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Financial Modelling Jobs in Massachusetts (NOW HIRING)

Chief Financial Officer

Boston, MA · On-site

$150 - $250/hr

Lead multi‑year strategic financial planning and scenario modelling to inform organizational priorities and resource allocation * Provide strategic financial analysis and recommendations on major ...

... in financial modelling and reporting tools; comfort with ambiguity and a fast-paced environment Benefits The salary range for this position is $80,000 - $120,000, depending on the candidate ...

Finance Manager

Boston, MA · On-site

$80K - $120K/yr

... in financial modelling and reporting tools; comfort with ambiguity and a fast-paced environment Benefits The salary range for this position is $80,000 - $120,000, depending on the candidate ...

Senior GTM Finance Manager

Lexington, MA · Hybrid

$122K - $166K/yr

Strong financial modelling capability and advanced Excel skills - you build models that are clean, scalable, and decision-ready. * Proven experience supporting a Marketing function at a senior level.

Senior GTM Finance Manager

Lexington, MA · On-site

$122K - $166K/yr

Strong financial modelling capability and advanced Excel skills - you build models that are clean, scalable, and decision-ready. * Proven experience supporting a Marketing function at a senior level.

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Financial Modelling information

Is financial modelling a good career?

Financial modelling is a valuable career that involves building quantitative representations of financial scenarios using tools like Excel and financial analysis skills. It is in demand across industries such as banking, investment, and corporate finance, often requiring certifications like CFA or CPA. The role offers opportunities for advancement and specialization, making it a stable and potentially lucrative career choice.

Will AI take over financial modeling?

Financial modellers use AI to automate data analysis, forecasting, and scenario testing, enhancing efficiency and accuracy. While AI can handle routine tasks, complex judgment, strategic decision-making, and interpretation of financial context remain human responsibilities in the field.

What is financial modelling?

Financial modelling is the process of creating a mathematical representation of a real-world financial situation, typically using tools like Excel. These models help businesses forecast future financial performance, evaluate investment opportunities, and assess the impact of various business decisions. Financial models are commonly used for budgeting, valuation, mergers and acquisitions, and risk analysis. They are essential for decision-making in finance, accounting, and corporate strategy.

What is the difference between Financial Modelling vs Financial Analyst?

AspectFinancial ModellingFinancial Analyst
Primary FocusBuilding and maintaining financial models to support decision-makingAnalyzing financial data, preparing reports, and providing insights
Skills RequiredExcel, valuation techniques, forecasting, data analysisFinancial analysis, reporting, industry knowledge, Excel
CertificationsNone specific, often CFA or CPA beneficialChartered Financial Analyst (CFA), CPA often preferred
Work EnvironmentFinance teams, investment banks, consulting firmsCorporate finance, investment firms, banks

Financial Modelling involves creating detailed financial models to evaluate scenarios and support strategic decisions, while Financial Analysts interpret data, prepare reports, and advise on financial performance. Both roles require strong Excel skills and financial knowledge, but modelling is more technical and focused on building tools, whereas analysis emphasizes interpretation and communication of financial insights.

What are some common challenges faced by professionals in financial modelling roles, and how can they be addressed?

Professionals in financial modelling often encounter challenges such as ensuring model accuracy, managing complex data sets, and communicating technical results to non-financial stakeholders. To address these, it's important to adopt best practices like thorough model documentation, regular validation and stress testing, and using clear, visual outputs to aid stakeholder understanding. Additionally, collaborating closely with other teams, such as accounting or business development, can help ensure the model reflects real-world scenarios and assumptions. Continuous learning and keeping up with new modelling tools also enhances efficiency and accuracy.

Is 40 too late to start a career in finance?

Starting a career in financial modelling at age 40 is possible, as many skills such as Excel, financial analysis, and valuation can be learned at any age. Experience and continuous learning, including certifications like CFA or CFA Level I, can enhance prospects regardless of age.

What are the key skills and qualifications needed to thrive as a Financial Modeller, and why are they important?

To thrive as a Financial Modeller, you need strong analytical abilities, advanced Excel skills, and a solid understanding of finance and accounting principles, often supported by a relevant degree or professional certification (e.g., CFA, FMVA). Proficiency in spreadsheet modeling, financial analysis software, and data visualization tools is crucial. Attention to detail, problem-solving aptitude, and clear communication are key soft skills that set top performers apart. These skills ensure accurate, insightful models that support sound business decisions and effective stakeholder communication.

What does a financial modeler do?

A financial modeler builds quantitative representations of a company's financial performance using spreadsheets and modeling software. They analyze data, forecast future financial outcomes, and support decision-making for investments, budgeting, or strategic planning. Strong skills in Excel, accounting, and financial analysis are essential for this role.
What are popular job titles related to Financial Modelling jobs in Massachusetts? For Financial Modelling jobs in Massachusetts, the most frequently searched job titles are:
What cities in Massachusetts are hiring for Financial Modelling jobs? Cities in Massachusetts with the most Financial Modelling job openings:
Infographic showing various Financial Modelling job openings in Massachusetts as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Chief Financial Officer

Medium

Boston, MA • On-site

$150 - $250/hr

Other

Posted 18 days ago


Job description

Position Overview

Reporting to the CEO, the Chief Financial Officer (CFO) serves as a key member of the executive leadership team and the organization’s senior financial strategist. Reporting directly to the President & CEO and working closely with the Board of Directors, the CFO provides strategic financial leadership and oversight for all aspects of financial management, planning, reporting, and compliance.

