<p>Treasury Analyst – Family Office Practice</p><p>The Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
<p>We are looking for a skilled Treasury Consultant to join our team in Burlington, Massachusetts. In this long-term contract role, you will play a vital part in managing and optimizing treasury operations across various banking platforms and legal entities. This position offers the opportunity to ensure compliance, maintain accurate records, and support financial processes critical to our organization.</p><p><br></p><p>Responsibilities:</p><p>• Manage banking platforms, including JP Morgan, Bank of America, and Citi, by overseeing user access roles across multiple legal entities and business sites.</p><p>• Organize and prepare weekly check deposits for efficient processing.</p><p>• Oversee the company’s bank accounts by updating signatories, opening or closing accounts, and maintaining an accurate bank account tracker.</p><p>• Update the Kyriba Treasury Management system with monthly rates and necessary changes to ensure data accuracy.</p><p>• Run and save daily bank reports and monthly statements for easy record accessibility.</p><p>• Monitor compliance with state and federal laws related to unclaimed property, including timely reporting, remitting deadlines, and claiming abandoned property.</p><p>• Coordinate with banks to fulfill compliance requests and provide necessary documentation.</p><p>• Assist in completing annual filings in line with organizational requirements.</p><p>• Provide support to internal and external auditors regarding treasury-related functions</p>
<p>Global Company located North of Boston is hiring a Director of Treasury. This position will be responsible for overseeing the company’s treasury operations, including cash management, investment strategies, financial activities, banking relationships, and risk management. This strategic role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary duties:</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short -term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p> </p><p>MBA, CPA or CTP preferred with 8-10+ years of hands-on experience. Strong GAAP, financial modeling, knowledge of debt agreements with excellent communication and problem-solving skills required. This is a very stable organization, great culture and strong leadership team in place. This position offers strong bonus plus equity component. Hybrid model as well (3 days on site). If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn.</p><p> </p>
<p>We are looking for an experienced Financial Planning & Analysis Manager to join our team in Framingham, Massachusetts. In this role, you will lead financial operations and planning for corporate functions, ensuring alignment with strategic goals and delivering actionable insights. This position provides an opportunity to collaborate with senior leadership and make a significant impact on organizational performance.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Lead and mentor a team of analysts, ensuring timely delivery of financial reporting and effective business partnering for corporate functions such as HR, IT, Finance, Legal, and others.</p><p>• Oversee the monthly financial close process for corporate functions, providing concise performance summaries and analysis of key business drivers.</p><p>• Drive operational and financial planning processes for corporate functions, ensuring plans align with strategic objectives and are achievable.</p><p>• Collaborate with executive leadership to monitor and report on cost-saving initiatives and their progress.</p><p>• Partner directly with corporate transformation leadership to manage and analyze capitalized projects, including financial reporting and accounting.</p><p>• Conduct ad hoc financial analyses and participate in cross-functional meetings and initiatives to support corporate functions.</p><p>• Present financial insights and performance updates to senior leadership and executive committees as required.</p>
<p>My client, an excellent Public Software/SaaS company located in Boston is hiring a Senior Tax Analyst to join their team. The Senior Tax Analyst will report to the Senior Tax Manager and handle various Federal, State and International Compliance along with Annual Tax Provision work under ASC 740. Compensation for this position is $100-115K + Bonus + RSU's. This company has grown substantially over the past several years do to success, they offer a great culture, excellent work life balance, tons of growth potential, excellent benefits, alot of perks for their employees along with a hybrid working arrangement. </p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you!</p>
