<p>We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p>My client, a construction firm who is affiliated with a very reputable company is looking to hire a Director of Finance to join their team. The Director of Finance will report to the CEO and work closely with the VP of Accounting position. The right person will have strong budgeting, forecasting, planning and financial modeling skills within a Construction environment. Backgrounds for this position could be current Director of Finance, Controller or Assistant Controller. Compensation for this position is $175-200K + Bonus. This company has been doing well and has continued growth plans, is a nice family oriented environment where people like to work, they offer nice career growth, strong benefits and more!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you. </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>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>
We are looking for an experienced Director of Treasury to join our team in Brookline, Massachusetts. In this role, you will oversee an established treasury function, providing leadership and strategic direction while managing complex financial operations. This is a long-term contract position offering an exciting opportunity to contribute to a significant healthcare project, including debt financing for a new hospital construction.<br><br>Responsibilities:<br>• Provide leadership and guidance to a skilled treasury team, ensuring smooth operations and strategic alignment.<br>• Manage banking relationships and oversee cash flow and liquidity operations to maintain financial stability.<br>• Lead initiatives related to debt issuance, including planning and execution.<br>• Prepare detailed quarterly and annual treasury reports to support organizational transparency and compliance.<br>• Collaborate closely with internal and external stakeholders on treasury compliance matters.<br>• Participate as a key member of the investment committee, contributing to strategic investment decisions.<br>• Maintain communication and coordination with bond rating agencies such as Moody’s and S& P.<br>• Monitor and track bond proceeds, ensuring accurate reporting and compliance.<br>• Work on complex financial projects, including raising debt for hospital construction and managing associated expenses.
<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 Chief Financial Officer to lead the financial operations of an educational institution in Brookline, Massachusetts. This role is pivotal in ensuring the fiscal stability, compliance, and long-term sustainability of the organization while maintaining alignment with its mission and values. The ideal candidate will bring a strong background in financial leadership, particularly within non-profit or higher education environments.</p><p><br></p><p>Essential Responsibilities:</p><p>1. Financial Planning, Budgeting & Forecasting</p><p>2. Hands-On Cash Flow Management & Financial Reporting</p><p>3. Endowment & Investment Oversight</p><p>4. Expense Reconciliation</p><p>5. Audit, Compliance & Risk Management</p><p>6. IT & Facilities Financial Planning</p><p>7. Financial Aid & Student Account Collaboration</p>
<p>A brand new high level growth opportunity on offer! For immediate Interview contact Victor Muller at 508 205 2136.</p><p><br></p><p>Senior Manager of Internal Controls leads the design, implementation, and maintenance of an organization's control framework, focusing on SOX compliance (Sarbanes-Oxley), risk mitigation, and financial integrity. This role evaluates internal control effectiveness, manages audit activities, remediates deficiencies, and advises leadership on risks and process improvements, often requiring 8+ years of auditing experience. </p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Compliance and Risk Management:</strong> Oversee SOX 404 compliance, including developing and maintaining control frameworks, conducting annual risk assessments, and ensuring IT General Controls (ITGC) are robust.</li><li><strong>Audit Facilitation:</strong> Act as the primary liaison with internal and external auditors, coordinating testing and ensuring timely, accurate reporting.</li><li><strong>Process Improvement:</strong> Identify, test, and enhance business process controls to improve efficiency, reduce fraud, and ensure accuracy in financial reporting.</li><li><strong>Deficiency Remediation:</strong> Identify control gaps, analyze root causes, and work with process owners to develop sustainable remediation plans.</li><li><strong>Leadership and Strategy:</strong> Provide strategic guidance on control design, manage cross-functional teams, and train staff on compliance-related policies. </li></ul><p><br></p><p><br></p>
<p>We are looking for a dynamic and detail-oriented Controller to join our team in Auburn, Massachusetts. In this pivotal role, you will oversee the company's financial operations, ensuring accuracy, compliance, and strategic insight. As a key partner to the President and other leadership members, you will contribute to the company's financial health and operational efficiency, while driving improvements across accounting systems and business processes.</p><p>For Immediate Interview please contact Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Lead and refine core accounting processes to enhance efficiency and accuracy.</p><p>• Manage month-end and year-end closing activities, ensuring timely and precise reporting.</p><p>• Oversee audits and maintain relationships with external partners, including banks and valuation firms.</p><p>• Supervise accounts receivable, accounts payable, bank reconciliations, and cash flow operations.</p><p>• Ensure compliance with financial policies and regulatory standards.</p><p>• Develop and maintain cost accounting systems, including standard costing, job costing, and variance analysis.</p><p>• Collaborate with production teams to evaluate and report on margin performance.</p><p>• Monitor inventory valuation and material cost fluctuations to ensure accurate financial reporting.</p><p>• Prepare detailed financial dashboards and operational reports to support decision-making.</p><p>• Lead annual budgeting, forecasting, and scenario modeling processes to guide strategic planning.</p>
