<p><br></p><p>We are looking for an experienced Finance Manager to serve as a strategic partner to our Operations, Manufacturing, and Finance teams. This role involves analyzing financial data, overseeing accounting functions, and implementing strategies to enhance operational efficiency while optimizing financial outcomes. The ideal candidate will possess strong leadership skills and a deep understanding of cost analysis and budgeting processes.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations and Manufacturing teams to provide actionable financial insights and recommendations that improve efficiency and profitability.</p><p>• Supervise accounting functions, including inventory analysis, cost of goods reporting, and management of excess and obsolete inventory.</p><p>• Lead wafer inventory valuation processes within a standard cost framework, performing variance analyses to ensure accurate financial reporting.</p><p>• Oversee cycle count reporting and physical inventory procedures to maintain compliance and accuracy.</p><p>• Conduct thorough reviews of manufacturing variances and spearhead annual updates to standard costing, presenting findings to Business Unit leaders and Operations Managers.</p><p>• Direct the budgeting process, including preparation, evaluation, and variance analysis, for operational activities.</p><p>• Update and manage standard labor and overhead rates, as well as costs for wafers, sub-assemblies, and finished goods.</p><p>• Perform detailed analyses of cost structures, including fixed and variable costs, actual versus forecast comparisons, and utilization metrics.</p><p>• Identify inefficiencies in operations and develop internal controls to improve processes and achieve measurable cost savings.</p>
<p>Our client is transforming the way people experience life insurance, putting human connection and everyday families at the center of everything they do. This is more than a reporting role — it’s your chance to contribute to a company that prioritizes impact, growth, and a mission-driven culture.</p><p><br></p><p><strong>🧠 What You’ll Do</strong></p><p>As Manager of Financial Reporting, you’ll lead a team of three and serve as a key liaison between business operations, executive leadership, and external regulators. Your impact will span across internal financial analysis, statutory reporting, regulatory compliance, and developing scalable, tech-savvy reporting processes.</p><p><br></p><p><strong>You’ll be responsible for:</strong></p><ul><li>Preparing, analyzing, and delivering internal and external financial reporting (GAAP & Statutory)</li><li>Managing chart of accounts, general ledger, and performance metrics</li><li>Partnering with senior leadership and cross-functional teams to inform strategic decisions</li><li>Supporting audits, state filings, and other regulatory compliance efforts</li><li>Mentoring and developing your team, while remaining hands-on</li><li>Innovating systems and reporting tools for accuracy, efficiency, and insight</li><li>Leading a team of 3 accountants</li></ul><p><br></p><p><br></p>
<p><br></p><p>We are looking for an experienced financial leader to take on the role of a Finance Manager for a manufacturing company in Haverhill, Massachusetts. This position involves overseeing financial operations, including budgeting, forecasting, reporting, and compliance, while providing strategic insights to support business growth. The ideal candidate will bring a hands-on approach to leadership and demonstrate expertise in manufacturing environments.</p><p><br></p><p>Responsibilities:</p><p>• Direct and oversee budgeting, forecasting, and cash flow management to ensure financial stability and growth.</p><p>• Analyze operational performance and present actionable financial insights to senior leadership.</p><p>• Establish and enforce internal controls, ensuring compliance with audits and safeguarding company assets.</p><p>• Manage credit, collections, and inventory processes, along with capital expenditure planning.</p><p>• Collaborate with other departments to guide pricing strategies, cost control measures, and financial planning.</p><p>• Lead and mentor a team encompassing accounting, cost management, budgeting, and IT functions.</p><p>• Develop and implement succession planning initiatives, training programs, and performance evaluations.</p><p>• Ensure adherence to company policies while fostering clear and effective communication across teams.</p>
<p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>Robert Half is seeking an experienced Controller to oversee the financial operations and ensure the accuracy of reporting within our client's organization. This Controller role is critical to maintaining compliance, driving financial strategy, and supporting key decision-making processes along with maintaining the day-to-day accounting and finance of the company. The ideal candidate will bring strong analytical skills, attention to detail, and a collaborative approach to managing financial responsibilities. This Controller role will oversee a small team as well. This Controller will be the right hand to the President and be helping advise and make business recommendations through your analysis. </p><p><br></p><p><strong><em>This role has 2 days in office and 3 work from home days for the Controller!!</em></strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead the month-end close process, ensuring timely and accurate completion of all financial activities.