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12 results for Credit Analyst in Reading, MA

Financial Analyst
  • Auburn, MA
  • onsite
  • Permanent
  • 90000 - 110000 USD / Yearly
  • <p>We are looking for a skilled Financial Analyst to join our team in Auburn, Massachusetts. In this role, you will contribute to the Financial Planning &amp; Analysis (FP&amp;A) team, focusing on operating expenses, personnel reporting, and financial statement consolidation. You will play a critical part in ensuring accurate financial reporting, supporting budget management, and conducting variance analysis. This position is perfect for an analytical thinker who thrives in data-driven environments and enjoys cross-functional collaboration.</p><p><br></p><p>For immediate interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Manage monthly operating expense and personnel reports in Adaptive Planning, including tracking, forecasting, and analyzing variances against budget and prior-year data.</p><p>• Collaborate with the Accounting team to ensure proper expense classifications, accruals, and adjustments for non-recurring costs.</p><p>• Provide department leaders with detailed analyses of expense performance and headcount trends.</p><p>• Maintain and enhance Adaptive Planning models to improve the accuracy and efficiency of operating expense and personnel reporting.</p><p>• Work closely with Accounting to ensure financial statements are accurate, complete, and consistent with compliance standards.</p><p>• Assist in preparing consolidated profit and loss statements, identifying key variances and drivers impacting net income.</p><p>• Support annual budgeting and forecasting processes, focusing on operating expenses, personnel, and below-gross-profit areas.</p><p>• Develop management reports and presentations for leadership and board-level reviews.</p><p>• Identify opportunities to streamline reporting processes, automate tasks, and improve data quality.</p><p>• Collaborate with IT, Accounting, and FP&amp;A teams to improve system integrations and reporting accuracy.</p>
  • 2026-02-12T00:00:00Z
Sr.Credit Analyst
  • Rockland, MA
  • onsite
  • Permanent
  • 73000 - 103000 USD / Yearly
  • <p>We are seeking a seasoned Senior Commercial Credit Analyst to perform in‑depth credit analysis on new and existing commercial loan relationships, support annual reviews and renewals, recommend loan structures, and mentor junior analysts. This role partners closely with lenders, customers, and internal teams to ensure high-quality underwriting and portfolio management.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flow, management, and business cycles to assess credit risk.</li><li>Underwrite mid-size to large commercial loans, including C&amp;I, CRE, and working capital lines.</li><li>Prepare detailed credit memoranda and ensure compliance with regulations and bank policies.</li><li>Manage annual reviews, renewals, loan modifications, and financial tracking for existing portfolios.</li><li>Recommend loan structures and terms to minimize risk and protect bank capital.</li><li>Review appraisals and complete property evaluations up to $250,000.</li><li>Collaborate with customers, loan officers, and operations to resolve credit questions.</li><li>Mentor junior analysts to strengthen analytical and underwriting capabilities.</li><li>Represent the Bank at industry and community events.</li><li>Complete all required training and maintain policy compliance.</li></ul>
  • 2026-02-26T00:00:00Z
Cost Accountant/Analyst
  • Portsmouth, NH
  • onsite
  • Permanent
  • 100000 - 115000 USD / Yearly
  • <p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>Robert Half is seeking an experienced Cost Accountant to join our client&#39;s team in the Portsmouth, New Hampshire area. This Cost Accounting role is ideal for someone with a strong background in cost accounting and analytics and a proven ability to thrive in a manufacturing environment. The successful Cost Accountant/Analyst candidate will bring analytical expertise and familiarity with government contracting to support key financial processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Conduct detailed cost analysis to support pricing strategies and financial decision-making.</p><p>• Evaluate and maintain accurate standard and job costing systems.</p><p>• Monitor inventory levels and perform thorough inventory analysis to ensure optimal operations.</p><p>• Prepare and oversee budgets and forecasts to align with organizational goals and financial planning.</p><p>• Collaborate with cross-functional teams to improve cost efficiency and streamline processes.</p><p>• Implement and maintain cost accounting procedures and policies for compliance.</p><p>• Generate comprehensive reports on cost performance and present findings to management.</p><p>• Assist with audits and ensure adherence to government contracting requirements.</p><p>• Identify cost-saving opportunities and recommend actionable improvements.</p><p>• Support the integration of new systems or processes related to cost accounting.</p>
  • 2026-03-02T00:00:00Z
Sr. Credit Analyst/Underwriter
  • Needham, MA
  • onsite
  • Permanent
  • 75000 - 105000 USD / Yearly
  • <p>The Sr. Credit Analyst in Commercial and Industrial (C&amp;I) Lending is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. They will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul><p><br></p>
  • 2026-02-23T00:00:00Z
Treasury Analyst
  • Boston, MA
  • onsite
  • Permanent
  • 55000 - 80000 USD / Yearly
  • <p>Treasury Analyst </p><p>Boston, MA</p><p>Hybrid schedule</p><p>55k - 80k (plus bonus)</p><p><br></p><ul><li>Initiate ACH transfers and wires</li><li>Liaise with banking relationships to ensure best in class offerings and support, and assess new providers/platforms, as necessary</li><li>Assist with cash and brokerage account openings</li><li>Monitor account balances across multiple platforms to ensure account holders are meeting operating cash needs and addressing FDIC limits</li><li>Assist entity team with the preparation and review of investor capital call and distribution memos</li><li>Assist with the preparation of Form 1099 where needed</li><li>Daily/monthly bank and custody reconciliations for various funds and individual clients</li><li>Assist in management of lines of credit including paydowns, expenses and related documentation</li><li>Adhere to practice controls policy and assist external auditors with controls testing</li></ul>
  • 2026-02-06T00:00:00Z
Financial Advisor
  • Portsmouth, NH
  • onsite
  • Permanent
  • 80000 - 180000 USD / Yearly
  • <p>We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients&#39; goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
  • 2026-02-27T00:00:00Z
Financial Advisor
  • Westborough, MA
  • onsite
  • Permanent
  • 80000 - 125000 USD / Yearly
  • <p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
  • 2026-02-18T00:00:00Z
Sr. Financial Analyst
  • Lexington, MA
  • onsite
  • Temporary
  • 47.5 - 55 USD / Hourly
  • We are looking for an experienced Senior Financial Analyst to join our team in Lexington, Massachusetts. This is a long-term contract position offering the opportunity to contribute to high-impact financial projects within the pharmaceutical industry. The ideal candidate will play a crucial role in overseeing financial operations, ensuring cost control, and driving strategic budgeting and forecasting initiatives.<br><br>Responsibilities:<br>• Manage and analyze financial data to ensure accurate budgeting and forecasting processes.<br>• Lead cost control efforts for an R&amp;D center construction project, ensuring financial efficiency and compliance.<br>• Develop detailed financial models to support strategic decision-making and project evaluations.<br>• Perform variance analysis to identify discrepancies and recommend actionable solutions.<br>• Conduct ad hoc financial analyses to address specific business needs and provide timely insights.<br>• Utilize advanced data mining techniques to extract valuable insights from large datasets.<br>• Collaborate with cross-functional teams to align financial strategies with organizational goals.<br>• Prepare and present financial reports to stakeholders, ensuring clarity and transparency.<br>• Monitor and optimize the use of resources to maintain operational efficiency.
