We are looking for a skilled Business Analyst to join our team in Boston, Massachusetts, within the dynamic financial services industry. In this long-term contract role, you will play a pivotal part in driving content automation for client reporting and marketing materials, leveraging innovative platforms and processes. This position offers an opportunity to collaborate with cross-functional teams and contribute to impactful solutions that enhance operational efficiency.<br><br>Responsibilities:<br>• Collaborate with business stakeholders to identify and document requirements for automating content related to client reporting and marketing materials.<br>• Lead the implementation of automation solutions using the Seismic platform, ensuring alignment with business needs.<br>• Analyze existing templates and data requirements, working closely with the Client Reporting and Marketing teams to refine processes.<br>• Translate business requirements into actionable tasks for the Seismic development team, addressing automation logic and improving data sources.<br>• Maintain detailed project documentation and updates within Azure DevOps for seamless project tracking.<br>• Coordinate with the data team to ensure completeness and accuracy of project-specific data sets.<br>• Facilitate user testing and training on Seismic platform functionalities to ensure successful adoption.<br>• Serve as the subject matter expert for the Seismic library, maximizing its content automation capabilities.
<p>We are looking for a skilled Business Systems Analyst to join our team in the Manchester, NH area. In this role, you will be instrumental in analyzing data, improving business processes, and driving operational efficiency across the organization. This position requires strong analytical capabilities, effective collaboration, and the ability to translate complex needs into actionable solutions.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business processes to identify areas for optimization and implement solutions that align with organizational goals.</p><p>• Conduct in-depth reviews of data sets to uncover trends, risks, and opportunities that support strategic decision-making.</p><p>• Collaborate with cross-functional teams to improve operational efficiency and enhance program effectiveness.</p><p>• Create detailed documentation of business requirements to ensure clarity and alignment between stakeholders.</p><p>• Facilitate Agile Scrum processes to manage project workflows and deliver results in a timely manner.</p><p>• Perform gap analyses to identify discrepancies between current and desired business operations.</p><p>• Develop and execute SQL queries to extract and manipulate data for reporting and analysis.</p><p>• Utilize tools such as Microsoft Power BI and Tableau to design visualizations and dashboards that communicate key metrics effectively.</p><p>• Serve as a liaison between technical teams and business units to ensure seamless communication and understanding.</p><p>• Provide expertise in mortgage loan operations, lending practices, and regulatory compliance to support organizational objectives.</p>
We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.<br><br>Responsibilities:<br>• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.<br>• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.<br>• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.<br>• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.<br>• Provide financial support and insights to capital markets business units, working closely with their finance teams.<br>• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.<br>• Maintain accurate and up-to-date management basis profit and loss statements.<br>• Collaborate with cross-functional teams to enhance financial processes and reporting.<br>• Assist in identifying opportunities for operational improvements and cost efficiencies.<br>• Support the development of presentations and reports for senior management and stakeholders.
