<p>Treasury Analyst </p><p>Boston, MA</p><p>Hybrid schedule</p><p>55k - 80k (plus bonus)</p><p><br></p><ul><li>Initiate ACH transfers and wires</li><li>Liaise with banking relationships to ensure best in class offerings and support, and assess new providers/platforms, as necessary</li><li>Assist with cash and brokerage account openings</li><li>Monitor account balances across multiple platforms to ensure account holders are meeting operating cash needs and addressing FDIC limits</li><li>Assist entity team with the preparation and review of investor capital call and distribution memos</li><li>Assist with the preparation of Form 1099 where needed</li><li>Daily/monthly bank and custody reconciliations for various funds and individual clients</li><li>Assist in management of lines of credit including paydowns, expenses and related documentation</li><li>Adhere to practice controls policy and assist external auditors with controls testing</li></ul>
<p>We are looking for a skilled Financial Analyst to join our team in Auburn, Massachusetts. In this role, you will contribute to the Financial Planning & Analysis (FP&A) team, focusing on operating expenses, personnel reporting, and financial statement consolidation. You will play a critical part in ensuring accurate financial reporting, supporting budget management, and conducting variance analysis. This position is perfect for an analytical thinker who thrives in data-driven environments and enjoys cross-functional collaboration.</p><p><br></p><p>For immediate interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Manage monthly operating expense and personnel reports in Adaptive Planning, including tracking, forecasting, and analyzing variances against budget and prior-year data.</p><p>• Collaborate with the Accounting team to ensure proper expense classifications, accruals, and adjustments for non-recurring costs.</p><p>• Provide department leaders with detailed analyses of expense performance and headcount trends.</p><p>• Maintain and enhance Adaptive Planning models to improve the accuracy and efficiency of operating expense and personnel reporting.</p><p>• Work closely with Accounting to ensure financial statements are accurate, complete, and consistent with compliance standards.</p><p>• Assist in preparing consolidated profit and loss statements, identifying key variances and drivers impacting net income.</p><p>• Support annual budgeting and forecasting processes, focusing on operating expenses, personnel, and below-gross-profit areas.</p><p>• Develop management reports and presentations for leadership and board-level reviews.</p><p>• Identify opportunities to streamline reporting processes, automate tasks, and improve data quality.</p><p>• Collaborate with IT, Accounting, and FP&A teams to improve system integrations and reporting accuracy.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Lexington, Massachusetts. This is a long-term contract position offering the opportunity to contribute to high-impact financial projects within the pharmaceutical industry. The ideal candidate will play a crucial role in overseeing financial operations, ensuring cost control, and driving strategic budgeting and forecasting initiatives.<br><br>Responsibilities:<br>• Manage and analyze financial data to ensure accurate budgeting and forecasting processes.<br>• Lead cost control efforts for an R&D center construction project, ensuring financial efficiency and compliance.<br>• Develop detailed financial models to support strategic decision-making and project evaluations.<br>• Perform variance analysis to identify discrepancies and recommend actionable solutions.<br>• Conduct ad hoc financial analyses to address specific business needs and provide timely insights.<br>• Utilize advanced data mining techniques to extract valuable insights from large datasets.<br>• Collaborate with cross-functional teams to align financial strategies with organizational goals.<br>• Prepare and present financial reports to stakeholders, ensuring clarity and transparency.<br>• Monitor and optimize the use of resources to maintain operational efficiency.
We are looking for an experienced Senior Financial Analyst to join our team in Leominster, Massachusetts. In this role, you will play a key part in analyzing and reporting financial data to support strategic decision-making. You will collaborate closely with the Senior Director of Finance, focusing on budgeting, forecasting, and cost accounting functions within a manufacturing environment.<br><br>Responsibilities:<br>• Lead financial planning and analysis efforts, including annual budgets, forecasts, and long-term strategic plans.<br>• Create and maintain financial dashboards and reports for management and Board of Directors presentations.<br>• Collaborate with operational, supply chain, and sales teams to assess the financial impact of business initiatives.<br>• Deliver insights on product pricing, margin optimization, capital investments, and cost-saving opportunities.<br>• Conduct ad hoc financial analyses to support senior leadership in decision-making.<br>• Develop and oversee standard costing systems to ensure accurate financial reporting and product costing.<br>• Analyze and manage bills of materials (BOMs) for consistency and accuracy across products.<br>• Monitor key performance indicators (KPIs) for manufacturing processes and product sales.<br>• Evaluate cost variances and provide detailed financial reports to support operational decisions.<br>• Assist in month-end close processes, including journal entries, reconciliations, and financial reporting.