  • 2026-02-23T00:00:00Z
Sr. Financial Analyst
  • Pawtucket, RI
  • onsite
  • Temporary
  • 35.625 - 41.25 USD / Hourly
  • We are looking for a highly skilled Senior Financial Analyst to join our team on a long-term contract basis in Pawtucket, Rhode Island. This role requires a detail-oriented individual capable of analyzing complex financial data and delivering actionable insights to drive business decisions. The ideal candidate will have a strong background in financial reporting, modeling, and analysis, and will play a pivotal role in supporting the organization’s strategic goals.<br><br>Responsibilities:<br>• Conduct in-depth financial analyses to identify trends, variances, and opportunities for improvement.<br>• Prepare and deliver comprehensive financial reports to support decision-making processes.<br>• Develop and maintain financial models to forecast performance and evaluate business scenarios.<br>• Perform post-close reviews of financial data and provide actionable insights to enhance operational efficiency.<br>• Utilize data mining techniques to extract and analyze key financial metrics.<br>• Collaborate with cross-functional teams to ensure alignment on financial goals and strategies.<br>• Support ad hoc financial analysis requests to address immediate business needs.<br>• Monitor and report on financial performance metrics, ensuring accuracy and clarity.<br>• Contribute to the development of improved reporting processes and tools.<br>• Assist in the preparation of presentations for senior management and stakeholders.
  • 2026-03-04T00:00:00Z
Sr. Financial Analyst
  • Leominster, MA
  • onsite
  • Permanent
  • 115000 - 140000 USD / Yearly
  • We are looking for an experienced Senior Financial Analyst to join our team in Leominster, Massachusetts. In this role, you will play a key part in analyzing and reporting financial data to support strategic decision-making. You will collaborate closely with the Senior Director of Finance, focusing on budgeting, forecasting, and cost accounting functions within a manufacturing environment.<br><br>Responsibilities:<br>• Lead financial planning and analysis efforts, including annual budgets, forecasts, and long-term strategic plans.<br>• Create and maintain financial dashboards and reports for management and Board of Directors presentations.<br>• Collaborate with operational, supply chain, and sales teams to assess the financial impact of business initiatives.<br>• Deliver insights on product pricing, margin optimization, capital investments, and cost-saving opportunities.<br>• Conduct ad hoc financial analyses to support senior leadership in decision-making.<br>• Develop and oversee standard costing systems to ensure accurate financial reporting and product costing.<br>• Analyze and manage bills of materials (BOMs) for consistency and accuracy across products.<br>• Monitor key performance indicators (KPIs) for manufacturing processes and product sales.<br>• Evaluate cost variances and provide detailed financial reports to support operational decisions.<br>• Assist in month-end close processes, including journal entries, reconciliations, and financial reporting.
  • 2026-03-02T00:00:00Z
Accounting Specialist
  • Boston, MA
  • remote
  • Temporary
  • 24 - 29 USD / Hourly
  • <p>We are looking for a detail-oriented Accounting Specialist to join our team on a long-term contract basis. This position offers the flexibility on hours, yet requires a part-time commitment of 20 hours per week between Monday- Friday 9am-5pm EST. </p><p>The ideal candidate will bring strong organizational skills and a solid understanding of accounting principles to support various financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes, including tracking payments and resolving discrepancies.</p><p>• Prepare and run client expense reports to ensure accuracy and compliance.</p><p>• Assist in monthly financial statement closings by organizing and reviewing necessary documentation.</p><p>• Handle credit card documentation and perform thorough reviews for proper record-keeping.</p><p>• Support audit preparation by organizing relevant files and reports.</p><p>• Create and maintain detailed Excel reports for financial tracking and analysis.</p><p>• Contribute to routine accounting tasks, ensuring accuracy and timeliness.</p><p>• Collaborate with team members to streamline and improve accounting procedures.</p><p>• Provide assistance in Workday-related tasks, if applicable, to support ongoing processes.</p>
  • 2026-02-27T00:00:00Z
Treasury Analyst - Family Office
  • Boston, MA
  • onsite
  • Permanent
  • 65000 - 72000 USD / Yearly
  • <p>Treasury Analyst – Family Office Practice</p><p>The 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.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
  • 2026-02-18T00:00:00Z