<p>Finance Sr Analyst,</p><p>For Immediate interview contact Victor Muller at 508 205 2136</p><p>Overview:</p><p>The Senior Financial Analyst, will apply advanced analysis, project management and process improvement methods and tools to prioritize, advise, or lead cross-functional, global projects, suggest/implement Finance transformation programs, and draft business cases.</p><p>The position requires strong collaboration, financial and accounting acumen, willingness to challenge the status quo, communication, sense of urgency, ability to execute, leadership, and change management skills.</p><p>Responsibilities:</p><p>Apply advanced financial and operational analysis to assist with Finance S4 HANA Transformation program and execute its design. Drive process mapping and required standardization.</p><p>Lead detailed data analysis to support and determine path to harmonization across all finance teams – and communication of those standardization efforts.</p><p>Develop and implement business cases that articulate the value propositions of a particular project/program. Successfully champion and drive the change.</p><p>Leverage advanced financial acumen to analyze financial and operational data to problem solve and provide innovative and strategic solutions to the business that include a well-informed best practice perspective.</p><p>Engage in strategic discussions and provide recommendations based upon analysis with quantified opportunities. Synthesize results, drive conclusions, make recommendations to senior management, and implement change. Supports internal customers or suppliers in a senior consultative capacity, maintaining a high level of trust over time and providing effective support across a variety of complex issues/accounts/business cases.</p><p>Create financial and operational reporting and assist with prioritization of the Finance Transformation portfolio.</p><p>Plan, monitor, and manage global cross-functional projects and programs from initiation through completion including resourcing, staffing, progress reporting, and troubleshooting.</p><p>Ensure effective communication between multiple organizations and regions by creating appropriate governance structures.</p><p>Communicate with upper management and highlight key accomplishments, changes, and risks which may impact business results. Initiate risk management planning throughout</p><p>Ensure project results meet quality, reliability, milestones, and budget.</p><p><br></p><p><br></p>
<p>Rapidly growing Technology Company located in Burlington area seeks a highly motivated Senior Financial Analyst due to a recent promotion. Great opportunity as the Company has experienced 10+ years of double-digit growth, excellent mission statement, collaborative team friendly working environment and just moved into brand new space. The Senior Financial Analyst will join a DYNAMIC Finance team reporting into the Senior Director supporting a key business segment with multisite locations. Duties include budget & forecasting preparation, planning & reporting (P& L, key balance sheet items and business metrics), operating expense and variance analysis, complex financial modeling, management reporting and analysis of business results pertaining to billings, EBITDA, CapEx ROI and operating cash flow and internal control initiatives. BS Degree in Finance or Accounting is required, MBA or MBA candidate preferred with 5+ years of related financial analysis experience. Previous experience working for a large global organization with international operations is preferred. Must have strong financial modeling and computer skills, advanced Excel and Access required along with strong overall written and oral communication skills. Ability to present financial information and models in a concise and easily comprehensive manner to leadership. Bonus plan and strong benefits offered including unlimited CTO – Hybrid Model (1-2 days per week) with flexibility when needed. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru LinkedIn.</p>
<p>We are looking for a skilled Desktop Support Analyst to join our team on a contract basis in Providence, RI. In this role, you will assist with replacing and upgrading workstations, ensuring a seamless transition for users. This position requires technical expertise and the ability to work collaboratively with IT professionals to maintain operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Replace and upgrade desktop machines from Windows 10 to Windows 11 </p><p>• Configure laptops, install required software, and follow detailed setup instructions.</p><p>• Provide onsite support for 2-3 days to troubleshoot and resolve any setup challenges.</p><p>• Ensure proper functionality of hardware and software post-installation.</p><p>• Maintain a neat and detail-oriented appearance and adhere to a business casual dress code.</p><p>• Utilize Active Directory to manage user accounts and permissions as needed.</p><p><br></p>
<p>We are looking for a skilled Cost Accountant to join our team in Milford, Massachusetts. This role is essential for managing product costing, analyzing financial processes, and providing critical insights to support global operations. The ideal candidate will excel at collaborating with cross-functional teams to drive efficiency and deliver impactful results.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and support the annual cost roll project for Global Operations Finance.</p><p>• Manage product costing and oversee the configuration of modules related to overhead cost controlling and material management.</p><p>• Build and maintain strong relationships with departments such as Engineering, Supply Chain, Procurement, and IT to ensure seamless collaboration.</p><p>• Analyze and summarize bill-of-materials, routing, and cost roll impacts to deliver actionable insights.</p><p>• Play a key role in the implementation of S4 Hana modules, focusing on cost and overhead controlling as well as profitability analysis.</p><p>• Define and implement best practices and workflows for maintaining material master data.</p><p>• Evaluate current financial reporting processes and recommend both short-term and long-term improvements.</p><p>• Provide detailed financial analyses to support various projects within Global Operations.</p><p>• Create and maintain comprehensive documentation for work instructions and processes.</p>
