<p>Looking for a Credit Underwriter in Commercial and Industrial (C& I) Lending to join our growing client here in Massachusetts. The Credit Underwriter is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
<p>We are looking for a temporary BSA Analyst to join our team in Plymouth, Massachusetts. In this long-term contract position, you will play a critical role in investigating fraud, ensuring compliance with regulations, and supporting the bank’s strategic risk management initiatives. This on-site opportunity is ideal for professionals with a strong background in AML/KYC investigations and a commitment to maintaining high standards of integrity and accuracy. </p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive investigations into suspicious transactions and customer accounts, utilizing detailed analysis of data and profiles.</p><p>• Remain updated on state and federal regulations as well as industry best practices to ensure all investigations comply with legal and institutional standards.</p><p>• Exercise sound judgment in addressing fraud alerts, making informed decisions, and escalating complex issues to management.</p><p>• Develop clear and well-supported investigative reports, articulating rationales for decisions made during fraud investigations.</p><p>• Collaborate with teams to identify and implement process improvements that enhance efficiency and effectiveness in fraud prevention.</p><p>• Monitor and ensure adherence to internal policies, procedures, and external compliance requirements throughout all investigative activities.</p><p>• Provide recommendations for account closures or further actions based on findings from case reviews.</p><p>• Support broader fraud prevention initiatives and contribute to the bank’s strategic goals.</p><p>• Take on additional responsibilities as assigned to ensure alignment with organizational objectives.</p>
<p>We are looking for an experienced Technical Accounting Manager to oversee and ensure adherence to federal reporting standards. This role involves managing SEC filings, 10K, 10Q, revenue recognition, maintaining regulatory compliance, and supporting financial reporting processes. The ideal candidate brings a strong background in accounting and a proven ability to handle complex regulatory requirements. This is an individual contributor role. If you are a strong technical accountant with your CPA, this could be the role for you. The client is open to this level as well. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage SEC filings, including Form 10-K and other regulatory reports, ensuring accuracy and compliance.</p><p>• Oversee financial reporting processes to meet federal standards and deadlines.</p><p>• Conduct thorough reviews of revenue recognition practices to ensure alignment with regulations.</p><p>• Collaborate with cross-functional teams to maintain compliance with evolving SEC requirements.</p><p>• Provide expertise in code review and financial documentation to ensure regulatory adherence.</p><p>• Identify and implement best practices for improving reporting efficiency and accuracy.</p><p>• Monitor changes in SEC regulations and advise leadership on necessary adjustments.</p><p>• Support internal audits and external reviews related to financial reporting.</p><p>• Train and guide team members on compliance protocols and standards.</p><p>• Develop and maintain policies surrounding SEC reporting and compliance.</p>
We are looking for an experienced Sr. Financial Systems Analyst to join our team in Brookline, Massachusetts. In this role, you will play a pivotal part in bridging the gap between research finance and broader financial operations, ensuring seamless collaboration across departments. This is a long-term contract position ideal for individuals with strong analytical skills and a deep understanding of financial systems, particularly Workday.<br><br>Responsibilities:<br>• Collaborate with research finance teams and other stakeholders to develop effective financial strategies and processes.<br>• Design and build reports and dashboards within the Workday system to support organizational needs.<br>• Partner with cross-functional teams to address financial concerns and implement solutions.<br>• Monitor and maintain financial controls, identifying and resolving issues proactively.<br>• Work closely with end users to strategize and optimize business processes within the Workday system.<br>• Serve as a key liaison between research grants teams and other financial departments.<br>• Analyze complex financial data to provide actionable insights.<br>• Manage projects related to financial systems enhancements and integrations.<br>• Ensure compliance with policies and procedures while improving system functionality.<br>• Provide independent contributions to support organizational goals and objectives.
We are looking for a skilled Technical Engineer to join our team in Boston, Massachusetts. In this long-term contract role, you will be responsible for delivering exceptional on-site technical support and ensuring seamless connectivity across various locations, including job sites and office environments. This position is ideal for a proactive, detail-oriented individual who thrives in fast-paced settings and possesses strong problem-solving skills.<br><br>Responsibilities:<br>• Provide direct technical assistance to end users, ranging from executives to interns, ensuring their devices and systems function effectively.<br>• Travel to job sites, including trailers and buildings, to diagnose and resolve technical issues in person.<br>• Install, configure, and maintain network solutions, including routers and wireless systems, to ensure reliable connectivity.<br>• Manage the procurement and deployment of equipment necessary for field operations.<br>• Offer support for laptops, tablets, and other mobile devices, maintaining optimal performance.<br>• Uphold company standards and procedures during all service activities to ensure consistency and compliance.<br>• Collaborate with internal teams to address technical challenges and deliver timely solutions.<br>• Maintain accurate records of service activities and document all work performed for future reference.<br>• Utilize knowledge of Active Directory, Microsoft Exchange, and Palo Alto Firewalls to support system integration and functionality.
