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12 results for Finance Associate Banking in Boston, MA

Sr. Financial Services Associate

Boston, MA
onsite
Temporary / Contract
40 - 50 USD / Hourly
We are looking for an experienced Sr. Associate to support fund closing activities and create a smooth, high-quality experience for both prospective and existing clients in Boston, Massachusetts. This Long-term Contract position sits within the Financial Services industry and works closely with internal teams and external partners to move onboarding activities forward efficiently and accurately. The role is well suited for someone with a strong background in private markets operations who can balance client service, regulatory requirements, and multiple time-sensitive deliverables in a fast-paced environment. Responsibilities:• Coordinate end-to-end onboarding activities tied to fund closings, ensuring each step is completed accurately and within required timelines.• Partner with investor relations, legal, compliance, tax, treasury, accounting, and external vendors to gather information, resolve issues, and maintain momentum across onboarding workflows.• Review subscription materials and related organizational documentation to confirm completeness, accuracy, and alignment with internal and regulatory standards.• Oversee KYC and client due diligence processes, escalating exceptions when needed and helping drive timely resolution of outstanding items.• Serve as a key point of contact for clients and internal stakeholders by providing updates, answering process-related questions, and supporting a seamless onboarding experience.• Track multiple onboarding cases at once, prioritize urgent requests, and keep detailed records to support audit readiness and operational transparency.• Identify process gaps or bottlenecks and recommend improvements that increase efficiency, strengthen controls, and enhance the client journey.• Support middle office and operational coordination associated with onboarding, including follow-up with treasury and other functional teams as requirements arise.
2026-07-23T00:00:00Z

Accounting Associate

Framingham, MA
onsite
Permanent / Full Time
65500 - 75500 USD / Yearly
We are looking for an Accounting Associate to help keep daily financial operations accurate, organized, and on schedule in Framingham, Massachusetts. This position supports both payables and receivables by handling transaction processing, maintaining clean records, and communicating with customers and vendors to resolve routine issues. The ideal candidate is comfortable working with accounting systems, managing several deadlines at once, and contributing to a dependable month-end close process. Responsibilities:• Manage the full accounts payable workflow by reviewing invoices, entering data accurately, and preparing timely payments.• Create customer billing records, issue invoices, and record incoming payments to keep receivables current.• Track overdue balances and communicate with customers to encourage prompt collection of outstanding amounts.• Compare account activity against supporting records and resolve discrepancies in vendor and customer balances.• Assist with month-end accounting tasks, including reconciliations and preparation of supporting documentation.• Maintain organized financial files and ensure accounting records are complete, accurate, and easy to retrieve.• Partner with other accounting team members on assigned projects and provide support for additional operational needs.
2026-07-14T00:00:00Z

Commercial Lending & Finance Attorney

Providence, RI
onsite
Permanent / Full Time
185000 - 250000 USD / Yearly
Our client, a successful full-service law firm, is seeking a Commercial Lending & Finance Attorney to join their team. This position is well suited for a senior attorney who brings sound judgment, strong client communication, and a highly organized approach to managing complex transactions. The role offers the opportunity to advise on financing arrangements involving commercial assets and real estate while contributing to high-quality legal service and a strong reputation. Location: Providence, RI Role: Commercial Lending & Finance AttorneySchedule: Hybrid (4 days in office, 1 day remote but can be 3 days in office, 2 days remote if needed)Salary: $185,000 - $250,000 (depending on experience) Responsibilities:<ul><li>Represent banks, institutional lenders, private lenders, and borrowers in complex commercial lending and finance transactions, including first- and second-lien commercial real estate financings.</li><li>Structure, negotiate, document, and close commercial real estate credit facilities secured by mortgages, deeds of trust, and other collateral arrangements.</li><li>Advise clients on all aspects of commercial real estate finance transactions, including acquisition, development, construction, refinancing, and permanent financing matters.</li><li>Draft, review, and negotiate loan agreements, promissory notes, guaranties, security agreements, intercreditor agreements, and other financing-related documentation.</li><li>Conduct and oversee due diligence reviews related to financing transactions, including title, survey, zoning, environmental, organizational, and collateral matters.</li><li>Review title insurance commitments and policies, identify title-related risks, prepare title objection and clearance correspondence, and coordinate resolution of title issues.</li><li>Structure and perfect security interests in real property, personal property, fixtures, equipment, tenant improvements, accounts, and other collateral.</li><li>Advise clients regarding commercial leases, easements, deeds, deeds of trust, and other real estate-related agreements and instruments.</li><li>Represent lenders and borrowers in loan modifications, workouts, restructurings, foreclosures, and other distressed asset matters.</li><li>Provide strategic guidance on risk management, collateral protection, and regulatory compliance throughout the lending process.</li><li>Assist with related commercial real estate acquisitions, dispositions, investments, corporate transactions, and mergers and acquisitions when financing components are involved.</li><li>Coordinate with title companies, surveyors, borrowers, lenders, investors, consultants, and other stakeholders to facilitate successful transaction execution.</li><li>Maintain organized transaction records and client files while ensuring timely communication and exceptional client service throughout all phases of representation.</li></ul>
2026-07-15T00:00:00Z

