<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>I have partnered with a group in Boston seeking a Manager FP& A or Senior Manager FP& A. This role is integral to driving the company's financial strategy and ensuring the accuracy of budgeting, forecasting, and reporting processes. The ideal candidate will bring strong analytical skills and a strategic mindset to deliver insightful financial analysis and support key business decisions. They are working on a hybrid office schedule 3 day a week in office and the position pays based on experience from $130 - 160K + bonus. Please message me on linkedin or email me for immediate consideration john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets, forecasts, and long-term financial planning processes to ensure alignment with company objectives.</p><p>• Analyze financial data to identify trends, variances, and performance metrics, providing actionable insights to senior management.</p><p>• Create and maintain financial models to support strategic decision-making and business initiatives.</p><p>• Oversee the preparation of monthly, quarterly, and annual financial reports, ensuring their accuracy and compliance with accounting standards.</p><p>• Monitor company spending, implement cost-control measures, and identify opportunities to improve operational efficiency.</p><p>• Collaborate with cross-functional teams to provide financial insights that drive strategic and operational decisions.</p><p>• Manage and mentor a team of financial analysts and accounting professionals, fostering a culture of growth and continuous improvement.</p><p>• Partner with the accounting team during month-end and quarter-end close processes to ensure accurate financial results.</p><p>• Support the establishment and execution of financial policies, governance frameworks, and internal controls.</p><p>• Lead special projects focused on process improvement and automation to enhance financial operations.</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>
We are looking for an experienced Senior Financial Analyst to join our team in York, Maine. This role is critical in providing financial insights and strategic support to enhance decision-making across key business areas. The ideal candidate will excel in financial modeling, budgeting, and analysis, using their expertise to drive organizational performance and efficiency.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, ensuring they are accurate, insightful, and tailored to inform senior management decisions.<br>• Develop sophisticated financial models to analyze trends, evaluate risks, and support long-term strategic planning.<br>• Lead budgeting and forecasting processes by collaborating with various departments to align projections with organizational goals.<br>• Utilize advanced forecasting methods, such as scenario and sensitivity analysis, to anticipate financial outcomes and identify opportunities or risks.<br>• Perform comprehensive variance analysis to pinpoint discrepancies between actual results and budgets, offering actionable recommendations to address issues.<br>• Collaborate with operations to evaluate procurement, manufacturing, and distribution costs, identifying areas for improvement.<br>• Work closely with sales teams to conduct margin analysis and assess the financial impact of pricing strategies, discounts, and promotions.<br>• Analyze marketing expenditures to gauge their effectiveness and alignment with organizational objectives.<br>• Review general and administrative expenses to ensure efficient resource utilization and cost management.<br>• Support the optimization and maintenance of financial systems to enhance reporting precision and streamline processes.
<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>We are looking for a skilled Finance Manager to join our team on a long-term contract basis in Westborough, Massachusetts. In this role, you will oversee critical financial processes, including month-end and quarterly closings, while maintaining the accuracy of reconciliations and financial reporting. You will also contribute to finance activities across diverse business units and global regions.</p><p><br></p><p>Responsibilities:</p><p>• Manage monthly and quarterly financial close processes, ensuring timely and accurate completion.</p><p>• Collaborate with international teams to align financial strategies and practices.</p><p>• Conduct detailed financial analysis to support decision-making and strategic planning.</p><p>• Develop and refine forecasting models to enhance financial predictability.</p><p>• Create and present comprehensive financial reports to stakeholders.</p><p>• Identify and implement improvements to streamline financial processes.</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 seeking an accomplished Director, Tax & Treasury to lead the organization’s corporate tax and treasury functions at our Lowell, Massachusetts office. This senior leadership role is responsible for shaping and executing tax strategies, maintaining compliance with complex domestic and international regulations, and overseeing financial initiatives that enhance the company’s tax position, capital structure, and liquidity. The successful candidate will bring deep expertise in tax planning, treasury operations, and people leadership, thriving in a fast-paced, technology-enabled environment.</p><p>Responsibilities</p><ul><li>Design and execute a comprehensive global tax strategy aligned with business objectives and regulatory requirements.</li><li>Ensure full compliance with federal, state, local, and international tax laws, including specialized and industry-specific regulations.</li><li>Direct tax compliance and reporting activities, including audits, ASC 740 tax provisions, and financial statement disclosures.</li><li>Lead tax planning and execution for mergers and acquisitions, from due diligence through post-integration.</li><li>Oversee international tax planning, transfer pricing, and compliance across multiple jurisdictions.</li><li>Leverage technology and process improvements to enhance tax reporting accuracy and streamline compliance.</li><li>Manage all direct and indirect tax filings, including income, payroll, property, sales, and use taxes.</li><li>Develop and implement strategies to optimize capital structure, cash management, and liquidity planning.</li><li>Build, mentor, and lead a high-performing tax and treasury team focused on collaboration and continuous improvement.</li><li>Act as the primary liaison with external tax advisors, auditors, and financial institutions.</li></ul><p><br></p>
