28 results for Cfo Chief Financial Officer in Manchester, NH

Associate Director Financial Planning and Analysis Position Overview: The Director of Financial Planning & Analysis (FP& A) will play a pivotal role in driving financial strategy and business performance within the pharmaceutical organization. Reporting to the Chief Financial Officer (CFO), the role is tasked with leading the FP& A function by providing financial insights, forecasting, and data-driven recommendations that influence organizational decision-making. This is a highly visible leadership position that requires a strategic mindset, robust analytical capabilities, and deep experience in the pharmaceutical or life sciences industry. Key Responsibilities: Strategic Financial Leadership: Lead the company's FP& A function, partnering with senior executives to deliver actionable insights that shape the organization’s long-term financial strategy.Budgeting and Forecasting: Oversee the company-wide annual budgeting process and rolling forecasts, ensuring alignment with strategic priorities and business objectives. Manage and continuously improve budget tools, processes, and timelines.Financial Modeling & Analysis: Develop and maintain sophisticated financial models that enhance business decision-making, including profitability analysis, ROI on R& D investments, and scenario planning for new product launches.Operational Support for R& D and Manufacturing: Collaborate with R& D and manufacturing teams to monitor and optimize resource allocation, milestone achievement, and product cost structures.Revenue & Market Analysis: Provide in-depth analysis of product revenues, market trends, and competitor activity to guide commercial strategy. Evaluate pricing models for pharmaceutical products.Business Partnership: Foster active collaboration with functional leaders, including Commercial, Operations, and Regulatory teams, providing financial insights to support decision-making.Board & Executive Reporting: Prepare, analyze, and present financial reports to the C-suite and Board of Directors, including variance analysis, key performance indicators (KPIs), and business outlook.Process Optimization: Identify opportunities to streamline FP& A tools, reporting systems, and processes for enhanced efficiency and accuracy.Compliance & Risk Management: Ensure adherence to healthcare industry financial regulations and reporting standards. Monitor financial risks and advise on mitigation strategies.Qualifications: Bachelor’s degree in Finance, Accounting, or a related field (Master's degree or MBA preferred). CPA or CFA certification is a plus.10+ years of progressive FP& A experience, with at least 5 years in the pharmaceutical, biotech, or life sciences industry.Proven team leadership experience, with the ability to guide and develop high-performing finance professionals.Expertise in financial analysis, budgeting, forecasting, and strategic planning within complex and dynamic business environments.Strong understanding of pharmaceutical R& D cycles, product pipelines, and market dynamics in the healthcare sector.Advanced proficiency with financial planning tools, ERP systems (e.g., SAP, Oracle), and Microsoft Excel; knowledge of visualization tools like Tableau or Power BI is a strong plus. If interested and qualified please send resumes to alexander.morsey@roberthalf !

Finance Director For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie! If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly. We are in search of a Controller to join our client's team. The successful Controller candidate will be responsible for executing high-level business and financial analysis that will aid management in crucial business decisions. They will also handle day-to-day tasks in Finance and Accounting and lead strategic initiatives. This Controller role will be a blended hands on and strategic role managing a small team!!! Responsibilities: • Oversee the Finance department operations, setting objectives and goals for the team• Conduct high-level business and financial analysis to assist in critical business decisions• Manage the process of monthly closing and devise strategies to reduce the time taken for the same• Prepare and present financial statements including P& L and balance sheets to the management• Forecast future financial trends and develop strategies to minimize financial risk• Collaborate with CPA firm to ensure effective monitoring of the company's finances• Supervise journal entry preparation and account reconciliations• Implement cost accounting practices in setting standard costs for all products• Handle transactions related to inventory, A/P, A/R, and payroll• Compile key business metrics and report them to management monthly• Prepare return on investments (ROI) for significant capital investments• Lead the annual budgeting and capital planning process• Develop and implement process for product costing• Create policies and procedures for the accounting department• Utilize skills in budget processes, cost accounting, financial statement preparation, month-end close, and forecasting Anyone interested in this opportunity, should send your resume in today, this client is looking to move quickly with their hire!!!