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p><em>Private Equity, Tax Manager</em></p><p><em>Boston, Hybrid.</em></p><p><em>Comp to $175k base plus bonus. Plus amazing benefits.</em></p><p><br></p><p>*NOTE: The potential to a post-tax season start date exists!!</p><p><br></p><p>Our client is an established and very successful PE firm in the Boston Area. They are creating a Tax Manager role to help support the continued growth in fundraising and their execution strategy. Great history of challenging and developing their people. Excellent work/life allows for the perfect balance for you.</p><p><br></p><p>The role will look to provide some immediate positive impact to the business and fund reporting and compliance. Great chance to work within a small, elite tax group. You'll have multiple mentors above and around you, while also helping a couple junior staff showing tons of promise.</p><p><br></p><p>Some basics on the job:</p><ul><li>Manage and review the preparation of tax workpapers, tax returns, and tax estimates for funds and partnership entities, focusing on alternative investments and partnership tax compliance.</li><li>Coordinate and oversee outsourced CPA teams, ensuring accurate tax filings, distribution support, and maintaining partner information for K-1 reporting and withholding calculations.</li><li>Analyze legal documents and respond to investor and partner inquiries regarding tax reporting, while tracking projects and collecting documentation to support compliance.</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager to lead and oversee the monthly closing process and prepare accurate financial statements for a public company. This is a long-term contract position based in Lowell, Massachusetts, and offers an excellent opportunity for an individual with strong attention to detail and expertise in accounting practices. Candidates with experience in Navision are highly preferred.</p><p><br></p><p>Responsibilities:</p><p>• Manage the end-to-end monthly close process, ensuring timely and accurate reporting.</p><p>• Prepare and review financial statements to meet public company standards and compliance.</p><p>• Support and guide accounts payable (AP) and accounts receivable (AR) functions to maintain smooth operations.</p><p>• Perform detailed account reconciliations and resolve discrepancies promptly.</p><p>• Oversee the preparation and posting of journal entries to the general ledger.</p><p>• Collaborate with internal and external auditors during financial statement audits.</p><p>• Analyze financial data to identify trends and support decision-making processes.</p><p>• Maintain compliance with accounting regulations and company policies.</p><p>• Provide leadership and mentorship to accounting team members.</p>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Auburn, New Hampshire. In this role, you will play a key part in overseeing financial operations and ensuring the accuracy of accounting processes. This position offers the opportunity to contribute to critical financial tasks, including managing month-end closings and ensuring compliance with audits.<br><br>Responsibilities:<br>• Lead the month-end closing process to ensure timely and accurate financial reporting.<br>• Oversee and maintain the general ledger, ensuring proper classification and reconciliation of accounts.<br>• Prepare and review journal entries to ensure compliance with accounting standards.<br>• Conduct detailed account reconciliations to identify and resolve discrepancies.<br>• Coordinate financial statement audits by compiling necessary documentation and addressing auditor inquiries.<br>• Analyze financial data to support strategic decision-making and improve reporting accuracy.<br>• Ensure adherence to accounting policies and procedures while identifying opportunities for process improvement.<br>• Collaborate with cross-functional teams to align financial activities with organizational goals.<br>• Monitor and manage financial discrepancies, ensuring timely resolution.<br>• Provide guidance and mentorship to less experienced accounting staff, fostering growth and development.
We are looking for a skilled Accounting Manager to join our team in Andover, Massachusetts. In this role, you will oversee critical accounting operations, ensuring accuracy and compliance throughout all processes. This is a long-term contract position offering an excellent opportunity to contribute to a dynamic organization within the energy and natural resources industry.<br><br>Responsibilities:<br>• Supervise the complete accounting cycle, including general ledger management, accruals, and account reconciliations.<br>• Lead month-end and year-end closing processes, ensuring all deadlines are met with precision and accuracy.<br>• Review and approve journal entries, account reconciliations, and financial statements.<br>• Prepare comprehensive financial reporting packages and conduct variance analysis to highlight key drivers.<br>• Communicate monthly performance results, comparing planned versus actual outcomes to leadership.<br>• Ensure compliance with financial audits and provide necessary documentation as required.<br>• Utilize Sage Intacct to maintain and streamline accounting operations.<br>• Collaborate with cross-functional teams to improve processes and enhance financial reporting accuracy.<br>• Monitor and enforce adherence to accounting policies and regulatory standards.<br>• Provide guidance and mentorship to the accounting team to foster growth with attention to detail.
