<p>We are looking for an experienced Sr. Credit Analyst to join a banking team in the Greater Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.</p><p>• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.</p><p>• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.</p><p>• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.</p><p>• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.</p><p>• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.</p><p>• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.</p><p>• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.</p><p>• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.</p>
We are looking for a detail-oriented Commercial Credit Administrator to support commercial lending activities in Needham, Massachusetts. This Long-term Contract position is ideal for someone who can coordinate loan closings from initial preparation through final booking while maintaining accuracy, timeliness, and regulatory alignment. The role works closely with lending teams, operations staff, and legal partners to keep transactions moving efficiently and to ensure complete, well-organized loan records.<br><br>Responsibilities:<br>• Coordinate commercial loan closings from file setup through final funding, ensuring each transaction progresses according to schedule.<br>• Prepare, organize, and review closing packages to confirm documents are complete, accurate, and ready for execution.<br>• Partner with relationship managers, lenders, operations personnel, and outside counsel to address outstanding items and support timely closings.<br>• Examine settlement statements, funding documentation, and related records to identify and resolve inconsistencies before disbursement.<br>• Validate onboarding details and loan file information to support accurate booking and a smooth handoff into servicing.<br>• Complete compliance-related tasks such as tracking insurance items, filing UCC documentation, and performing required internal checks.<br>• Maintain thorough electronic loan records and ensure critical documents are properly stored for audit readiness and future reference.<br>• Participate in pipeline discussions and assist with workload coordination to help prioritize active transactions and administrative requirements.
<p>We are looking for a Financial Analyst to support financial planning, reporting, and business performance analysis for our team in Worcester, Massachusetts. This role contributes to budgeting, forecasting, KPI tracking, and cross-functional decision support while helping leaders understand results and identify improvement opportunities. The ideal candidate brings strong analytical ability, comfort working with financial systems and reporting tools, and a practical approach to partnering with operations, accounting, and business stakeholders.</p><p><br></p><p>For Immediate Interview contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain annual budget models and supporting schedules to help guide financial planning activities.</p><p>• Refresh rolling forecasts on a regular basis, analyze changing trends, and provide insights that support business decisions.</p><p>• Prepare data and analysis for monthly close reporting, including profitability, margin performance, sales mix, emerging risks, and potential actions to improve results.</p><p>• Track key performance indicators each day and compile information needed for recurring management reports.</p><p>• Partner with department leaders to develop financial evaluations and business cases for product initiatives and other investment opportunities.</p><p>• Create, enhance, and maintain business intelligence reporting solutions using Power BI and related reporting platforms.</p><p>• Support operational cost improvement efforts by monitoring savings initiatives and communicating progress through clear reporting.</p><p>• Coordinate with accounting to assemble monthly statistical information used in general ledger activities and broader financial reporting.</p><p>• Produce recurring and ad hoc reports, including activity reporting for cafeteria operations and other business analysis as needed.</p>
<p>We are looking for a Financial Analyst to join a finance team in Massachusetts. This position supports core accounting and financial reporting activities, including close processes, forecasting, reconciliations, and regulatory submissions within a banking or credit union environment. The role is well suited for a dependable individual who can work independently, partner with internal stakeholders, and help strengthen reporting accuracy and operational efficiency.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508- 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Create internal financial reports and assist with required external regulatory filings to support accurate and timely reporting.</p><p>• Perform reconciliations across general ledger accounts, investigate discrepancies, and resolve issues with appropriate documentation.</p><p>• Contribute to budgeting, forecasting, and variance review activities by analyzing trends and explaining key drivers.</p><p>• Prepare journal entries for month-end close and help maintain an organized, reliable closing process.</p><p>• Support the calculation and documentation of the allowance for credit loss in accordance with established policies.</p><p>• Review financial information for accuracy, consistency, and completeness, escalating concerns when needed.</p><p>• Build and maintain process documentation, operating instructions, and troubleshooting references for finance activities.</p><p>• Assess existing workflows and recommend improvements that enhance controls, reduce manual effort, and increase efficiency.</p><p>• Partner with auditors and assist with requests during internal or external audit engagements.</p>