<p>Global Manufacturing Company located in the Peabody area is looking for a Tax Manager. This is 3-person team reporting into the VP of Tax supporting both domestic and international business units. Excellent benefits offered along with remote flexibility (3 days on site but tons of flexibility when needed). If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Manage the preparation, review and documentation of the Company’s quarterly and annual worldwide tax provisions under ASC 740, including management of all domestic and foreign income tax related accounts and maintenance of SOX controls</li><li>Manage the preparation of domestic federal and state income tax returns, (consolidated corporate and partnership) including proper application of foreign related rules affecting the U.S. federal tax returns, working with outsourced external tax preparers</li><li>Oversee estimates and extension calculations for three U.S. consolidated groups</li><li>Research and evaluate complex accounting transactions and issues to ensure proper tax accounting treatment and disclosure, including M& A purchase accounting and equity compensation transactions</li><li>Identify opportunities to improve current processes and procedures related to the tax accounting function, including software solutions and data management</li><li>Assist the VP Tax in working with the worldwide finance teams to identify, analyze and implement programs or transactions to reduce the Company’s taxes, minimize risk, and maintain a consistent global tax strategy</li><li>Manage U.S. federal and state tax examinations </li><li>Assist in tax due diligence and analysis related to potential acquisition targets</li><li>Assist in global restructuring and other strategic tax planning projects </li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p>We are looking for an experienced Director of Finance to lead and oversee financial operations, human resources, risk management, and governance functions for our organization based in Roxbury, Massachusetts. This role requires a strategic thinker and strong leader who can ensure the financial health of the organization while managing compliance and operational efficiencies. The ideal candidate will possess a deep understanding of financial processes and human resource strategies, along with the ability to mitigate risks and support organizational growth. This role is hybrid 3 days onsite and is paying from $85 - 107K. For consideration please message me on LinkedIn or email me at john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial strategies to support organizational goals and maintain fiduciary responsibility.</p><p>• Maintain accurate and transparent financial records, ensuring compliance with accounting standards and procedures.</p><p>• Lead the preparation and approval process for annual budgets, collaborating with the Board and senior leadership.</p><p>• Manage audits and ensure all financial records are reviewed regularly in accordance with legal requirements.</p><p>• Oversee vendor and third-party partner relationships to ensure cost-effectiveness and high-quality financial services.</p><p>• Review and update employment policies and procedures in collaboration with leadership.</p><p>• Oversee employee onboarding, payroll systems, and initiatives focused on staff development to support retention.</p><p>• Identify and mitigate organizational risks by assessing operations, facilities, partnerships, and insurance coverage.</p><p>• Ensure timely preparation and submission of all financial, legal, and tax filings required by state and federal authorities.</p><p>• Provide regular reports to the Board and Finance Committee, keeping them informed of financial and operational updates.</p>
<p>We are looking for an experienced Director of Finance & Administration to oversee financial operations, strategy, and administrative processes within our organization. This role is pivotal in managing financial reporting, cash flow, and benefits administration, ensuring the company's stability and growth. Based in Boston, Massachusetts, this position requires a dynamic leader capable of fostering efficiency and compliance while driving strategic initiatives. This positions pays in the range of $130 - 150K + discretionary bonus. They are working on a hybrid schedule 3 days a week in office. Please message me on LinkedIn or email me at john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Supervise bookkeeping, financial reporting, and planning processes to maintain accuracy and timeliness.</p><p>• Develop and implement policies to improve operational efficiency and ensure compliance with reporting requirements.</p><p>• Lead budgeting, expense forecasting, and financial analysis to provide actionable insights to senior leadership.</p><p>• Manage relationships with external bookkeeping and accounting firms to ensure seamless collaboration.</p><p>• Oversee accounts payable and receivable processes, including client invoicing and financial report generation.</p><p>• Monitor and control cash flow to ensure liquidity and effective capital management.</p><p>• Administer company insurance programs, collaborating with brokers to secure adequate and cost-effective coverage.</p><p>• Manage employee benefits programs, including sourcing, negotiations, and compliance with client requirements.</p><p>• Oversee payroll, onboarding, offboarding, and performance review processes to ensure adherence to company policies.</p>
