<p>We are looking for an experienced Sr. Credit Analyst to support lending decisions for a banking team in the Greater Boston area. This position centers on reviewing commercial and consumer credit requests, assessing financial performance, and delivering well-reasoned recommendations that help guide prudent risk decisions. The role also works closely with lending partners to structure transactions, maintain strong credit documentation, and support the ongoing management of borrower relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Analyze business and personal financial records, tax filings, and related documents to determine borrower and guarantor creditworthiness.</p><p>• Collect and organize loan information from internal lending partners and clients, then convert that data into clear and actionable credit evaluations.</p><p>• Prepare comprehensive credit presentations, written analyses, and financial models that support approval, renewal, and modification decisions.</p><p>• Review loan files to verify accuracy, confirm documentation is complete, and ensure collateral records are properly maintained.</p><p>• Evaluate repayment sources and collateral support to confirm each request aligns with bank policy and risk standards.</p><p>• Collaborate with commercial lenders to identify risk considerations, recommend effective deal structures, and support both new and existing credit relationships.</p><p>• Produce periodic credit reports, annual review materials, loan summaries, and commentary on higher-risk assets as needed.</p><p>• Maintain organized credit records while assisting with servicing follow-up, borrower requests, and ongoing portfolio administration.</p><p>• Support underwriting and credit review activity across a range of lending exposures while adhering to regulatory requirements and internal procedures.</p>
We are looking for an entry-level Financial Analyst to join a growing team in South Boston, Massachusetts on a Contract basis. This opportunity is well suited for someone eager to build a career in finance and FP&A while gaining hands-on experience with budgeting, reporting, and analytical modeling. The role offers strong exposure to financial data interpretation and requires a high level of comfort working extensively in Excel.<br><br>Responsibilities:<br>• Analyze budget and operational data across multiple financial models to support planning and performance tracking<br>• Build, update, and maintain spreadsheets that organize large data sets and improve reporting accuracy<br>• Perform detailed Excel-based analysis using formulas and structured workbooks to identify trends and variances<br>• Assist with recurring financial reviews by comparing results against budget expectations and highlighting key findings<br>• Prepare clear summaries of financial information for internal stakeholders to support business decisions<br>• Work with existing reporting tools and systems, including financial data maintained in Sage when needed<br>• Contribute to shaping the scope of this newly established role by adapting to evolving priorities and analytical needs
<p>We are looking for an experienced Credit Analyst /Underwriter to join a banking team in the Greater Southshore 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><strong><u>Responsibilities:</u></strong></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><p><br></p><p><br></p><p><br></p>
<p>We are looking for a Part TIme Equity Operations Analyst to support complex stock compensation and equity administration activities for a long-term assignment based in Boston, MA; 3 days/week. This part-time role requires someone who is detail oriented and can manage high-volume data, maintain accuracy across multiple systems, and collaborate effectively with HR, Finance, Legal, and other stakeholders. The ideal candidate brings deep experience in equity operations or compensation, strong Excel skills, and the ability to balance multiple priorities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage equity records and related workflows across internal platforms and Oracle/Fusion, ensuring data accuracy, consistency, and proper reconciliation between systems.</p><p>• Coordinate end-to-end processing of equity grant packages, including system setup, validation checks, and follow-through on participant acknowledgments.</p><p>• Support global employee stock purchase activities by preparing transaction data, reviewing payroll contribution details, validating purchase information, and assisting with share deposit reporting for key business partners.</p><p>• Track and process special vesting events tied to qualifying employment changes such as retirement, disability, death, or other approved terminations.</p><p>• Oversee recurring data exchanges with external equity platforms, including account updates and termination-related changes, while reconciling employee records to maintain database integrity.</p><p>• Prepare and distribute routine employee and HR communications related to equity programs and operational processes.</p><p>• Maintain and update insider lists, including short-term insider records, in partnership with Corporate Legal to support compliance requirements.</p><p>• Document procedures, controls, and operational workflows thoroughly to promote consistency, audit readiness, and reliable execution.</p><p>• Assist with reporting, reviews, and cross-functional support activities related to equity administration, compliance, and ongoing operational improvements.</p>
We are looking for a Senior Wealth Analyst to join a client-focused wealth management team in Boston, Massachusetts. In this role, you will help deliver a high-quality experience for high-net-worth clients by supporting financial planning, investment analysis, and ongoing service needs. This position offers the chance to work closely with experienced advisors, strengthen technical planning capabilities, and grow within a collaborative environment.<br><br>Responsibilities:<br>• Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies.<br>• Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations.<br>• Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs.<br>• Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists.<br>• Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients.<br>• Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience.<br>• Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current.<br>• Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community.
<p>We are looking for an Sr. Business Analyst to support finance-focused initiatives for a Long-term Contract position based in Burlington, Massachusetts. In this role, you will partner with finance and technology teams to shape solutions that improve financial operations through Oracle Cloud Fusion. This opportunity is ideal for someone who can turn business needs into practical system enhancements, guide testing and rollout efforts, and help users get the most value from finance applications.</p><p><br></p><p>Responsibilities:</p><p>• Partner with Finance, Accounting, and IT stakeholders to collect, clarify, and document business needs across Oracle Cloud Fusion Financials, including general ledger, payables, receivables, fixed assets, cash management, and tax.</p><p>• Evaluate current finance workflows, identify process gaps, and recommend improvements that can be enabled through Oracle Cloud capabilities.</p><p>• Convert operational and reporting needs into functional specifications, solution designs, and system configuration recommendations.</p><p>• Support or lead key project activities such as configuration validation, test planning, user acceptance testing, deployment readiness, and post-launch stabilization.</p><p>• Serve as a functional advisor on Oracle Fusion Finance processes, providing guidance on best practices and application usage.</p><p>• Work closely with integration and data teams to help ensure reliable data flow between Oracle and connected business systems.</p><p>• Create user guides, process documentation, and training materials, then assist with knowledge transfer for end users and business teams.</p><p>• Investigate system issues, coordinate defect resolution, and provide support during critical accounting periods such as month-end and quarter-end close.</p><p>• Monitor Oracle Cloud updates and new releases, assess business impact, and recommend changes or enhancements where appropriate.</p>