</p><p>• Prepare and analyze financial statements in accordance with established guidelines and standards.</p><p>• Develop and implement strategic financial plans to support organizational goals and long-term growth.</p><p>• Manage budgeting and forecasting processes, providing insights and recommendations to leadership.</p><p>• Maintain compliance with financial regulations and internal policies.</p><p>• Collaborate with cross-functional teams to streamline financial operations and improve efficiency.</p><p>• Provide financial reporting and analysis to support executive decision-making.</p><p>• Oversee audits and work closely with external auditors to ensure transparency and accuracy.</p><p>• Monitor financial performance and identify opportunities for cost optimization and revenue enhancement.</p><p><br></p>
We are looking for an Accounting Manager/Supervisor with strong attention to detail to oversee key financial activities and ensure the accuracy of financial reporting. In this role, you will lead accounting processes, maintain compliance with regulations, and support audits while enhancing organizational efficiency. Join our team in Boston, Massachusetts to contribute your expertise in managing financial operations.<br><br>Responsibilities:<br>• Oversee month-end closing processes, ensuring timely and accurate financial reporting.<br>• Manage and maintain the general ledger, ensuring all entries are properly recorded.<br>• Coordinate and support financial statement audits, providing necessary documentation and resolving inquiries.<br>• Reconcile accounts to ensure accuracy and compliance with accounting standards.<br>• Prepare and review journal entries to maintain integrity across financial records.<br>• Collaborate with cross-functional teams to streamline accounting workflows and improve efficiency.<br>• Ensure adherence to regulatory and organizational requirements in all financial operations.<br>• Develop and implement best practices for accounting processes and procedures.<br>• Provide leadership and guidance to entry-level accounting staff, fostering their growth and development.<br>• Monitor financial trends and provide insights to support decision-making.
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. </p><p><br></p><p>The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. </p>
<p>We are looking for an experienced and meticulous Accounting Manager to join our finance team in Burlington, Massachusetts. This role will involve overseeing key financial processes, ensuring compliance with accounting standards, and driving process improvements. The ideal candidate will have a strong background in both public and private accounting, coupled with excellent analytical and leadership skills.</p><p><br></p><p>Please email michael.abate@roberthalf;com for more info and consideration.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the monthly, quarterly, and annual financial close processes to ensure accurate and timely reporting.</p><p>• Prepare and review journal entries, account reconciliations, and financial statements in alignment with accounting principles.</p><p>• Oversee general ledger activities, ensuring proper documentation and compliance with established standards.</p><p>• Collaborate with cross-functional teams, including FP& A and Operations, to support financial reporting and analysis.</p><p>• Develop and implement internal controls, accounting policies, and process enhancements to improve efficiency and compliance.</p><p>• Provide accounting support for system integrations or acquisitions, ensuring seamless transitions.</p><p>• Mentor and manage less experienced accounting staff, fostering growth and accountability within the team.</p><p>• Conduct technical accounting research and assist in policy development to address complex financial matters.</p>
We are looking for an experienced Technical Accounting Manager to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to work closely with the Corporate Controller, contributing to the integration of revenue recognition and general ledger accounting teams following a recent merger. The ideal candidate will bring deep expertise in ASC 606, SaaS environments, and subscription billing processes, along with strong leadership and technical accounting skills.<br><br>Responsibilities:<br>• Collaborate with the Corporate Controller to integrate revenue recognition and general ledger accounting teams effectively.<br>• Review subscription billing contracts and ensure accurate accounting practices are in place.<br>• Lead and mentor the general ledger team, providing guidance on monthly close activities, accruals, and reconciliation processes.<br>• Conduct in-depth research on technical accounting matters and prepare detailed memos to support audit and review processes.<br>• Assist with business integration activities stemming from the merger, addressing emerging needs as they arise.<br>• Oversee the preparation of footnote disclosures for financial statements, ensuring compliance with accounting standards.<br>• Support the execution of financial statement audits, leveraging expertise in technical accounting areas.<br>• Utilize NetSuite and other tools to streamline accounting operations and ensure accuracy in reporting.<br>• Provide strategic input on acquisition-related accounting processes, including business combinations.
