9 results in Wellfleet, MA

Commercial Insurance Account Manager

Yarmouth Port, MA
onsite
Permanent
70000 - 80000 USD / Yearly
We are looking for a dedicated Commercial Lines Account Manager to join our team in Harwich Port, Massachusetts. In this role, you will be responsible for managing client relationships, providing expert guidance on insurance coverage, and ensuring the seamless delivery of tailored risk solutions. This position is ideal for someone who is detail oriented, has strong communication skills, attention to detail, and a collaborative mindset, and is passionate about delivering top-tier client service. Responsibilities:• Guide clients through policy reviews, renewals, and new coverage options, helping them understand their risks and insurance solutions.• Provide expert advice on policy terms, endorsements, and risk management strategies tailored to client needs.• Process First Notices of Loss and assist clients in navigating claims procedures while advocating on their behalf.• Foster strong relationships with carrier underwriters and ensure account placements align with their guidelines.• Prepare and submit required documentation for policy issuance and binding.• Analyze exposure data and develop pre-renewal strategies to ensure optimal coverage for clients.• Market accounts to alternative carriers when necessary and present competitive quote options.• Identify opportunities for cross-selling additional products and providing comprehensive insurance solutions.• Issue certificates of insurance, binders, and endorsements while maintaining organized and compliant client records.• Participate in agency-wide initiatives and support special projects as needed.
2026-03-13T00:00:00Z

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

CFO - Chief Financial Officer

Buzzards Bay, MA
onsite
Temporary
71.25 - 82.5 USD / Hourly
We are looking for an experienced Chief Financial Officer (CFO) to join our team on a long-term contract basis in Onset, Massachusetts. The ideal candidate will play a pivotal role in enhancing financial visibility, improving reporting accuracy, and providing actionable insights to drive business performance. This part-time position offers an exciting opportunity to work closely with leadership to shape the financial strategy and reporting infrastructure of a growing construction company. Responsibilities:• Develop and maintain accurate and timely financial reporting systems at both company and project levels.• Create executive dashboards and reporting tools within Sage Intacct to provide leadership with actionable insights.• Align data across financial and project management systems, including Sage Intacct and Procore, to ensure consistency and accuracy.• Oversee job costing, earned revenue recognition, and forecasting processes specific to the construction industry.• Implement forward-looking tools such as cash flow forecasting, backlog analysis, and margin tracking to support proactive decision-making.• Monitor project profitability, margin trends, and financial risks, providing clear recommendations to improve business performance.• Serve as a strategic partner to leadership, offering insights on cost management, margin improvement, and growth opportunities.• Ensure data integrity across all financial systems and streamline reporting processes for better decision-making.• Provide hands-on leadership in financial system integrations and enhancements.• Develop quarterly cash projections and other financial planning tools to support long-term business objectives.
2026-04-01T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent
60000 - 90000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
2026-03-25T00:00:00Z

Financial Advisor

Edgartown, MA
onsite
Permanent
65000 - 70000 USD / Yearly
Currently partnering with a well-established financial institution seeking a licensed investment professional to join their team. This is a highly visible role that blends investment strategy, client relationship management, and business development.This individual will play a key role in supporting the investment process, working closely with internal teams, and engaging directly with clients to deliver tailored financial solutions. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-25T00:00:00Z

