<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>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
<p>Our client is adding to their growing staff & are now looking for someone who enjoys client interaction & being in the thick of tax strategy & planning! EA, CPA or just solid tax advisor experience needed. </p><p>If this catches your attention, let's connect! CASEY WIGGIN on LINKEDIN</p><p><br></p><p>• Prepare individual, trust, and small business tax returns with accuracy and timeliness</p><p>• Ensure compliance with federal and state regulations</p><p>• Stay current on tax code updates and planning opportunities</p><p>• Deliver tax planning insights to clients as needed</p><p>• Identify and educate tax clients about the benefits of our financial planning and estate/legacy services</p><p>• Facilitate smooth handoffs to the appropriate departments</p><p>• Track first appointments and support follow-through to ensure client satisfaction</p><p>• Collaborate with internal teams to align client goals with service offerings</p>
<p>We are looking for an experienced Finance Manager to join our team in Lawrence, Massachusetts. This is a contract position where you will play a key role in overseeing financial strategies, ensuring accurate reporting, and driving performance metrics. The ideal candidate will excel in managing budgets, cash flow, and month-end processes while providing valuable insights to support business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets to align with organizational goals and financial targets.</p><p>• Oversee the month-end close process, ensuring accuracy and timeliness in financial records.</p><p>• Lead the implementation and refinement of budgetary processes to optimize resource allocation.</p><p>• Prepare and deliver detailed financial reports, offering insights into trends and performance.</p><p>• Monitor and manage cash flow forecasts to maintain stability and meet operational needs.</p><p>• Utilize Oracle systems to streamline financial operations and reporting.</p><p>• Establish and track key performance indicators (KPIs) to evaluate financial health and organizational efficiency.</p><p>• Support strategic decision-making by providing data-driven financial analysis and recommendations.</p><p>• Collaborate with cross-functional teams to ensure alignment on financial priorities and objectives.</p>
<p>We are looking for a dynamic Credit Manager to lead and inspire a team of credit and cash application professionals at our office in Worcester County. In this role, you will oversee credit management, new account setups, and cash application processes while fostering collaboration with internal departments and external partners. This position is ideal for a results-driven leader with a passion for optimizing financial operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and mentor a team of 12, including credit associates and cash application staff, to ensure smooth and effective financial operations.</p><p>• Build and maintain strong relationships with internal teams and external clients to facilitate billing, deductions management, payment resolution, and account reconciliation.</p><p>• Manage multiple priorities while coaching and empowering your team to achieve shared goals.</p><p>• Provide senior management with detailed reporting metrics and regular updates on portfolio performance and challenges.</p><p>• Collaborate with IT teams to enhance automation within the cash application process.</p><p>• Drive consistent improvement in credit management strategies for both small-scale and larger corporate accounts.</p><p>• Develop and implement processes to streamline new account setups and ensure compliance with company policies.</p><p>• Represent the department in cross-functional initiatives to align credit strategies with broader business objectives.</p><p><br></p><p><strong>**For immediate consideration please reach out to me asap! 508-205-2127- Eric Lebow** </strong></p>
<p>We are looking for a skilled Tax Manager to oversee compliance, planning, and preparation of complex tax filings for trusts and estates. Based in Worcester, Massachusetts, this role is ideal for a meticulous individual with strong leadership and technical expertise in fiduciary accounting and tax law. The successful candidate will manage client relationships, mentor staff, and contribute to business development efforts.</p><p><br></p><p>For immediate interviews please contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Supervise and ensure the accurate preparation and filing of federal and state tax returns for trusts and estates, including Forms 1041, 706, and K-1s.</p><p>• Conduct detailed research on complex tax issues and provide solutions based on findings.</p><p>• Communicate effectively with tax authorities to address inquiries and resolve issues.</p><p>• Manage a significant volume of fiduciary and agency accounts while maintaining operational efficiency.</p><p>• Review and provide feedback on tax work prepared by entry-level staff to ensure quality and accuracy.</p><p>• Build and maintain strong relationships with clients, advisors, and trust administrators.</p><p>• Offer strategic advice on trust and estate planning, wealth transfer, and tax-saving opportunities.</p><p>• Mentor, train, and evaluate tax staff to foster growth and team development.</p><p>• Participate actively in business development activities, including client presentations and industry conferences.</p><p>• Perform and review complex trust and estate accountings, ensuring compliance with legal and financial standards.</p>
