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Financial Planning Assistant Jobs in Roxbury, MA

Berkshire Bank

FP&A Analyst

Boston, MA · On-site

$52K - $90K/yr

Financial Analyst - FP&A Status: Exempt Grade: 9 Salary Range: $52,000 - $90,498 Actual ... Financial Performance Analysis * Assist in analyzing financial results at the consolidated and bank ...

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site

$75K - $90K/yr

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Shawmut

Financial Analyst - FP&A

Boston, MA · On-site +1

... and reporting capabilities. * Assist in the development and maintenance of budgeting and ... Experience:1-3 years of experience in FP&A, financial analysis, or a related finance function.

Vrtx

Financial Planning & Analysis Manager

Boston, MA · Hybrid

$114K - $150K/yr

... and assist in the consolidated monthly and quarterly financial review presentations Innovation ... (FP&A, business partnering, or related areas) demonstrating strong technical and analytical skills ...

BrightonONE

Financial Analyst

Brighton, MA · On-site

$75K - $83K/yr

Budgeting & Financial Planning * Assist in the preparation and implementation of the annual budget, providing financial insights and variance analysis. * Track and analyze major expenses (e.g ...

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Financial Planning Assistant information

See Roxbury, MA salary details

$38.5K

$65.8K

$113.4K

How much do financial planning assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial planning assistant in Roxbury, MA is $65,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $74,300.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What cities near Roxbury, MA are hiring for Financial Planning Assistant jobs? Cities near Roxbury, MA with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Roxbury, MA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $65,785 per year, or $31.6 per hour.

Associate Director, Financial Planning & Analysis (FP&A)

Dyne Therapeutics

Waltham, MA • On-site

Full-time

Posted 16 days ago

Job description

Company Overview:
Dyne Therapeutics is focused on delivering functional improvement for people living with genetically driven neuromuscular diseases. We are developing therapeutics that target muscle and the central nervous system (CNS) to address the root cause of disease. The company is advancing clinical programs for Duchenne muscular dystrophy (DMD) and myotonic dystrophy type 1 (DM1) as well as a preclinical programs for facioscapulohumeral muscular dystrophy (FSHD) and Pompe disease. At Dyne, we are on a mission to deliver functional improvement for individuals, families and communities. Learn more at https://www.dyne-tx.com/, and follow us on X, LinkedIn and Facebook.
Role Summary:
The Associate Director, Financial Planning & Analysis (FP&A) provides financial planning, reporting, business insights, and analytical support across the organization. The Associate Director serves as a strategic business partner and finance systems leader, owning the administration, optimization, and evolution of FP&A reporting tools, planning applications, and financial data warehouse capabilities. This role partners closely with Accounting, IT, and business stakeholders to deliver scalable financial reporting, forecasting, and analytics solutions that improve transparency and support data-driven decision making. The Associate Director develops financial models, analyzes business performance and trends, and delivers actionable insights that support operational execution, portfolio investment decisions, resource allocation, and long-term growth strategies.
This position is based in Waltham, MA.
Primary Responsibilities Include:
Financial Planning, Forecasting & Analysis
  • Collaborate with cross-functional teams to develop quarterly forecasts, annual budgets, and short- and long-range financial plans.
  • Monitor budget versus actual performance and provide variance analysis, insights, and recommendations to business leaders.
  • Build and maintain financial models to support KPI analysis, portfolio prioritization, commercial strategy, and investment decisions.
  • Conduct scenario planning and investment analyses, including evaluation of resource allocation and buy-up investment opportunities.
  • Perform balance sheet, P&L, cash flow, COGS, and CAPEX/fixed asset analyses to support operational and strategic decision making.

Financial Systems, Reporting & Business Intelligence
  • Lead the development, enhancement, and ongoing management of FP&A systems, reporting tools, and financial data warehouse capabilities.
  • Create and maintain financial dashboards that provide visibility into actual spending, purchase order commitments, and forecast assumptions.
  • Partner with Accounting and IT to improve financial reporting processes and integrate financial data across enterprise systems.
  • Develop automated reporting and analytics solutions that enable stakeholders to access timely, actionable financial insights.
  • Ensure data integrity, consistency, and usability across financial planning and reporting platforms.

Business Partnership & Governance
  • Serve as a trusted financial partner to functional leaders by providing actionable insights and recommendations that support business objectives.
  • Review contracts and purchase requisitions to ensure alignment with approved budgets, financial policies, and forecast assumptions.
  • Monitor and report on key performance indicators (KPIs) and business performance metrics.
  • Support strategic and operational decision making through ad hoc financial analyses and business case development.

Strategic Initiatives & Continuous Improvement
  • Assist in the preparation of financial materials for Audit Committee and Board of Directors meetings.
  • Identify opportunities to improve financial processes, reporting efficiency, data quality, and planning capabilities.
  • Lead or support cross-functional initiatives that enhance forecasting accuracy, operational effectiveness, and financial visibility.
  • Drive continuous improvement through the implementation of scalable financial processes, systems, and analytics solutions.

Education and Skills Requirements:
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline; MBA, CPA, or other advanced degree/certification preferred.
  • 8+ years of progressive experience in FP&A, corporate finance, business analysis, or related financial roles, preferably within biotechnology, pharmaceuticals, life sciences, or a growth-stage public company environment.
  • Demonstrated experience supporting annual budgeting, forecasting, long-range planning, and financial reporting processes.
  • Expertise in financial modeling, scenario analysis, variance analysis, and business performance management.
  • Experience administering and optimizing financial planning, reporting, business intelligence, and enterprise financial systems.
  • Experience working with financial data warehouses and partnering with IT teams on reporting and systems enhancement initiatives.
  • Strong understanding of financial statements, including P&L, balance sheet, and cash flow analysis.
  • Experience partnering effectively with Accounting, IT, and business stakeholders to deliver integrated financial solutions.
  • Strong analytical, problem-solving, and critical-thinking skills with the ability to translate complex financial information into actionable business insights.
  • Excellent communication and presentation skills with the ability to influence and build alignment across functions.
  • Demonstrated ability to manage multiple priorities, lead process improvements, and drive results in a fast-paced environment.
  • Advanced proficiency with Microsoft Excel and financial planning/reporting systems.
  • Operates with sound judgment, accountability, and a collaborative approach while influencing cross-functional initiatives and supporting organizational objectives.

#LI-Onsite
MA Pay Range
$170,000-$195,000 USD
The pay range reflects the base pay range Dyne reasonably expects to pay for this role at the time of posting. Individual compensation depends on factors such as education, experience, job-related knowledge, and demonstrated skills.
The statements contained herein reflect general details as necessary to describe the principles functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods or otherwise balance workload.
Dyne Therapeutics is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.

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