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21 results for Treasury Analyst Manager in Framingham, MA

VP/Director of Treasury
  • Danvers, MA
  • onsite
  • Permanent / Full Time
  • 190000 - 220000 USD / Yearly
  • <p>Global Company located North of Boston is hiring a VP/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>
  • 2026-07-10T00:00:00Z
Fiduciary Tax Manager
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 130000 - 180000 USD / Yearly
  • We are looking for an experienced Fiduciary Tax Manager to lead tax compliance activities for a diverse book of trusts, estates, foundations, and retirement accounts in Boston, Massachusetts. This role is central to ensuring accurate filings, sound interpretation of governing documents, and timely responses to fiduciary tax matters. The ideal candidate brings deep technical knowledge, strong judgment, and the ability to work closely with internal partners and external advisors in a deadline-driven environment.<br><br>Responsibilities:<br>• Direct the end-to-end tax reporting cycle for a broad portfolio of fiduciary entities, ensuring filings are completed accurately and on schedule.<br>• Oversee the preparation and final review of federal and state fiduciary returns, along with associated informational forms and supporting documentation.<br>• Analyze trust and estate instruments to determine proper tax treatment, including matters related to transfer tax considerations.<br>• Evaluate quarterly and annual tax obligations, confirm estimated payments, and track ongoing compliance deadlines across multiple accounts.<br>• Work closely with trust administration and other fiduciary partners to resolve tax questions and support account-specific planning needs.<br>• Serve as a point of contact for tax agencies by addressing notices, responding to inquiries, and helping bring outstanding issues to resolution.<br>• Maintain strong oversight of fiduciary tax data, documentation, and reporting processes to support audit readiness and regulatory compliance.
  • 2026-07-10T00:00:00Z
Accounting Manager
  • Woburn, MA
  • remote
  • Temporary / Contract
  • 39.5865 - 45.837 USD / Hourly
  • We are looking for an experienced Accounting Manager to support a large public company in Woburn, Massachusetts. This Long-term Contract position will oversee core accounting operations, strengthen the month-end close process, and help maintain accurate financial reporting in a complex, high-volume environment. The role requires strong analytical ability, hands-on leadership in general ledger activities, and comfort working with large data sets and Oracle Fusion.<br><br>Responsibilities:<br>• Lead month-end close activities and help ensure reporting deadlines are met with accuracy and consistency.<br>• Review reconciliations, journal entries, and supporting workpapers to maintain the integrity of the general ledger.<br>• Analyze financial data, operating expenses, and other account activity to identify variances, trends, and areas requiring follow-up.<br>• Support audit readiness by organizing documentation and responding to requests related to financial statement audits and internal reviews.<br>• Use Oracle Fusion Financials and advanced Excel tools, including pivot tables, to manage reporting and evaluate large volumes of data.<br>• Monitor account balances and investigate discrepancies through detailed account reconciliation and transactional analysis.<br>• Partner with internal stakeholders to reinforce compliance with SOX requirements and established internal control standards.<br>• Contribute to oversight of capital expenditure accounting and related reporting activities as needed.
  • 2026-07-16T00:00:00Z
Fund Services Tax Manager
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • We are looking for an accomplished tax specialist to join a global investment management organization in Boston, Massachusetts. This role offers the opportunity to guide tax strategy and oversight across a broad range of investment products while partnering with teams throughout the business. The position is well suited for someone who combines deep technical tax knowledge with strong leadership, process improvement, and cross-functional collaboration skills.<br><br>Responsibilities:<br>• Direct tax oversight activities for investment products from initial development through ongoing governance and support.<br>• Track changes in international tax rules and work with internal partners to maintain compliance and operational preparedness.<br>• Strengthen tax-related controls, refine reporting workflows, and advance automation and efficiency initiatives across processes.<br>• Analyze complex cross-border tax issues, including withholding and capital gains matters, and present clear guidance to business stakeholders.<br>• Serve as a key tax resource for teams across investment operations, portfolio management, relationship management, product development, and sales.<br>• Provide leadership, coaching, and career development support to team members while promoting consistent best practices.<br>• Partner with stakeholders to assess tax implications for new and existing fund structures, including mutual fund and global custody-related considerations.<br>• Support tax compliance processes tied to investment products by identifying risks, recommending solutions, and improving execution standards.