<p>We have partnered with a burgeoning private equity-backed services firm that is currently seeking an energetic and ambitious Assistant Controller with 8+ years of experience in finance and accounting. This role will be reporting directly to the Controller and will be instrumental in supporting their company's continued growth and expansion. They are working on a hybrid office schedule, 3 days in office and this role compensates $140 - 160K + bonus. Please message me on linkedin or email me directly a john.holtman@roberthalf</p><p><br></p><p>Responsibilities:</p><p>1. Participate and assist with the month-end closing process.</p><p>2. Responsible for maintaining the general ledger, ensuring accuracy and timeliness.</p><p>3. Prepare, review, and analyze Profit & Loss statements on a monthly basis.</p><p>4. Carry out financial consolidations across various business units.</p><p>5. Review and manage company contracts, providing accounting insights where necessary.</p><p>6. Interface with external auditors for the annual audit process.</p><p>7. Foster clear communication and strong relationships with internal and external stakeholders.</p><p>8. Play an integral part in financial analysis and forecasting exercises.</p><p><br></p>
<p><strong>Position Overview:</strong> We are seeking an experienced and detail-oriented Controller with extensive background in non-profit accounting and financial management. As a key financial leader, the Controller will oversee and manage all accounting operations, reporting, and compliance processes for the organization. The ideal candidate will bring expertise in non-profit regulations, donor fund tracking, and grant management, as well as a strong commitment to the mission of the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Financial Accounting and Reporting</strong></p><ul><li>Lead the preparation and delivery of timely, accurate financial statements in accordance with Generally Accepted Accounting Principles (GAAP) and non-profit accounting standards.</li><li>Oversee monthly, quarterly, and annual close processes, including reconciliation of accounts and preparation of reporting packages for donors, management, and the board of directors.</li></ul><p><strong>Budgeting and Forecasting</strong></p><ul><li>Develop and manage the annual budget in collaboration with executive leadership.</li><li>Perform detailed financial analysis, including forecasting trends and aligning financial goals with organizational objectives.</li></ul><p><strong>Grant Management & Compliance</strong></p><ul><li>Ensure accurate tracking and reporting for restricted and unrestricted funds, including grants and donor contributions.</li><li>Maintain compliance with federal and state regulations for non-profits, including tax filings and audits.</li></ul><p><strong>Strategic Financial Leadership</strong></p><ul><li>Partner with executive leadership for strategic financial advising and decision-making to support organizational growth.</li><li>Evaluate and align operational efficiency with cost-saving opportunities for scalability.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Supervise and mentor accounting staff, ensuring professional growth and adherence to best practices.</li><li>Collaborate with various departments to ensure financial transparency and alignment with organizational goals.</li></ul><p><br></p>
Manage the preparation and review of the quarterly and annual federal income tax and non-federal tax provisions for financial statements.<br>Prepare and file federal and state income tax returns and estimates for consolidated group. Determine taxability and treatment of items related to new subsidiaries, LLCs, etc. Calculate and record tax return true-ups and provide explanations as needed.<br>Prepare annual federal income tax and non-federal tax forecasts for BML and its subsidiaries.<br>Coordinate communications with all tax authorities as required.<br>Responsible for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins software.<br>Coordinate and review all municipal tax filings of the company.<br>Reconcile Guaranty Fund Assessment account and Premium Tax Receivable account on a quarterly basis. Reconcile State Tax Withholding accounts for Third Party Sick pay on a monthly basis. <br>Serve as Third Party Benefits subject matter expert. Includes quarterly and annual filings and responding to notices and inquiries from taxing authorities and other departments at the company. <br>Prepare and e-file information returns to Hacienda Department of Revenue. Serve as company contact for Puerto Rico tax issues.<br>Oversee and manage the company’s reporting requirements for informational returns that include Forms 1099-R, 1099-INT, 1099-MISC, 1099-NEC (income for convention attendees, policy exchanges, surrenders, etc.) as well all reporting requirements for Puerto Rico. Coordinate with IT and other departments in assembling the data required for 1099 reporting and the filing thereof. Lead all communication efforts with the company’s third party service provider (SOVOS).<br>Responsible for quarterly reporting on tax exhibts and quarterly tax estimates<br>Responsible for tax budget provision and tax budget exhibits<br>Perform tax research when appropriate and act as the tax expert for internal stakeholders. <br>Lead tax software implementation <br>Perform other related duties as assigned