<p>We are looking for a skilled IT Support member to join our team on a contract basis in Andover, Massachusetts. In this role, you will provide essential IT support to users, focusing on authentication issues and system access. This position offers a unique opportunity to work closely with end-users, leveraging your expertise to deliver effective solutions and improve overall platform usage.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage ServiceNow tickets to document and resolve user issues.</p><p>• Guide users through multi-factor authentication processes and troubleshoot related problems.</p><p>• Provide step-by-step support to connect users to company platforms and applications.</p><p>• Actively monitor and triage issues for a designated group of approximately 500 users.</p><p>• Collaborate with internal teams to develop solutions that enhance user experience and platform engagement.</p><p>• Offer basic troubleshooting support for Windows 10 and Active Directory-related issues.</p><p>• Utilize the ServiceNow platform to track progress and ensure timely resolution of tickets.</p><p>• Contribute to the development of a business case for improved end-user support based on data and insights.</p><p>• Address and resolve service desk tickets related to single sign-on (SSO) and multi-factor authentication (MFA) challenges.</p>
<p>Global Manufacturing Company with expanding North American Operations in the Woburn area seeks an Assistant Controller to support a rapidly growing business segment. This position will report into a Head of Finance, manage a team of 5 responsible for driving the day-to day accounting and financial reporting processes supporting multi-site locations. The Assistant Controller will be involved in monthly reporting, financial statement preparation, account analysis, technical accounting issues, staff development, business partnering with operations teams and will be the point person with all SOX and internal control initiatives taking place. BS Degree required, MBA or CPA preferred with 8+ years of strong GAAP, financial reporting, technical accounting, audit and SOX experience. Previous Manufacturing or Distribution industry experience desired within a multi-national publicly traded company. Strong leadership and Business Partnering skills needed as well as this position will be a key member of Finance team. This is a very exciting time to be joining this firm that is built out for expansion with aggressive growth plans over the next 3-5 years. Excellent benefits here including strong CTO plan, 8% 401K match program and remote flexibility (2 days from home). If interested, reach out to dino.valeri@roberthalf;com or message me thru LinkedIn. </p>
<p>Robert Half is working with a respected company in Waltham seeking an Accounts Receivable Analyst to join its team. This is a permanent role, reporting into a Director of FP& A, that will take on more of a Financial Analyst function down the road.</p><p><br></p><p>Our client is looking for a candidate who strong in accounting software and Excel. The desired candidate should have a Business degree, ideally with an Accounting or Finance concentration. At least 1 year of professional experience is needed as well.</p><p><br></p><p>This role would be in office 1-2 days/week, so it's fairly flexible. Target salary is around $60,000. TONS of growth potential too.</p><p><br></p><p>If interested in this role please apply to this listing ASAP, or email Bill.Nichols@roberthallf. Thanks!</p>
We are looking for an experienced Controller to join our team on a long-term contract basis in Westford, Massachusetts. This role offers an exciting opportunity to drive financial performance, enhance cost efficiency, and provide strategic support to business operations. As a key financial leader, you will utilize your expertise to ensure accurate accounting practices, compliance, and effective decision-making within a manufacturing environment.<br><br>Responsibilities:<br>• Lead efforts to improve cost analysis and profitability through proactive business partnership and collaboration.<br>• Analyze and present operational and financial metrics, ensuring clear communication of plant performance across various platforms.<br>• Facilitate financial training initiatives to enhance understanding and awareness among plant employees.<br>• Oversee accounting activities such as month-end close, fixed asset management, inventory valuation, and product costing to ensure accuracy and timeliness.<br>• Implement and monitor compliance with financial controls, including adherence to Sarbanes-Oxley regulations and audit standards.<br>• Develop and streamline processes to support faster decision-making and alignment with corporate objectives.<br>• Provide expert financial guidance to business leaders, ensuring alignment with division strategies and goals.<br>• Identify budget and forecast deviations, offering actionable insights to address variances.<br>• Support cost-saving initiatives by analyzing processes and driving improvements.<br>• Collaborate with production teams to understand manufacturing processes and their impact on financial outcomes.