  • 2026-07-29T00:00:00Z
Senior Credit Analyst
  • Franklin, MA
  • onsite
  • Permanent / Full Time
  • 76000 - 100000 USD / Yearly
  • <p>We are looking for an experienced Sr. Credit Analyst to join our team on the South Shore. In this role, you will evaluate commercial lending opportunities across business, commercial real estate, and construction portfolios while shaping well-supported recommendations for lending leaders. This position also offers the opportunity to work closely with relationship managers and credit partners, while providing guidance to less experienced analysts.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Assess commercial, commercial real estate, and construction loan requests by reviewing financial performance, repayment capacity, collateral strength, and overall creditworthiness.</p><p>• Develop thorough credit presentations and written analyses that clearly outline risks, mitigants, and lending recommendations for senior decision-makers.</p><p>• Track portfolio performance by reviewing covenant compliance, past-due trends, policy exceptions, and emerging risk indicators across assigned relationships.</p><p>• Deliver informed recommendations to lending leadership to support sound credit decisions and balanced portfolio growth.</p><p>• Partner with commercial lenders and credit administration teams to gather information, clarify structure, and strengthen underwriting outcomes.</p><p>• Support entry-level analysts through coaching, review feedback, and day-to-day guidance on credit evaluation practices.</p><p>• Examine cash flow, borrower financial statements, and related documentation to identify repayment trends and potential exposure concerns.</p>
  • 2026-07-29T00:00:00Z
Sr. Financial Analyst
  • Framingham, MA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for a Sr. Financial Analyst to serve as a strategic finance partner supporting key markets in Framingham, Massachusetts. In this role, you will collaborate closely with business leaders to strengthen financial performance, guide planning decisions, and uncover insights that support revenue growth and profitability. This position is part of the Americas Finance team and offers broad ownership across forecasting, reporting, and commercial analysis.</p><p><br></p><p>For Immediate Interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Partner with general managers and cross-functional leaders to provide financial guidance that supports market performance and business objectives.</p><p>• Oversee full profit and loss analysis for assigned areas, translating results into clear recommendations for leadership.</p><p>• Create forward-looking forecasts and planning models that improve visibility into demand, revenue, and margin performance.</p><p>• Design and refine sales quota models in coordination with finance and incentive teams to align targets with business strategy.</p><p>• Develop reporting packages, dashboards, and performance metrics using available systems and data sources to support timely decision-making.</p><p>• Conduct proactive trend and variance analysis to identify performance drivers, risks, and opportunities across channels and products.</p><p>• Support annual operating plan development by preparing financial evaluations, scenario analysis, and leadership presentations.</p><p>• Assess new business initiatives, commercial proposals, and channel strategies by building financial models and recommending practical actions.</p><p>• Contribute to cross-functional projects and continuous improvement efforts that enhance financial processes and customer outcomes.</p>
  • 2026-08-06T00:00:00Z
Sr. Financial Analyst
  • Milford, MA
  • onsite
  • Permanent / Full Time
  • 105000 - 135000 USD / Yearly
  • <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>
  • 2026-07-31T00:00:00Z
Accounts Payable Analyst
  • Athol, MA
  • onsite
  • Permanent / Full Time
  • 65000 - 75000 USD / Yearly
  • <p>We are looking for an Accounts Payable Analyst to join a scientific instrument manufacturing organization in Gardner, Massachusetts. This position supports the accuracy and integrity of the payables function by managing invoice processing, reconciliations, and month-end activities in a high-volume environment. The role works closely with accounting, purchasing, and other internal teams to maintain reliable financial records, support reporting needs, and help strengthen payment processes.</p><p><br></p><p>Responsibilities:</p><p>• Lead accounts payable close activities each month, ensuring transactions are recorded accurately and deadlines are met.</p><p>• Review invoices from domestic and international suppliers, validate supporting details, and process payments in accordance with company procedures.</p><p>• Reconcile vendor balances, accounts payable activity, bank records, and selected general ledger accounts to confirm accuracy and resolve variances.</p><p>• Investigate invoice, purchase order, and payment discrepancies, working directly with vendors and internal stakeholders to bring issues to resolution.</p><p>• Prepare account analyses, Excel-based schedules, and recurring financial reports to support audits, compliance, and management review.