<p>We are looking for an experienced and meticulous Accounting Manager to join our finance team in Burlington, Massachusetts. This role will involve overseeing key financial processes, ensuring compliance with accounting standards, and driving process improvements. The ideal candidate will have a strong background in both public and private accounting, coupled with excellent analytical and leadership skills.</p><p><br></p><p>Please email michael.abate@roberthalf;com for more info and consideration.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the monthly, quarterly, and annual financial close processes to ensure accurate and timely reporting.</p><p>• Prepare and review journal entries, account reconciliations, and financial statements in alignment with accounting principles.</p><p>• Oversee general ledger activities, ensuring proper documentation and compliance with established standards.</p><p>• Collaborate with cross-functional teams, including FP& A and Operations, to support financial reporting and analysis.</p><p>• Develop and implement internal controls, accounting policies, and process enhancements to improve efficiency and compliance.</p><p>• Provide accounting support for system integrations or acquisitions, ensuring seamless transitions.</p><p>• Mentor and manage less experienced accounting staff, fostering growth and accountability within the team.</p><p>• Conduct technical accounting research and assist in policy development to address complex financial matters.</p>
<p>We are seeking a highly skilled and detail-oriented <strong>Accounting Manager</strong> to lead our accounting function, including <strong>general ledger, month-end close, financial reporting, and payroll operations</strong>. This role is responsible for ensuring the accuracy and integrity of all financial records while supporting business goals through timely and insightful financial reporting.</p><p><br></p><p>ESSENTIAL FUNCTIONS - include the following (other duties may be assigned): </p><p>• Responsible for preparation, accuracy and timely distribution of accounting-related reports; including weekly, monthly, annual financials and various detailed analyses. </p><p>• Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company. Present potential scenarios and outcomes to management.</p><p>• Develop and distribute various financial reports supporting other business functions.</p><p>• Responsible for department staff: hiring, performance management, near term development needs, long term staffing plan, ensuring compliance to company policies & procedures.</p><p>• Develop and implement accounting policies and procedures to ensure compliance with appropriate company, GAAP, regulatory, legal and contractual requirements.</p><p>• Assure accuracy of payroll accounting and that books tie to reports issued by payroll service.</p><p>• Prepare and support annual financial reviews/audits, various other targeted audits as necessary, bid & applied rates, annual company valuation, and mandated outside financial reporting.</p><p>• Ensure quality control over financial transactions and financial reporting.</p><p>• Manage day-to-day accounting operations and ensure appropriate validation methods and redundant process backup are in place for every critical operation.</p><p>• Manage and comply with all local, state and federal government reporting requirements and tax filings.</p><p>• Review financial documents to verify accuracy and compliance to regulations and acceptable financial principles.</p>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Marblehead, Massachusetts. This role focuses on overseeing key accounting tasks and ensuring the successful implementation of Microsoft Dynamics 365 Business Central. Ideal candidates will have a strong accounting background and hands-on experience with Business Central, enabling them to provide valuable insights and support to the accounting department.<br><br>Responsibilities:<br>• Oversee month-end close processes to ensure accurate and timely completion.<br>• Manage general ledger entries and maintain detailed financial records.<br>• Conduct account reconciliations to verify accuracy and identify discrepancies.<br>• Prepare and review journal entries to maintain compliance with accounting standards.<br>• Assist in financial statement audits by providing necessary documentation and explanations.<br>• Collaborate with the accounting team to evaluate the functionality of Microsoft Dynamics 365 Business Central.<br>• Provide expertise and guidance during the system implementation process, ensuring smooth transition from legacy systems.<br>• Analyze accounting workflows and recommend improvements to enhance efficiency.<br>• Train and support team members in utilizing Microsoft Dynamics 365 Business Central effectively.
