Add your latest resume to match with open positions.

6 results for Financial Consultant in Boston, MA

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
2026-06-17T00:00:00Z

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

Property Accountant

Duxbury, MA
onsite
Permanent / Full Time
80000 - 850000 USD / Yearly
Overview: Our client, a growing property management organization, is seeking a detail-oriented Property Accountant to join a collaborative team. This hybrid role offers a mix of in-office and remote work. Position Summary: Responsible for managing the financial operations of a portfolio of condominium and HOA properties. This role requires strong accounting skills, organization, and experience with AppFolio. Ideal candidate is proactive, analytical, and thrives in a fast-paced environment. Key Responsibilities:<ul><li>Manage full-cycle accounting for a portfolio of properties</li><li>Prepare monthly financial statements, including balance sheets and cash flow reports</li><li>Reconcile bank, reserve, and general ledger accounts</li><li>Oversee accounts payable and support accounts receivable processes</li><li>Monitor collections and assist with delinquency reporting</li><li>Support budgeting, forecasting, and annual budget preparation</li><li>Prepare year-end financials and assist with audits and tax reporting</li><li>Record journal entries and accruals</li><li>Maintain accurate financial records and ensure GAAP compliance</li><li>Partner with internal stakeholders, vendors, and clients on financial matters</li><li>Utilize AppFolio for accounting, reporting, and workflow management</li><li>Assist with process improvements and special projects</li></ul>
2026-06-23T00:00:00Z

Fiduciary Tax Manager

Boston, MA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This role is central to ensuring accurate filings, sound interpretation of governing documents, and timely responses to fiduciary tax matters. The ideal candidate brings deep technical knowledge, strong judgment, and the ability to work closely with internal partners and external advisors in a deadline-driven environment. Responsibilities: • Direct the end-to-end tax reporting cycle for a broad portfolio of fiduciary entities, ensuring filings are completed accurately and on schedule. • Oversee the preparation and final review of federal and state fiduciary returns, along with associated informational forms and supporting documentation. • Analyze trust and estate instruments to determine proper tax treatment, including matters related to transfer tax considerations. • Evaluate quarterly and annual tax obligations, confirm estimated payments, and track ongoing compliance deadlines across multiple accounts. • Work closely with trust administration and other fiduciary partners to resolve tax questions and support account-specific planning needs. • Serve as a point of contact for tax agencies by addressing notices, responding to inquiries, and helping bring outstanding issues to resolution. • Maintain strong oversight of fiduciary tax data, documentation, and reporting processes to support audit readiness and regulatory compliance.
2026-06-09T00:00:00Z

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

Billing Analyst

Marlborough, MA
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for a detail-oriented Billing Analyst to join our Accounting and Finance team in Marlborough, Massachusetts. In this role, you will help manage the complete billing and revenue cycle, ensuring invoices are accurate, revenue activity is recorded properly, and reporting remains dependable. This opportunity is well suited to someone who works effectively in a fast-moving SaaS environment, enjoys refining financial processes, and collaborates well across teams. Responsibilities:• Generate and distribute accurate invoices for subscription services, appraisal work, and implementation-related revenue.• Review executed customer agreements to confirm billing terms, pricing, and invoicing details are applied correctly.• Oversee recurring billing calendars, monitor renewals, and keep billing cycles on schedule with a high level of accuracy.• Assist with month-end, quarter-end, and year-end revenue close activities, including preparing supporting journal entries.• Track deferred revenue balances and perform reconciliations to ensure records remain complete and accurate.• Reconcile revenue-related accounts each month, research discrepancies, and resolve variances in a timely manner.• Analyze changes in recurring revenue, customer attrition, account growth, and contract updates to support financial visibility.• Recommend and help implement improvements that increase efficiency, strengthen accuracy, and support scalable billing operations.• Partner with finance and accounting colleagues on reporting enhancements, close support, audit preparation, and responses to billing-related customer questions. **for immediate consideration please call me directly, Eric Lebow 508-205-2127**
2026-07-02T00:00:00Z