<p><strong>Job description/Duties: </strong>Under the direction of the Chief Financial Officer (CFO), you will be responsible for preparing and processing weekly payroll for Campion's two companies.</p><ul><li> Prepare and process weekly payroll in efficient, accurate, and prompt manner. Process manual checks when necessary. Distribute and mailing of paycheck information and company attachments as appropriate.</li><li>Process changes to employee records into payroll and timekeeping systems, including regularly auditing data for accuracy.</li><li>Run and save weekly payroll reports into network drives by deadlines provided by management, printing reports as requested.</li><li>Create time off balance reports in the payroll system verifying that balances are correct.</li><li>Input agency hours into the CMS Payroll Based Journal on a weekly basis.</li><li>Assist with coordinating and reviewing all quarterly QAPI reports of the business office to allow for timely CFO approval prior to submission deadlines. Prepare employee turnover and K checks, QAPI & quarterly documentation.</li><li>·With the assistance of the CFO, maintain the accounting responsibilities of Campion’s vehicles including purchasing/retiring of vehicles. Responsible for the coordination with our insurance company, including the filing of accident reports.</li><li>Assist in the preparation/coordination of other financial reporting and analysis as requested by the CFO, Assistant Controller, management, government agencies and external audit firms.</li><li>Assist in coordination of year-end audit requirements under the direction of the assistant controller.</li><li>Assist CFO/Assistant Controller with the development and implementation of information-based technology.</li><li><strong>Provide professional reception for all guests, visitors, and appointments.</strong></li><li><strong>Answer all phone calls in a pleasant, professional, courteous , and thoughtful manner.</strong></li><li><strong>Order office supplies as requested by staff and residents.</strong></li><li><strong>Sort and distribute incoming mail, packages, gifts, and flowers.</strong></li><li><strong>Professionally type all reports, correspondences, calendars, and notifications as directed.</strong></li><li><strong>Maintain Campion's vehicle registrations and keep auto insurances up to date with vehicle fleet and driver information.</strong></li><li><strong>Backup support to all business office functions including: accounts payable, and general accounting support as appropriate</strong>.</li><li>Perform additional duties as requested or assigned by the CFO or Executive Assistant to the Superior as requested.</li></ul><p><strong>**For immediate consideration, please call me immediately and directly 508-205-2127** Eric Lebow</strong></p>
<p><strong>Job Description:</strong></p><p>An exciting opportunity is available for an experienced Tax Senior – Corporate professional. This role involves utilizing tax research skills and foundational knowledge to navigate potential tax issues, preparing tax documentation, and working with tax software to complete and review tax returns. The individual will also engage in tax planning, risk identification, and compliance activities. Key responsibilities include acting as the main client contact for general inquiries and overseeing the work of Tax Associates, providing guidance and performance feedback when necessary.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather data and prepare federal, state, and local tax returns for operating partnerships, S-corporations, and personal tax returns for business owners.</li><li>Conduct research and compliance analysis regarding state and/or local tax reporting requirements.</li><li>Draft responses to notices received from tax authorities.</li><li>Prepare tax returns using tax software applications.</li><li>Develop tax projections for quarterly estimates and extensions.</li><li>Analyze state tax positions to identify tax efficiencies, such as composite tax or PTE elections.</li><li>Recommend tax minimization actions based on personal circumstances.</li><li>Track tax return filing and payment deadlines to maintain compliance.</li></ul><p><strong>Supervisory Responsibilities:</strong></p><ul><li>Supervise and manage daily work assignments.</li><li>Provide written and verbal performance feedback for associates and interns.</li><li>Act as a mentor and leader to junior team members.</li></ul>