<p>We are seeking an experienced and detail-oriented <strong>Accounting Manager</strong> to oversee the day-to-day financial operations of our privately held manufacturing company. The ideal candidate will manage the accounting team, ensure accurate financial reporting, maintain compliance with accounting standards, and provide meaningful financial insights to support business decisions. This position plays a key role in maintaining the integrity of financial data and improving accounting processes to support growth and efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise and manage the daily activities of the accounting department, including general ledger, accounts payable/receivable, payroll, and cost accounting.</li><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements.</li><li>Ensure timely and accurate month-end and year-end close processes.</li><li>Manage inventory accounting, standard cost updates, and manufacturing variance analysis.</li><li>Oversee account reconciliations and maintain internal controls to safeguard company assets.</li><li>Coordinate with external auditors and tax advisors during audits and tax filings.</li><li>Develop and implement accounting policies, procedures, and internal controls to enhance accuracy and efficiency.</li><li>Support budgeting, forecasting, and financial planning processes.</li><li>Partner with operations and management to analyze production costs, margins, and profitability.</li><li>Provide mentorship and training to accounting staff to ensure team development and performance.</li><li>Stay current with accounting standards (GAAP) and manufacturing industry best practices.</li></ul><p><br></p><ul><li><br></li></ul><p><br></p><p><br></p>
We are looking for a skilled Interim Finance Manager to join our team in Cambridge, Massachusetts. This is a Contract-to-permanent position within the pharmaceutical industry, offering a unique opportunity to collaborate with senior leadership and provide valuable financial insights. The role involves managing complex financial reporting, consolidations, and delivering strategic analysis to support executive decision-making.<br><br>Responsibilities:<br>• Oversee monthly financial close and consolidation processes for R& D operations.<br>• Develop and present executive-level financial reports and insights to leadership teams.<br>• Collaborate with senior managers to ensure accurate reporting, analysis, and workload management.<br>• Act as a primary liaison between Finance and R& D leadership to streamline communication and processes.<br>• Identify opportunities for process optimization and support the implementation of new technologies.<br>• Provide variance analysis and storytelling to explain financial trends and performance.<br>• Partner with cross-functional teams to enhance forecasting and financial modeling efforts.<br>• Drive automation initiatives to improve efficiency and data accuracy.<br>• Contribute strategic insights that challenge assumptions and support business goals.
<p>We are looking for an experienced Accounting Manager to join our client's team in Natick, Massachusetts. In this long-term contract position, you will oversee key financial operations and ensure the accuracy and compliance of all accounting practices. The role requires strong leadership skills, expertise in financial reporting, and familiarity with the Tyler Technologies' Munis system.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily accounting activities, including accounts payable/receivable, payroll, and general ledger operations.</p><p>• Utilize the Munis system to manage financial transactions, generate reports, and maintain precise records.</p><p>• Prepare comprehensive financial statements and reports on a monthly, quarterly, and annual basis.</p><p>• Coordinate and lead external audit processes to ensure compliance and transparency.</p><p>• Analyze accounting data to create forecasts and detailed financial reports.</p><p>• Ensure adherence to federal, state, and local financial regulations.</p><p>• Assist in the development and execution of budgets using the Munis Budget module.</p><p>• Provide training and support to staff on Munis system functionalities and updates.</p><p>• Identify and implement process improvements and system optimizations to enhance efficiency.</p>
We are looking for an experienced Accounting Manager to oversee key financial operations, including month-end close processes, cash flow reporting, and operational accounting activities. This role also involves providing essential support for audits and ensuring the accuracy of financial data. This is a Contract-to-Permanent position located in Cambridge, Massachusetts.<br><br>Responsibilities:<br>• Lead and manage month-end close procedures to ensure timely and accurate reporting.<br>• Prepare and analyze cash flow statements to maintain a clear overview of financial health.<br>• Oversee operational accounting functions, including account reconciliations and journal entries.<br>• Collaborate with auditors to provide necessary documentation and support during financial statement audits.<br>• Maintain and update the general ledger to ensure all transactions are accurately recorded.<br>• Develop and implement accounting policies and procedures to enhance efficiency and compliance.<br>• Monitor financial data to identify discrepancies and implement corrective actions.<br>• Provide insights and recommendations to improve financial processes and reporting.<br>• Ensure compliance with regulatory and organizational standards in all accounting practices.
We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.<br><br>Responsibilities:<br>• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.<br>• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.<br>• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.<br>• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.<br>• Provide financial support and insights to capital markets business units, working closely with their finance teams.<br>• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.<br>• Maintain accurate and up-to-date management basis profit and loss statements.<br>• Collaborate with cross-functional teams to enhance financial processes and reporting.<br>• Assist in identifying opportunities for operational improvements and cost efficiencies.<br>• Support the development of presentations and reports for senior management and stakeholders.