This executive role requires a visionary financial leader who can balance long-term strategic planning with operational excellence. The CFO plays a critical role in driving financial sustainability, supporting organizational growth, and ensuring the highest standards of fiscal stewardship and transparency.

Key Responsibilities Strategic Financial Leadership
  • Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters
  • Develop and execute comprehensive financial strategies that support organizational mission, sustainability, and long‑term growth
  • Lead multi‑year strategic financial planning and scenario modelling to inform organizational priorities and resource allocation
  • Provide strategic financial analysis and recommendations on major organizational initiatives, partnerships, and program expansion
  • Identify and assess financial risks and opportunities, developing mitigation strategies and contingency plans
  • Partner with executive leadership to align financial resources with strategic priorities
Financial Planning, Budgeting and Forecasting
  • Lead the development and execution of the annual organizational budget aligned with strategic priorities and mission impact
  • Develop advanced financial models and forecasting tools to support data‑driven decision making
  • Create and maintain rolling forecasts and scenario planning models
  • Establish a comprehensive KPI framework to monitor organizational financial health and performance
  • Oversee capital planning and major financial commitments
  • Drive the budget development process with department leaders to ensure alignment and accountability
Financial Reporting and Compliance
  • Ensure accurate, timely and comprehensive financial reporting for internal stakeholders, the Board of Directors, funders and regulatory agencies
  • Present financial reports, analysis and recommendations to the Board of Directors and the Finance & Audit Committee
  • Ensure compliance with GAAP, non‑profit accounting standards and all applicable laws and regulations
  • Maintain strong internal controls and financial policies to safeguard organizational assets
Treasury and Risk Management
  • Oversee cash flow management, banking relationships and treasury operations
  • Manage the organization’s investment portfolio in alignment with Board‑approved investment policies
  • Develop and monitor cash flow projections to ensure ongoing liquidity
  • Manage debt obligations, lines of credit and financial institutional relationships
  • Oversee insurance coverage and enterprise risk management strategies
Systems and Process Leadership
  • Drive continuous improvement of financial systems, processes and infrastructure
  • Champion optimisation and full utilisation of financial technology platforms, including NetSuite and financial planning tools
  • Lead evaluation, selection and implementation of financial system enhancements
  • Ensure efficiency and integration across financial systems
  • Establish standardised financial processes and documentation across the organization
Leadership and Team Development
  • Provide strategic leadership, mentorship and professional development for the finance function
  • Build and sustain a high‑performing, collaborative finance team culture focused on service excellence
  • Directly supervise senior finance leadership, including the Controller and senior financial staff
  • Foster strong cross‑functional partnerships with programmematic and administrative teams
  • Develop succession planning and a strong talent pipeline within the finance function
Required Qualifications Education and Credentials
  • Bachelor’s degree in accounting, Finance, Business Administration, or related field required
  • MBA, CPA or CMA required; CPA strongly preferred
  • Master’s degree in a relevant field preferred
Experience
  • Minimum of 15 years of progressive financial leadership experience
  • 7–10 years in an executive‑level CFO or equivalent senior finance role
  • Experience managing finances of organisations with $20M+ budgets and complex funding streams
  • Deep expertise in non‑profit financial management, compliance and reporting
  • Proven experience with government contracts and/or foundation grants
  • Demonstrated success leading financial transformations and system implementations
Technical and Strategic Skills
  • Expert knowledge of GAAP and non‑profit accounting principles
  • Advanced financial modelling, forecasting and scenario planning skills
  • Strong experience with ERP systems; NetSuite experience highly preferred
  • Advanced Excel and financial planning/analysis tool proficiency
  • Strong understanding of regulatory and compliance requirements, including Uniform Guidance
  • Ability to identify systemic issues and implement scalable solutions
Leadership and Communication
  • Executive presence with exceptional communication and influencing skills
  • Ability to translate complex financial data into clear actionable insights
  • Proven ability to build, develop, and lead high‑performing finance teams
  • Strategic thinker with strong judgement and organisational awareness
  • Collaborative leadership style with strong relationship‑building skills
Preferred Qualifications
  • Prior CFO experience in non‑profit human services, workforce development or social services
  • Experience with financial planning platforms such as Workday Adaptive Planning or Solver
  • Experience with indirect cost rate development and negotiations
  • Knowledge of workforce development or vocational services programmes
  • Public speaking or external presentation experience
Key Competencies and Attributes
  • Strategic Vision: Aligns financial strategy with mission and long‑term impact
  • Executive Leadership: Operates effectively at the highest organisational levels
  • Financial Expertise: Applies deep technical knowledge to complex challenges
  • Innovation: Drives modernization and continuous improvement
  • Mission Alignment: Leads with commitment to JVS’s purpose and community impact
  • Collaboration: Integrates financial and programmematic perspectives
  • Integrity: Demonstrates the highest standards of ethics and stewardship
  • Adaptability: Thrives in a dynamic, complex environment
  • Results Orientation: Delivers outcomes with accountability and discipline
EEO Statement

JVS is strongly committed to diversity and a workplace environment that respects, appreciates and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to provide quality services.

JVS is an employment at‑will organisation and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination on the basis of sex, race, colour, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws. Additionally, JVS prohibits retaliation against an applicant or employee because they have engaged in protected activity under the statutes prohibiting discrimination in the workplace.

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