</p><p>• Record journal entries and maintain journals and ledgers related to payables, expense activity, petty cash, and special account conditions.</p><p>• Monitor employee expense submissions, including advances and overtime-related claims, and ensure proper coding to accounts and cost centers.</p><p>• Maintain organized vendor records, respond to supplier inquiries, and help ensure payment status and documentation remain current.</p><p>• Partner with finance and purchasing teams to improve consistency in spending controls, reporting practices, and payment term management.</p><p>• Contribute as a key user in automation and invoice workflow improvement initiatives, including ongoing enhancements tied to Esker processes.</p><p><br></p><p><strong><em><u>For immediate consideration please call me directly and soon! 508-205-2127 ERIC LEBOW </u></em></strong></p>
  • 2026-07-10T00:00:00Z
Tax Senior Manager (Real Estate) - Hybrid
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p>We are looking for an experienced Tax Senior Manager to join a public accounting firm&#39;s Real Estate practice in Boston, Massachusetts. This position offers the opportunity to advise real estate clients on complex tax matters, oversee compliance and provision work, and contribute to the growth of client relationships. The ideal candidate brings strong technical tax expertise, sound leadership skills, and a track record of delivering high-quality service in a public accounting environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead tax planning, compliance, and consulting engagements for real estate clients, ensuring work is completed accurately and on schedule.</p><p>• Oversee the preparation and review of corporate tax returns and related filings while maintaining compliance with applicable regulations.</p><p>• Manage annual income tax provision activities and provide guidance on reporting requirements and technical tax matters.</p><p>• Advise clients on entity formation considerations and the tax implications of various organizational structures.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax tools to support tax preparation, reporting, and workflow management.</p><p>• Supervise, mentor, and develop tax professionals by reviewing deliverables, providing feedback, and supporting career growth.</p><p>• Build and maintain strong client relationships by serving as a trusted advisor on real estate tax issues and business objectives.</p><p>• Collaborate with internal teams and firm leadership to identify opportunities for expanded services and practice development.</p>
  • 2026-08-04T00:00:00Z
Tax Manager - Public
  • Andover, MA
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • <p>Well respected Public Accounting Firm with a 35+ year history in the Andover area with an excellent reputation is looking to hire a Tax Manager. This person will be part of 15-person team reporting into the managing principal getting involved with all aspects of taxes servicing their clients. This includes compliance and consulting services on multiple client engagements from start to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with 5-10+ years of tax experience in the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great opportunity for a Tax Professional looking to join team friendly collaborative work environment, work/life balance culture and offers remote flexibility.  If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn.</p><p> </p>
  • 2026-07-29T00:00:00Z
Tax Manager - Public
  • Wellesley, MA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • We are looking for an experienced Tax Manager - Public to join an accounting team in Massachusetts. This position is suited for a tax leader who can oversee complex compliance work, guide client engagements, and support sound tax planning across a range of entity structures. The ideal candidate brings strong technical knowledge, a client-focused mindset, and the ability to manage priorities in a fast-paced public accounting environment.<br><br>Responsibilities:<br>• Lead the preparation and review of corporate tax filings and related compliance documents to ensure accuracy and timely submission.<br>• Oversee annual income tax provision activities, including analysis, documentation, and coordination with internal and external stakeholders.<br>• Manage sales and use tax processes using CCH Sales Tax tools, resolving issues and maintaining compliance with applicable regulations.<br>• Utilize CCH ProSystem Fx to organize tax workflows, review returns, and improve efficiency across engagements.<br>• Advise clients on entity formation matters, including tax implications, structural considerations, and filing requirements.<br>• Supervise tax projects from planning through completion, balancing deadlines, resource allocation, and quality standards.<br>• Research tax matters and provide practical guidance on federal, state, and local requirements affecting business operations.<br>• Mentor entry-level staff by reviewing work, offering technical direction, and supporting ongoing development.
