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Sr Financial Planner Jobs in Springfield, MA (NOW HIRING)

Karl Storz GmbH & Co. KG

Sr. Financial Analyst

Charlton, MA · On-site

$91K - $113K/yr

As a Senior Financial Analyst - Operations FP&A Business Partner , you will sit at the intersection of finance and operations, directly supporting manufacturing and supply chain leaders. You'll ...

Karl Storz GmbH & Co. KG

Sr. Financial Analyst

Charlton, MA · On-site

$91K - $113K/yr

As a Senior Financial Analyst - Operations FP&A Business Partner , you will sit at the intersection of finance and operations, directly supporting manufacturing and supply chain leaders. You'll ...

The Hartford

Sr Anlst Financial

Hartford, CT · On-site

$83K - $124K/yr

Sr Anlst Financial - FF08BE We're determined to make a difference and are proud to be an insurance ... The position serves as a central integration point across FP&A, Reporting & Analytics, Workforce ...

Baystate Health

Senior Financial Analyst

Springfield, MA · On-site

$85K - $106K/yr

The Senior Financial Analyst serves as a trusted financial advisor to Baystate Medical Practices ... Financial Planning & Analysis * Coordinate the annual operating budget process for assigned ...

Baystate Health

Senior Financial Analyst

Springfield, MA · Hybrid

$85K - $106K/yr

The Senior Financial Analyst serves as a trusted financial advisor to Baystate Medical Practices ... Financial Planning & Analysis * Coordinate the annual operating budget process for assigned ...

Deloitte

FP&A Advise Senior Consultant

Hartford, CT · On-site

$117K/yr

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed ...

CVS Health

Senior Analyst, FP&A - DDAT

Hartford, CT

$46K - $112K/yr

As Senior Analyst, FP&A - DDAT, this role will report to the Lead Director, DDAT Finance, supporting the PCW segment. The successful candidate will be responsible for consolidating and reporting ...

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All JobsSr Financial Planner JobsSr Financial Planner Jobs in Springfield, MA

Sr Financial Planner information

See Springfield, MA salary details

$50.3K

$96.3K

$139K

How much do sr financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for sr 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 are the key skills and qualifications needed to thrive as a Sr Financial Planner?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.
What are popular job titles related to Sr Financial Planner jobs in Springfield, MA? For Sr Financial Planner jobs in Springfield, MA, the most frequently searched job titles are:
What job categories do people searching Sr Financial Planner jobs in Springfield, MA look for? The top searched job categories for Sr Financial Planner jobs in Springfield, MA are:
What cities near Springfield, MA are hiring for Sr Financial Planner jobs? Cities near Springfield, MA with the most Sr Financial Planner job openings:
Sr Financial Planner jobs near you

Sr. Financial Analyst

Karl Storz GmbH & Co. KG

Charlton, MA • On-site

$91K - $113K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

About KARL STORZ
From the operating room to clinics-and everywhere in between-KARL STORZ North America (KSNA) is a global leader in medical technology and advanced visualization solutions. We design innovative systems that empower physicians to make informed clinical decisions and improve patient outcomes worldwide.
As a family-owned company with over 80 years of innovation, we are driven by precision, performance, and purpose. With more than 8,500 employees globally and 2,400 across North America, our impact extends far beyond devices-it's about advancing care and changing lives.
About the Role
This is not a back-office finance role-it's a true business partnership.
As a Senior Financial Analyst - Operations FP&A Business Partner, you will sit at the intersection of finance and operations, directly supporting manufacturing and supply chain leaders. You'll translate operational performance into financial insight, enabling smarter decisions that drive efficiency, profitability, and long-term growth.
You'll bring structure to complex data, challenge assumptions, and provide the clarity leaders need to act with confidence. If you're energized by influencing the business-not just reporting on it-this role is built for you.
Why You'll Love This Role
  • Be a trusted advisor to operations leaders-your insights will shape decisions
  • Directly influence cost structure, capital investments, and profitability
  • Work hands-on with manufacturing and supply chain performance data
  • Build models, tools, and dashboards that drive real business outcomes
  • Gain visibility with senior leadership in a high-impact environment
  • Step into a role that blends analytics, strategy, and operational insight

What You'll Do
Financial Planning & Forecasting
  • Lead annual operating and capital budgeting processes
  • Own forecasting cycles, delivering accurate projections and variance analysis
  • Build dynamic financial models to support scenario planning and decision-making

Cost Accounting & Operational Finance
  • Analyze manufacturing performance, including COGS, overhead absorption, and inventory impacts
  • Provide visibility into cost drivers and identify opportunities for optimization
  • Partner with operations to improve cost transparency and financial discipline