<p>We are seeking an experienced <strong>Senior Accountant</strong> to join our clients fast-paced and dynamic organization. This is an exciting opportunity to contribute to the accounting and financial operations of a globally-focused, private equity-backed company with $250–$300M in annual revenue. Having recently spun off from a larger, highly successful organization, we are in a high-growth phase, and this role is integral to ensuring the accuracy and efficiency of our consolidated financial reporting and operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and oversee the global, monthly financial close and consolidation process, ensuring compliance with U.S. GAAP and other applicable reporting standards.</li><li>Apply cost accounting methodologies and perform detailed manufacturing accounting and analysis to support the company's operations.</li><li>Prepare and deliver timely and accurate financial statements and reports.</li><li>Collaborate with cross-functional teams across the business to implement financial processes and reporting improvements.</li><li>Conduct analysis and interpretation of financial data to ensure accuracy and support data-driven decision-making.</li><li>Partner with other global teams to ensure compliance with local and international accounting regulations.</li><li>Identify opportunities to improve efficiency in processes and support ongoing initiatives related to automation and scalable growth.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Controller to join our team in Concord, Massachusetts. This role offers a dynamic opportunity to manage key financial operations while providing critical analysis to support business growth. The ideal candidate will have a strong background in accounting and financial management, coupled with a strategic mindset to drive organizational success.<br><br>Responsibilities:<br>• Manage and oversee general accounting activities, ensuring accuracy and compliance with industry standards.<br>• Maintain and update the general ledger to ensure all financial transactions are recorded correctly.<br>• Utilize QuickBooks Online to track and manage financial data efficiently.<br>• Conduct detailed cash flow analysis to provide insights and recommendations for financial planning.<br>• Collaborate with leadership to develop and implement financial strategies that support business expansion.<br>• Prepare and present financial reports, budgets, and forecasts to assist in decision-making.<br>• Monitor and ensure compliance with applicable financial regulations and policies.<br>• Identify opportunities for process improvements within financial operations and implement solutions.<br>• Provide guidance and support to team members on accounting practices and procedures.<br>• Assist in audits and ensure all documentation is accurate and readily available.
<p>Global Company with expanding North American Operations located in Peabody area is looking for a Cost Accounting Manager. The Cost Accounting Manager will be responsible for the management, development, analysis and reporting of standard costing. This individual will be a key contributor providing high level analysis of product costs, operations and margins supporting for multi-site locations. Duties include establish and maintain standard costs for all raw materials, WIP and finished goods, monitor and report on inventory levels, production costs and returns, inventory cycle counts and reconciliations, financial statement preparation, assist with annual budgeting/forecasting and assist with SOX compliance and internal control initiatives. BS Degree require with MBA/CMA preferred with 8+ years of strong Cost Accounting experience within manufacturing. Strong communication skills both verbal and written required along with advanced Excel skills. Great Finance team in place, brand new stare of the art facility, excellent working culture and strong overall benefits. Remote flexibility as well offered once up to speed. If interested email dino.valeri@roberthalf or message me thru LinkedIn.</p><p><br></p>
<p><strong><u>Bookkeeper</u></strong></p><p><em>Direct-Hire / Permanent position</em></p><p>Robert Half contact: <u>Drew.Schroll@RobertHalf com. </u></p><p><br></p><p>Robert Half has partnered with a valued non-profit client in their search of a new member of their accounting department. The Bookkeeper will be responsible for accounts payable invoice processing, recording cash receipts, making daily deposits, and account reconciliations. Ideal candidates will have a strong proficiency with general bookkeeping, accounts payable, and accounting software. </p><p><br></p><p><em>Responsibilities</em>:</p><p>• Oversee and process all accounts payable transactions, ensuring timely and accurate payments.</p><p>• Handle cash deposits and corporate credit card programs, maintaining proper documentation and reconciliation.</p><p>• Prepare and submit sales and use tax remittance in compliance with regulatory requirements.</p><p>• Reconcile accounts on a regular basis to ensure accuracy and resolve discrepancies.</p><p>• Conduct financial analyses to support decision-making and improve operational efficiency.</p><p>• Assist in month-end close processes, including journal entries and reporting.</p><p>• Manage payroll operations, ensuring accurate and timely processing.</p><p>• Provide administrative support to the Business Office as needed.</p><p>• Maintain organized and up-to-date financial records using bookkeeping software such as QuickBooks.</p><p>• Collaborate with team members to streamline accounting procedures and improve workflows.</p><p><br></p><p><strong>For immediate consideration, </strong>please apply today and/or email your resume to <u>Drew.Schroll@RobertHalf com. </u></p>
