We are looking for a Business Intelligence and Data Analyst to join a collaborative analytics team supporting enterprise performance initiatives in Boston, Massachusetts. In this role, you will work closely with data engineering and business stakeholders to turn complex operational information into clear, actionable reporting. This position is ideal for an early-career analyst who enjoys building dashboards, improving reporting accuracy, and helping leaders make informed decisions through data.<br><br>Responsibilities:<br>• Create and refine Power BI dashboards and recurring reports that give teams clear visibility into performance trends and operational results.<br>• Analyze large and varied datasets to uncover meaningful patterns, explain performance drivers, and support business decision-making.<br>• Partner with data engineers and cross-functional teams to gather reporting needs, validate data sources, and improve the reliability of analytics outputs.<br>• Maintain, update, and enhance existing business intelligence solutions to ensure reporting remains accurate, relevant, and easy to use.<br>• Deliver both scheduled reporting and ad hoc analysis to help leadership monitor priorities and respond to emerging business questions.<br>• Develop and track key performance indicators that measure outcomes across departments and highlight opportunities for improvement.<br>• Present findings in a concise, business-friendly way so that both technical and non-technical stakeholders can act on the insights provided.<br>• Support broader analytics adoption by helping users understand reporting tools, metrics, and dashboard functionality.<br>• Contribute to technical assessments and problem-solving efforts related to reporting processes, data quality, and dashboard performance.
We are looking for an experienced Business Analyst to support a mortgage industry team in Boston, Massachusetts through a Long-term Contract engagement. This role will focus on translating business needs into clear requirements for a web-based application used to capture and report vendor and expense information tied to rental property management activities. The position partners closely with technology and business stakeholders in an Agile delivery environment while also contributing to smaller enhancements, defect review, and ongoing backlog priorities.<br><br>Responsibilities:<br>• Elicit, analyze, and document business requirements for a new web application supporting rental property management reporting and compliance needs.<br>• Partner with business users, developers, QA, and solution architecture resources to turn operational needs into detailed functional specifications and user stories.<br>• Facilitate requirement reviews, backlog refinement sessions, sprint planning activities, and recurring Scrum ceremonies across cross-functional teams.<br>• Examine current workflows, identify gaps in system capabilities, and recommend improvements that better align the application with business objectives.<br>• Support the creation and maintenance of project documentation, including process flows, requirement artifacts, user-focused materials, and traceability records.<br>• Contribute to quality efforts by assisting with test planning, validating outcomes, and supporting user acceptance activities for new features and enhancements.<br>• Use tools such as Azure DevOps to manage requirements, track work items, and maintain visibility into sprint and backlog progress.<br>• Work on supplemental assignments such as production issues, minor enhancements, and emerging project needs as priorities evolve.
We are looking for an entry-level Financial Analyst to join a growing team in South Boston, Massachusetts on a Contract basis. This opportunity is well suited for someone eager to build a career in finance and FP&A while gaining hands-on experience with budgeting, reporting, and analytical modeling. The role offers strong exposure to financial data interpretation and requires a high level of comfort working extensively in Excel.<br><br>Responsibilities:<br>• Analyze budget and operational data across multiple financial models to support planning and performance tracking<br>• Build, update, and maintain spreadsheets that organize large data sets and improve reporting accuracy<br>• Perform detailed Excel-based analysis using formulas and structured workbooks to identify trends and variances<br>• Assist with recurring financial reviews by comparing results against budget expectations and highlighting key findings<br>• Prepare clear summaries of financial information for internal stakeholders to support business decisions<br>• Work with existing reporting tools and systems, including financial data maintained in Sage when needed<br>• Contribute to shaping the scope of this newly established role by adapting to evolving priorities and analytical needs
<p>We are looking for an experienced Sr. Credit Analyst to support lending decisions for a banking team in the Greater Boston area. This position centers on reviewing commercial and consumer credit requests, assessing financial performance, and delivering well-reasoned recommendations that help guide prudent risk decisions. The role also works closely with lending partners to structure transactions, maintain strong credit documentation, and support the ongoing management of borrower relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Analyze business and personal financial records, tax filings, and related documents to determine borrower and guarantor creditworthiness.</p><p>• Collect and organize loan information from internal lending partners and clients, then convert that data into clear and actionable credit evaluations.</p><p>• Prepare comprehensive credit presentations, written analyses, and financial models that support approval, renewal, and modification decisions.</p><p>• Review loan files to verify accuracy, confirm documentation is complete, and ensure collateral records are properly maintained.</p><p>• Evaluate repayment sources and collateral support to confirm each request aligns with bank policy and risk standards.</p><p>• Collaborate with commercial lenders to identify risk considerations, recommend effective deal structures, and support both new and existing credit relationships.</p><p>• Produce periodic credit reports, annual review materials, loan summaries, and commentary on higher-risk assets as needed.</p><p>• Maintain organized credit records while assisting with servicing follow-up, borrower requests, and ongoing portfolio administration.</p><p>• Support underwriting and credit review activity across a range of lending exposures while adhering to regulatory requirements and internal procedures.</p>