<p>seeking a motivated and detail-oriented Administrative & Accounting Assistant to join our team. This role combines traditional administrative support with accounting assistant responsibilities, providing essential support to our operations, accounting, and project management teams. The ideal candidate will be proactive, organized, and comfortable handling both financial documentation and day-to-day office functions in a fast-paced construction environment.</p><p>Key Responsibilities</p><p>Administrative & Office Support</p><p>• Retrieve and distribute mail from the PO Box</p><p>• Monitor voicemail inbox; triage and forward messages to appropriate staff</p><p>• Order and maintain office and kitchen supplies (weekly or as needed)</p><p>• Coordinate and assist with office-wide mailings (FedEx, USPS, mass distributions)</p><p>• Oversee onboarding logistics for new hires, including distributing apparel, and coordinating technology setup (iPads, covers, stylus pens, etc.)</p><p>• Serve as a liaison for internal tech support; maintain equipment such as copiers, printers, and plotters</p><p>• Coordinate the ordering and proofing of company apparel and marketing materials</p><p>Accounting & Project Support</p><p>• Assist with accounts payable processes and credit card receipt reconciliation</p><p>• Gather, organize, and assemble invoices for residential billing packets</p><p>• Generate and track monthly lien waivers for residential projects</p><p>• Proofread, format, and edit AIA subcontracts for accuracy and consistency</p><p>• Track and enter new vendor packets into Sage accounting system</p><p>• Obtain, monitor, and update certificates of insurance for office and subcontractors; send monthly reports on expired policies</p><p><br></p><p><br></p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127</u></em></strong></p>
<p>We are looking for an experienced Chief Financial Officer (CFO) to lead and oversee our financial strategy and operations during a period of significant growth. This role focuses on enhancing financial planning, investor relations, and corporate strategy with a strong emphasis on real estate investments and asset management. The ideal candidate will drive operational efficiency, optimize financial performance, and ensure compliance while guiding the organization toward its long-term strategic goals.</p><p><br></p><p>For immediate interview please contact Victor Muller at 508-205 2136</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive financial strategies to support corporate growth and market expansion.</p><p>• Oversee all aspects of financial operations, including accounting, treasury, budgeting, and reporting for real estate assets and investment ventures.</p><p>• Lead financial forecasting, planning, and analysis to inform strategic decision-making.</p><p>• Establish and maintain cash flow management policies to ensure operational liquidity and financial stability.</p><p>• Provide financial insights and predictive modeling to support business strategies and maximize shareholder value.</p><p>• Manage relationships with investors, shareholders, and external financial partners to build trust and transparency.</p><p>• Ensure compliance with regulatory and tax requirements by preparing and submitting accurate financial reports.</p><p>• Design and enforce financial and operational controls to maintain efficiency and mitigate risks.</p><p>• Build and lead a high-performing finance and accounting team to support organizational objectives.</p><p>• Analyze current and future business operations to assess financial effectiveness and identify growth opportunities.</p>
<p>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.</p><p><br></p>
We are looking for an experienced Tax Manager to join our team in Lawrence, Massachusetts. In this role, you will oversee client portfolios, manage tax planning and preparation, and contribute to the growth and development of our firm. This position requires an individual with a strong background in accounting and taxation, as well as leadership capabilities to mentor team members and ensure client satisfaction.<br><br>Responsibilities:<br>• Manage a diverse portfolio of clients, ensuring accurate bookkeeping, effective tax planning, and timely tax preparation.<br>• Deliver client work with technical precision, consistency, and reliability.<br>• Foster strong client relationships by maintaining open communication, meeting deadlines, and proactively offering strategic solutions.<br>• Oversee the monthly close process for assigned business clients, including the preparation of detailed financial statements.<br>• Prepare and review federal, state, and local income tax returns for various entities such as individuals, corporations, partnerships, and trusts.<br>• Address and resolve tax notices and inquiries in a timely and detail-oriented manner.<br>• Engage in business development activities by networking, participating in community events, and showcasing the firm's unique offerings.<br>• Identify and communicate challenges and opportunities to senior leadership as appropriate.<br>• Mentor and guide team members, fostering their growth in both technical and detail-oriented areas.