Accounting Manager Growing privately held Manufacturing Company with 30+ year history and leaders in their industry located in the Beverly area is looking for an Accounting Manager. The Accounting Manager will report into the Controller, work closely with the CFO and be part of a 5-person Finance team. This role will be very involved in financial reporting, month end close activities, inventory management, budgeting and forecasting, financial analysis, payroll reconciliations and oversee AP & A/R. Will also be involved in creating budgets, cash forecasting and IT control initiatives. BS Degree in Accounting or Finance with 5+ years of corporate accounting experience with strong G/L experience required. Strong manufacturing, inventory management and multi-site plant location experienced is preferred. Great group here, team collaborative environment and working culture. Experienced Senior Accountants looking for their next step in their career are encouraged to apply. This position is mostly on site but flexibility when needed. If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn.

Director of Accounting We are accepting applications for the role of Director of Accounting based in Massachusetts. As part of a non-profit organization, the incumbent will be responsible for maintaining the accuracy and integrity of the financial statements and assets. The position involves providing guidance on technical accounting matters, leading the annual financial audit, and preparing tax returns and regulatory filings. For immediate interview contact Victor Muller at 508 205 2136 Responsibilities:• Lead the General Ledger team, ensuring the provision of detail-oriented development opportunities.• Provide training and offer technical assistance as necessary.• Conduct research and offer guidance on technical accounting topics, as well as new and emerging accounting guidelines, consulting with external experts when required.• Oversee the monthly closing process, including managing reconciliations.• Record journal entries to reflect monthly activities.• Carry out treasury functions in cash management and act as an authorized check signer.• Serve as a liaison for Workers Compensation audit.• Revise and maintain all Fiscal Services Team policies and procedures.• Ensure compliance with all applicable laws, rules, and regulations.• Manage the year-end audit and consolidated statements preparation.• Set up and maintain systems and controls to verify the integrity of all processes, systems, data, and reporting.• Act as the primary contact for the annual audit and uniform financial report.• Prepare and review federal and state tax organizers and initial tax returns.• Prepare and file Owner Certified Real Estate Assessment Center filings.• Recommend procedural improvements and resolve issues.• Supervise other finance and accounting staff as required.• Participate in a variety of special projects and develop ad hoc reports as requested.• Attend and actively participate in supervision and staff meetings.

Controller We are offering a long term contract employment opportunity for a Controller in the non-profit industry based in Cambridge, Massachusetts. As a Controller, you will have the crucial role of managing all aspects of the finance unit, including Accounts Receivable, Accounts Payable, Cash Receipts, Restricted Grants Management, and General Ledger functions. This position requires the candidate to be onsite in Cambridge 1x a week. Responsibilities: • Overseeing daily operations of the finance unit, ensuring smooth functioning of all related activities.• Managing the monthly reconciliation process for all balance sheet accounts, which includes bank accounts, accounts receivable, accounts payable, investments, fixed assets and other liability accounts.• Establishing and maintaining a centralized vendor administration function to manage provider payouts.• Coordinating and managing the annual finance audit and year-end tax reports, under the general direction of the Chief Administration Officer.• Managing the filing process of subsidiary financial reports, tax filings and other government-required filings.• Overseeing and managing reports on lobbying activities and Form 990 reporting requirements.

Controller We are offering an exciting opportunity for a Controller in the legal industry, based in Boston, Massachusetts. The Controller will be the exclusive financial individual within the team, responsible for managing all financial operations. Responsibilities:<ul><li>Maintain Tabs3</li><li>Review and process client invoices through Tabs3</li><li>Maintain IOLTA accounts</li><li>Oversight and review of all general ledger transactions</li><li>Oversight of the 1099 process</li><li>Cash management including deposits, cash flow budget and projections</li><li>Bank reconciliations </li><li>Payroll processing</li><li>Manage the monthly and annual financial review including assisting in the development and monitoring of the revenue and expense budgets</li><li>Identify, own and manage projects and systems that introduce and improve processes used by the Legal team. Coordinate with law firm administrator</li><li>Liaison with outside CPA</li></ul>

Cost Accounting Manager Global Company with expanding North American Operations located in Peabody area is looking for a Cost Accounting Manager. The Cost Accounting Manager will be responsible for the management, development, analysis and reporting of standard costing. This individual will be a key contributor providing high level analysis of product costs, operations and margins supporting for multi-site locations. Duties include establish and maintain standard costs for all raw materials, WIP and finished goods, monitor and report on inventory levels, production costs and returns, inventory cycle counts and reconciliations, financial statement preparation, assist with annual budgeting/forecasting and assist with SOX compliance and internal control initiatives. BS Degree require with MBA/CMA preferred with 8+ years of strong Cost Accounting experience within manufacturing. Strong communication skills both verbal and written required along with advanced Excel skills. Great Finance team in place, brand new stare of the art facility, excellent working culture and strong overall benefits. Remote flexibility as well offered once up to speed. If interested email dino.valeri@roberthalf or message me thru LinkedIn.