<p>We are in the process of recruiting a Technical Accounting Manager to become an integral part of our team. The role is primarily focused on the SEC reporting process, technical accounting research, and ensuring Sarbanes-Oxley requirements are fulfilled. The workplace is located in Framingham, Massachusetts, and offers an exciting opportunity for a detail-oriented individual in the industry to contribute to our operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the SEC reporting process, which includes the preparation of all aspects of the 10-Qs, 10-K’s, and 8-K’s while effectively </p><p>• Prepare various quarter-end reports for external reporting, such as the earnings per share calculation, consolidated cash flow statement, and statement of stockholders’ equity.</p><p>• Evaluate and implement new accounting standards based on technical accounting research regarding new pronouncements and accounting issues affecting the business.</p><p>• Ensure the fulfillment of Sarbanes-Oxley requirements for relevant areas and provide supporting documentation to internal audit regarding the completion of control procedures.</p><p>• Take part in improving processes and procedures to streamline the financial process and enhance information quality.</p><p>• Collaborate effectively with different teams across the organization to obtain support documents and schedules for financial reports.</p><p>• Prepare schedules and journal entries for stock-based compensation to comply with ASC 718 and manage financial reporting for the awards.</p><p>• Coordinate with external auditors and service providers to provide requested documentation regarding financial documents and accounting treatment for specific transactions.</p><p><br></p>
<p>Robert Half is partnering with a growing SaaS and cloud-hosting company in Nashua, NH that is looking to add an Accounting Manager to their team. This role is highly visible within the organization and offers the chance to lead the financial close process, oversee GAAP compliance, and mentor a team while driving process improvements in a dynamic, fast-moving environment.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Hybrid schedule – In-office Tuesday through Thursday, remote on Mondays and Fridays</li><li>Free lunch provided every Tuesday and Thursday in the office</li><li>Strong benefits package including health, dental, vision, 401k, and more</li><li>Company growth – Join a rapidly expanding SaaS organization with exciting opportunities ahead</li><li>Fun company culture – Regular events and team-building activities</li></ul><p><br></p><p>Key Responsibilities</p><ul><li>Lead the monthly, quarterly, and annual close processes; ensure accuracy of financial statements</li><li>Oversee compliance with ASC 606 and SaaS-specific revenue recognition standards</li><li>Manage, mentor, and develop a team of accounting professionals</li><li>Ensure GAAP compliance, review journal entries, reconciliations, and account analyses</li><li>Drive process improvements and leverage ERP/automation tools to optimize workflows</li><li>Collaborate with FP& A, revenue operations, procurement, and external auditors</li><li>Provide accurate financial reporting and SaaS KPIs</li></ul>
<p>• The Billing, Credit & Collections Specialist generates project invoice transactions and oversees assigned Accounts Receivable (A/R) Collections, ensuring the integrity and accuracy of A/R transactions</p><p>• Manage the processing of cash receipts daily; monitor client accounts regularly and identify and pursue delinquent accounts</p><p>• Research and resolve payment discrepancies, short pays, and customer disputes in a professional manner</p><p>• Enter invoices to supplier portals</p><p>• Collaborate with the sales, customer service, and finance teams to resolve billing issues</p><p>• This position interacts closely with the company’s Proposals & Contracts and Project Management teams, and has high visibility across the organization, driving company operations for billing and collections</p><p>• Independently lead the Collections function to ensure prompt and orderly collection of billed transactions; regularly engage within the Company (Finance, Project Managers, Business Development, etc.) and with external customers to elevate A/R Collections to an optimal level</p><p>• Tactfully & extensively communicate (phone and email) to critical and sizeable clients seeking payment on funds owed for work completed</p><p>• Prepare and issue monthly invoices for all billable projects and costs, including hourly, unit, and pass-through; guarantee timely and accurate tracking of customer contracts, change orders, and service invoices; meet departmental billing deadlines</p><p>• Prepare monthly client financial summaries and estimates, and report KPI type data on A/R, cash collections, and days sales outstanding (DSO) to the Senior Leadership Team within the Company</p><p>• Responsible for account reconciliation and analysis for balance sheet accounts including but not limited to cash and accounts receivable</p><p>• Research, review, obtain approval (as needed), and process credit memo requests, and support Project Management with customer billing inquiries; research unpaid or disputed amounts and engage Proposals & Contracts, Project Management, and Finance departments to lead resolution and correction of customer issues and billing errors</p><p>• Responsible for analyzing the creditworthiness of prospective and current customers and make recommendations for credit limit and payment terms.