Senior Financial Analyst
Finance consultant job in Wilmington, MA
This is a hybrid role with 50% on-site requirement in Wilmington, MA. We are seeking a highly analytical, self-driven Senior Financial Analyst to join our FP&A team. This role provides broad visibility across the business and requires strong ownership, curiosity, and the ability to thrive in a fast-paced environment. The ideal candidate combines financial experience with the ability to turn data into insights and influence decisions.
You will partner closely with senior leadership and cross-functional teams to lead budgeting, analyze performance, and communicate key financial and operational trends. Success in this role requires driving deep into business, challenging assumptions, identifying risks and opportunities, and delivering forward-looking insights that drive results.
Responsibilities:
The selected candidate will be able to perform the following duties with or without a reasonable accommodation:
Business & Financial Analysis
Analyze monthly financial results, investigate trends and anomalies, and clearly communicate key performance drivers, risks, opportunities, and recommendations to finance and business leadership.
Own portions of the annual budgeting, forecasting, and long-range planning processes.
Develop and enhance financial reporting and dashboards that drive business decisions.
Business Partnership & Decision Support
Build strong relationships with regional and functional leaders across operations, sales, service and other areas.
Partner with business leaders to support strategic initiatives and business cases with sound financial analysis.
Communicate insights clearly and confidently to senior leadership in both written and verbal formats. Reporting & Modeling
Participate in the preparation of the timely and accurate P&L and KPI reporting packages.
Support ongoing and ad hoc reporting and analysis requests with a continuous improvement mindset.
Develop and maintain financial models to support scenario analysis, forecasting, and strategic planning. Ownership & Initiative
Learn the drivers of the business to deepen insights into financial results and future performance.
Manage multiple priorities efficiently with minimal direction, while maintaining accountability for quality and deadlines.
Continuously look for ways to streamline processes, improve reporting, and drive better decision-making.
Qualifications
Bachelor's Degree in Finance or Accounting, Economics, or related field.
Advanced Excel and financial modeling skills.
5+ years of progressive financial analysis or FP&A experience.
Strong analytical and problem-solving abilities with a high level of accuracy, attention to detail, and intellectual curiosity.
Proven experience working independently, managing projects, and driving results with minimal supervision.
Excellent communication and storytelling skills, including the ability to translate complex data into clear insights.
Strong interpersonal skills with demonstrated success building relationships across all levels of the organization.
Working knowledge of U.S.GAAP or core accounting principles.
Preferred
Experience with Oracle EPM, Hyperion, Smart View, Essbase, or similar applications.
Experience with SQL querying.
Experience with Power BI, Tableau, and/or other data visualization tools.
MBA,CPA, CFA or similar advanced credential.
Experience supporting senior leadership in a fast-paced, matrixed environment.
The estimated annual salary for this position ranges from $82,500- $110,000. Actual compensation will vary based on factors including but not limited to the candidate's skills, experience, and qualifications. Geographic differentials may also apply depending on the position's location. There is no application deadline for this role; recruitment will remain open until the position is filled.
UniFirst offers a Fleet of Benefits, 50+ to be exact!
401K with Company Match
Profit Sharing
Health Insurance
Employee Assistance Program
Life Insurance
Supplemental Life Insurance
Long Term Disability
Vacation
Sick Time
Paid Holidays
Direct Payroll Deposit
Tuition Reimbursement
30% Employee Discount
Employee Referral Program
Where will a UniFirst Career take you?
As an industry leader in the rental, lease and sale of uniforms and facility services products, UniFirst Corporation has grown to become one of the largest companies in the garment services industry.
UniFirst is recognized on the Forbes “Platinum 400 - Best Big Companies” List. With over 14,000 employee Team Partners and more than 250 facilities throughout the United States, Canada, Mexico and Europe, you are never just a number when you work for UniFirst. What sets us apart from all other companies is that we still function as a family run business. When you work for UniFirst, you're family!
UniFirst Corporation has a strong history of promoting from within. In fact, most of UniFirst's Senior Managers have come from within the Company. Opportunities are endless for those individuals who possess a strong work ethic, a commitment to quality, and above all else, a passion for delivering quality customer service, both internally and externally.
Our culture is what makes UniFirst an organization that stands out from the rest. Are you interested in loving your job? Find out just how far a career with UniFirst can take you.
UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws
Food Cost Analyst - Airline Catering
Finance consultant job in Boston, MA
Job Title: Food Cost Analyst - Airline Catering Salary Range: $75,000.00 - 90,000.00
About us
LSG Sky Chefs is one of the world's largest airline catering and hospitality providers, known for its outstanding reputation and dynamic approach in the industry. Voted “Airline Caterer of the Year in North America” for 2023 and 2024, we are committed to excellence and innovation, driven by the dedication and expertise of our talented employees. Our team members are the heart and soul of our success, consistently delivering exceptional culinary experiences and outstanding service to our clients and their passengers across North and Latin America.
Role Purpose Statement
The role involves executing critical supply chain activities with a focus on data analysis for financial reporting and driving improvements across our supply chain processes. You will be at the forefront of identifying and implementing efficiencies, with a keen eye on achieving significant gains in operational performance and food cost reduction.
Main Accountabilities
Business Strategy & Innovation: Lead the design and deployment of cutting-edge tools and data analytics to drive consistent and insightful reporting on Supply Chain performance across all CSCs, empowering teams with actionable intelligence.
Supply Chain Mastery: As a key leader within the Supply Chain team, spearhead the creation and implementation of the innovative Food Cost Tracker and advanced technical reporting systems, setting new benchmarks for operational efficiency.
Orchestrate and guide procedural workgroups, overseeing the full lifecycle of documentation-from authoring to quality control-ensuring precision and clarity in all processes. Facilitate the assignment of training to keep teams at the forefront of industry standards.
Collaborate seamlessly with specialized programs, ensuring cutting-edge tools and comprehensive documentation are always available for optimal operational performance.
Data-Driven Decision Making: Dive deep into supply chain analytics, including spend tracking, food cost analysis, inventory management, and compliance assessments. Provide innovative solutions to root cause issues and champion continuous improvement.
Assess and refine demand-planning methods within CSCs, leveraging consumption trends and developing forward-thinking data measures to optimize resource allocation.
Integrate state-of-the-art analytical tools into financial controlling and performance reporting, ensuring alignment between CSCs and corporate goals.
Lead the charge in redefining operational metrics, challenging the status quo by developing advanced measurement tools and driving improvements in planning accuracy and overall performance.
Collaborative Innovation & Leadership: Partner with internal stakeholders to provide strategic insights and actionable recommendations, owning initiatives that reduce food costs and enhance overall efficiency.
Balance the intricate details of goods receipts while resolving APW issues with finesse, ensuring seamless operations and cost control.
Offer expert analytical support to drive success across a range of high-impact processes and projects, leading teams towards strategic excellence.
Reporting: This position reports to the CSC Materials Manager or Supervisor with a dotted line to the Supply Chain Management team for training, reporting, and mentorship.
Knowledge, Skills and Experience
• An Associate degree or equivalent hands-on experience in a related field, demonstrating a solid foundation in business and supply chain dynamics.
• 2 to 5 years of proven success in a similar role, with a track record of driving operational excellence and innovation.
• Mastery of computer systems, with strong skills in MS Office (Word, Excel, PowerPoint) and Google Suite, ensuring seamless productivity and collaboration.
• Familiarity with SAP MM and CBase is a plus, showcasing your ability to work with sophisticated enterprise resource planning systems.
• Exceptional verbal and written communication skills, paired with the ability to deliver compelling presentations that influence stakeholders at all levels.
• A self-directed professional with outstanding organizational and interpersonal skills, ready to lead and collaborate with diverse teams.
• In-depth understanding of Lean Manufacturing principles, Supply Chain management, and Purchasing, positioning you as a strategic asset in driving efficiency.
• Advanced reconciliation abilities, demonstrating meticulous attention to detail and the capacity to handle complex financial tasks.
• Superior analytical and conceptual thinking skills, enabling you to break down complex problems and develop innovative solutions.
• A keen eye for detail and strong time management skills, ensuring that tasks are completed with precision and efficiency.
• A natural problem-solver, equipped with the skills to tackle challenges head-on and drive continuous improvement across the organization.
LSG Sky Chefs is an EEO and Affirmative Action Employer of Women/Minorities/Veterans/Individuals with Disabilities.
M&A and Project Finance Assosiate
Finance consultant job in Boston, MA
We are seeking a detail-oriented professional to join our U.S. team to support project finance and M&A activities. The role will be heavily involved in building financial models, conducting due diligence for acquisitions, and preparing materials for internal investment committees and senior management approvals. Working closely with senior team members, this position will provide critical analytical support across financings, acquisitions, and partnerships
Key Responsibilities
Develop, maintain, and audit project- and portfolio-level detailed financial models for acquisitions, financings, and greenfield renewable energy projects.
Conduct valuation, cash flow projections, and scenario/sensitivity analyses.
Assist in the origination, evaluation, and execution of acquisition opportunities in the renewable energy sector.