We are looking for a highly skilled and strategic Assistant Controller to join our finance team in Middleboro, Massachusetts. This role involves leading key financial operations, ensuring compliance with internal controls, and supporting senior leadership with insights to drive business performance. The position offers opportunities for growth and development within finance management.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of monthly and year-end financial statements, including corporate reporting packages.<br>• Support accounting, tax, and treasury functions by ensuring compliance with regulatory standards and deadlines.<br>• Maintain and enforce strong internal controls aligned with corporate policies to ensure financial integrity.<br>• Present monthly forecasts and financial updates to senior leadership, including business unit and division leaders.<br>• Conduct detailed analyses of revenue, costs, expenses, and working capital to identify trends and recommend strategic actions.<br>• Develop comprehensive financial models to assist in business planning, investment evaluations, and strategic initiatives.<br>• Evaluate manufacturing costs, including materials, operations, and fixed expenses, to suggest process improvements and cost-saving measures.
<p>We are seeking a highly skilled and detail-oriented <strong>Accounting Manager</strong> to lead our accounting function, including <strong>general ledger, month-end close, financial reporting, and payroll operations</strong>. This role is responsible for ensuring the accuracy and integrity of all financial records while supporting business goals through timely and insightful financial reporting.</p><p><br></p><p>ESSENTIAL FUNCTIONS - include the following (other duties may be assigned): </p><p>• Responsible for preparation, accuracy and timely distribution of accounting-related reports; including weekly, monthly, annual financials and various detailed analyses. </p><p>• Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company. Present potential scenarios and outcomes to management.</p><p>• Develop and distribute various financial reports supporting other business functions.</p><p>• Responsible for department staff: hiring, performance management, near term development needs, long term staffing plan, ensuring compliance to company policies & procedures.</p><p>• Develop and implement accounting policies and procedures to ensure compliance with appropriate company, GAAP, regulatory, legal and contractual requirements.</p><p>• Assure accuracy of payroll accounting and that books tie to reports issued by payroll service.</p><p>• Prepare and support annual financial reviews/audits, various other targeted audits as necessary, bid & applied rates, annual company valuation, and mandated outside financial reporting.</p><p>• Ensure quality control over financial transactions and financial reporting.</p><p>• Manage day-to-day accounting operations and ensure appropriate validation methods and redundant process backup are in place for every critical operation.</p><p>• Manage and comply with all local, state and federal government reporting requirements and tax filings.</p><p>• Review financial documents to verify accuracy and compliance to regulations and acceptable financial principles.</p>
<p>We are seeking an experienced and detail-oriented <strong>Accounting Manager</strong> to oversee the day-to-day financial operations of our privately held manufacturing company. The ideal candidate will manage the accounting team, ensure accurate financial reporting, maintain compliance with accounting standards, and provide meaningful financial insights to support business decisions. This position plays a key role in maintaining the integrity of financial data and improving accounting processes to support growth and efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise and manage the daily activities of the accounting department, including general ledger, accounts payable/receivable, payroll, and cost accounting.</li><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements.</li><li>Ensure timely and accurate month-end and year-end close processes.</li><li>Manage inventory accounting, standard cost updates, and manufacturing variance analysis.