Corporate Financial Consultant Jobs in Boston, MA
A Corporate Financial Consultant is a key player in the finance industry who provides expert advice and recommendations on financial matters to organizations. These professionals utilize their analytical skills to evaluate a company's financial health, helping them to make informed decisions about market trends, investments, and risk management. They also assist in the development of financial plans and strategies, budgeting, forecasting, and reporting. Financial consultants may also be involved in mergers and acquisitions, providing insight on potential deals and ensuring financial feasibility.
Before becoming a Corporate Financial Consultant, one may hold positions such as a Financial Analyst, Investment Banking Analyst, or even a Portfolio Manager. These roles provide the necessary exposure to financial markets and the dynamics of corporate finance. It is crucial for a Corporate Financial Consultant to have strong numerical skills, analytical abilities, and a solid understanding of market dynamics. Some relevant certifications in this field include the Chartered Financial Analyst (CFA) certification, Certified Financial Planner (CFP) certification or a Master's in Business Administration (MBA). Excellent communication and presentation skills are also vital as consultants frequently interact with high-level executives and stakeholders.
Consultant - Finance Excellence
- Berkeley Research Group, LLC (BRG)
- Boston, MA
- 17 hours ago
- Boston, MA
- 17 hours ago
modeling skills in Excel, including 3-statement models, cash flow models, and scenario analyses *Solid understanding of core finance and operational processes, including budgeting and forecasting,...
In PersonFinancial Advisor Associate - Revere, Massachusetts
- TD Bank
- Revere, MA (5 miles from Boston, MA)
- 23 hours ago
- Revere, MA (5 miles from Boston, MA)
- 23 hours ago
management....
In PersonSenior Managing Consultant - Finance Transformation
- IBM Corporation
- Boston, MA
- 2 days ago
- Boston, MA
- 2 days ago
The ideal candidate will bring domain expertise across core finance processes - Record to Report (R2R), Procure to Pay (P2P), Order to Cash (O2C), Financial Planning & Analysis (FP&A), Tax, and Treasury...
In PersonFinancial Advisor - Norwood, Massachusetts
- TD Bank
- Norwood, MA (13 miles from Boston, MA)
- 2 days ago
- Norwood, MA (13 miles from Boston, MA)
- 2 days ago
Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...
In PersonYour Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an...
In Person Temporary- Edward Jones
- Belmont, MA (6 miles from Boston, MA)
- 5 days ago
- Belmont, MA (6 miles from Boston, MA)
- 5 days ago
This job posting is anticipated to remain open for 30 days, from 29-May-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
In Person- Mass General Brigham
- Belmont, MA (6 miles from Boston, MA)
- 5 days ago
- Belmont, MA (6 miles from Boston, MA)
- 5 days ago
Site: Mass General Brigham Incorporated Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to...
In PersonFinancial Consultant - Cambridge, MA
- Fidelity
- Cambridge, MA (3 miles from Boston, MA)
- 6 days ago
- Cambridge, MA (3 miles from Boston, MA)
- 6 days ago
Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales...
In PersonFinancial Solutions Advisor Registration Candidate - Boston Market
- Bank of America Corporation
- Boston, MA
- 12 days ago
- Boston, MA
- 12 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking...
In Personmodeling skills Excelling in financial statement analysis and financial reporting Embracing change and innovation in financial management software Developing skills in budgetary management and financial...
In PersonConsultant, Corporate Finance Advisory
- Baker Tilly US, LLP
- Tewksbury, MA (19 miles from Boston, MA)
- 12 days ago
- Tewksbury, MA (19 miles from Boston, MA)
- 12 days ago
Job Description: Responsibilities Join Baker Tilly as an Analyst in our CFO Advisory practice, focused on financial planning & analysis, financial modeling, and strategic finance....
In PersonFinancial Solutions Advisor Registration Candidate - North Waltham Financial Center
- Bank Of America
- Waltham, MA (10 miles from Boston, MA)
- 13 days ago
- Waltham, MA (10 miles from Boston, MA)
- 13 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking...
In PersonFinancial Solutions Advisor - Kansas Market
- 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
Responsibilities: Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking...
In PersonFinancial Solutions Advisor Registration Candidate - Kansas Market
- 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
- Andover, MA (20 miles from Boston, MA)
- 13 days ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our...
In PersonConsultant - Financial Services Strategy Boston, MA, USA
- Alvarez & Marsal
- Boston, MA
- 14 days ago
- Boston, MA
- 14 days ago
Financial modeling experience, including building or working with Excel-based models to support market sizing, profitability analysis, valuation, or business case development....
In PersonDemographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, MA below.
Corporate Financial Consultant Online Courses and Training Opportunities
Title Synonyms
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Salary for Corporate Financial Consultant Jobs in Boston, MA
Required or preferred licenses and certifications for Corporate Financial Consultant positions.
Highest Education Level
Corporate Financial Consultants in Boston, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Financial Consultant position
- Networking
- Background Checks
- Prospecting
- Flexibility
- Military Background
- Referrals
- Annuities
- Commercial Banking
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Securities and Exchange Commission
- Investment Banking
- Know Your Customer
- Retirement Planning
- Estate Planning
- Capital Markets
- Investment Management
- Client Relationships
- Portfolio Management
- Compensation and Benefits
- Mortgage Processing
- Financial Services
- Due Diligence
- Business Planning
- Acquisitions
- Financial Management
- Finance
- Sales Management
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Consulting
- Coaching
- Interpersonal Skills
- Employee Development
- Policy Development
- Collaboration
- Sales
- Regulations
- Scheduling
- Leadership
- Communication Skills
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