3 results for Process Flow Project Manager in Acton, MA

Financial Project Manager We are offering a contract employment opportunity for a Financial Project Manager in Lakeville, Massachusetts area. This role is pivotal in the financial industry, focusing on the optimization of business processes, systems, and workflows. The workplace is fast-paced and demands a detail-oriented individual who can handle a variety of tasks efficiently. Responsibilities:• Oversee the identification and analysis of current business processes to determine objectives, key performance indicators (KPIs), and success measures.• Define and structure process stages, milestones, tasks, deliverables, and dependencies, while establishing roles and responsibilities.• Utilize data to discern trends, insights, and opportunities that can enhance process improvement.• Design process flows, RACI matrices, and written procedures for multiple processes.• Develop resources such as checklists, schedules, and project plans to aid business stakeholders in adhering to processes.• Lead cross-functional teams through the change management process, ensuring smooth transitions and stakeholder buy-in by providing communication and support training efforts.• Monitor progress and recommend adjustments for continuous improvement.• Evaluate existing systems and workflows to identify inefficiencies and suggest streamlined solutions.• Organize workshops, brainstorming sessions, and requirements gathering meetings to collect stakeholder input.• Collaborate with process owners to ensure changes align with organizational goals.• Identify potential risks, create mitigation strategies, and monitor issues.• Conduct root cause analysis of process issues and formulate action plans for resolution.

Controller We are offering an exciting opportunity for a Controller in the legal industry, based in Boston, Massachusetts. The Controller will be the exclusive financial individual within the team, responsible for managing all financial operations. Responsibilities:<ul><li>Maintain Tabs3</li><li>Review and process client invoices through Tabs3</li><li>Maintain IOLTA accounts</li><li>Oversight and review of all general ledger transactions</li><li>Oversight of the 1099 process</li><li>Cash management including deposits, cash flow budget and projections</li><li>Bank reconciliations </li><li>Payroll processing</li><li>Manage the monthly and annual financial review including assisting in the development and monitoring of the revenue and expense budgets</li><li>Identify, own and manage projects and systems that introduce and improve processes used by the Legal team. Coordinate with law firm administrator</li><li>Liaison with outside CPA</li></ul>

Finance Associate We are seeking a Finance Associate to join our team in the Financial Services industry, located in Boston, Massachusetts. This position will be part of a family office in the role of Finance Associate. The candidate will work with the team in organizing, administering, overseeing, and reporting on a variety of functions to improve the financial reporting and asset management for the supported families.The ideal candidate is a self-motivated and detail-oriented team player with strongorganizational skills, a professional and discreet demeanor, and a flexible approach to learning, with the ability to handle conflict and changing information in a fast-paced environment. RESPONSIBILITIES:Treasury and Banking SupportCash Management and ReconciliationInvestment AdministrationOperational and Reporting Support• Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system• Assist in preparation of regular reporting as well as frequent ad hoc deliverables• Prepare weekly report of investment and cash activity• Reconcile and review cash inflows and outflows daily• Maintain budgets and assist in forecasting of upcoming cash flows• Participate in cash management, such as processing payments and strategically managing cash• Various tasks related to investment administration and accounting from beginning to end of workflow, such as monitor distributions and process capital calls to ensure accurate reporting• Coordinate supporting documentation for individual tax returns and collaborate in planning and filing of payments and returns• Maintain online and physical filing systems• Participate in meetings with external advisors• Other interesting one-off projects