<p>We are looking for an experienced Controller to join our team on a contract basis in Leominster, Massachusetts. This position is ideal for a detail-oriented finance expert with strong leadership skills and expertise in corporate accounting. You will play a key role in ensuring accurate financial reporting, compliance, and operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Provide leadership in corporate accounting functions, ensuring accuracy and adherence to financial regulations.</p><p>• Manage month-end closing activities, including reconciliation and preparation of financial statements.</p><p>• Facilitate external audits by preparing necessary documentation and coordinating with auditors.</p><p>• Ensure compliance with accounting standards and company policies.</p><p>• Collaborate with cross-functional teams to support financial planning and decision-making.</p><p>• Identify opportunities for process improvement within accounting operations.</p><p>• Maintain detailed records and documentation to ensure transparency and accountability.</p>
<p>My client, a growing Fin Tech company in Boston is hiring a Director of FP& A to join their team. The Director of FP& A will report to the VP of Finance and be fully involved with all the Budgeting, Forecasting, Planning and other financial job duties for the company. Compensation for this position is $180-220K + 20-25% Bonus + Equity + a potential sign on bonus for those walking away from their year end bonus. This company is growing very nicely, expects 30-40% revenue growth in 2026, offers nice benefits, a great culture, nice work life balance and more!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf. Thank you</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>
We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and reporting for a dynamic organization in Nashua, New Hampshire. This position requires a strong background in financial management, compliance, and strategic planning. The ideal candidate will drive process improvements, support growth initiatives, and deliver actionable insights to leadership.<br><br>Responsibilities:<br>• Manage the month-end close process across multiple entities, ensuring timely and accurate financial reporting.<br>• Review and approve journal entries, reconciliations, and accruals to maintain compliance with organizational standards and regulations.<br>• Collaborate with external accountants to prepare for audits and tax filings, ensuring all requirements are met.<br>• Develop financial models, forecasts, and pro formas to support strategic decision-making and investment analysis.<br>• Lead budgeting processes and assist in long-term planning for operational and investment activities.<br>• Partner with banks, lenders, and advisors to prepare financial packages, support cash flow forecasting, and facilitate financing activities.<br>• Provide actionable insights to ownership and leadership to inform strategic planning and growth initiatives.<br>• Improve financial processes and workflows, documenting procedures to enhance operational efficiency.<br>• Support special projects, including acquisitions, new entity launches, and strategic growth efforts.<br>• Strengthen internal controls and reporting systems to ensure scalability and effectiveness.
<p>Our client, a globally recognized, complex and diverse nonprofit organization in the Boston Area, is searching for a unique non-profit accounting professional. This newly-created role will own the grants accounting function for the organization. Focus is primarily on state and private grants (minimal federal funding involvement), tracking revenue and compliance, as well as reporting and analysis necessary for successful financial strategy for the organization.</p><p><br></p><p>Great leadership team that is looking to mentor the right person. You can be a strong Senior Grants Accountant that might be ready for the ownership role., but the role takes on a Mgr/SrMgt level of responsibility, being the grants acctg expert in the org. Great visibility and opportunity to build out the function and implement best practices. This role is not just the grant administration work; it owns the actual hands-on accounting for the grants/revenue/ASC606 and ASC958/forecasts etc.</p><p><br></p><p>The role is on site 4 days in a great location, free parking, while offering outstanding flexibility as well as work/life balance. </p><p><br></p><p>Compensation is $125-150k with outstanding benefits and paid time off. (well above average)</p><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our team in Auburn, Massachusetts. In this role, you will oversee critical accounting functions, ensuring compliance, accuracy, and alignment with organizational goals. You will also collaborate closely with upper management to deliver tailored financial statements and report analysis.</p><p><br></p><p>For immediate consideration contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and provide guidance to junior staff, ensuring team goals and deliverables are met effectively.</p><p>• Collaborate with account managers to address their unique accounting and financial reporting needs.</p><p>• Manage accounts payable and receivable functions, including reviewing audit workpapers and ensuring accurate transaction processing.</p><p>• Oversee accounts receivable activities, ensuring proper documentation, compliance, posting, and timely reporting.</p><p>• Prepare and review journal entries and account reconciliations to ensure financial records are accurate and compliant.</p><p>• Conduct variance analysis on the general ledger and address discrepancies to maintain accurate financial reporting.</p><p>• Analyze and manage profit and loss statements to support the company's financial planning and strategic decisions.</p><p>• Review and post payroll journal entries, ensuring compliance and accurate reconciliations.</p><p>• Leverage prior audit experience to oversee internal and external audit processes, ensuring adherence to financial standards.</p>