Controller - Nonprofit Controller role for well respected, incredible nonprofit with a strong mission. Reports directly to the CFO and oversees the accounting function which includes managing a 4 person accounting team. Hybrid work schedule requiring 2 days per week in office.

Accounting Manager Overview:We are seeking an experienced and detail-oriented Accounting Manager to lead and oversee our accounting department. The ideal candidate will ensure the accuracy and efficiency of all financial operations, provide strategic financial insights, and manage the day-to-day operations of the accounting team. This role requires a strong understanding of accounting principles, management expertise, and a commitment to maintaining compliance with regulatory requirements. Key Responsibilities:<ul><li>Leadership & Team Management:</li><li>Supervise and mentor the accounting team, including accounts payable, accounts receivable, and payroll specialists.</li><li>Conduct regular performance evaluations, set objectives, and offer guidance to team members for professional growth.</li><li>Financial Reporting & Analysis:</li><li>Oversee the preparation of timely and accurate financial statements (e.g., income statements, balance sheets, cash flow reports).</li><li>Analyze financial data to identify trends, variances, and opportunities for improvement.</li><li>Compliance & Audit:</li><li>Ensure compliance with federal, state, and local financial regulations, including tax requirements and reporting standards.</li><li>Serve as the primary point of contact for external auditors and coordinate audit processes.</li><li>System Management:</li><li>Maintain and optimize ERP systems for financial reporting and tracking.</li><li>Support process improvements through the adoption of advanced tools, such as AI platforms and automation software.</li><li>Budgeting & Forecasting:</li><li>Lead the budgeting process by collaborating with other departments to estimate revenues and expenses.</li><li>Provide insights and recommendations for strategic decision-making based on financial forecasts.</li><li>Policy Development:</li><li>Establish, document, and maintain internal controls and accounting policies to ensure robust financial practices.</li><li>Develop strategies to mitigate financial risks and improve operational efficiencies.</li></ul>

Controller - Nonprofit Nonprofit organization that works closely with state/local government. Excellent place to work, only 1 day per week in office and can be mostly remote. Excellent benefits, including a pension. This role reports to the CFO, manages a strong accounting team and owns the accounting functionResponsibilities: <ul><li>US GAAP Accounting</li><li>Own accounting function which includes operational accounting, financial reporting, audit, g/l, month end</li><li>Manage and develop accounting staff</li><li>Prepare financials, oversee audit</li><li>Comply with state and local government accounting standards and have in depth knowledge of federal funding</li></ul> Qualifications<ul><li>Degree in Accounting or Finance with advanced degree or CPA certification desired</li><li>Experience with government accounting and federal funding</li><li>Management experience</li><li>Ability to oversee accounting</li></ul>

Controller We are in search of a Controller to be part of our team in the Commercial Real Estate industry situated in Worcester, Massachusetts. This role involves overseeing all aspects of commercial property management accounting for a large portfolio and working together with leaders from other departments to foster the growth of the accounting department. Position is only 4 days a week with 100% paid benefits! For immediate interview please contact Victor Muller at 508 205 2136 Responsibilities:• Collaborate with Portfolio Manager/Asset Manager to sustain the profitability of the portfolio• Oversee cash management of the allocated portfolio, including funding requests• Contribute to the acquisition of new properties/portfolios• Conduct bank reconciliations and ensure accuracy• Compile, scrutinize, and disseminate month-end financials, making adjustments as needed• Develop and review monthly financial packages for assigned portfolio, including but not limited to Income Statement, Balance Sheet, Budget Variance, and Executive Summary• Evaluate and analyze transactions from Accounts Receivable/Accounts Payable to ensure they are accurately coded and recorded. Identify, investigate, and resolve or report discrepancies• Prepare Balance Sheet tie-out and maintain supporting account schedules• Post accrual entries with supporting documentation and account reconciliations• Post registers and ledgers, balance and reconcile accounts, prepare journal entries or adjustments to accounts as needed• Ready year-end packages for tax accounting and external auditing• Communicate directly with clients and owners.