</p><p>• Examining credit history using credit agency tools (D& B) and evaluating potential risks</p><p>• Provide year-end support of auditor requirements, which may include research and reconciliation; perform additional assignments, as directed by Finance Manager</p><p>• Participate in efforts to achieve department and company goals</p><p>• Create and update suppliers</p><p>• Performs other duties as assigned</p><p>• Crosstrain within the accounting department</p><p><br></p>
<p>We are looking for an experienced Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will oversee tax compliance processes, provide guidance to entry-level staff, and collaborate closely with clients to ensure accurate tax filings and financial records. This position is ideal for someone who thrives in a dynamic environment and has a passion for delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual, corporate, and partnership tax returns to ensure compliance with regulations.</p><p>• Oversee the preparation and review of tax extensions and first draft estimates for federal and state income tax payments.</p><p>• Assist in the creation and review of detailed tax accounting records.</p><p>• Support business clients by managing bookkeeping tasks, including data entry for checks and deposits, bank reconciliations, and journal entries.</p><p>• Process annual Form 1099 filings for client accounts.</p><p>• Draft and review response letters to tax authorities addressing client inquiries.</p><p>• Build and maintain strong relationships with clients throughout the year.</p><p>• Supervise, train, and mentor entry-level team members to foster growth and attention to detail.</p><p>• Apply comprehensive knowledge of accounting principles and practices to daily operations.</p><p>• Proficiency in preparing annual income tax provisions and corporate tax returns.</p><p>• Strong understanding of entity formation and related processes.</p><p>• Prior supervisory experience, with a focus on mentoring and developing team members.</p><p>• Exceptional attention to detail and organizational skills.</p><p>• Excellent verbal and written communication abilities.</p><p>• Comprehensive knowledge of accounting principles, practices, and procedures.</p>
<p>We are looking for an experienced Internal Audit Manager to join our team on a long-term contract basis in Burlington, Massachusetts. In this role, you will collaborate closely with the Internal Audit Director to oversee controls and conduct in-depth audits related to complex project-based revenue accounting. This position offers an opportunity to work on-site a few days per week and has the potential to transition into a permanent role as Manager or Senior Manager of Internal Audit.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed audits of project-based revenue accounting, ensuring compliance with industry standards.</p><p>• Support the Internal Audit Director in maintaining and enhancing internal controls.</p><p>• Develop and execute comprehensive audit plans, including SOX 404 compliance testing.</p><p>• Conduct evaluations of Sarbanes-Oxley controls and provide recommendations for improvements.</p><p>• Collaborate with cross-functional teams to address audit findings and implement corrective actions.</p><p>• Utilize frameworks such as COBIT to assess risks and improve governance processes.</p><p>• Prepare detailed reports for the Audit Committee, summarizing findings and key insights.</p><p>• Ensure alignment of audit programs with organizational objectives and regulatory requirements.</p><p>• Apply industry knowledge from aerospace, defense, construction, or manufacturing sectors to audit processes.</p><p>• Facilitate periodic reviews and updates to internal audit policies and procedures.</p>
<p><strong>Job Summary:</strong></p><p>We are seeking a detail-oriented Bookkeeper to join our team. This role is integral to ensuring seamless financial operations across our three locations. The ideal candidate will assist with accounts receivable (AR) and accounts payable (AP) processes, cash management tasks, and collaboration with the Office Manager and external accountant. Proficiency in QuickBooks and ServiceTitan, or an eagerness to learn these systems, is essential.</p><p>This is a fast-paced environment with daily business activity of $50,000–$100,000, requiring someone who thrives in dynamic settings and has strong organizational skills. The focus early in the role will be on AR, specifically daily billing, invoicing, payments entry, and collections management.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounts Receivable (AR):</strong></li><li>Handle daily billing and invoicing processes.