<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>
<p>We are seeking an experienced and detail-oriented <strong>Accounts Receivable Manager</strong> to join our client’s team and oversee the billing and collections process in a fast-paced healthcare environment. In this role, you will be responsible for maintaining accurate and organized <strong>resident admission files</strong> on a weekly basis, processing <strong>monthly billings</strong> for each payor class and related co-insurances, and preparing <strong>resident statements</strong> as required. You will handle <strong>Medicaid and Medicare claims</strong>, correcting and re-billing any denied claims in a timely manner to ensure prompt payment to the facility. Additionally, you will review and track all billable ancillary supplies, as well as check and prepare vendor bills to ensure proper payment. This position requires a strong commitment to accuracy, timeliness, and compliance with all applicable regulations. <strong>Other duties may apply</strong> as needed to support the financial health of the organization.</p><p>If you thrive in a detail-driven role, enjoy problem-solving, and have a passion for ensuring smooth revenue cycle operations, we’d love to hear from you.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p>
<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>
We are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a trusted advisor to clients, offering innovative solutions for complex tax challenges while ensuring compliance with regulatory standards. Your expertise will play a key role in helping clients achieve their business goals through strategic tax planning, risk management, and forward-looking insights.<br><br>Responsibilities:<br>• Manage a diverse portfolio of clients, delivering exceptional service tailored to their needs.<br>• Oversee the preparation, review, and timely filing of various tax forms to ensure accuracy and compliance.<br>• Provide expert consultation on complex tax provisions and support clients on intricate engagements.<br>• Research and stay informed on evolving tax regulations, delivering actionable insights and guidance.<br>• Develop and implement efficient processes to improve project outcomes and departmental workflows.<br>• Mentor and guide team members to foster their growth and enhance overall team performance.<br>• Build and maintain strong client relationships, offering strategic advice to address their unique tax challenges.<br>• Lead business development efforts to expand the firm's reach and contribute to its growth.<br>• Manage financial aspects of engagements, including budgets, billing, and collections.<br>• Drive innovation in tax planning strategies to optimize outcomes for clients.
<p>This is a unique opportunity to work on cutting-edge projects, develop innovative solutions, and make a tangible impact on global operations. See your work come to life while helping shape strategic initiatives that influence trade, policy, and taxation worldwide.</p><p><br></p><p><strong>Your Role</strong></p><p>We are looking for a Global Finance Manager to provide financial leadership and support across Trade, Government Affairs, and Tax functions in a cross-functional capacity based in Boston. In this role, you will oversee financial planning, forecasting, modeling, and performance reporting for these strategic areas.</p><p>You will collaborate with senior leaders to assess the financial implications of regulatory and policy developments, guide resource allocation, and ensure financial alignment with organizational priorities. This is a unique opportunity to leverage core finance expertise in a role that bridges global trade, public policy, and tax strategy.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Drive financial planning and analysis for Trade, Government Affairs, and Tax functions, supporting both day-to-day operations and long-term strategic initiatives.</li><li>Collaborate with senior leaders to identify opportunities that enhance financial performance, improve cost efficiency, and mitigate risks associated with regulatory and policy activities.</li><li>Build and maintain financial models to evaluate the potential impact of legislative, regulatory, and trade developments.</li><li>Work with global and regional teams to ensure financial resources are aligned with organizational priorities.</li><li>Monitor and report on the financial performance of cross-functional initiatives, providing actionable insights and recommendations to leadership.</li><li>Oversee budgeting for Trade and Government Affairs functions, ensuring financial discipline, accuracy, and transparency.</li><li>Support the development of high-impact materials such as investment cases, executive dashboards, and performance reports for decision-making.</li><li>Maintain detailed tracking and reporting of financial commitments related to government grants, incentives, and tax programs.</li><li>Contribute to strategic projects by providing financial guidance and analytical support to drive cross-functional success.</li></ul><p><br></p><p><br></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>Our client is seeking a high-caliber Finance Business Partner to join their growing team. This is a fantastic opportunity to work closely with commercial leaders and help shape strategic direction through financial insight and collaboration.</p><p><br></p><p>If you're passionate about driving performance and revenue, unlocking growth opportunities, and influencing decision-making with sound financial judgment — this role is for you.</p><p><br></p><p>💼 What You’ll Do:</p><ul><li>Partner with Commercial teams to support financial performance and long-term strategy.</li><li>Lead analysis of business trends to drive performance-led conversations.</li><li>Oversee financial performance of insurance programs and carrier partnerships.</li><li>Evaluate new commercial opportunities, including payment models and fee structures.</li><li>Collaborate with product and analytics teams to enhance customer segmentation and product offerings.</li><li>Provide oversight for profit share programs and ensure accurate reporting.</li><li>Monitor expense management, contracts, and headcount forecasting.</li><li>Lead annual budgeting cycles and align financial goals with business objectives.</li><li>Share best practices across the finance organization and support change initiatives.</li></ul><p><br></p><p><br></p>
