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2 results for Regulatory Reporting Manager in Westborough, MA

Portfolio Reporting Manager

Boston, MA
onsite
Temporary / Contract
55 - 64 USD / Hourly
We are looking for a Portfolio Reporting Manager to join a financial services organization in Boston, Massachusetts on a Long-term Contract basis. This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The position offers a blend of reporting, valuation support, and process enhancement work, with an expectation of working on site 2-3 days per week. Responsibilities: • Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables. • Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards. • Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making. • Review and reconcile financial records and transaction-level details to confirm accuracy across reporting outputs. • Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner. • Develop presentation materials and reporting packages for leadership teams and investor audiences. • Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records. • Support valuation-related workflows and provide documentation for audit and review processes as needed. • Participate in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements.
2026-06-16T00:00:00Z

Director/Manager Financial Reporting

Burlington, MA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for a strategic finance leader to guide budgeting, forecasting, and performance analysis for our organization in Burlington, Massachusetts. This role partners closely with senior leadership to deliver clear financial insights, support business planning, and shape decisions across revenue, operations, and capital investments. The ideal candidate brings strong FP&A and financial reporting expertise, along with experience in a fast-growing, venture-backed technology environment. Responsibilities: • Lead company-wide planning cycles, including annual budgets, quarterly forecasts, and rolling outlooks across the income statement, balance sheet, and cash flow. • Partner with executives and department leaders to provide financial guidance, evaluate business performance, and support strategic decision-making. • Review results across revenue, cost of sales, operating expenses, and capital spending to identify trends, risks, and opportunities. • Build and deliver financial presentations and analysis for leadership reviews, board materials, and monthly business performance discussions. • Track key performance indicators, investigate variances against plan, and recommend actions to improve financial outcomes. • Create financial models to assess strategic initiatives, investment decisions, and potential acquisitions. • Support cross-functional planning by collaborating with market and functional leaders on budgets, forecasts, and operating assumptions. • Perform ad hoc reporting and detailed analysis to address emerging business questions and leadership requests. • Evaluate financial and operational processes to improve efficiency and strengthen insight into manufacturing, product costing, marketing initiatives, capital projects, and product launches.
2026-06-23T00:00:00Z