERP systems, preferably SAP.
- Strong organization, prioritization, problem-solving, and self-management skills, with reliable delivery under tight deadlines.
- Clear and confident communication skills, with the ability to adapt messages and presentations to financial and non-financial audiences.
- Collaborative and stakeholder-oriented working style, with the ability to work independently, lead small projects, and constructively address conflicts.
- Solid commercial acumen and understanding of business performance drivers, project economics, planning governance, and the organization’s core offerings.
Total compensation for this role includes a base salary, performance bonus, eligibility for annual merit-based increases, and a comprehensive benefits package.
The base salary range for this position is between $115,000 to $125,000 per year for US roles. Specific compensation within these ranges will depend on factors such as experience, skills, and location. Salary ranges are reviewed periodically to ensure alignment with market conditions.
Benefits for eligible employees include paid time off, 13 paid holidays, medical, dental, and vision coverage, life insurance, and a 401(k) plan.
About Simon-Kucher
Simon-Kucher is a global consultancy with more than 2,200 employees in 30+ countries. Our sole focus is on unlocking better growth that drives measurable revenue and profit for our clients. As a trusted commercial advisor, we combine deep consulting expertise, growth specialization, and technology to scale impact. We optimize every lever of commercial strategy – product, pricing, innovation, marketing, sales, and digital – based on deep insights into what customers value and are willing to pay for. With over 40 years of experience in monetization, we are regarded as the world’s leading commercial growth and pricing specialist.
Simon-Kucher is an Equal Employment Opportunity (“EEO”) employer. Our employment decisions are made without regard to race, color, religion, gender, national origin, age, disability, marital status, veteran or military status, or any other legally protected status.
We believe in building a culture that embraces belonging, creating an environment in which our people feel valued, are able to be themselves and feel their contribution matters. If we get that right, great things will happen; people will grow faster, innovate, feel valued, and create better outcomes for everyone – our people, our clients and, of course, our business.
Simon-Kucher North America Talent Acquisition Team
RecruitingNorthAmerica@simon-kucher.com
simon-kucher.com/careers
Financial Planning & Analysis Manager – Americas Division
At Simon-Kucher, our vision is to become the world's leading growth specialist. We are a global management consulting firm that specializes in strategy, marketing, pricing, and sales. We help companies optimize their commercial strategies and achieve profitable growth. With 40 years of experience, we have a strong track record of delivering tangible results for our clients across various industries.
Our division includes industry practices in Consumer, Financial Services, Industrials, Technology, Media & Telecom. Our North American Region teams are based in Atlanta, Boston, Chicago, Houston, New York, San Francisco, Silicon Valley, and Toronto. We value the expertise and perspectives each of our diverse colleagues brings to the table and encourage collaboration across offices and disciplines.
At Simon-Kucher, our Central Functions teams are strategic partners to the business, helping create the conditions for our people, clients, and firm to succeed. Across Finance, Human Resources, Marketing, IT, Legal, and other corporate functions, these teams bring deep expertise, commercial thinking, and a global perspective to the way we operate.
You’ll work alongside colleagues and leaders across the firm, contributing to high-impact initiatives, improving how we work, and helping shape the infrastructure that supports our continued growth. It’s an opportunity to make a visible impact within a collaborative, high-performing, and international environment.
- Become part of a unique entrepreneurial team. Think independently, use your initiative, and take some risks. Entrepreneurship is a powerful force that drives the growth not only of our firm but our clients and people.
- Unlock the power of opportunity. Advance your career in a thriving company with a startup feel. We invest in your professional development every step of the way.
- Work in a values-driven culture. At Simon-Kucher, our vision is to become the world's leading growth specialist. Our values guide the way we do business and communicate our distinctiveness. They sum up what we stand for, influence our culture, and drive how and why we do things.
- Invest in your future. All US and Canadian employees enjoy 401(k) & RRSP benefits with company matching.
- Prioritize your health and well-being. No matter where you live, we offer a competitive suite of health benefits to help keep you and your loved ones safe.
- Enjoy balance and flexible working. Be empowered to do your best work – whether it’s from home or in the office.
- The FP&A Manager serves as the finance partner for an assigned regional, country, or divisional scope. The role manages core planning, forecasting, reporting, performance analysis, commercial finance, and project controlling activities, ensuring reliable financial execution, transparent performance information, and strong governance.
- Working with Division Leaders, Sector Leaders, Local Partners, Country Managing Directors, and Group Controlling, the role translates financial and operational data into practical insights, supports sound decisions, and continuously improves planning, reporting, and dashboard processes.
Core Responsibilities:
- Strategic Business Partner
- Provide day-to-day financial guidance to divisional and country stakeholders and act as a trusted finance contact for the assigned scope.