Operational Analytics & Insights
  • Develop and track KPIs across cost, efficiency, throughput, and quality
  • Build and maintain dashboards (Power BI / Tableau) to translate data into actionable insights
  • Identify risks and opportunities, clearly articulating financial impact

Strategic Business Partnership
  • Serve as the primary finance partner to manufacturing and supply chain leaders
  • Develop ROI, payback, and NPV models for capital investments and process improvements
  • Present clear, data-driven recommendations to senior leadership

Continuous Improvement
  • Enhance forecasting accuracy and reporting efficiency
  • Streamline financial processes and strengthen governance across operations
  • Drive a culture of data-informed decision-making

What You Bring
Experience & Expertise
  • Bachelor's degree in Finance, Accounting, Business, Engineering, or related field
  • 5+ years of FP&A or operations finance experience (manufacturing strongly preferred)
  • Strong foundation in cost accounting (standard costing, inventory, variance analysis)

Technical & Analytical Skills
  • Advanced Excel and financial modeling capabilities
  • ERP experience (SAP or Oracle preferred)
  • Experience with Power BI or Tableau for data visualization

Business Impact & Communication
  • Ability to translate complex financial data into clear, actionable insights
  • Strong communication and stakeholder management skills
  • Proven ability to influence cross-functional teams and drive outcomes

Nice to Have
  • MBA or advanced degree
  • Experience with capital investment modeling
  • Strong data storytelling and presentation skills

Who You Are
You're more than an analyst-you're a partner. You're curious, analytical, and driven to understand not just what is happening, but why.
You thrive in fast-paced, operational environments and enjoy working side-by-side with business leaders. You're comfortable challenging assumptions, simplifying complexity, and turning numbers into narratives that drive action.
Why KARL STORZ?
At KARL STORZ, finance is not just about reporting-it's about impact. In this role, you'll have a seat at the table, influencing operational strategy and helping shape the future of our manufacturing performance.
If you're ready to turn insight into action and play a key role in driving business success, we'd love to connect.
Additional Details
  • Location: Charlton, MA (onsite)
  • Travel: Up to 10%
  • Must be authorized to work in the U.S.; immigration sponsorship is not available

#LI-MN1
MA Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Eligible Employee Benefits
  • Medical / Dental / Vision including a state-of-the-art wellness program and access to pet insurance, too!
  • 3 weeks vacation accrual for full time roles,* paid holidays plus paid sick time too
  • Up to 8 weeks of 100% paid company parental leave; includes maternal/ paternal leave, adoption, and fostering of a child.
  • 401(k) retirement savings plan providing a match of 66.67% (4%) of the employee's first 6% contribution (up to IRS limits)
  • Section 125 Flexible Spending Accounts
  • HSA Savings Accounts with company contribution
  • Life, STD & LTD Insurance
  • We prepay your tuition up to $5,250 per year! - Tuition pre-imbursement
  • Fitness reimbursement of up to $200 annually
  • And much more!
    * Field sales, internships, and roles that are regularly scheduled to work less than 30 hours per week are not eligible for vacation, except where required by law.
    Non-employees, including temporary workers and consultants, are not eligible to participate in the KARL STORZ benefits program.
    KARL STORZ reserves the right to change or modify the employee's job description whether orally or in writing, at any time during the employment relationship. Additionally, KARL STORZ, through its supervisors, may require an employee to perform duties outside their normal description within the sole discretion of the supervisor. Employees must comply will all applicable KARL STORZ policies and procedures.

Credentialing requirements at KARL STORZ
KARL STORZ is committed to maintaining a safe work environment for our employees and customers. Most field-based roles at KARL STORZ require hospital credentialing/health screens as a condition of employment. Credentialing can include required vaccinations, health screens & other requirements as outlined by our customers. During the interview process, we encourage you to ask how credentialing/health screens may impact the role you are seeking and if you require any reasonable accommodations regarding these requirements.
Pay Transparency
The pay range and/or hourly pay rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job posting and may be modified in the future. When determining a specific team member's base salary and/or hourly pay rate, several factors will be considered including such things as location, specialty, service line, years of relevant experience, education, professional credentials, internal equity, and the amount budgeted for the role.
Equal Employment Opportunity & Reasonable Accommodation Statement
KARL STORZ is committed to creating an inclusive space where employees are valued for their skills and unique experiences. To achieve this goal, we are committed to diverse voices, and all applicants will receive consideration without regard to race, color, sex, national origin, disability, veteran status, or any other protected characteristic. KARL STORZ is also committed to providing reasonable accommodations during our recruitment process. Should you need assistance or accommodation please email us at taoperations@karlstorz.com.
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