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7 results for Finance Associate Banking in Boston, MA

Director of Finance

Milford, MA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a strategic and hands-on finance leader to oversee the full financial operation of our construction-focused business in Milford, Massachusetts. This role will guide accounting activities, strengthen reporting accuracy, and provide leadership with clear financial insight to support sound decision-making. The ideal candidate brings strong experience in construction finance, a practical command of core accounting systems, and the ability to build processes that scale with growth. Responsibilities:• Direct day-to-day accounting and finance activities, including ledger oversight, close processes, financial statement preparation, and control management.• Administer QuickBooks financial operations with a focus on precise cost tracking, appropriate revenue treatment, and dependable reporting timelines.• Manage the financial use of Buildertrend by supporting project budgets, tracking costs, handling change order impact, and producing project-level financial visibility.• Evaluate job performance by comparing budget expectations to actual results and working with project leaders to resolve cost variances.• Oversee cash management activities, including forecasting liquidity needs, supervising payables and receivables, and coordinating vendor disbursements.• Lead construction billing activities such as progress invoicing, retainage administration, change order billing, and related documentation requirements.• Prepare and deliver financial reports and leadership dashboards that communicate business performance to ownership and senior management.• Serve as the primary finance contact for external partners such as accounting advisors, auditors, lenders, and insurance representatives.• Establish and refine financial procedures, reporting practices, and internal controls to improve consistency and support expansion.
2026-05-06T00:00:00Z

Financial Analyst - Entry Level

Boston, MA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for an entry-level Financial Analyst to join a growing team in South Boston, Massachusetts on a Contract basis. This opportunity is well suited for someone eager to build a career in finance and FP&A while gaining hands-on experience with budgeting, reporting, and analytical modeling. The role offers strong exposure to financial data interpretation and requires a high level of comfort working extensively in Excel. Responsibilities: • Analyze budget and operational data across multiple financial models to support planning and performance tracking • Build, update, and maintain spreadsheets that organize large data sets and improve reporting accuracy • Perform detailed Excel-based analysis using formulas and structured workbooks to identify trends and variances • Assist with recurring financial reviews by comparing results against budget expectations and highlighting key findings • Prepare clear summaries of financial information for internal stakeholders to support business decisions • Work with existing reporting tools and systems, including financial data maintained in Sage when needed • Contribute to shaping the scope of this newly established role by adapting to evolving priorities and analytical needs
2026-05-29T00:00:00Z

Financial Advisor

Westborough, MA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location. Key Responsibilities:Support senior advisors with client relationship managementBuild relationships with prospective clients and leverage referral networksDevelop new business through networking and centers of influenceProvide personalized financial guidance across investment, retirement, estate, tax, and insurance planningConduct regular client reviews and stay current on market trends
2026-05-06T00:00:00Z

Director Finance - (M&A focused)

Burlington, MA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
Technology Company with Corporate Headquarters located in the Burlington is in search of Director Finance (M&A focused). This position will lead the financial analysis, planning, and execution of M&A and business development transactions and participate in key strategic planning activities. Will develop strong partnerships with the CFO, M&A Leader, CEO and other key SLT members in addition to integrating with the Controller and Corporate FP&A leader to support the acquisitions process. The ideal candidate will have significant M&A transaction analysis and integration experience and be interested in transactions as well as key strategic projects. MBA with 10+ years of previous public accounting, corporate finance, corporate development experience required. Strong quantitative skills, financial acumen, financial modeling and accounting foundation knowledge. Must have extensive M&A experience and BUY Side experience is a requirement. Must possess strong analytical, presentation, interpersonal and communication skills as well. This is a great opportunity to join a rapidly growing technology company with strong leadership team in place, active pipeline of acquisitions and great working and team friendly culture. This position can be mostly remote but ideally would like someone who can get to the office when needed (1x week) so local candidates only. Bonus plan and strong benefits offered including unlimited PTO. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru Linkedin.
2026-05-26T00:00:00Z

Financial Analyst (supporting PortCo Valuations)

Boston, MA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Financial Analyst Opportunity (Supporting Portfolio Company Valuations) Location: Boston, MA (Hybrid – 2 days in office) Position Overview:A highly regarded investment organization is seeking a Financial Analyst to support portfolio company valuation processes and financial analysis within a dynamic Financial Planning & Analysis (FP&A) team.This role will focus on collecting, analyzing, and reporting critical financial and operational data used to evaluate investment performance. The position offers strong exposure to senior stakeholders and opportunities to contribute to strategic decision-making across the organization.The ideal candidate is analytical, detail-oriented, and intellectually curious, with the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities:<ul><li>Support quarterly portfolio company valuation processes, including data collection, analysis, documentation, and reporting</li><li>Aggregate, structure, and validate financial data to ensure accuracy and consistency</li><li>Analyze key financial and operational metrics from various reporting sources and prepare summary insights</li><li>Build and deliver reporting to support internal decision-making and performance evaluation</li><li>Identify process improvements to enhance efficiency and data quality across reporting workflows</li><li>Partner with cross-functional stakeholders to distribute and communicate financial insights</li><li>Contribute to broader FP&A initiatives, including trend analysis and ad hoc projects</li><li>Leverage technology and data tools to streamline processes and improve reporting capabilities</li></ul>
2026-05-11T00:00:00Z

Accounting Assistant

Salem, MA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Accounting Assistant to support daily office and accounting operations for a construction contractor. This Long-term Contract position combines financial coordination with front-office and administrative support, making it ideal for someone who is organized, attentive to detail, and comfortable handling multiple priorities. The role will help keep accounts payable and receivable activities on track while ensuring the office runs smoothly from day to day. Responsibilities: • Process incoming invoices, prepare payment documentation, and help maintain accurate accounts payable records. • Track customer payments, update receivable information, and assist with follow-up on outstanding balances. • Enter financial and administrative data into internal records with a high degree of accuracy and attention to detail. • Greet visitors, answer incoming calls, and provide attentive front-desk support for the office. • Manage office supply inventory, place replenishment orders, and coordinate with vendors as needed. • Support general administrative operations by organizing files, maintaining records, and assisting with routine office tasks. • Work closely with internal staff to keep accounting documentation current and ensure timely processing of daily transactions.
2026-05-26T00:00:00Z

Assistant PE Fund Controller

Boston, MA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
<ul><li>Established PE Firm in the Boston Area </li><li>Assistant Fund Controller</li><li>$140-160k + bonus + amazing retirement, full health, work life</li><li>All in comp to exceed $200k.</li><li>2 days in Boston area office a must.</li></ul> Overview:A highly regarded investment firm is seeking an Assistant Controller to support fund-level accounting, reporting, and operational finance functions. This role blends technical accounting expertise with process oversight, systems optimization, and innovation initiatives. The position partners cross-functionally with internal stakeholders and external service providers to ensure accurate financial reporting, compliance, and efficient operations, while helping drive continuous improvement through automation and modern technology tools. Key Responsibilities:<ul><li>Lead fund and vehicle accounting, reporting, financial statement preparation, investor reporting, and audit coordination.</li><li>Manage third-party administrators and oversee fund accounting deliverables, capital activity, and related stakeholder communications.</li><li>Ensure compliance with accounting standards, internal controls, policies, and governing agreements, partnering with tax, legal, and operations teams as needed.</li><li>Support investment transactions, treasury activities, and broader finance process documentation and controls.</li><li>Drive process improvements, workflow optimization, automation, and data-driven technology enhancements to improve efficiency and scalability. </li></ul>
2026-05-13T00:00:00Z