Electronic Banking Accounting Specialist

Lincoln, RI
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Electronic Banking Accounting Specialist to support key accounting and reconciliation activities for a banking operation in Lincoln, Rhode Island. This Long-term Contract position is ideal for someone who is detail-oriented, organized, and comfortable working with daily financial reporting and account balancing tasks. The person in this role will help maintain accurate records, investigate discrepancies, and ensure reconciliation work is completed in line with established banking standards and procedures. Responsibilities: • Review daily financial and banking reports to complete timely account reconciliations and confirm transaction accuracy. • Investigate account variances and resolve outstanding items by researching supporting documentation and transaction history. • Prepare and process correcting entries or other adjustments when reconciliation issues are identified. • Maintain accurate accounting records by recording journal entries and supporting general ledger activity as needed. • Carry out reconciliation activities in accordance with internal banking policies, controls, and documented procedures. • Escalate complex discrepancies or unresolved balancing issues to the appropriate internal teams for follow-up. • Organize reconciliation files, supporting schedules, and audit-ready documentation for tracking and review. • Contribute to ongoing accuracy and efficiency within electronic banking accounting operations through consistent daily analysis.
2026-07-24T00:00:00Z

Financial Analyst

Randolph, MA
onsite
Permanent / Full Time
75000 - 950000 USD / Yearly
We are looking for a Financial Analyst to strengthen financial planning, performance reporting, and business insight generation for our team in Randolph, Massachusetts. This role combines analytical rigor with data visualization expertise to turn complex financial information into clear recommendations for decision-makers. The ideal candidate will partner closely with finance and accounting stakeholders to improve reporting quality, support forecasting activities, and deliver meaningful analysis that guides business performance. Responsibilities: • Create and enhance Power BI dashboards that present core financial results, including profitability, cash position, balance sheet activity, and budget-to-actual performance. • Gather, combine, and refine data from enterprise sources to build dependable datasets and scalable financial reporting models. • Develop data structures, calculations, and query logic that support accurate reporting and efficient analysis across finance functions. • Contribute to budget preparation, forecasting cycles, and scenario analysis to help leadership evaluate business options and financial outcomes. • Review financial results against plans and prior periods, highlighting key drivers, emerging trends, and material variances. • Replace manual spreadsheet-based reporting with automated, centralized processes that improve consistency, reduce errors, and save time. • Present findings through clear visuals and concise summaries tailored to business partners and leaders who need practical financial insight. • Work collaboratively with finance and accounting teams to improve reporting methods, strengthen analytics capabilities, and support ongoing business decisions.
2026-07-22T00:00:00Z

Financial Analyst

Worcester, MA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a Financial Analyst to support financial planning, reporting, and business performance analysis for our team in Worcester, Massachusetts. This role contributes to budgeting, forecasting, KPI tracking, and cross-functional decision support while helping leaders understand results and identify improvement opportunities. The ideal candidate brings strong analytical ability, comfort working with financial systems and reporting tools, and a practical approach to partnering with operations, accounting, and business stakeholders. For Immediate Interview contact Victor Muller at 508 205 2136 Responsibilities:• Build and maintain annual budget models and supporting schedules to help guide financial planning activities.• Refresh rolling forecasts on a regular basis, analyze changing trends, and provide insights that support business decisions.• Prepare data and analysis for monthly close reporting, including profitability, margin performance, sales mix, emerging risks, and potential actions to improve results.• Track key performance indicators each day and compile information needed for recurring management reports.• Partner with department leaders to develop financial evaluations and business cases for product initiatives and other investment opportunities.• Create, enhance, and maintain business intelligence reporting solutions using Power BI and related reporting platforms.• Support operational cost improvement efforts by monitoring savings initiatives and communicating progress through clear reporting.• Coordinate with accounting to assemble monthly statistical information used in general ledger activities and broader financial reporting.• Produce recurring and ad hoc reports, including activity reporting for cafeteria operations and other business analysis as needed.
2026-07-20T00:00:00Z