<p>Global Manufacturing Company located in the Peabody area is looking for a Tax Manager. This is 3-person team reporting into the VP of Tax supporting both domestic and international business units. Excellent benefits offered along with remote flexibility (3 days on site but tons of flexibility when needed). If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Manage the preparation, review and documentation of the Company’s quarterly and annual worldwide tax provisions under ASC 740, including management of all domestic and foreign income tax related accounts and maintenance of SOX controls</li><li>Manage the preparation of domestic federal and state income tax returns, (consolidated corporate and partnership) including proper application of foreign related rules affecting the U.S. federal tax returns, working with outsourced external tax preparers</li><li>Oversee estimates and extension calculations for three U.S. consolidated groups</li><li>Research and evaluate complex accounting transactions and issues to ensure proper tax accounting treatment and disclosure, including M&A purchase accounting and equity compensation transactions</li><li>Identify opportunities to improve current processes and procedures related to the tax accounting function, including software solutions and data management</li><li>Assist the VP Tax in working with the worldwide finance teams to identify, analyze and implement programs or transactions to reduce the Company’s taxes, minimize risk, and maintain a consistent global tax strategy</li><li>Manage U.S. federal and state tax examinations</li><li>Assist in tax due diligence and analysis related to potential acquisition targets</li><li>Assist in global restructuring and other strategic tax planning projects</li></ul><p><br></p>
<p>Financial Analyst position open.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Summary: Division Analyst is a business partner to their assigned Divisions and is responsible for all financial activity directly related to the assigned division. This will include, but not be limited to: budget preparation, financial reporting, forecasting, Grant & Contract invoicing, analyzing financial and operational data, reconciling balance sheet accounts and reporting.</p><p>Why Work for SMOC?</p><p>• Paid Time Off: All full-time employees can accrue up to 3 weeks of vacation, and 2 weeks of sick time and are eligible for 12 paid holidays during their first year of employment.</p><p>• Employer-paid Life Insurance & AD&D and Long-Term Disability for full-time employees.</p><p>• Comprehensive Benefits Package including Medical Plans through Mass General Brigham with an HRA Employer cost-sharing program, Dental Plans with Orthodontic Coverage, and EyeMed Vision Insurance available to full-time employees.</p><p>• 403(B) Retirement Plan with a company match starting on day one for all full-time and part-time employees.</p><p>• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short-Term Disability.</p><p>• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.</p><p>Primary Responsibilities:</p><p>• Act as a business partner to the Division Directors and Program Managers by assisting them in all financial aspects of the division and related programs.</p><p>• Responsible for all revenue and expenses booked to assigned Divisions including ensuring appropriate accounting.</p><p>• Create monthly financial reports and develop budget to actual variance analysis in conjunction with division/program managers.</p><p>• In coordination with Division Directors, develop annual budget for each assigned program and divisions for submission to upper management.</p><p>• Forecast financial revenue and expenses on an as needed basis.</p><p>• Process and approve payments to vendors ensuring that invoices are charged to the proper GL codes.</p><p>• Develop and submit monthly/quarterly/annual billing reports for local, state and federal funding sources to include salary schedules, payment vouchers and statistics and progress reports.</p><p>• Reconcile all assigned G/L accounts on a monthly basis including deferred revenue and accounts receivable. Monitor and keep up to date on status of aged receivables.</p><p>• Periodic meetings with Division and Program Managers to review status of contract expenses and revenue.</p><p>• Work with Program staff to ensure all contracts documents are signed and submitted on timely basis.</p><p>• Participate in agency and funding authority audits and contract monitoring. Prepare schedules as needed (contract, donations, accounts receivable).</p><p>• Maintain confidentiality of client, employee and agency information in accordance with federal and state laws and funder requirements.</p><p>• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies & procedures.</p><p>• Other duties as assigned.</p><p><br></p>