<p>We are partnering with a growing and dynamic organization seeking a hands-on Accounts Receivable Specialist to support the full order-to-cash cycle and play a key role in the company’s financial operations. This position is responsible for generating and processing accurate customer invoices, maintaining customer account records, monitoring aging reports, and proactively managing collections to ensure timely payment. The A/R Specialist will reconcile customer accounts, process billing adjustments, assist with monthly journal entries, support commission calculations, and prepare reports related to receivables and cash flow. This role works closely with sales, operations, and finance teams to ensure accurate order processing, proper pricing, and smooth resolution of customer inquiries related to invoices and payments. The ideal candidate holds a bachelor’s degree in Accounting or Finance, has at least 2 years of A/R experience, and possesses a strong understanding of general accounting principles beyond just receivables. Proficiency in accounting systems (QuickBooks preferred) and strong Excel skills are required. We are looking for someone highly organized, detail-oriented, reliable, and proactive—an individual who takes ownership, understands the full sales lifecycle, and has a “get it done” attitude in a fast-paced environment.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p>
<p>We are seeking a seasoned Senior Commercial Credit Analyst to perform in‑depth credit analysis on new and existing commercial loan relationships, support annual reviews and renewals, recommend loan structures, and mentor junior analysts. This role partners closely with lenders, customers, and internal teams to ensure high-quality underwriting and portfolio management.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flow, management, and business cycles to assess credit risk.</li><li>Underwrite mid-size to large commercial loans, including C&I, CRE, and working capital lines.</li><li>Prepare detailed credit memoranda and ensure compliance with regulations and bank policies.</li><li>Manage annual reviews, renewals, loan modifications, and financial tracking for existing portfolios.</li><li>Recommend loan structures and terms to minimize risk and protect bank capital.</li><li>Review appraisals and complete property evaluations up to $250,000.</li><li>Collaborate with customers, loan officers, and operations to resolve credit questions.</li><li>Mentor junior analysts to strengthen analytical and underwriting capabilities.</li><li>Represent the Bank at industry and community events.</li><li>Complete all required training and maintain policy compliance.</li></ul>
<p>Our client, a growing Real Estate Investment Company located North of Boston is looking to hire a Real Estate Analyst to their team. The Analyst will have exposure to a variety of responsibilities within the organization, but primary focus will be financial modeling, acquisition due diligence, asset management, leasing, and presentation work. The Real Estate Analyst must have a BS in Accounting or Finance, MBA or CPA preferred with 3+ Years of Real Estate Finance experience. Argus software is a requirement for valuations and discounted cash flow models for all properties. I’ve placed folks here before so can attest to great working culture, casual environment, good people to work with every day. This position is 3 days on-site but flexibility when needed along with strong benefits and aggressive bonus plan. If you have an interest in joining a Real Estate Investment firm outside of Boston, please email your resume to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p>
We are looking for a skilled Senior Business Analyst with extensive knowledge of Oracle Cloud Fusion Finance to play a pivotal role in supporting financial transformation projects. This individual will act as the bridge between Finance and IT, ensuring that Oracle Cloud solutions align with organizational objectives. As this is a long-term contract position, you will contribute to designing, implementing, and optimizing Oracle Fusion Finance modules.<br><br>Responsibilities:<br>• Collaborate with finance, accounting, and IT teams to gather and document detailed business requirements for Oracle Cloud Fusion Financial modules, including GL, AP, AR, FA, CM, and Tax.<br>• Assess and analyze current financial processes to identify areas for improvement using Oracle Fusion functionalities.<br>• Convert business requirements into functional specifications and configurations tailored for Oracle Cloud Fusion Finance.<br>• Drive or support activities such as configuration, testing, deployment, and post-implementation troubleshooting.<br>• Serve as a subject matter expert on Oracle Fusion Finance modules, offering guidance on functionality and best practices.<br>• Work closely with integration and data teams to ensure smooth connectivity between Oracle systems and external applications.<br>• Develop comprehensive training materials and provide hands-on support to end-users during training sessions.<br>• Address and resolve system issues, manage defects, and provide support for month-end and quarter-end financial close processes.<br>• Monitor Oracle Cloud updates and releases to evaluate their implications on business operations.
<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>