We are looking for an experienced operations specialist to join a financial services firm. This position supports the end-to-end processing of private debt and loan transactions while partnering with investment, finance, treasury, and external counterparties. The role is well suited to someone who can manage complex transaction activity, maintain accurate records, and help strengthen operational oversight in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee the execution of primary and secondary debt trade settlements from initial allocation through final completion.<br>• Manage transaction activities related to closings, funding events, position transfers, and related operational workflows.<br>• Partner with agent banks, trustees, custodians, and internal teams to investigate and resolve breaks, discrepancies, and settlement issues.<br>• Process ongoing loan lifecycle events, including principal repayments, borrower draw requests, rate updates, accrued interest activity, and compensation adjustments.<br>• Support daily cash movement activities, financing arrangements, investor funding requests, and distribution processing.<br>• Produce and maintain operational reporting for credit facilities, warehouse structures, asset-backed strategies, and other debt-related portfolios.<br>• Monitor data integrity across systems and records while reinforcing internal controls, compliance standards, and process accuracy.
<p>Our client is a premier private equity firm in Boston, MA and is seeking a Senior Finance Associate to join their team.</p><p><br></p><p>You will manage financial reporting, treasury activities, audits, tax support, and investor reporting for complex investment structures. Lead process improvements, oversee staff, and collaborate across teams to support operational efficiency and new initiatives.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
We are looking for an experienced Senior HR Associate to support a broad range of human resources activities in Cambridge, Massachusetts. This position plays a key role in fostering a positive employee experience by providing guidance across the employee lifecycle, coordinating talent acquisition efforts, and maintaining accurate HR operations. The ideal candidate brings sound judgment, strong organizational skills, and the ability to balance day-to-day priorities with longer-term HR initiatives.<br><br>Responsibilities:<br>• Advise employees and managers on workplace policies, employee relations matters, and performance-related questions with professionalism and discretion.<br>• Lead recruitment activities from role posting through offer coordination, including applicant review, interview scheduling, and communication with candidates and hiring teams.<br>• Oversee onboarding and separation processes to ensure a smooth transition for new hires and departing employees.<br>• Maintain HRIS data, personnel files, and compliance documentation with a high degree of accuracy and confidentiality.<br>• Support benefit-related administration and respond to routine employee questions regarding HR programs and processes.<br>• Coordinate training activities and assist with annual review cycles by tracking timelines, documentation, and follow-up actions.<br>• Contribute to employee engagement efforts by helping organize recognition initiatives, staff events, and other culture-building programs.<br>• Participate in HR planning, process enhancements, and special projects that improve efficiency and service delivery across the function.
We are looking for a business-focused AI and digital transformation specialist to join our team in Massachusetts. This contract opportunity is ideal for someone who can connect business needs with practical technology solutions, helping teams adopt AI, automation, and digital tools in a thoughtful and effective way. In this role, you will partner with stakeholders across the organization to improve processes, support responsible use of emerging technologies, and drive measurable adoption through training, guidance, and hands-on problem solving.<br><br>Responsibilities:<br>• Partner with business teams and technology stakeholders to uncover opportunities where AI, automation, and digital solutions can improve day-to-day operations and business outcomes.<br>• Guide employees in the effective use of approved tools such as Microsoft Copilot, Claude, and related AI platforms through coaching, structured training, and ongoing support.<br>• Lead workshops, office hours, and individual sessions that help users build confidence with new technologies and apply them to real business scenarios.<br>• Translate loosely defined business requests into actionable solutions by recommending appropriate workflows, automation approaches, and digital tools.<br>• Develop clear documentation such as prompts, playbooks, reference guides, and training materials that encourage consistent and effective tool usage.<br>• Assess manual or inefficient processes and propose improvements using Microsoft 365 capabilities, workflow automation, forms, dashboards, and reporting solutions.<br>• Explore and test emerging AI features and agentic AI capabilities, identifying practical applications as well as potential limitations and risks.<br>• Contribute to transformation planning by tracking adoption progress, preparing updates, and maintaining reporting and project documentation for leadership.<br>• Collaborate with IT, Data, Compliance, Legal, and business partners to promote secure, responsible, and policy-aligned use of AI technologies.<br>• Take ownership of special projects related to AI enablement, process improvement, and technology documentation as business priorities evolve.
