9 results for Treasury Analyst in Quincy, MA

Treasury Analyst - Family Office

Boston, MA
onsite
Permanent
65000 - 72000 USD / Yearly
Treasury Analyst – Family Office PracticeThe Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills. Key Responsibilities:- Execute ACH transfers and wires for client and entity accounts-Support bank and brokerage account openings and related documentation-Maintain banking relationships and evaluate new platforms as needed-Update and verify wire instructions and maintain internal records-Monitor liquidity needs and manage balances across multiple platforms-Assist with capital call and distribution memos-Support Form 1099 preparation-Perform daily/monthly bank and custody reconciliations-Assist with credit facility management (draws, paydowns, documentation)-Follow established internal controls and support audit requests
2026-03-25T00:00:00Z

Financial Analyst

Natick, MA
onsite
Permanent
55000 - 65000 USD / Yearly
Financial Analyst position open.For immediate interview call Victor Muller at 508 205 2136Summary: 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.Why Work for SMOC?• 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.• Employer-paid Life Insurance & AD&D and Long-Term Disability for full-time employees.• 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.• 403(B) Retirement Plan with a company match starting on day one for all full-time and part-time employees.• Additional voluntary benefits including; Term and Whole Life Insurance, Accident Insurance, Critical Illness, Hospital indemnity, and Short-Term Disability.• Flexible Spending Accounts, Dependent Care Accounts, Employee Assistance Program, Tuition Reimbursement and more.Primary Responsibilities:• 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.• Responsible for all revenue and expenses booked to assigned Divisions including ensuring appropriate accounting.• Create monthly financial reports and develop budget to actual variance analysis in conjunction with division/program managers.• In coordination with Division Directors, develop annual budget for each assigned program and divisions for submission to upper management.• Forecast financial revenue and expenses on an as needed basis.• Process and approve payments to vendors ensuring that invoices are charged to the proper GL codes.• 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.• 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.• Periodic meetings with Division and Program Managers to review status of contract expenses and revenue.• Work with Program staff to ensure all contracts documents are signed and submitted on timely basis.• Participate in agency and funding authority audits and contract monitoring. Prepare schedules as needed (contract, donations, accounts receivable).• Maintain confidentiality of client, employee and agency information in accordance with federal and state laws and funder requirements.• Ensure compliance with program/department, agency and/or funder requirements, as well as, SMOC policies & procedures.• Other duties as assigned.
2026-03-27T00:00:00Z

Sr. Financial Analyst

Wareham, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to join our team on a contract basis in Wareham, Massachusetts. In this role, you will play a pivotal part in developing a financial pricing tool that supports our clients in optimizing their pricing strategies. The ideal candidate will have a strong background in financial analysis, cost accounting, and advanced Excel techniques. Responsibilities: • Design and implement a dynamic financial pricing tool tailored to client needs. • Analyze client financial statements to identify key metrics and input data for pricing optimization. • Develop dashboards that provide actionable insights into pricing strategies and cost structures. • Utilize cost accounting principles to evaluate goods or services and recommend optimal pricing. • Perform detailed variance analysis to assess financial performance and identify trends. • Collaborate with stakeholders to gather financial data and ensure accurate tool functionality. • Conduct ad hoc financial analysis to address specific client requirements. • Apply data mining techniques to extract and interpret critical business information. • Provide training and support to clients using the pricing tool and dashboards. • Ensure all financial models are aligned with industry best practices and client goals.
2026-03-26T00:00:00Z

Senior Tax Analyst - Awesome Public Company!

Cambridge, MA
onsite
Permanent
100000 - 113000 USD / Yearly
My client, an excellent Public Software/SaaS company located in Boston is hiring a Senior Tax Analyst to join their team. The Senior Tax Analyst will report to the Senior Tax Manager and handle various Federal, State and International Compliance along with Annual Tax Provision work under ASC 740. Compensation for this position is $100-115K + Bonus + RSU's. This company has grown substantially over the past several years do to success, they offer a great culture, excellent work life balance, tons of growth potential, excellent benefits, alot of perks for their employees along with a hybrid working arrangement. If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you!
2026-03-10T00:00:00Z

Financial Analyst, Pricing & Cost Estimation

Lakeville, MA
onsite
Permanent
74000 - 75000 USD / Yearly
We are seeking a Financial Analyst to support pricing and cost estimation across company projects. This role is responsible for developing accurate cost estimates, building pricing models for products and services, and ensuring profitability through detailed financial analysis. Responsibilities:• Develop detailed cost estimates for products, services, and event-related projects.• Build and maintain pricing models that incorporate labor, materials, overhead, and operational costs.• Analyze proposals, product specifications, and project requirements to determine accurate cost structures.
2026-03-23T00:00:00Z

Data Analyst

Cambridge, MA
onsite
Temporary
55.4135 - 64.163 USD / Hourly
We are looking for a skilled Data Analyst to join our team on a long-term contract basis in Cambridge, Massachusetts. This role is ideal for someone who thrives in analyzing complex datasets, identifying trends, and delivering actionable insights. Your expertise in data reporting and visualization will be essential in supporting key organizational goals. Responsibilities: • Develop comprehensive reports and dashboards using Tableau to visualize and present data effectively. • Utilize PeopleSoft to extract and manage data for reporting and analytical purposes. • Conduct detailed investigations into suspected fraud cases and provide analytical insights. • Monitor and analyze patterns in fraud analytics to identify risks and recommend solutions. • Collaborate with cross-functional teams to ensure data accuracy and integrity. • Apply anti-fraud measures to detect and prevent fraudulent activities. • Perform thorough data analysis to uncover trends and deliver actionable recommendations. • Maintain documentation of findings and processes to support organizational transparency. • Present findings and recommendations to stakeholders in a clear and concise manner. • Continuously improve reporting processes and tools to enhance data-driven decision-making.
2026-03-26T00:00:00Z

Tax Manager

Boston, MA
onsite
Permanent
145000 - 165000 USD / Yearly
Our client is seeking a Tax Manager to join their organization. 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. Responsibilities:<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>
2026-03-25T00:00:00Z

Tax Manager

Boston, MA
onsite
Permanent
130000 - 140000 USD / Yearly
Private Equity, Tax ManagerBoston, Hybrid.Comp to $175k base plus bonus. Plus amazing benefits. *NOTE: The potential to a post-tax season start date exists!! 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. 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. Some basics on the job:<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>
2026-03-10T00:00:00Z

Accounting Specialist

East Greenwich, RI
onsite
Permanent
65000 - 72000 USD / Yearly
We are looking for a detail-oriented Accounting Specialist to join our client in East Greenwich, Rhode Island. In this role, you will manage various financial processes, ensuring accuracy and efficiency in handling accounts payable, accounts receivable, and other accounting tasks. This position is essential to maintaining the integrity of our client's financial operations and supporting the organization’s overall success. Responsibilities:• Prepare and process invoices for various revenue sources, ensuring accuracy and timely completion.• Reconcile account statements and transactions to verify financial records and resolve discrepancies.• Investigate and address account issues by reviewing documentation and initiating necessary actions such as adjustments or stop payments.• Review and validate purchase requisitions for accuracy, and generate purchase orders for vendor distribution.• Examine vendor invoices to ensure completeness and accuracy before initiating payments via check, wire transfer, or other approved methods.• Maintain accurate records of accounts payable and receivable transactions.• Utilize QuickBooks and other accounting software to manage financial data and create reports.• Perform data entry tasks with a high degree of accuracy and attention to detail.• Collaborate with team members to streamline accounting processes and improve operational efficiency.
2026-03-17T00:00:00Z