</li><li>Oversee account reconciliations and maintain internal controls to safeguard company assets.</li><li>Coordinate with external auditors and tax advisors during audits and tax filings.</li><li>Develop and implement accounting policies, procedures, and internal controls to enhance accuracy and efficiency.</li><li>Support budgeting, forecasting, and financial planning processes.</li><li>Partner with operations and management to analyze production costs, margins, and profitability.</li><li>Provide mentorship and training to accounting staff to ensure team development and performance.</li><li>Stay current with accounting standards (GAAP) and manufacturing industry best practices.</li></ul><p><br></p><ul><li><br></li></ul><p><br></p><p><br></p>
<p>We are seeking a detail-oriented individual to fill the role of Tax Accountant in Worcester, Massachusetts. The primary function of this role is to utilize your skills in tax planning and analysis to positively impact our clients' financial endeavors. This role offers an exciting opportunity to be an integral part of our team, contributing to various aspects of our clients' financial needs.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508- 205-2136</p><p><br></p><p>Responsibilities:</p><p>• Utilize the CCH Axcess Suite and other relevant software to prepare and analyze individual and business tax returns</p><p>• Design and implement strategic tax planning solutions to optimize our clients' financial positions</p><p>• Conduct forensic engagements and business valuations to address complex financial challenges</p><p>• Collaborate with our team of over 20 individuals, providing support and guidance as necessary</p><p>• Stay updated on the ever-changing tax laws and regulations by attending webinars, seminars, and engaging in thorough research</p><p>• Analyze projections and financial statements to empower clients to make informed financial decisions that align with their goals</p><p>• Use Microsoft Excel and other accounting functions to maintain accurate records and ensure compliance</p><p>• Assist with the preparation of quarterly taxes, corporate tax, Form 990, individual tax, partnership tax, sales & use tax, and trust & estate tax</p><p>• Apply your knowledge of tax law to interpret and apply regulations and standards.</p>
<p>Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust portfolio encompassing both loan and non-loan business opportunities. The ideal candidate will analyze creditworthiness, closely monitor financial performance, and work collaboratively with the C& I Lending team while maintaining excellent client relationships. </p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Manage and develop assigned C& I client portfolios, with a focus on expanding both lending and non-lending products.</li><li>Conduct or review comprehensive credit analyses for both existing and prospective loan accounts.</li><li>Prepare detailed loan narratives, addressing relationship history, financial analysis, collateral evaluation, and key credit risks.</li><li>Proactively gather and update financial and related documentation for clients, ensuring compliance with monitoring protocols.</li><li>Assess and analyze personal and business financial statements, tax returns, and other financial data.</li><li>Draft written reports for loan presentations, modifications, and credit file comments, following loan policy, procedures, and compliance standards.</li><li>Recommend suitable risk ratings for loans based on thorough analysis.</li><li>Review and monitor loan covenants to ensure compliance with agreements.</li><li>Serve as a backup for team members, assisting with customer service requests and inquiries.</li><li>Monitor the overall C& I loan portfolio, including maturity schedules, delinquencies, credit changes, and deposit account activities.</li></ul>
<p><strong>Job Title:</strong> Director, Customer Experience & Operations **Permanent, full time**</p><p><strong>Location</strong>: Must be able to commute to Amherst, MA 1x a week!</p><p><strong>Compensation</strong>: up to $100,000, DOE</p><p><strong>Benefits</strong>: strong package with extensive PTO!</p><p><br></p><p><strong>Overview:</strong></p><p> We’re looking for a strategic and customer-focused Director to lead initiatives that enhance the end-to-end customer experience. This role drives operational excellence, translates customer insights into action, and collaborates across teams to deliver high-quality, scalable service solutions. Ideal candidates bring strong leadership, process improvement expertise, and a passion for creating seamless customer journeys.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead customer experience initiatives using data and insights to inform strategy and improve service delivery.