Financial Analyst

Framingham, MA
onsite
Permanent / Full Time
95000 - 105000 USD / Yearly
We are looking for a Financial Analyst to join a finance team in Massachusetts. This position supports core accounting and financial reporting activities, including close processes, forecasting, reconciliations, and regulatory submissions within a banking or credit union environment. The role is well suited for a dependable individual who can work independently, partner with internal stakeholders, and help strengthen reporting accuracy and operational efficiency. For Immediate Interview please contact Victor Muller at 508- 205 2136 Responsibilities:• Create internal financial reports and assist with required external regulatory filings to support accurate and timely reporting.• Perform reconciliations across general ledger accounts, investigate discrepancies, and resolve issues with appropriate documentation.• Contribute to budgeting, forecasting, and variance review activities by analyzing trends and explaining key drivers.• Prepare journal entries for month-end close and help maintain an organized, reliable closing process.• Support the calculation and documentation of the allowance for credit loss in accordance with established policies.• Review financial information for accuracy, consistency, and completeness, escalating concerns when needed.• Build and maintain process documentation, operating instructions, and troubleshooting references for finance activities.• Assess existing workflows and recommend improvements that enhance controls, reduce manual effort, and increase efficiency.• Partner with auditors and assist with requests during internal or external audit engagements.
2026-06-25T00:00:00Z

Financial Analyst - Hybrid

Boston, MA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Our client, a growing and innovative organization, is seeking a Financial Analyst to join its collaborative Finance team. This is an excellent opportunity for an analytical finance professional looking to broaden their FP&A experience while partnering with leaders across the business to support strategic decision-making. This hybrid position requires working Tuesday, Wednesday, and Thursday in the Boston office. What You'll DoAs a Financial Analyst, you'll play a key role in supporting the organization's financial planning and business performance by:<ul><li>Building financial models and performing scenario analysis to support strategic initiatives.</li><li>Assisting with budgeting, forecasting, and long-term financial planning.</li><li>Preparing financial reports, dashboards, and KPI analysis for leadership.</li><li>Conducting variance analysis and identifying trends that drive business performance.</li><li>Partnering with cross-functional teams to evaluate business initiatives and provide financial insights.</li><li>Supporting process improvements and helping automate financial reporting.</li></ul>
2026-06-30T00:00:00Z

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
2026-07-22T00:00:00Z

Sr. Financial Analyst

Milford, MA
onsite
Permanent / Full Time
105000 - 135000 USD / Yearly
We are looking for a Sr. Financial Analyst to join a growing manufacturing organization in Massachusetts. This role will lead core planning activities across budgeting, forecasting, and performance analysis for a large-scale business while partnering with leaders throughout the company. The position is well suited for a finance specialist who brings strong analytical judgment, advanced spreadsheet capabilities, and the ability to translate financial data into actionable business insight. Candidates should be comfortable working in a hybrid environment and collaborating across both finance and operational teams.For immediate consideration as Senior Financial Analyst, candidates can reach out directly to Robert LePage at 508-205-2123. Responsibilities:• Lead the companywide budgeting and forecasting cycle, ensuring timely and accurate financial plans that support business objectives.• Analyze financial performance against plan, identify key drivers of variances, and present meaningful recommendations to management.• Build and maintain financial models that support planning, scenario analysis, and decision-making across departments.• Partner with operational and departmental leaders to develop expense, operating, and capital budgets aligned with strategic priorities.• Prepare recurring and ad hoc reports that provide visibility into profit and loss trends, spending patterns, and business performance.• Support monthly financial close activities by working with accounting data, reviewing results, and helping connect actuals to forecast expectations.• Use financial systems and data analysis tools to improve reporting quality, uncover trends, and strengthen planning accuracy.• Collaborate with senior leadership by delivering clear insights and presentations that inform business and investment decisions.
2026-07-14T00:00:00Z

Associate - Private Equity! Public Accountants Wanted!

Boston, MA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
My client, a Private Equity Firm in Boston is hiring an Associate to join their team. The Associate will report to the AVP and support their Portfolio Analytics Team covering the Real Estate space. In this role, you will be working with the investment team, perform analysis of valuations, prepare investor reports and alot more! Compensation for this position is $100-120K + 10-20K Bonus. This company is very reputable, has a great culture, offers very nice growth potential, excellent benefits including unlimited PTO and a hybrid working arrangement. If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you!
2026-07-21T00:00:00Z

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>
2026-07-22T00:00:00Z