Accounting Manager We are offering a long term contract employment opportunity in Chelmsford, Massachusetts for an Accounting Manager. This role is primarily within the manufacturing industry, where the successful candidate will be responsible for leading corporate accounting functions, utilizing various accounting software systems, and managing global consolidations. Responsibilities:• Lead corporate accounting functions for the US region• Utilize Hyperion SmartView, HFM and Excel for financial operations• Handle foreign currency exchange and consolidations• Manage inventory and conduct reconciliations• Utilize Accounting Software Systems, BlackLine, Concur, and ADP - Financial Services for financial management• Oversee ERP - Enterprise Resource Planning• Supervise Accounts Payable (AP) and Accounts Receivable (AR) operations• Conduct auditing and manage billing functions• Spend 3 days in-office, specifically on Wednesdays, for operational tasks• Ensure the implementation of financial controls and adherence to policies.

Director of Accounting - 100% REMOTE Life Sciences My client, a 100% REMOTE Public Life Sciences company is hiring for a DIrector of Accounting to join the team. The Director of Accounting will oversee the Cost Accounting function along with the accruals team. This company is commercial, has a great pipeline, offers tons of growth potential, has been growing consistently, offers excellent benefits, 6 weeks PTO on day 1 and a many more perks! If interested and if you check all the boxes under the requirements, please email matthew.katz@roberthalf or message me on linkedin ASAP. Thank you

Manager or Sr. Property Accountant We are in search of a Manager or Sr. Property Accountant to join our team in Boston, Massachusetts. As a key member of our team, you will play a significant role in handling all accounting, month end close, property accountant, corporate accounting and working with the auditors. This role is mainly in office and pays from $120 - 140K + bonus. Please message me on LinkedIn or email me for immediate consideration john.holtman@roberthalf Responsibilities:• Oversee and manage all components of accounts payable to ensure timely and accurate payments are made.• Regularly review and approve invoices and manage vendor relationships, adhering strictly to company policies.• Take charge of fund-level syndications, which includes capital calls, investor reporting, and compliance.• Manage fund-level distributions to ensure accurate and timely disbursements to investors.• Lead the transition from our current accounting systems to the Yardi platform.• Collaborate with IT and operations teams to ensure seamless transition and integration of the new system.• Train staff on the new system and develop procedures to optimize its use.• Prepare and review financial statements, ensuring accuracy and adherence to accounting standards.• Conduct financial analysis to support decision-making and strategic planning.• Ensure compliance with all relevant accounting standards and regulations.• Coordinate and manage external audits, providing necessary documentation and responding to auditor inquiries.

Manager or Sr. Project Accountant We are in the process of recruiting a Sr. Project Accountant or Manager to join thier team based in Boston, Massachusetts. This role involves a wide range of responsibilities, including financial reporting, account reconciliation, and project budgeting. The Sr. Project Accountant will work closely with leadership and various departments to ensure accurate and timely billing. This role is mainly in office and compensates from $85 - 100K + bonus. Please message me on linkedin or email me for consideration john.holtman@roberthalf Responsibilities• Oversee the accurate and efficient processing of client invoices, including the preparation of drafts for approval by project managers.• Manage Consultant invoices, payments, expense reports, check requests, and other related financial reports.• Conduct monthly reconciliation of project statements and bank statements, investigating any discrepancies found.• Work with leadership to ensure the timely collection of outstanding invoices.• Coordinate with the HR team to oversee payroll activities.• Carry out the reconciliation process for credit card transactions and other accounts as required.• Prepare and submit monthly client Accounts Receivable (AR) and aging report statements for review by the Principal.• Oversee the onboarding process for new projects, in collaboration with contract administration.• Monitor and maintain project budgets, ensuring they are up to date.• Calculate sub consultant payments and monitor consultant invoices.• Assist with year-end review, audit, and tax requirements, including reconciliation with an outside tax accountant.• Facilitate the transfer of software from Quickbooks to Deltek Vision.