<p>We are looking for a Service Operations Coordinator to join our team in the Marlborough, MA area. In this role, you will help keep service activities running smoothly by managing quotes, orders, billing-related tasks, and customer payment processing. This position works closely with service teams and customers to support parts coordination, maintain accurate records, and deliver responsive service throughout the order and payment cycle.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage service-related quotations, customer orders, and billing documentation with accuracy and timeliness.</p><p>• Enter and apply customer payments in company systems to support order release and service fulfillment.</p><p>• Respond to customer questions regarding pricing, invoices, parts availability, and expected delivery timelines.</p><p>• Coordinate the movement of service parts and assist internal teams with updates needed to complete service requests.</p><p>• Track field part usage and maintain organized records to support operational visibility and planning.</p><p>• Share service updates with customers when needed, including warranty-related information and completed documentation.</p><p>• Follow established quality and compliance procedures aligned with applicable internal standards and regulated requirements.</p><p>• Contribute to workflow improvements that increase efficiency across service operations and related administrative processes.</p><p>• Keep required training current and provide general support to the broader service organization as business needs evolve.</p>
<p>We are looking for an experienced Operational Excellence Leader to support organizational performance initiatives in Westborough, Massachusetts. This Long-term Contract opportunity is ideal for a strategic leader who can assess operational challenges, guide improvement efforts, and help teams deliver measurable results. The role calls for strong judgment, analytical thinking, and the ability to lead cross-functional work in a structured, practical way.</p><p><br></p><p>Responsibilities:</p><p>• Lead operational improvement projects focused on increasing efficiency, quality, and overall business performance.</p><p>• Evaluate current workflows and performance outcomes to identify gaps, risks, and opportunities for sustainable improvement.</p><p>• Partner with leadership and functional teams to define priorities, align objectives, and move initiatives forward effectively.</p><p>• Develop and implement performance improvement plans that address root causes and support measurable progress.</p><p>• Facilitate team discussions, problem-solving sessions, and decision-making processes to keep projects on track.</p><p>• Monitor project milestones, key metrics, and deliverables, providing clear updates and recommendations to stakeholders.</p><p>• Apply performance analysis methods to assess results and adjust strategies based on findings.</p><p>• Support operational change efforts by helping teams adopt improved processes and maintain accountability for outcomes.</p>
<p><strong><em>Established PE Firm in the Boston Area </em></strong></p><p><strong><em>Tax Associate or Sr. Tax Associate</em></strong></p><p><strong><em>Based on experience: $105k-120k + bonus + retirement</em></strong></p><p><strong><em>3 days in Boston area office</em></strong></p><p><br></p><p><strong>Overview:</strong></p><p>The Tax Associate/Senior Associate will support tax compliance, reporting, and strategic tax initiatives for investment funds. This role partners with internal stakeholders and external advisors to ensure accurate and timely tax filings, reporting, and compliance activities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage tax compliance processes, including fund tax returns, K-1 reporting, tax projections, and regulatory filings.</li><li>Partner with external advisors and internal teams on tax planning, structuring, audits, and investor tax inquiries.</li><li>Prepare and review tax-related analyses, reports, presentations, and supporting documentation.</li><li>Maintain tax databases and reporting tools while supporting process improvements and technology initiatives.</li></ul>
<p>We are looking for a Sr. Financial Analyst to join a lean and collaborative finance organization in Concord, Massachusetts area on a Contract basis. This position will work closely with the VP of Finance to strengthen planning, reporting, and decision support across the business. The ideal candidate brings strong FP&A expertise, a hands-on approach, and the ability to translate financial insights into practical recommendations for cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Drive budgeting, forecasting, and ongoing financial planning activities to support short- and long-range business objectives.</p><p>• Build and refine financial models that evaluate performance trends, business drivers, and strategic opportunities.</p><p>• Perform variance analysis to explain results against budget, forecast, and prior periods, highlighting risks and opportunities.</p><p>• Partner with teams across Sales, Marketing, Manufacturing, and R&D to provide financial guidance and support informed decision-making.</p><p>• Conduct ad hoc analysis on topics such as customer lifetime value, acquisition economics, and profitability to improve resource allocation.</p><p>• Extract and interpret data from business systems, including NetSuite and Shopify, to produce clear and actionable reporting.</p><p>• Assist with documenting finance-related processes and improving consistency in planning and analysis workflows.</p><p>• Operate as an independent contributor in a fast-moving environment, supporting a small organization with broad analytical needs</p>
<p>We are looking for an experienced Sr. Financial Analyst to support a large-scale finance transformation initiative. In this role, you will provide strategic financial expertise, guide cross-functional alignment, and help shape consistent Record to Report processes across multiple regions. This position is ideal for someone who combines strong analytical capability with project leadership, change management experience, and the ability to influence decisions in a complex global environment.</p><p><br></p><p>For Immediate Interview Contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Lead finance workstreams tied to a global enterprise implementation, helping define priorities, coordinate execution, and support timely delivery across regions.</p><p>• Partner with business, finance, and operational teams to assess impacted processes, document current and future-state workflows, and promote standardized ways of working.</p><p>• Guide regional subject matter experts by aligning activities, clarifying local requirements, and ensuring key deliverables are completed effectively.</p><p>• Support program governance by preparing updates, contributing to status meetings, and participating in change control and decision-making forums.</p><p>• Perform in-depth financial and operational analysis to identify harmonization opportunities and recommend practical process improvements.</p><p>• Work closely with Finance, IT, and external implementation partners to maintain alignment on objectives, milestones, dependencies, and expected outcomes.</p><p>• Monitor program risks and issue areas, develop mitigation plans, and escalate critical concerns when resolution is needed.</p><p>• Drive continuous improvement efforts by applying leading practices, reviewing performance indicators, and strengthening end-to-end finance processes.</p><p>• Present complex findings and recommendations in a clear, accessible manner to senior leaders and business stakeholders.</p>