</li><li>Accurately enter payments into the accounting system.</li><li>Collaborate on collections and assist in managing approximately $500,000 in outstanding AR.</li><li><strong>Accounts Payable (AP):</strong></li><li>Monitor and process vendor invoices.</li><li>Ensure timely payments and resolve discrepancies.</li><li><strong>Cash Management and Reconciliation:</strong></li><li>Perform daily cash reconciliations and ensure financial accuracy.</li><li>Support monthly bank reconciliation processes.</li><li>Collaborate with the Office Manager to maintain accurate financial records and workflows.</li><li>Work with the external accountant for year-end reporting and tax preparation.</li><li>Utilize and maintain proficiency in QuickBooks and ServiceTitan for financial operations.</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join a dynamic manufacturing and services organization in Burlington, Massachusetts. This role offers an exciting opportunity for a strategic and detail-oriented finance expert to drive accounting excellence, lead cost management initiatives, and contribute to long-term financial planning. The ideal candidate will thrive in a hands-on environment while also providing valuable insights to support decision-making at the executive level.</p><p><br></p><p>Please contact MICHAEL ABATE @ michael.abate@roberthalf;com for immediate consideration.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including accounts payable, accounts receivable, payroll, general ledger activities, and month-end/year-end closing processes.</p><p>• Prepare and deliver accurate and timely financial statements on a monthly, quarterly, and annual basis.</p><p>• Lead budgeting, forecasting, and financial planning efforts to align with organizational goals.</p><p>• Manage and review cost accounting processes, including standard costing, overhead allocation, and cost of goods sold analysis.</p><p>• Collaborate with production and operations teams to monitor and control manufacturing costs effectively.</p><p>• Conduct inventory valuation, cycle counts, and variance analysis to ensure accurate reporting.</p><p>• Provide strategic financial insights to senior leadership, supporting initiatives aimed at profitability, efficiency, and cost reduction.</p><p>• Ensure compliance with tax regulations, company policies, and industry standards, while coordinating audits and implementing recommendations.</p><p>• Identify opportunities to automate and streamline financial processes, improving operational efficiency.</p><p>• Partner with IT and operations teams to support system implementations or upgrades that align with financial and manufacturing needs.</p>
<p>We are seeking a Finance Business Partner to join a high-growth organization and play a key role in driving strategic and financial performance across multiple business functions. This role offers the opportunity to act as a trusted advisor to senior leadership and directly influence business strategy, growth, and operational efficiency.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Act as a trusted advisor to senior leadership across Insurance Product, Commercial, Sales & Service Center, and Customer Lifecycle teams</li><li>Lead financial planning, valuation, OKR & QBR development, and provide strategic support for commission revenue structures, product revenue, renewal revenue, and a significant portion of the operating expense base</li><li>Build and present financial business cases for product launches, carrier negotiations, post-sale customer management, and workforce management decisions</li><li>Oversee risk management and valuation of strategic initiatives, including integration of platform installment fees projected to drive a substantial portion of future revenue</li><li>Partner on sales incentive plan design and implementation, ensuring alignment with efficiency and growth goals</li><li>Contribute to company-wide LTV modeling to guide channel and product strategy</li><li>Build reporting models to support customer lifecycle analysis, investment decisions, and retention strategies</li><li>Lead in-depth analysis of business and financial trends, driving performance-focused conversations with stakeholders</li><li>Manage partnership compensation models and collaborate with accounting for accurate and timely execution</li><li>Oversee expense management, including contract review, reporting, and headcount forecasting</li><li>Lead annual budgeting cycles, helping set strategic priorities and long-term financial targets</li><li>Collaborate across the finance organization to align on best practices, tools, and process improvements</li></ul><p><br></p><p><br></p>