  • 2026-07-10T00:00:00Z
Tax Manager/Sr. Tax Manager - Trusts & Estates (focused)
  • Concord, MA
  • onsite
  • Permanent / Full Time
  • 110000 - 150000 USD / Yearly
  • <p>Well respected Public Accounting Firm with a 30+ year history in the Concord, MA area with an excellent reputation is looking to hire a Tax Manager/Senior Tax Manager. This person will be part of 15-person team reporting into the managing principal. This position will be specializing in Trusts &amp; Estates to manage fiduciary, estate, gift, and high-net-worth individual tax engagements. </p><p> </p><p>Key: Responsibilities: </p><ul><li>Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible. </li><li>Advise clients on trust, estate, gift, questions. </li><li>Research complex tax issues and provide technical guidance. </li><li>Serve as a client contact and manage multiple engagements. </li><li>Mentor, train, and review the work of tax staff and seniors. </li><li>Collaborate with attorneys, financial advisors, trustees, and executors. </li></ul><p> Great opportunity for an experienced Tax Professional looking to join team friendly collaborative work environment, tenured staff, and great work/life balance culture.  100% paid Health Benefits along with a 4-day workweek offseason (June – Sept). They are mainly onsite but would be open to hybrid schedule as well. If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn.</p>
  • 2026-07-10T00:00:00Z
Financial Analyst
  • Marlborough, MA
  • onsite
  • Temporary / Contract
  • 27.7115 - 32.087 USD / Hourly
  • We are looking for a Financial Analyst to support key finance operations and deliver meaningful insight that helps guide business decisions in Marlborough, Massachusetts. This Long-term Contract position offers the opportunity to contribute across month-end activities, analytical reporting, and process-focused initiatives within a growing organization. The ideal candidate brings strong quantitative skills, sound judgment, and the ability to translate financial data into clear recommendations.<br><br>Responsibilities:<br>• Support the monthly close cycle by preparing financial analyses, reviewing account activity, and assisting with journal entry-related tasks.<br>• Build and maintain financial models that help evaluate performance, forecast results, and support planning decisions.<br>• Investigate variances between actuals, forecasts, and budgets, then summarize findings for finance leadership and business partners.<br>• Perform ad hoc analysis to address operational and financial questions, using data to identify trends and recommend actions.<br>• Gather, organize, and interpret large data sets to improve reporting accuracy and uncover business insights.<br>• Contribute to process improvement efforts by identifying inefficiencies and helping implement more effective financial workflows.<br>• Assist with special projects that require analytical support, cross-functional coordination, and clear presentation of results.
  • 2026-08-07T00:00:00Z
Financial Analyst
  • Randolph, MA
  • onsite
  • Permanent / Full Time
  • 75000 - 950000 USD / Yearly
  • We are looking for a Financial Analyst to strengthen financial planning, performance reporting, and business insight generation for our team in Randolph, Massachusetts. This role combines analytical rigor with data visualization expertise to turn complex financial information into clear recommendations for decision-makers. The ideal candidate will partner closely with finance and accounting stakeholders to improve reporting quality, support forecasting activities, and deliver meaningful analysis that guides business performance.<br><br>Responsibilities:<br>• Create and enhance Power BI dashboards that present core financial results, including profitability, cash position, balance sheet activity, and budget-to-actual performance.<br>• Gather, combine, and refine data from enterprise sources to build dependable datasets and scalable financial reporting models.<br>• Develop data structures, calculations, and query logic that support accurate reporting and efficient analysis across finance functions.<br>• Contribute to budget preparation, forecasting cycles, and scenario analysis to help leadership evaluate business options and financial outcomes.<br>• Review financial results against plans and prior periods, highlighting key drivers, emerging trends, and material variances.<br>• Replace manual spreadsheet-based reporting with automated, centralized processes that improve consistency, reduce errors, and save time.<br>• Present findings through clear visuals and concise summaries tailored to business partners and leaders who need practical financial insight.<br>• Work collaboratively with finance and accounting teams to improve reporting methods, strengthen analytics capabilities, and support ongoing business decisions.
  • 2026-08-06T00:00:00Z
Financial Analyst
  • Lawrence, MA
  • onsite
  • Permanent / Full Time
  • 70000 - 80000 USD / Yearly
  • We are looking for a Financial Analyst to join a retail organization in Lawrence, Massachusetts. In this role, you will translate operational and financial data into clear insights that support informed business decisions and stronger performance. The position offers the opportunity to work closely with operations and supply chain partners while improving reporting, cost visibility, and overall financial planning.<br><br>Responsibilities:<br>• Drive the monthly close process by consolidating results, reviewing labor and operating expenses, and explaining differences compared with budget and prior-year performance.<br>• Evaluate key cost areas such as labor, freight, logistics, and material inputs to uncover efficiency gains and strengthen product cost understanding.<br>• Track inventory-related performance indicators and collaborate with operations and supply chain teams to improve stock levels and support effective working capital management.<br>• Produce recurring financial summaries, KPI reports, and visual dashboards that give leadership timely insight into operational performance.<br>• Interpret financial results to highlight emerging trends, margin drivers, and opportunities to improve profitability through practical recommendations.<br>• Create and refine automated reporting tools using Power BI and AI-enabled solutions to increase accuracy and reduce manual effort.<br>• Provide responsive financial support for special projects, business questions, and cross-functional analysis needs as they arise.