<p>We are looking for a Sr. Financial Analyst to join a growing manufacturing organization in Massachusetts. This role will lead core planning activities across budgeting, forecasting, and performance analysis for a large-scale business while partnering with leaders throughout the company. The position is well suited for a finance specialist who brings strong analytical judgment, advanced spreadsheet capabilities, and the ability to translate financial data into actionable business insight. Candidates should be comfortable working in a hybrid environment and collaborating across both finance and operational teams.</p><p>For immediate consideration as Senior Financial Analyst, candidates can reach out directly to Robert LePage at 508-205-2123.</p><p><br></p><p>Responsibilities:</p><p>• Lead the companywide budgeting and forecasting cycle, ensuring timely and accurate financial plans that support business objectives.</p><p>• Analyze financial performance against plan, identify key drivers of variances, and present meaningful recommendations to management.</p><p>• Build and maintain financial models that support planning, scenario analysis, and decision-making across departments.</p><p>• Partner with operational and departmental leaders to develop expense, operating, and capital budgets aligned with strategic priorities.</p><p>• Prepare recurring and ad hoc reports that provide visibility into profit and loss trends, spending patterns, and business performance.</p><p>• Support monthly financial close activities by working with accounting data, reviewing results, and helping connect actuals to forecast expectations.</p><p>• Use financial systems and data analysis tools to improve reporting quality, uncover trends, and strengthen planning accuracy.</p><p>• Collaborate with senior leadership by delivering clear insights and presentations that inform business and investment decisions.</p>
<p>We are looking for an experienced AR, Credit & Collections Specialist to support financial operations for a manufacturing organization in Fitchburg, MA This role focuses on maintaining accurate receivables activity, monitoring customer credit exposure, and partnering with internal leadership to address payment issues efficiently. The ideal candidate brings strong attention to detail, sound judgment in credit matters, and the ability to communicate professionally with both customers and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day accounts receivable activity, including posting incoming payments and ensuring customer accounts remain accurate and current.</p><p>• Review aging reports to track overdue balances, recommend credit restrictions when accounts become delinquent, and maintain an up-to-date daily credit hold list.</p><p>• Contact customers to follow up on outstanding invoices, document payment commitments, and prepare regular collections updates for management.</p><p>• Research billing questions and disputed charges, then work with the appropriate parties to resolve discrepancies in a timely manner.</p><p>• Evaluate new customer creditworthiness by reviewing commercial credit references and Dun & Bradstreet reporting before accounts are established.</p><p>• Gather and maintain required customer documentation, including tax-exempt certificates and W-9 forms, to support compliance and account setup.</p><p>• Respond to external credit inquiries and provide accurate account reference information in line with company standards.</p><p>• Process credit card transactions and issue formal collection notices or demand letters when escalation is necessary.</p><p>• Provide administrative and accounting support to finance leadership and assist with accounts payable coverage when needed.</p><p><br></p><p><strong><em><u>**For immediate consideration please call me asap and directly 508-205-2127, Eric Lebow** </u></em></strong></p>
<p>Our client, a growing and innovative organization, is seeking a <strong>Financial Analyst</strong> to join its collaborative Finance team. This is an excellent opportunity for an analytical finance professional looking to broaden their FP&A experience while partnering with leaders across the business to support strategic decision-making.</p><p><br></p><p>This hybrid position requires working <strong>Tuesday, Wednesday, and Thursday</strong> in the Boston office.</p><p><br></p><p><strong>What You'll Do</strong></p><p>As a Financial Analyst, you'll play a key role in supporting the organization's financial planning and business performance by:</p><ul><li>Building financial models and performing scenario analysis to support strategic initiatives.</li><li>Assisting with budgeting, forecasting, and long-term financial planning.</li><li>Preparing financial reports, dashboards, and KPI analysis for leadership.</li><li>Conducting variance analysis and identifying trends that drive business performance.</li><li>Partnering with cross-functional teams to evaluate business initiatives and provide financial insights.</li><li>Supporting process improvements and helping automate financial reporting.</li></ul><p><br></p>