<p><strong>Overview</strong></p><p>An innovative and rapidly growing energy company is seeking a <strong>Fractional Chief Financial Officer (CFO)</strong> to provide strategic financial leadership and expert guidance on a part-time, contractual basis. The ideal candidate will possess extensive experience in financial management within the energy sector, combined with the expertise to help scale business operations, streamline processes, and optimize profitability while maintaining compliance with industry regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>1. Strategic Financial Leadership</strong></p><ul><li>Develop and execute long-term financial strategies aligned with the company’s growth objectives and energy industry trends.</li><li>Advise on investment opportunities, energy project financing, mergers and acquisitions, and cost-reduction initiatives.</li></ul><p><strong>2. Budgeting and Forecasting</strong></p><ul><li>Create and oversee budgeting frameworks and forecasting models tailored to the dynamics of the energy sector.</li><li>Monitor financial performance and drive adjustments to stay on track with financial goals.</li></ul><p><strong>3. Cash Flow and Capital Management</strong></p><ul><li>Optimize working capital and cash flow to support operations, including energy project financing and infrastructure investments (Source: supporting insights).</li><li>Manage funding strategies, relationships with lenders, and other capital partners.</li></ul><p><strong>4. Compliance and Risk Management</strong></p><ul><li>Ensure compliance with industry-specific regulations, financial standards, and reporting requirements.</li><li>Develop risk mitigation strategies for fluctuating energy prices, market volatility, and environmental concerns.</li></ul><p><strong>5. Reporting and Stakeholder Relations</strong></p><ul><li>Deliver high-quality financial reporting and analysis to executive teams, investors, and other stakeholders.</li><li>Communicate effectively with leadership to provide actionable insights that drive informed business decisions.</li></ul><p><strong>6. Process Optimization</strong></p><ul><li>Apply advanced technical expertise to identify and streamline operational inefficiencies.</li><li>Leverage key financial technologies to automate processes and improve reporting accuracy.</li></ul><p><strong>7. Leadership and Team-Powered Results</strong></p><ul><li>Serve as a leadership advisor to the executive team, mentoring finance professionals and ensuring alignment across departments.</li></ul><p><br></p>
We are looking for an experienced Project Manager to lead and execute high-profile events, conferences, and sponsorships while maintaining exceptional standards for branding and marketing. This is a long-term contract position based in Boston, Massachusetts, offering an opportunity to collaborate across teams and drive impactful event strategies. The ideal candidate will bring innovative thinking and expertise in event management, particularly within the financial services industry.<br><br>Responsibilities:<br>• Design, plan, and execute proprietary events, third-party conferences, and sponsorships in collaboration with internal teams and external vendors.<br>• Ensure all event components align with branding guidelines and showcase thought leadership through integrated marketing strategies.<br>• Work closely with sales teams to develop themes, goals, and messaging tailored to each event.<br>• Create detailed project plans, lead planning calls, and coordinate deliverables across multiple business partners.<br>• Provide strategic insights to enhance event components, including speaker coordination, brand messaging, and attendee experiences.<br>• Manage and oversee presenters, from speaker requests to content creation and preparation, ensuring alignment with event objectives.<br>• Monitor budgets and expenditures to ensure events remain within financial limits while adhering to industry standards.<br>• Measure and analyze the return on investment for all programs, preparing detailed reporting and insights.<br>• Coordinate logistics for industry conferences, including booth setups, promotional materials, and attendee engagement.<br>• Support marketing deliverables such as collateral, registration copy, invitations, and promotional campaigns.
We are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a trusted advisor to clients, offering innovative solutions for complex tax challenges while ensuring compliance with regulatory standards. Your expertise will play a key role in helping clients achieve their business goals through strategic tax planning, risk management, and forward-looking insights.<br><br>Responsibilities:<br>• Manage a diverse portfolio of clients, delivering exceptional service tailored to their needs.<br>• Oversee the preparation, review, and timely filing of various tax forms to ensure accuracy and compliance.<br>• Provide expert consultation on complex tax provisions and support clients on intricate engagements.<br>• Research and stay informed on evolving tax regulations, delivering actionable insights and guidance.<br>• Develop and implement efficient processes to improve project outcomes and departmental workflows.<br>• Mentor and guide team members to foster their growth and enhance overall team performance.<br>• Build and maintain strong client relationships, offering strategic advice to address their unique tax challenges.<br>• Lead business development efforts to expand the firm's reach and contribute to its growth.<br>• Manage financial aspects of engagements, including budgets, billing, and collections.<br>• Drive innovation in tax planning strategies to optimize outcomes for clients.