<p><em>Private Equity, Tax Manager</em></p><p><em>Boston, Hybrid.</em></p><p><em>Comp to $175k base plus bonus. Plus amazing benefits.</em></p><p><br></p><p>*NOTE: The potential to a post-tax season start date exists!!</p><p><br></p><p>Our client is an established and very successful PE firm in the Boston Area. They are creating a Tax Manager role to help support the continued growth in fundraising and their execution strategy. Great history of challenging and developing their people. Excellent work/life allows for the perfect balance for you.</p><p><br></p><p>The role will look to provide some immediate positive impact to the business and fund reporting and compliance. Great chance to work within a small, elite tax group. You'll have multiple mentors above and around you, while also helping a couple junior staff showing tons of promise.</p><p><br></p><p>Some basics on the job:</p><ul><li>Manage and review the preparation of tax workpapers, tax returns, and tax estimates for funds and partnership entities, focusing on alternative investments and partnership tax compliance.</li><li>Coordinate and oversee outsourced CPA teams, ensuring accurate tax filings, distribution support, and maintaining partner information for K-1 reporting and withholding calculations.</li><li>Analyze legal documents and respond to investor and partner inquiries regarding tax reporting, while tracking projects and collecting documentation to support compliance.</li></ul><p><br></p>
<p>My client, a smaller Real Estate Firm in the Boston area is hiring a Controller to join the firm. The Controller will report to the CFO and oversee all things related to the Accounting for the company. Compensation for this position is $150-200K + Bonus DOE. This company is doing well, has been very successful, you will report to and learn from an excellent CFO, they offer an amazing work life balance with no overtime type of work and no weekend work, they offer free healthcare to a single and a whole lot more!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you.</p>
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p>My client, an excellent boutique PE Firm is hiring for a Corporate Accounting Manager to join their team. The Corporate Accounting Manager will report directly to the CFO and handle all things corporate accounting related in addition to assisting the Partners out with some family office type duties. Compensation for this position is $125-145K + around $30K Bonus. This company has been growing very nicely over the past 10 years, the founders all have excellent backgrounds from well-known companies, they offer a hybrid working arrangement, nice benefits, a great work life balance and people like working here!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf ASAP. Thank you.</p>
<p>Growing privately held Manufacturing Company with 40+ year history and leader in their industry located Salem Mass area is looking for a Controller to join the leadership team. The Controller will report directly into the President and manage a small staff. This role will have complete ownership of all financial reporting, cost accounting, inventory management, transactional accounting activities including accounts payable, accounts receivable, billing, order entry and human resources and payroll functions. Other duties include cash management/reporting, financial analysis, internal controls, tax and insurance reporting and point person dealing with outside CPA firm. This is an excellent opportunity to join a very stable company in a “hands on” leadership role. Experience working in a small company environment required, previous experience with human resources duties preferred. Sage Business works and advanced Excel knowledge is highly desired. This is mainly onsite role but flexibility when needed. Very nice work-life balance opportunity as well. If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p>
We are looking for an experienced Finance Manager to oversee financial planning and analysis functions within a dynamic organization. This role involves key responsibilities such as budgeting, forecasting, and financial modeling, as well as preparing detailed management and investor reports. This is a Contract to permanent position based remotely, with the opportunity to collaborate with stakeholders and contribute to the company’s financial success.<br><br>Responsibilities:<br>• Develop and maintain accurate financial models to support strategic decision-making processes.<br>• Lead the preparation and analysis of budgets and forecasts to ensure alignment with organizational goals.<br>• Manage month-end close procedures and ensure timely financial reporting.<br>• Create comprehensive reports for management and investors, providing insights into financial performance.<br>• Conduct in-depth financial analysis to identify trends and opportunities for improvement.<br>• Collaborate with cross-functional teams to gather data and ensure consistency in financial documentation.<br>• Utilize QuickBooks Online and Microsoft Excel to streamline accounting and reporting processes.<br>• Support compliance with financial regulations and company policies.<br>• Identify ways to optimize financial systems and processes for improved efficiency.<br>• Provide guidance and mentorship to entry level finance team members, fostering a collaborative environment.
<p>Growing Consulting Company with 50+ year history and leader in their industry located in the Burlington area is looking for Accounting Manager/ Controller to join the leadership team. This will be the # 1 Finance person reporting into the owner managing a small staff. This role will have complete ownership of all financial reporting, transactional accounting activities including accounts payable, accounts receivable, billing, expense reports, order entry and human resources and payroll functions. Other duties include cash management/reporting, financial analysis, internal controls, tax and insurance reporting and point person dealing with outside CPA firm. This is an excellent opportunity to join a growing and very stable company in a “hands on” leadership role. Experience working in a small company environment required, previous experience with payroll and human resources duties preferred. Deltek and advanced Excel knowledge is highly desired. Hybrid availability offered (1-2 days from home) once up to speed. If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p>