Controller Controller - Boston - to $165k + bonus Our client, a Boston Area manufacturing company with multiple plants and a wide customer base, is seeking a Controller to add value to the organization and efforts for process improvement. The role is highly visible, reporting to leadership, and is managing a small team of accounting professionals. The company is looking for the Controller to bring the right mix of skills and project management to look at how processes and workflow can be optimized. Tons of upside!Expectations are to be in-office for automation, project mgmt, mentoring of the team, etc.The company does however have good flexibility, culture, summer hours, etc. Responsibilities will include: <ul><li>Oversee preparation of month-end financials for entities with review and narrative on actual vs. plan results</li><li>Take an active hand in processes, improving close timeliness, improving AP and cash mgmt </li><li>Oversee the review for balance sheet, consolidation, forecasts, budget, external audit relations, financial performance packages, etc.</li><li>Managing and mentoring of a dedicated, professional team.</li></ul>

Tax Director - start up CPA firm! Unique situation!! Tax Director / CPA FirmBoston Area / Hybrid $200k++ Newly-created role within a newly-created professional services firm providing full audit and tax work. Established (and growing) set of clients for this CPA firm. Very stable situation. Really zero risk. Great opportunity to join a growing firm with a fresh and employee-friendly culture from the get-go!! If you have 10+ years within public accounting with a focus on corporate tax services, this is a place you should consider. The firm has an established client base, so you will not be expected to do business development as a major part of the job. The key will be to provide key leadership to the developing team of managers, seniors and staff while maintaining a high level of client service. Excellent compensation, time off and benefits, as well as nice restrictions on peak busy season hours (< 55) for everyone. Above market compensation salary range $175-225k+, plus bonus...Comp will be based on experience.

Director of Revenue We are on the lookout for a Director of Revenue to join our team located in Burlington, Massachusetts. This role is based in the healthcare industry and offers a long term contract employment opportunity. You'll be a key player in assessing and improving the revenue operations, working closely with senior management. We are looking for someone with FQHC experience. Responsibilities: • Lead and improve the revenue, reimbursements, and collections processes• Utilize your knowledge of Epic Software to enhance revenue cycle processes• Work in collaboration with senior management to assess compliance and ensure efficiency• Use your expertise in healthcare revenue cycle and hospital revenue cycle to boost revenue operations• Involve in budget processes and ensure its alignment with revenue management strategies• Oversee and manage revenue management within the organization.

Controller - Manufacturing Co - to $165k Controller - Boston - to $165k + bonus Our client, a Boston Area manufacturing company with multiple plants and a wide customer base, is seeking a Controller to add value to the organization and efforts for process improvement. The role is highly visible, reporting to leadership, and is managing a small team of accounting professionals. The company is looking for the Controller to bring the right mix of skills and project management to look at how processes and workflow can be optimized. Tons of upside!Expectations are to be in-office for automation, project mgmt, mentoring of the team, etc.The company does however have good flexibility, culture, summer hours, etc. Responsibilities will include: <ul><li>Oversee preparation of month-end financials for entities with review and narrative on actual vs. plan results</li><li>Take an active hand in processes, improving close timeliness, improving AP and cash mgmt </li><li>Oversee the review for balance sheet, consolidation, forecasts, budget, external audit relations, financial performance packages, etc.</li><li>Managing and mentoring of a dedicated, professional team.</li></ul>

Commission Manager For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie. If you are currently working with a Robert Half recruiter, please reach out to them. This role is 100% remote BUT MUST BE SOMEONE LIVING IN THE EASTERN STANDARD TIME ZONE!!! Robert Half is offering an exciting opportunity to join one of our clients as a Commission Manager. As a Commissions Manager, you will take a leading role in managing and processing all commissions for the company. The Commission Manager will oversee all compensation-related tasks. Responsibilities• Manage and process commission statements in a timely and accurate manner• Handle compensation and bonus programs• Utilize communication skills to resolve customer inquiries and issues• Maintain and monitor customer accounts, ensuring all details are accurate• Supervision and mentoring experience required • Use your knowledge of Commissions Accounting to ensure all financial aspects are handled correctly• Maintain accurate records of all transactions and processes related to commissions and compensation

