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Contract Financial Planner Jobs in Springfield, MA

Contract Analyst

Windsor, CT · On-site

$68K - $83K/yr

Contract Analyst Location: Windsor, CT Hourly Rate: About the Role Community Solutions, Inc. (CSI ... General understanding of various business models and able to apply financial planning and analysis ...

Contract Analyst

Windsor, CT · On-site

$68K - $83K/yr

Contract Analyst Location: Windsor, CT Hourly Rate: About the Role Community Solutions, Inc. (CSI ... General understanding of various business models and able to apply financial planning and analysis ...

Contract Analyst

Windsor, CT · On-site

$60 - $90/hr

Contract Analyst Hourly Rate: About the Role Community Solutions, Inc. (CSI) is currently seeking a ... General understanding of various business models and able to apply financial planning and analysis ...

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Contract Financial Planner information

See Springfield, MA salary details

$50.3K

$96.3K

$139K

How much do contract financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for contract financial planner in Springfield, MA is $96,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $101,600.00 per year, depending on experience, location, and employer.

What is a contract financial planner?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

What are the typical types of clients and projects a contract financial planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

What are the key skills and qualifications needed to thrive in the contract financial planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

What are the most commonly searched types of Financial Planner jobs in Springfield, MA?

The most popular types of Financial Planner jobs in Springfield, MA are:

What are popular job titles related to Contract Financial Planner jobs in Springfield, MA?

For Contract Financial Planner jobs in Springfield, MA, the most frequently searched job titles are:

What cities near Springfield, MA are hiring for Contract Financial Planner jobs?

Cities near Springfield, MA with the most Contract Financial Planner job openings:

Infographic showing various Contract Financial Planner job openings in Springfield, MA as of July 2026, with employment types broken down into 59% Full Time, 23% Part Time, 2% Temporary, and 16% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $96,343 per year, or $46.3 per hour.

$68K - $83K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago


Job description

Join Our Mission to Make a Lasting Impact!
Job Title: Contract Analyst
Location: Windsor, CT
Hourly Rate:
About the Role
Community Solutions, Inc. (CSI) is currently seeking a dedicated Contract Analyst working out of our Central Office located in Windsor, CT. The ideal candidate will act as a lead Contract Analyst, monitoring agency contracts from a variety of funding sources, preparing budgets, and providing reporting along with processing all duties related to accounts receivable policies and procedures.
What You'll Do
Contracts:
  • Maintain CSI tracking of contract amendments, budgets and quarterly reporting.
  • Prepare internal and external budget revisions as directed
  • Assist programs with any questions in regards to contracts assigned
  • Support the Finance department in billing, reporting, and financial analysis, forecasting and monthly close.
  • Reconcile monthly/quarterly reports from Human Resources, Payroll and Accounting
  • Complete quarterly financial reports to various funding sources.
  • Work on the RFP budgets with the Development team as needed.
  • Maintain integrity of existing contracts.

Accounts Receivable:
  • Responsible for assigned accounts receivable administrative functions.
  • Maintain accounts receivable subsidiary ledgers
  • Ensure accounts receivable transaction activity is documented and detailed into well maintained account records
  • Prepare, process and test invoicing for government and non-government contracts.
  • Monitor timely payment of receivables.
  • Verify funding source billing requirements and maintain funding source eligibility parameters.
  • Post payments, credit memos and adjustments.
  • Maintain a working knowledge of and abide by Agency programs, policies and procedures.
  • Perform other duties as assigned by supervisor.

Qualifications & Skills
  • Bachelor's Degree in Finance, Accounting or a related business discipline with three (3) years' experience in the Contracts or Accounting Field.
  • Demonstrated organizational skills and attention to detail.
  • Able to work independently on complex issues, research and analysis with problem solving skills.
  • Ability to adapt to changing priorities.
  • General understanding of various business models and able to apply financial planning and analysis skills.
  • Working knowledge of Dynamics GP, Ariett, Evolv, Planning Budget systems required
  • Proficient working knowledge of Microsoft Office including Word and Excel.
  • Nonprofit experience preferred.

Benefits
  • Vacation: 2 weeks in the first year, 3 weeks after 1 year of service.
  • Sick Leave: 7 days per year.
  • Floating Holidays: 4 days per year.
  • Comprehensive Medical and Dental plans.
  • Voluntary vision, FSA, short-term disability, accident, hospital, life insurance, and AD&D options.
  • 401(k) plan with 100% company match up to 4% of your contribution.
  • Tuition Reimbursement after 1 year of service.
  • Ongoing professional development and training.

Company Overview
Community Solutions Inc. (CSI) is a nonprofit organization committed to promoting responsible citizenship, accountability, and the well-being of individuals and families involved, or at risk of involvement, in the child welfare, juvenile justice, or criminal justice systems. Since 1962, CSI has pioneered community-based services that deliver supervision, treatment, and individualized support, empowering clients to reintegrate successfully into society. From establishing the first halfway house in New England to expanding to almost 50 programs in 9 states, CSI remains at the forefront of social change, serving thousands of adults, youth, and families each year. For more information, visit www.csi-online.org.
Apply Today!
CSI is an Equal Opportunity Employer - M/F/Disability/Vet. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.