<p>We are looking for a Part TIme Equity Operations Analyst to support complex stock compensation and equity administration activities for a long-term assignment based in Boston, MA; 3 days/week. This part-time role requires someone who is detail oriented and can manage high-volume data, maintain accuracy across multiple systems, and collaborate effectively with HR, Finance, Legal, and other stakeholders. The ideal candidate brings deep experience in equity operations or compensation, strong Excel skills, and the ability to balance multiple priorities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage equity records and related workflows across internal platforms and Oracle/Fusion, ensuring data accuracy, consistency, and proper reconciliation between systems.</p><p>• Coordinate end-to-end processing of equity grant packages, including system setup, validation checks, and follow-through on participant acknowledgments.</p><p>• Support global employee stock purchase activities by preparing transaction data, reviewing payroll contribution details, validating purchase information, and assisting with share deposit reporting for key business partners.</p><p>• Track and process special vesting events tied to qualifying employment changes such as retirement, disability, death, or other approved terminations.</p><p>• Oversee recurring data exchanges with external equity platforms, including account updates and termination-related changes, while reconciling employee records to maintain database integrity.</p><p>• Prepare and distribute routine employee and HR communications related to equity programs and operational processes.</p><p>• Maintain and update insider lists, including short-term insider records, in partnership with Corporate Legal to support compliance requirements.</p><p>• Document procedures, controls, and operational workflows thoroughly to promote consistency, audit readiness, and reliable execution.</p><p>• Assist with reporting, reviews, and cross-functional support activities related to equity administration, compliance, and ongoing operational improvements.</p>
<p>We are looking for an AI Business Analyst/Consultant to join a contract opportunity in Massachusetts. This role partners with business leaders, technical teams, and design stakeholders to shape operational improvements, define system needs, and support AI-driven solutions that enhance how work gets done. The ideal candidate brings strong business analysis skills, product thinking, and the ability to turn loosely defined ideas into practical plans, clear requirements, and prioritized execution.</p><p><br></p><p>Responsibilities:</p><p>• Partner with operational teams, leadership, engineers, and UX professionals to gather needs and convert business objectives into clearly documented initiatives.</p><p>• Analyze existing workflows, identify inefficiencies, and recommend system enhancements or AI-enabled approaches that improve business performance.</p><p>• Lead discovery conversations by asking targeted questions, uncovering missing details, and translating broad concepts into actionable requirements for development teams.</p><p>• Organize project priorities, maintain delivery plans, and help ensure work remains aligned with timelines, business goals, and stakeholder expectations.</p><p>• Create structured documentation such as process maps, user stories, feature definitions, and task breakdowns to support solution delivery.</p><p>• Collaborate with technical teams on both business systems projects and AI-focused initiatives designed to modernize operational processes.</p><p>• Support reporting and data visualization efforts by working with business intelligence tools to present insights that inform decision-making.</p><p>• Facilitate communication across cross-functional groups to keep initiatives moving forward and resolve ambiguity during the development lifecycle.</p>
<p><strong>Financial Analyst Opportunity (Supporting Portfolio Company Valuations)</strong></p><p><br></p><p><strong>Location:</strong> Boston, MA (Hybrid – 2 days in office)</p><p><br></p><p><strong>Position Overview:</strong></p><p>A highly regarded investment organization is seeking a Financial Analyst to support portfolio company valuation processes and financial analysis within a dynamic Financial Planning & Analysis (FP&A) team.</p><p>This role will focus on collecting, analyzing, and reporting critical financial and operational data used to evaluate investment performance. The position offers strong exposure to senior stakeholders and opportunities to contribute to strategic decision-making across the organization.</p><p>The ideal candidate is analytical, detail-oriented, and intellectually curious, with the ability to manage multiple priorities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support quarterly portfolio company valuation processes, including data collection, analysis, documentation, and reporting</li><li>Aggregate, structure, and validate financial data to ensure accuracy and consistency</li><li>Analyze key financial and operational metrics from various reporting sources and prepare summary insights</li><li>Build and deliver reporting to support internal decision-making and performance evaluation</li><li>Identify process improvements to enhance efficiency and data quality across reporting workflows</li><li>Partner with cross-functional stakeholders to distribute and communicate financial insights</li><li>Contribute to broader FP&A initiatives, including trend analysis and ad hoc projects</li><li>Leverage technology and data tools to streamline processes and improve reporting capabilities</li></ul>