Assist with due diligence for acquisitions and investments, coordinating inputs from technical, legal, and commercial workstreams.
Prepare presentations, memos, and investment packages for internal approvals and decision-making.
Support the structuring and execution of debt and tax equity financings under senior team guidance.
Research and analyze market trends, competitor activity, and policy developments to inform strategic decision-making.
Help track and organize documentation for transactions and financing processes.
Qualifications
Bachelor's degree in Finance, Economics, Business, Engineering, or related field (MBA or advanced degree a plus).
2-5 years of experience in project finance, investment banking, corporate development, or related field (renewable energy experience strongly preferred).
Strong technical skills in financial modeling, valuation, and Excel-based analysis.
Demonstrated experience supporting M&A and/or project finance transactions through diligence and closing.
Excellent writing and presentation skills, with the ability to distill complex analyses into clear internal materials.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
Knowledge of renewable energy project development processes (wind, solar, storage) is a strong plus
What we offer
Steady job in an international company
Professional growth in fast developing team experienced in the field of renewable energy
Hybrid working model
Flexible working hours
Day off on your birthday
Benefits package:
Private medical care
Sharing the costs of professional training & courses
401 (k)
📩 Apply now and help us power a cleaner tomorrow.
Financial Analyst I
Finance consultant job in Merrimack, NH
About CAMP Systems:
At CAMP Systems, we are the trusted leader in aircraft compliance and health management, proudly serving the global business aviation industry. With over 20,000 aircraft and 33,000 engines supported on our cutting-edge platforms, and partnerships with more than 1,300 maintenance facilities and parts suppliers worldwide, we're shaping the future of aviation technology. Since our founding in 1968, we've grown to a dynamic team of 1,600+ employees across 14 locations globally - all united by a passion for innovation and excellence.
Our Mission & Vision:
We connect the aviation industry through smart technology to make flight safer and more efficient, driving the future of aviation with intelligence and exceptional customer experiences.
Our Values & Excellence Mindset:
We are customer obsessed, trust-driven, owners of our work, stronger together, constantly curious, and boldly innovative.
What You Will Experience In This Role:
CAMP is seeking a Financial Analyst I to join our finance team in its Merrimack, NH office. This role is pivotal in driving data-driven decision-making through advanced financial analysis, forecasting, and strategic planning. The ideal candidate has a strong analytical mindset and thrives in a fast-paced, collaborative environment. This role will support Business Unit Management and Corporate Executive Management.
Responsibilities:
Financial Planning & Analysis:
Assist in developing and maintaining financial models to forecast expense and cash flow
Perform variance analysis to compare actual performance against budgets and forecasts, identifying trends and anomalies
Prepare KPI's and corresponding analysis across the organization.
Reporting:
Assist in the preparation of detailed financial reports, dashboards, and KPI metrics for senior leadership and stakeholders
Perform analysis, reporting, and auditing for Sales, Operations, and Human Resources.
Participate in the preparation of annual budgets and quarterly forecasts for Business Units
Ensure alignment with organizational goals and track progress
Conduct ad hoc analysis to support business operations, as required.
You have:
Bachelor's degree in finance, Accounting, or a related field
0-2 years' experience in a similar role
Proficiency in all Microsoft Office applications (Excel, Word, PowerPoint)
Excel modeling and data analysis skills is a plus
Excellent attention to detail and a focus on data quality and integrity
Experience writing SQL queries is a plus
Strong work ethic and ability to travel as necessary
Effective as a team player and working autonomously
Ability to manage multiple priorities in a rapidly changing environment
Why Work at CAMP?
Join a culture where your ideas matter, your impact is real, and your growth is supported. Be part of a team reimagining the future of aviation.
CAMP is committed to creating a diverse environment and is proud to be an affirmative action and equal opportunity employer - vets/disabled
CAMP is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, please contact ******************.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or protected veteran status EEO.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Financial Advisor
Finance consultant job in Plymouth, MA
This job posting is anticipated to remain open for 30 days, from 12-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program .
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Associate Financial Advisor
Finance consultant job in Burlington, MA
One of my top long standing RIA clients I've worked with for years has a new opening for an Associate Wealth Advisor to join the team. Please view the details below and share your thoughts, happy to hop on a call to tell you more. Thank you. AJ Associate Financial Advisor Boutique RIA (Greater Boston Area)
Step into a client-first financial advisory team renowned for its collaborative spirit, robust mentorship, and decades-long reputation for excellence. As an Associate Financial Advisor, you'll play a pivotal role in elevating the client experience serving as a trusted partner for individuals and families in all stages of retirement and financial planning. You'll enjoy daily variety, meaningful client connections, and the opportunity to grow your expertise within a supportive, high-integrity environment.