  • 2026-07-27T00:00:00Z
Financial Analyst
  • Worcester, MA
  • onsite
  • Permanent / Full Time
  • 70000 - 80000 USD / Yearly
  • <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>
  • 2026-07-20T00:00:00Z
Financial Analyst
  • Framingham, MA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>We are looking for a financially savvy analyst to help guide key decisions across global manufacturing and distribution operations in Framingham, Massachusetts. This position works closely with finance and cross-functional leaders to evaluate performance, shape strategic initiatives, and support high-impact business projects. The role is ideal for someone who combines strong modeling skills with the ability to translate complex data into practical recommendations for leadership.</p><p><br></p><p>For Immediate interview please contact Victor Muller at 508 205 2136.</p><p><br></p><p>Responsibilities:</p><p>• Deliver detailed financial evaluations that support strategic priorities, operating performance reviews, and integration-related initiatives across the business.</p><p>• Build models, forecasts, and scenario analyses to assess transformation opportunities, cost impacts, and network optimization decisions.</p><p>• Help standardize finance-related practices and reporting approaches across the global operations organization.</p><p>• Produce recurring performance reports that track synergies, summarize results, and identify emerging risks or improvement opportunities.</p><p>• Work closely with operations and strategy partners to connect financial plans with broader business goals and execution priorities.</p><p>• Prepare clear materials and analysis for leadership presentations, business reviews, and decision-support reporting.</p><p>• Maintain accuracy and consistency in financial data while adhering to established controls, policies, and governance standards.</p><p>• Support process improvement and change initiatives that strengthen financial visibility and operational efficiency.</p>
  • 2026-08-06T00:00:00Z
Sr. Credit Analyst
  • Needham, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 105000 USD / Yearly
  • <p>We are looking for an experienced Sr. Credit Analyst - Commercial Real Estate to join a banking team in the Greater Boston area. This role focuses on evaluating the financial strength of commercial and individual borrowers, identifying risk, and supporting sound lending decisions. The position works closely with commercial lenders to assess credit opportunities, maintain portfolio quality, and deliver clear recommendations aligned with established credit standards.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate borrower financial information, including business and personal financial statements, tax returns, and supporting documentation, to determine credit quality and repayment capacity.</p><p>• Gather required materials from lenders and borrowers and organize information needed to complete thorough credit assessments for new and existing loan relationships.</p><p>• Develop written credit analyses, financial models, summaries, and recommendations to support lending decisions and appropriate facility structures.</p><p>• Examine loan documentation and credit files to confirm completeness, accuracy, and proper perfection of collateral.</p><p>• Assess collateral position and coverage levels to verify alignment with bank policy and overall risk tolerance.</p><p>• Partner with commercial lending teams to monitor existing relationships, identify emerging credit concerns, and support new business opportunities.</p><p>• Prepare or contribute to loan presentations, annual reviews, modification requests, credit file commentary, and other portfolio reporting as required.</p><p>• Maintain organized credit records for commercial borrowers and assist with servicing needs, borrower inquiries, and renewal-related underwriting activities.</p><p>• Ensure all work is performed in accordance with applicable banking regulations, internal policies, and compliance requirements.</p>
  • 2026-07-22T00:00:00Z
Financial Analyst - Hybrid
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 65000 - 80000 USD / Yearly
  • <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&amp;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&#39;ll Do</strong></p><p>As a Financial Analyst, you&#39;ll play a key role in supporting the organization&#39;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>
  • 2026-08-04T00:00:00Z
AML/KYC Analyst
  • Boston, MA
  • onsite
  • Temporary to Hire
  • 28.5 - 33 USD / Hourly
  • We are looking for an AML/KYC Analyst to join a team in Charlotte, North Carolina, on a contract basis with the potential for a permanent role. This position focuses on supporting financial crime compliance efforts through customer due diligence, alert review, and documentation analysis. The ideal candidate brings a strong understanding of AML/KYC practices and can work accurately in a fast-paced, regulated environment.<br><br>Responsibilities:<br>• Review customer records and supporting documentation to evaluate compliance with AML and KYC standards.<br>• Conduct due diligence and enhanced due diligence activities to identify potential financial crime risks.<br>• Investigate alerts and account activity, documenting findings with clear and defensible rationale.<br>• Partner with compliance, risk, and operational teams to resolve information gaps and support case completion.<br>• Maintain accurate records and ensure all reviews meet internal policies and regulatory expectations.<br>• Escalate higher-risk matters when suspicious patterns or unresolved issues are identified.<br>• Support updates to case tracking, reporting, and workflow tools used for investigative and compliance processes.
  • 2026-08-07T00:00:00Z
Senior Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Senior Finance Associate to join their team.</p><p><br></p><p>You will manage financial reporting, treasury activities, audits, tax support, and investor reporting for complex investment structures. Lead process improvements, oversee staff, and collaborate across teams to support operational efficiency and new initiatives.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-08-04T00:00:00Z