</li><li>Drive cross-functional collaboration to ensure consistent, high-quality customer interactions across all channels.</li><li>Optimize operations through cost-effective solutions and process improvements.</li><li>Support workflows in partnership with program and IT teams.</li><li>Maintain and enhance SOPs to ensure operational consistency and compliance.</li><li>Coach and develop a high-performing team; align team goals with customer success metrics.</li><li>Contribute to customer success programs that promote retention and engagement.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor’s degree in Business, Operations, or related field.</li><li>5+ years in customer experience or operations, including 3+ years in a leadership role.</li><li>Experience with Lean, Six Sigma, or similar process improvement frameworks.</li><li>Strong project management and data analysis skills; familiarity with CRM and service platforms.</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our team in Auburn, Massachusetts. In this role, you will oversee critical accounting functions, ensuring compliance, accuracy, and alignment with organizational goals. You will also collaborate closely with upper management to deliver tailored financial statements and report analysis.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and provide guidance to junior staff, ensuring team goals and deliverables are met effectively.</p><p>• Collaborate with account managers to address their unique accounting and financial reporting needs.</p><p>• Manage accounts payable and receivable functions, including reviewing audit workpapers and ensuring accurate transaction processing.</p><p>• Oversee accounts receivable activities, ensuring proper documentation, compliance, posting, and timely reporting.</p><p>• Prepare and review journal entries and account reconciliations to ensure financial records are accurate and compliant.</p><p>• Conduct variance analysis on the general ledger and address discrepancies to maintain accurate financial reporting.</p><p>• Analyze and manage profit and loss statements to support the company's financial planning and strategic decisions.</p><p>• Review and post payroll journal entries, ensuring compliance and accurate reconciliations.</p><p>• Leverage prior audit experience to oversee internal and external audit processes, ensuring adherence to financial standards.</p>
Position Summary<br>We are seeking a talented and detail-oriented detail oriented to play a critical role in designing, developing, and managing robust data solutions that drive impactful business insights. This position focuses on building scalable ETL processes, maintaining high-quality data pipelines, developing reports, and facilitating collaboration with key stakeholders.<br><br>Primary Responsibilities<br><br>Design and Develop Data Pipelines: Implement and manage ETL (Extract, Transform, Load) workflows using Matillion, ensuring seamless integration of data from diverse sources into our Snowflake Data Warehouse.<br>Manage and Optimize Data Warehouses: Develop scalable data storage systems to support analytics, reporting, and business intelligence initiatives. <br>Ensure Data Quality and Compliance: Create robust protocols to ensure data integrity and compliance, implementing quality checks and adhering to established standards.<br>Reporting and Analytics: Develop dashboards and reports through Qlik Cloud, offering actionable analytics to business leaders and stakeholders.<br>Cross-Department Collaboration: Partner closely with business users, analysts, and leadership to understand requirements, ensuring the delivery of suitable and efficient data-driven solutions.<br>Issue Resolution: Identify and address issues related to data quality and operational performance challenges in the BI environment.<br>Automation and Workflow Improvement: Build automated processes and scripts to enhance efficiency in data handling and reporting.<br>Miscellaneous Duties: Perform other assignments as directed by supervisors or senior leadership.<br>Key Qualifications<br><br>A minimum of 1 year of detail oriented experience or equivalent internship experience in a related field.<br>Demonstrated proficiency in SQL, with capabilities to write, optimize, and troubleshoot queries effectively.<br>Fundamental knowledge of data modeling and database management systems.<br>Familiarity with ETL processes and tools, particularly Matillion<br>Hands-on experience working with Snowflake Data Warehouse.<br>Exposure to data integration platforms such as Microsoft Power Apps or Power Automate is a plus.<br>Strong analytical skills with great attention to detail and problem-solving abilities.<br>Adaptability working in fast-paced team environments and eagerness to learn new technologies.<br>Willingness to work onsite at least three days a week at our Corporate Office in Acton, MA .