Controller

Buzzards Bay, MA
onsite
Permanent
145000 - 160000 USD / Yearly
Summary: Develops and prepares company budgeting, financial planning, controls, accounting and reporting policies and practices. Analyzes financial results and provides management with an understanding of the company’s financial performance and the financial effect of business plans and strategies Duties and Responsibilities: • Manage all accounting operations including Billing, A/R, A/P, GL, Inventory/Cost Accounting and Revenue Recognition • Day to day management of the accounting team with strong leadership qualities and providing development opportunities • Oversee month-end closing and preparation of monthly financial statements • Ensure proper accounting in accordance with U.S. Generally Accepted Accounting Principles • Coordinate and manage year end financial audit and federal and state tax return prep • Ensure quality control over financial transactions and financial reporting • Manage and support all functions of the annual budgeting process covering all accounts within the income statement and balance sheet • Prepare monthly and annual cash flows and financial forecasts • Provide proactive and anticipated in depth financial analysis as needed with explanations to management with recommended actions • Work cross functionally across all levels of the company to monitor budgets and support in meeting all departmental goals • Ensure timely and accurate reporting and payments to all tax authorities • Manage compliance and monitoring of economic nexus in all states for sales and use tax collection, remittance, and filing. Register with new states as needed. • Prepare board and corporate level KPI and financial reporting • Assist in the annual administration and structures of sales commission plans as it aligns with annual sales plan. Prepare mid-year commission statements and calculations for payroll processing. • Manage compliance and regulatory reporting such as state annual reports & government required surveys • Develop and document business processes and accounting policies to maintain and strengthen internal controls • Oversees accurate payroll processing and other HR functions as needed • Support daily responsibilities of the accounting team Education/Experience: • 5-10 years of accounting experience within the manufacturing industry • Strong cost accounting background Experience managing a team Bachelors degree required
2026-03-11T00:00:00Z

Accounting Assistant

Middleboro, MA
onsite
Contract / Temporary to Hire
25 - 28 USD / Hourly
We are looking for a detail-oriented Accounting Assistant to join our team in a contract-to-permanent position. Based in Middleborough, Massachusetts, this role offers an excellent opportunity to grow within a dynamic and supportive environment. The ideal candidate will handle a variety of accounting tasks, ensuring accuracy and efficiency in daily operations. Responsibilities: • Process accounts payable and accounts receivable transactions with accuracy and timeliness. • Perform bank reconciliations to ensure financial records are up-to-date and accurate. • Manage the coding and processing of invoices in compliance with company procedures. • Utilize QuickBooks to maintain and update financial records. • Handle payroll processing, ensuring employees are paid correctly and on time. • Review accounting data to ensure compliance with established policies and regulations. • Support month-end and year-end financial closing activities. • Assist in preparing financial reports as needed by management. • Maintain organized and secure financial documentation for auditing purposes.
2026-04-02T00:00:00Z

Attorney/Lawyer

Plymouth, MA
onsite
Permanent
90000 - 155000 USD / Yearly
Our client, a successful personal injury & mass tort firm, is seeking a skilled Attorney with 2-5 years of civil litigation experience to join their team. This role offers an excellent opportunity to advance your career within a respected and successful trial law firm. The ideal candidate will be detail-oriented, driven, and eager to contribute to a dynamic legal environment. Role: Litigation AttorneyLocation: Plymouth, MASalary: $90,000 - $155,000 (depending on experience)Schedule: Hybrid (2 or 3 days a week in office), but can vary depending on workload Responsibilities:<ul><li>Manage and assist with all phases of products liability and/or mass tort case development, including discovery, motion practice, and trial preparation.</li><li>Ability to manage multiple matters independently.</li><li>Excellent organizational and time-management skills.</li><li>Conduct legal research and draft pleadings, briefs, and other legal documents.</li><li>Attend hearings, depositions, mediations, and client meetings.</li><li>Collaborate with partners and senior attorneys on case strategy and client communication.</li><li>Maintain organized case files and meet all deadlines. </li></ul>
2026-03-19T00:00:00Z

Personal Lines Account Manager

Yarmouth Port, MA
onsite
Permanent
50000 - 70000 USD / Yearly
We are looking for a dedicated Personal Lines Account Manager to oversee a portfolio of personal insurance policies, including auto, homeowners, umbrella, marine, and flood coverage. This role requires a balance of customer service, risk assessment, and business development, ensuring clients receive tailored insurance solutions. You will act as a trusted advisor to clients while engaging with carriers to maintain strong relationships and deliver excellent service. Responsibilities: • Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims. • Educate clients about insurance terminology, policy options, and structures to enhance their understanding. • Process claims by gathering necessary details and guiding clients through the claims procedure. • Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement. • Submit required documentation to carriers for policy binding and issuance. • Identify opportunities for cross-selling and expanding client accounts, including commercial lines. • Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions. • Generate quotes for new policies and amendments, presenting tailored recommendations to clients. • Stay informed about carrier products and market trends to provide up-to-date solutions. • Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files.
2026-03-18T00:00:00Z