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Commonwealth Financial Network Financial Analyst in Waltham, Massachusetts

Whether you’re looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Finance team offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

As a financial analyst, you’ll put your investigative and problem-solving skills to use by conducting a wide variety of analyses. If you have a passion for numbers, let’s introduce ourselves.

Key Responsibilities

  • Developing forecasts and annual plans

  • Analyzing financial data, preparing variance analysis reports, and providing recommendations to senior management to drive growth and profitability

  • Conducting analyses on existing revenue streams and strategies for growth, expenses and cost to serve, advisor productivity, asset flows and trends, industry trends, and competitor performance

  • Building and maintaining financial and operational models to support strategic investment

  • Making recommendations for finance process improvements and ensuring data integrity

Core Strengths and Skills

  • Excellent analytical and problem-solving skills

  • Strong verbal and written communication skills

  • 1–3 years’ experience in financial planning and analysis

  • Bachelor’s degree in finance, accounting, or mathematics preferred

  • Advanced Excel skills

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 43 Best Place to Work awards.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

ID: W-2023-038

External Company URL:

Street: 29 Sawyer RD