Controller We are offering an exciting opportunity for a Controller to join our team in the financial services sector, located in Boston, Massachusetts. The Controller will be a crucial team member responsible for overseeing financial reporting, assisting in the administration and accurate reporting of financials, and providing direction to teammates. The role necessitates collaboration with various teams in the finance department to extract data necessary for reporting. Responsibilities: • Develop comprehensive financial plans including budgeting, forecasting, and scenario analysis while working in conjunction with department heads to align financial objectives with business and tax strategies. • Monitor weekly cash balances and short-term projections, ensuring accuracy and timeliness. • Handle the monthly reconciliation of account balances and monitor credit reports and accounts. • Oversee the preparation and updates of monthly budgets and spending reports. • Lead the processing of weekly payroll for personal employees. • Conduct monthly performance analysis on external investments. • Carry out quarterly projections of five-year cash flows and net worth financials. • Respond to ad hoc reporting requests from respective Principals in a timely and efficient manner. • Administer and review internal private equity databases for new investments, cap table changes, and valuation changes. • Prepare, review, and update quarterly tax payments and coordinate with tax preparer to review tax filings. • Collaborate with tax counsel on audit activity. • Consult with senior management on the development and monitoring of accounting and financial policies and procedures to ensure accuracy and institute controls. • Maintain detail-oriented interactions with external investments to obtain performance and valuations, external accountants for tax planning, filing, and inquiries and other associated parties.

Tax Manager - Public Start Date after 5/1/25. Well respected Public Accounting Firm with a 30+ year history in the Waltham area with an excellent reputation is looking to hire a Tax Manager. This person will be part of 10-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 or message me thru LinkedIn.

AR/Billing Manager **AR/Billing Manager** Our client is seeking a dedicated Billing Manager for a full-time role that entails overseeing the processing of vendor invoices and managing a fiscal team. Responsibilities include maintaining the external billing mailbox, generating client billing, and ensuring all billing processes are accurate and timely. The role involves tracking key performance indicators, communicating effectively with internal and external stakeholders, and staying updated with industry trends and regulatory changes. If you have strong leadership skills and experience in managing accounts receivable, we would love to hear from you! ((Boston, Hybrid, Up to $100K)) **Bachelor's degree, required ** 5+ years of Billing/Accounts Receivable experience **Prior supervisory experience ** Technically proficient in Microsoft Office Suites and NetSuite ** Familiarity with Wellsky, Ankissam and Change, Availilty and Office Ally portals preferred.**Strong knowledge of Medicare A & B, Medicaid, HMO and PPO billing processes.**Comprehensive knowledge of International Classification of Diseases (ICD) and Current Procedural Terminology (CPT) coding systems.** Knowledge of Aging Service Action Points (ASAP) vendor billing, plus

Assistant Controller We are offering an exciting opportunity for an Assistant Controller to join our team, based in Boston, Massachusetts. The chosen candidate will be a key figure in our finance team, working in the AI SaaS industry. The role involves a variety of responsibilities such as managing financial processes, reporting, and auditing, among other tasks. Responsibilities: • Efficiently process customer credit applications to ensure accuracy • Maintain precise records of customer credit • Handle customer inquiries and provide appropriate solutions • Monitor customer accounts and take necessary actions • Utilize Accounting Software Systems to manage financial data • Implement ADP - Financial Services for efficient financial operations • Use Concur for expense management • Generate reports using Crystal Reports to support decision-making • Ensure compliance with DCAA regulations • Oversee all accounting functions to ensure financial stability • Manage Accounts Payable (AP) and Accounts Receivable (AR) to maintain cash flow • Conduct auditing procedures to ensure financial accuracy • Oversee billing functions to ensure timely and accurate invoicing.

Associate, Portfolio Administrator Our client is a Wealth Management firm looking to hire an Associate, Portfolio Administrator for their Boston office. The Associate Portfolio Administrator is an integral part of the Analytics team, specializing in portfolio and performance data management to support wealth management clients. Responsibilities include managing daily processes like trades, cash flows, and account setups while coordinating with custodians and external partners to resolve issues. Additionally, the position involves onboarding complex clients, documenting workflows, refining operational processes, and supporting cross-functional teams and the team manager as needed. Ideal candidates bring expertise in accounting, finance, and technology, with strong analytical skills, attention to detail, and the ability to manage competing priorities effectively.