<p><br></p><p>The Financial Controller is a key member of the leadership team, responsible for managing the financial operations of the site. This includes oversight of accounting functions, cost systems, internal controls, financial reporting, budgeting, and forecasting. The role works closely with site leadership and the Finance Director to deliver accurate, timely financial insights that support strategic decision-making, enhance operational performance, and ensure compliance with internal policies and external regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead daily operations of the finance and accounting team, ensuring timely monthly close, accurate reporting, account reconciliations, and compliance.</li><li>Manage and improve the standard cost accounting system, including inventory valuation, overhead allocation, and margin analysis.</li><li>Develop and enforce internal controls, financial policies, and reporting standards.</li><li>Collaborate with site leadership to define and monitor key performance indicators (KPIs) that drive financial and operational efficiency.</li><li>Lead site-level budgeting and forecasting processes; support corporate finance with consolidated analysis and reporting.</li><li>Oversee local cash management processes and ensure controls are in place for cash handling and transactions.</li><li>Conduct detailed variance analysis and profitability reviews by product, customer, and department; assist with pricing, quoting, and investment evaluations.</li><li>Analyze low-margin orders to identify root causes and improvement opportunities.</li><li>Support and coordinate internal and external audit processes.</li><li>Provide financial training to site leadership and staff to enhance financial understanding.</li><li>Actively participate in cross-functional leadership meetings, providing financial insights to support strategic and operational initiatives.</li></ul><p><br></p><p><strong>Core Competencies</strong></p><ul><li>Financial and operational acumen</li><li>Strategic problem-solving skills</li><li>Leadership and team development</li><li>High integrity and accountability</li><li>Strong communication and collaboration</li><li>Systems and process improvement mindset</li></ul>
<p>We are looking for an experienced Senior Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will lead a talented group while providing expert guidance on tax matters for a diverse range of clients. This is an excellent opportunity to leverage your expertise in tax compliance, returns, planning, and research to deliver outstanding service and contribute to the growth of our practice.</p><p><br></p><p>For immediate consideration, please contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of accountants and managers to ensure accurate and efficient delivery of client services.</p><p>• Conduct comprehensive reviews of tax returns for C-Corporations, S-Corporations, partnerships, multi-state entities, and high-net-worth individuals.</p><p>• Supervise and direct team members, providing regular progress updates to senior leadership and partners.</p><p>• Coordinate proactive tax planning meetings with clients and ensure timely submission of tax filings.</p><p>• Apply a strong understanding of reporting requirements, including ASC 740 and other relevant standards.</p><p>• Perform in-depth tax research using tools such as Thomson Reuters Checkpoint and present findings to client management or boards.</p><p>• Build and maintain a reliable referral network to support business development efforts.</p><p>• Manage client relationships to deliver exceptional service and identify opportunities for additional engagement.</p>
<p>We are looking for an experienced Senior Finance professional to lead a comprehensive implementation program. This long-term contract position can be fully remote and offers an exciting opportunity to drive strategic financial transformation across multiple workstreams. The ideal candidate will play a pivotal role in program governance, risk management, and ensuring alignment with organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the planning, execution, and delivery of the Finance implementation program across multiple workstreams.</p><p>• Collaborate with finance, IT, and system integration teams to establish program governance, ensuring alignment on objectives, timelines, and deliverables.</p><p>• Identify, assess, and mitigate program risks and issues, driving leadership discussions to achieve successful outcomes.</p><p>• Coordinate efforts for organizational change management, testing, data conversion, and security to support enabling workstreams.</p><p>• Regularly update the executive team and steering committee on program progress and key milestones.</p><p>• Ensure resources are effectively assigned and program plans are aligned to meet strategic goals.</p><p>• Drive financial reporting enhancements and support annual budgeting processes to align with organizational objectives.</p>