This is a full-time, on-site position serving clients from conveniently located offices in Braintree and Burlington, MA.
What You'll Do:
Deliver tailored financial planning and retirement strategies, supporting clients on their journey to financial confidence and peace of mind.
Be the critical point of contact managing service requests, preparing for and participating in advisory meetings, and ensuring every client feels valued and informed.
Contribute to the seamless operation of the advisory team by managing client communications, maintaining detailed records, and assisting with investment management and plan implementation.
Foster long-term client trust with attentive care, confidentiality, and a warm, approachable presence.
What You Bring:
Series 65 License and a degree in Finance, Economics, Business, or a related field.
Experience in client service, operations, or financial services, and a genuine passion for helping others.
Exceptional communication written and verbal plus proven organizational skills and tech proficiency (CRM, Microsoft Office).
Strong finance and investment acumen, sound analytical judgment, and creative problem-solving ability.
A commitment to professionalism, confidentiality, and building lasting client relationships.
Team player who thrives in a collaborative, fast-paced setting and takes pride in making a real impact on client outcomes.
Why Join?
Accelerate your career path in wealth management, supported by mentorship from respected industry professionals.
Make a daily difference in clients' lives with your empathy, expertise, and dedication.
Grow with a close-knit team that puts people clients and colleagues first.
If you're motivated to advance your advisory career while making a genuine difference in the community, come join a team where your care and expertise will shine.
Senior Financial Analyst
Finance consultant job in Framingham, MA
Senior Financial Analyst - Merchant Finance, Analysis Group
Our Marmaxx Finance group has an immediate need for a Senior Financial Analyst in the Merchant Finance Analysis Group. This Senior Financial Analyst will work on projects that drive and support the Merchandise Planning and Buying organization at TJ Maxx and Marshalls.
Responsibilities:
Perform standard Weekly, Monthly, and Quarterly reporting with excellent attention to detail
Develop and maintain analytical models to analyze Sales, Gross Margin and Inventory components to provide guidance on business performance and financial plans
Provide accurate and timely ad-hoc analysis to address existing and new business needs; investigate variances in merchandise reporting and analysis
Deliver strategy and recommendations on various Buying and Merchandising initiatives (spend, incentive/future planning, etc.) across all levels of Management.
Present on other various deliverables including day-to-day reporting and conceptual topics
Partner with other areas of Marmaxx Finance and build relationships with operational partners across the business (Merchandising, Planning & Allocation, Logistics, Store Ops/Planning, etc.)
Potential Projects:
Merchandising Initiatives - evaluate Inventory Management, Freshness, Receipts, Flow, etc. and seek improvement opportunities to existing reports
Financial Performance - provide detailed financial analysis for special projects/stores of interest
Merchant Financial Plans - maintain systemic feeds to various reports, incl. Shrink, Markdowns, Dollar Out and Open-to-Buy
Strategic Reporting Enhancement - assist in the transition of existing reports into PowerBI dashboards
Store Planning Initiatives - partner with Store Planning to evaluate various groups of stores
Qualifications:
2-5 years of experience working in an Analysis and/or Finance environment
Bachelor's degree in Finance, Economics or Accounting preferred
Excellent quantitative and analytical skills; experience reporting on large amounts of data
Strong communication skills with an ability to obtain information and devise business solutions
Able to concisely and effectively deliver results to management
Ability to provide strategic recommendations to the business on key Financial & Merchandise plans
High level of curiosity to explore, learn and understand business information
Strong sense of urgency around delivery of reports and deadlines
Self-starter with high level of time management skills and ability to prioritize individual workload
Strong technical skills: Proficiency with Microsoft Excel is required (i.e. pivot tables, power pivot, function logic and lookup/reference formulas and charts); experience with applications such as PowerBI, Power Query, Monarch, Mainframe, and Cognos is preferred but not required
Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information.
In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
Location:
USA Home Office Framingham MA 770 Cochituate Rd
This position has a starting salary range of $83,100.00 to $106,000.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive.
Financial Analyst IV
Finance consultant job in Westford, MA
Title: Financial Analyst Duration: 6 Months Pay Range : $41/hr to $43/hr (On W2) We are looking for a “Financial Analyst” to join one of our Fortune 500 clients. We are seeking an experienced Financial Analyst (FP&A) who can hit the ground running with minimal training. This role requires strong accounting knowledge, hands-on reporting experience, and advanced data analysis skills. The ideal candidate will come from a manufacturing or medical device environment, as these backgrounds align closely with our operational needs.
