<p>We are looking for an experienced Controller to join our team on a long-term contract basis and potentially contract to permanent in Quincy, Massachusetts. This role is ideal for someone with a strong background in managing financial operations for small to mid-sized businesses. You will oversee a variety of financial processes, ensuring accuracy and compliance while contributing to the company’s overall financial health. Acumatica experience is required.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial reports to ensure accuracy and compliance with regulations.</p><p>• Manage all aspects of sales tax reporting and filing.</p><p>• Oversee inventory control processes to maintain accuracy and efficiency.</p><p>• Utilize Acumatica software to manage and streamline financial operations.</p><p>• Monitor and improve financial procedures to enhance operational effectiveness.</p><p>• Compile and maintain critical financial documents and records.</p><p>• Ensure proper documentation and scanning of financial data for easy access and organization.</p><p>• Collaborate with leadership to provide insights and recommendations based on financial analysis.</p><p>• Support audits and ensure all financial activities align with internal and external standards.</p>
<p>We are looking for a skilled Commercial Portfolio Manager specializing in Commercial and Industrial (C& I) lending to join our client in Metro West. In this role, you will oversee a portfolio of commercial clients, ensuring effective management of loan and non-loan products while maintaining high standards of credit analysis and risk assessment. This position offers an exciting opportunity to contribute to the growth of our banking operations and build strong relationships within the community.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage and grow a portfolio of Commercial and Industrial (C& I) clients, addressing their needs with loan and non-loan products.</p><p>• Conduct thorough credit analyses for existing and prospective loan accounts to ensure sound decision-making.</p><p>• Prepare comprehensive narrative reports detailing client relationships, financial data, collateral coverage, debt service capability, and associated credit risks.</p><p>• Analyze personal and business financial statements, tax returns, and other relevant financial documents to assess creditworthiness.</p><p>• Develop written loan reports, including loan presentations, modifications, and credit file comments, in compliance with banking policies and regulations.</p><p>• Collaborate with C& I team lenders to respond to customer inquiries and service requests efficiently.</p><p>• Monitor the overall exposure of the C& I loan portfolio, including maturities, delinquencies, overdrafts, and changes in credit situations.</p><p>• Supervise monthly borrowing base borrowers to ensure compliance and accuracy.</p><p>• Participate in bank committees and task forces to contribute to institutional goals.</p><p>• Represent the bank at community events and functions to strengthen relationships and visibility.</p>
We are looking for an experienced ERP/CRM Consultant to support a long-term contract position based in Boston, Massachusetts. This role involves contributing to the integration of advanced tools into existing systems while ensuring operational excellence. Ideal candidates will have a collaborative mindset and a strong foundation in CRM systems, data integrations, and product management.<br><br>Responsibilities:<br>• Collaborate with stakeholders to gather requirements and translate them into detailed user stories.<br>• Assist in testing processes to ensure smooth functionality and high-quality system performance.<br>• Participate in the integration of new tools into Microsoft Dynamics CRM to enhance data management capabilities.<br>• Work closely with the implementation lead to define team responsibilities and project goals.<br>• Analyze existing systems to identify areas for improvement and recommend changes.<br>• Facilitate communication between cross-functional teams to ensure alignment and progress.<br>• Provide ongoing support to maintain system operations unrelated to the integration project.<br>• Gain a comprehensive understanding of the new systems and assist in implementation strategies.<br>• Identify and resolve any issues during the integration process.<br>• Assist in managing large data models and cloud integrations effectively.
We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.<br><br>Responsibilities:<br>• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.<br>• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.<br>• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.<br>• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.<br>• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.<br>• Develop and implement improved reporting systems to support executive-level decisions.<br>• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.<br>• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.<br>• Support responsible investment reporting by preparing required documentation and reports.<br>• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.
We are looking for an experienced ERP/CRM Consultant to join our team in Attleboro, Massachusetts. In this role, you will be responsible for providing comprehensive IT support, including hardware configuration, desktop assistance, and end-user training. This long-term contract position requires hands-on expertise in managing Windows systems, Office 365, and supporting network devices.<br><br>Responsibilities:<br>• Deliver day-to-day IT support, including resolving issues with printers, computer access, and password resets.<br>• Configure and distribute laptops and other hardware to employees.<br>• Provide training and documentation for end users, ensuring smooth adoption of systems.<br>• Support Office 365 applications and troubleshoot related issues.<br>• Collaborate with integrators to address user concerns and ensure optimal system performance.<br>• Offer senior-level desktop support for hardware and software systems onsite.<br>• Assist with documentation and training related to specific organizational projects.<br>• Communicate effectively with Spanish-speaking end users to address their IT needs.<br>• Ensure all systems are up-to-date and functioning efficiently.<br>• Monitor and maintain hardware, including laptops, desktops, and network printers.