- Manage FP&A deliverables for the assigned scope, ensuring accurate, timely, and decision-relevant planning and performance information.
- Challenge assumptions constructively, identify risks and opportunities, and recommend practical actions; escalate material risks when required.
- Financial Planning & Forecasting
- Manage divisional budget and forecast cycles by coordinating inputs, maintaining planning models, validating assumptions, and consolidating submissions.
- Support planning discussions with Division, Sector, and Country leaders and explain key performance trends, sensitivities, and forecast movements.
- Develop scenario analyses and financial models for business cases, cost initiatives, resource decisions, and other assigned priorities.
- Business Performance & Analytics
- Prepare weekly and monthly financial reporting, compare actuals against budget and forecast, and provide clear variance explanations.
- Develop and maintain KPI dashboards covering revenue, cost, profitability, project performance, and other relevant country or divisional metrics.
- Analyze financial and operational data to identify key drivers, trends, risks, and opportunities and present concise conclusions to management.
- Commercial Finance
- Support sales pipeline tracking and revenue forecasting to improve visibility, consistency, and forecast accuracy.
- Partner with business development and delivery teams on proposal planning, pricing analyses, commercial evaluations, and profitability assessments.
- Project Controlling
- Monitor client project performance against budgets and timelines, including profitability, margin, resource utilization, and variance analysis.
- Provide structured progress reporting and work with project leaders to identify financial risks and improve project outcomes.
- Finance Transformation & Process Excellence
- Identify and implement improvements in reporting, forecasting, data quality, and recurring finance processes to increase accuracy, efficiency, and transparency.
- Lead small finance projects or workstreams, define deliverables and timelines, coordinate stakeholders, and capture key learnings.
- Collaborate with regional and international finance teams to apply common standards, strengthen file and data structures, and share best practices.
- Team Leadership
- Lead, coach, and develop the Senior Payroll & Benefits Coordinator.
- Foster a culture of accountability, continuous improvement, customer service, and operational excellence.
- Serve as the primary escalation point for complex payroll and benefits matters.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 3–5 years of relevant experience in FP&A, financial analysis, controlling, or a related finance role.
- Strong financial modeling and analytical skills, including the ability to structure ambiguous problems and draw clear conclusions from data.
- Advanced Excel skills and proficient use of Power BI and ThinkCell; practical experience with ERP systems, preferably SAP.
- Strong organization, prioritization, problem-solving, and self-management skills, with reliable delivery under tight deadlines.
- Clear and confident communication skills, with the ability to adapt messages and presentations to financial and non-financial audiences.
- Collaborative and stakeholder-oriented working style, with the ability to work independently, lead small projects, and constructively address conflicts.
- Solid commercial acumen and understanding of business performance drivers, project economics, planning governance, and the organization’s core offerings.
Total compensation for this role includes a base salary, performance bonus, eligibility for annual merit-based increases, and a comprehensive benefits package.
The base salary range for this position is between $115,000 to $125,000 per year for US roles. Specific compensation within these ranges will depend on factors such as experience, skills, and location. Salary ranges are reviewed periodically to ensure alignment with market conditions.
Benefits for eligible employees include paid time off, 13 paid holidays, medical, dental, and vision coverage, life insurance, and a 401(k) plan.
About Simon-Kucher
Simon-Kucher is a global consultancy with more than 2,200 employees in 30+ countries. Our sole focus is on unlocking better growth that drives measurable revenue and profit for our clients. As a trusted commercial advisor, we combine deep consulting expertise, growth specialization, and technology to scale impact. We optimize every lever of commercial strategy – product, pricing, innovation, marketing, sales, and digital – based on deep insights into what customers value and are willing to pay for. With over 40 years of experience in monetization, we are regarded as the world’s leading commercial growth and pricing specialist.
Simon-Kucher is an Equal Employment Opportunity (“EEO”) employer. Our employment decisions are made without regard to race, color, religion, gender, national origin, age, disability, marital status, veteran or military status, or any other legally protected status.
We believe in building a culture that embraces belonging, creating an environment in which our people feel valued, are able to be themselves and feel their contribution matters. If we get that right, great things will happen; people will grow faster, innovate, feel valued, and create better outcomes for everyone – our people, our clients and, of course, our business.
Simon-Kucher North America Talent Acquisition Team
RecruitingNorthAmerica@simon-kucher.com
simon-kucher.com/careers
See All 20 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
- Retail
- Hospitality & Tourism
- Healthcare & Medical Services
- Biotechnology & Pharmaceuticals
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 Beth Israel Lahey Health, AppCast, and Emburse, based on current listings on Migrate Mate as of September 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, Bedford, and Cambridge 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 55% of financial planning analysis openings tied to Massachusetts are remote or hybrid as of September 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 20 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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