<p>We are looking for an experienced Financial Planning & Analysis Manager to join our team in Framingham, Massachusetts. In this role, you will lead financial operations and planning for corporate functions, ensuring alignment with strategic goals and delivering actionable insights. This position provides an opportunity to collaborate with senior leadership and make a significant impact on organizational performance.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Lead and mentor a team of analysts, ensuring timely delivery of financial reporting and effective business partnering for corporate functions such as HR, IT, Finance, Legal, and others.</p><p>• Oversee the monthly financial close process for corporate functions, providing concise performance summaries and analysis of key business drivers.</p><p>• Drive operational and financial planning processes for corporate functions, ensuring plans align with strategic objectives and are achievable.</p><p>• Collaborate with executive leadership to monitor and report on cost-saving initiatives and their progress.</p><p>• Partner directly with corporate transformation leadership to manage and analyze capitalized projects, including financial reporting and accounting.</p><p>• Conduct ad hoc financial analyses and participate in cross-functional meetings and initiatives to support corporate functions.</p><p>• Present financial insights and performance updates to senior leadership and executive committees as required.</p>
<p>Financial Analyst position open.</p><p>For immediate interview call Victor Muller at 508 205 2136</p><p>Summary: Division Analyst is a business partner to their assigned Divisions and is responsible for all financial activity directly related to the assigned division. This will include, but not be limited to: budget preparation, financial reporting, forecasting, Grant & Contract invoicing, analyzing financial and operational data, reconciling balance sheet accounts and reporting.</p><p>Why Work for SMOC?</p><p>• Paid Time Off: All full-time employees can accrue up to 3 weeks of vacation, and 2 weeks of sick time and are eligible for 12 paid holidays during their first year of employment.</p><p>• Employer-paid Life Insurance & AD&D and Long-Term Disability for full-time employees.</p><p>• Comprehensive Benefits Package including Medical Plans through Mass General Brigham with an HRA Employer cost-sharing program, Dental Plans with Orthodontic Coverage, and EyeMed Vision Insurance available to full-time employees.</p><p>• 403(B) Retirement Plan with a company match starting on day one for all full-time and part-time employees.</p><p>• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short-Term Disability.</p><p>• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.</p><p>Primary Responsibilities:</p><p>• Act as a business partner to the Division Directors and Program Managers by assisting them in all financial aspects of the division and related programs.</p><p>• Responsible for all revenue and expenses booked to assigned Divisions including ensuring appropriate accounting.</p><p>• Create monthly financial reports and develop budget to actual variance analysis in conjunction with division/program managers.</p><p>• In coordination with Division Directors, develop annual budget for each assigned program and divisions for submission to upper management.</p><p>• Forecast financial revenue and expenses on an as needed basis.</p><p>• Process and approve payments to vendors ensuring that invoices are charged to the proper GL codes.</p><p>• Develop and submit monthly/quarterly/annual billing reports for local, state and federal funding sources to include salary schedules, payment vouchers and statistics and progress reports.</p><p>• Reconcile all assigned G/L accounts on a monthly basis including deferred revenue and accounts receivable. Monitor and keep up to date on status of aged receivables.</p><p>• Periodic meetings with Division and Program Managers to review status of contract expenses and revenue.</p><p>• Work with Program staff to ensure all contracts documents are signed and submitted on timely basis.</p><p>• Participate in agency and funding authority audits and contract monitoring. Prepare schedules as needed (contract, donations, accounts receivable).</p><p>• Maintain confidentiality of client, employee and agency information in accordance with federal and state laws and funder requirements.</p><p>• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies & procedures.</p><p>• Other duties as assigned.</p><p><br></p>
<p>We are looking for an Associate Financial Planner to join our team in Concord, New Hampshire. In this role, you will deliver personalized financial planning services to individuals and families, ensuring they are equipped to make informed decisions and achieve their long-term financial goals. You will work collaboratively with advisors while adhering to fiduciary principles and fostering strong, trust-based relationships with clients.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Develop tailored financial plans that address clients' individual goals and circumstances.</p><p>• Collaborate with advisors to ensure client needs are met with fiduciary care and transparency.</p><p>• Build and nurture long-term relationships with clients, maintaining regular communication to adapt plans as needed.</p><p>• Conduct thorough assessments of clients' financial situations, including investments, savings, and income.</p><p>• Provide expert guidance on financial strategies, including retirement planning, portfolio management, and wealth preservation.</p><p>• Stay updated on industry trends and regulatory changes to provide accurate and informed advice.</p><p>• Promote business growth by identifying new opportunities and cultivating client referrals.</p><p>• Maintain compliance with all financial regulations and standards in all practices.</p><p>• Utilize strong business development skills to expand the firm's client base.</p><p>• Assist clients in navigating complex financial decisions with clarity and confidence.</p>