<p>Looking for a Credit Underwriter in Commercial and Industrial (C& I) Lending to join our growing client here in Massachusetts. The Credit Underwriter is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
We are looking for an experienced Senior Financial Analyst to join our team in York, Maine. This role is critical in providing financial insights and strategic support to enhance decision-making across key business areas. The ideal candidate will excel in financial modeling, budgeting, and analysis, using their expertise to drive organizational performance and efficiency.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, ensuring they are accurate, insightful, and tailored to inform senior management decisions.<br>• Develop sophisticated financial models to analyze trends, evaluate risks, and support long-term strategic planning.<br>• Lead budgeting and forecasting processes by collaborating with various departments to align projections with organizational goals.<br>• Utilize advanced forecasting methods, such as scenario and sensitivity analysis, to anticipate financial outcomes and identify opportunities or risks.<br>• Perform comprehensive variance analysis to pinpoint discrepancies between actual results and budgets, offering actionable recommendations to address issues.<br>• Collaborate with operations to evaluate procurement, manufacturing, and distribution costs, identifying areas for improvement.<br>• Work closely with sales teams to conduct margin analysis and assess the financial impact of pricing strategies, discounts, and promotions.<br>• Analyze marketing expenditures to gauge their effectiveness and alignment with organizational objectives.<br>• Review general and administrative expenses to ensure efficient resource utilization and cost management.<br>• Support the optimization and maintenance of financial systems to enhance reporting precision and streamline processes.
We are looking for an experienced Sr. Financial Systems Analyst to join our team in Brookline, Massachusetts. In this role, you will play a pivotal part in bridging the gap between research finance and broader financial operations, ensuring seamless collaboration across departments. This is a long-term contract position ideal for individuals with strong analytical skills and a deep understanding of financial systems, particularly Workday.<br><br>Responsibilities:<br>• Collaborate with research finance teams and other stakeholders to develop effective financial strategies and processes.<br>• Design and build reports and dashboards within the Workday system to support organizational needs.<br>• Partner with cross-functional teams to address financial concerns and implement solutions.<br>• Monitor and maintain financial controls, identifying and resolving issues proactively.<br>• Work closely with end users to strategize and optimize business processes within the Workday system.<br>• Serve as a key liaison between research grants teams and other financial departments.<br>• Analyze complex financial data to provide actionable insights.<br>• Manage projects related to financial systems enhancements and integrations.<br>• Ensure compliance with policies and procedures while improving system functionality.<br>• Provide independent contributions to support organizational goals and objectives.
We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.<br><br>Responsibilities:<br>• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.<br>• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.<br>• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.<br>• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.<br>• Provide financial support and insights to capital markets business units, working closely with their finance teams.<br>• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.<br>• Maintain accurate and up-to-date management basis profit and loss statements.<br>• Collaborate with cross-functional teams to enhance financial processes and reporting.<br>• Assist in identifying opportunities for operational improvements and cost efficiencies.<br>• Support the development of presentations and reports for senior management and stakeholders.
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p>seeking a motivated and detail-oriented Administrative & Accounting Assistant to join our team. This role combines traditional administrative support with accounting assistant responsibilities, providing essential support to our operations, accounting, and project management teams. The ideal candidate will be proactive, organized, and comfortable handling both financial documentation and day-to-day office functions in a fast-paced construction environment.</p><p>Key Responsibilities</p><p>Administrative & Office Support</p><p>• Retrieve and distribute mail from the PO Box</p><p>• Monitor voicemail inbox; triage and forward messages to appropriate staff</p><p>• Order and maintain office and kitchen supplies (weekly or as needed)</p><p>• Coordinate and assist with office-wide mailings (FedEx, USPS, mass distributions)</p><p>• Oversee onboarding logistics for new hires, including distributing apparel, and coordinating technology setup (iPads, covers, stylus pens, etc.)</p><p>• Serve as a liaison for internal tech support; maintain equipment such as copiers, printers, and plotters</p><p>• Coordinate the ordering and proofing of company apparel and marketing materials</p><p>Accounting & Project Support</p><p>• Assist with accounts payable processes and credit card receipt reconciliation</p><p>• Gather, organize, and assemble invoices for residential billing packets</p><p>• Generate and track monthly lien waivers for residential projects</p><p>• Proofread, format, and edit AIA subcontracts for accuracy and consistency</p><p>• Track and enter new vendor packets into Sage accounting system</p><p>• Obtain, monitor, and update certificates of insurance for office and subcontractors; send monthly reports on expired policies</p><p><br></p><p><br></p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127</u></em></strong></p>
<p>I have partnered with a group in Boston seeking a Manager FP& A or Senior Manager FP& A. This role is integral to driving the company's financial strategy and ensuring the accuracy of budgeting, forecasting, and reporting processes. The ideal candidate will bring strong analytical skills and a strategic mindset to deliver insightful financial analysis and support key business decisions. They are working on a hybrid office schedule 3 day a week in office and the position pays based on experience from $130 - 160K + bonus. Please message me on linkedin or email me for immediate consideration john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets, forecasts, and long-term financial planning processes to ensure alignment with company objectives.</p><p>• Analyze financial data to identify trends, variances, and performance metrics, providing actionable insights to senior management.</p><p>• Create and maintain financial models to support strategic decision-making and business initiatives.</p><p>• Oversee the preparation of monthly, quarterly, and annual financial reports, ensuring their accuracy and compliance with accounting standards.</p><p>• Monitor company spending, implement cost-control measures, and identify opportunities to improve operational efficiency.</p><p>• Collaborate with cross-functional teams to provide financial insights that drive strategic and operational decisions.</p><p>• Manage and mentor a team of financial analysts and accounting professionals, fostering a culture of growth and continuous improvement.</p><p>• Partner with the accounting team during month-end and quarter-end close processes to ensure accurate financial results.</p><p>• Support the establishment and execution of financial policies, governance frameworks, and internal controls.</p><p>• Lead special projects focused on process improvement and automation to enhance financial operations.</p>