Required Qualifications
Bachelor's degree, preferably in Finance or Accounting
5+ years of progressive experience in FP&A or similar financial roles
Strong understanding of GAAP accounting
Advanced proficiency with SAP or Oracle ERP systems
Advanced Microsoft Excel skills (VLOOKUP, PivotTables, complex calculations)
Background in manufacturing or medical devices is highly preferred
Strong analytical mindset with the ability to spot issues and proactively ask questions
Must be able to start quickly with minimal onboarding
We are looking for the candidate who are eligible to work with any employers without sponsorship.
If you're interested, please click “Apply” button
Tech M&A Investment Banking Full-Time Associate, Boston
Finance consultant job in Boston, MA
About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Specific responsibilities include:
Participate meaningfully in all aspects of transaction development and execution
Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more
Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction
Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends
Desired skills and experience:
MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references
Exceptional work ethic - self-starter, driven and hard working with a passion for excellence
Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients
Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies
Creative and entrepreneurial mindset; ability to multitask and manage time effectively
Unwavering commitment to conducting business with the highest degree of integrity and professionalism
High level of attention to detail
Outstanding leadership skills with an ability to manage and mentor junior professionals
Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment
Must be eligible to work permanently in the United States
Auto-ApplySenior Investment Banking Financial Analyst
Finance consultant job in Boston, MA
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Senior Investment Consultant, Insurance Required
Finance consultant job in Concord, MA
Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to a portfolio of clients. The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients.
Salary Range: $150,000-$190,000 based on experience Responsibilities and Duties
Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance): Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance.
Providing investment advisory services: Recommend appropriate investment strategies and aligned investment management providers.
Develop investment policy statements: Create investment policy statements to help clients achieve their financial objectives.
Investment program structure: Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes.
Evaluating results: Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed.
Monitoring market trends: Conversant in financial markets and economic conditions.
Compliance: Ensure all activities comply with industry regulations.
Reporting: Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals.
Business planning: Develop applicable business planning with the senior leadership of SRS and SRS Investment. Business planning is a continuous process, focusing on fulfilling clients' ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market.
Market presence: Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm.
Team player: Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members.
Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members.
Attributes and Skills
Bachelor's Degree in Finance, Economics, Business Administration, or a related field. Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus.
Proven work experience as an Investment Consultant or in a similar role.
Strong analytical, problem-solving, and communication skills.
Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus.
A customer-oriented attitude and strong ethical standards.
About Strategic Risk Solutions
SRS is the world's largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.
Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. The pace is fast and demanding, and SRS's dedication to its people has established a company-wide network of colleagues committed to each other's, as well as the Company's, success.
EOE
For more information on SRS, please visit ***********************
Auto-ApplySenior Analyst, Investment Accounting
Finance consultant job in Boston, MA
About Global Atlantic
Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit ***********************
POSITION OVERVIEW
Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting.
This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis.
Responsibilities include, but are not limited to:
Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes
Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers
Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger
Support monthly monitoring and substantiation of investment-related suspense accounts
Provide support for audit requests
Assist with ad-hoc projects as needed
QUALIFICATIONS
BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred
4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations
Strong understanding of investment accounting principles under US GAAP and STAT
Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus.
Strong focus on process improvement and automation and analytical skills
Ability to successfully handle competing priorities and multiple deliverables
Experience with Clearwater Analytics or similar investment accounting platforms preferred
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
The base salary range for this position is $80,000-$110,000.
#LI-KS1
Privacy Statement
Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to *****************
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
Auto-Apply2026 - Commercial & Investment Bank - Investment Banking Summer Associate Program
Finance consultant job in Boston, MA
JobID: 210659377 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $68,640.00-$225,000.00; Chicago,IL $60,000.00-$225,000.00; Boston,MA $60,000.00-$225,000.00; New York,NY $64,350.00-$225,000.00
Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy. Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets.
As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy. You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients. Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment. You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market.
Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills.
What to expect
Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills. Top performers may receive a full-time job offer at the end of the summer.
Job responsibilities
* Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory
* Managing client transactions from pitch to close under the guidance of our senior leaders
* Coming up with innovative and creative ways to solve complex, real-world business challenges
* Learning how we help clients and communities grow, no matter their needs
* Sharpening your technical skills
* Building your professional network with mentors, senior executives and others
Required qualifications, capabilities, and skills
* Pursuing an MBA degree with an expected graduation date of December 2026 - June 2027
* Enrolled in an MBA program in the U.S.
* Excellent analytical, quantitative and interpretative skills
* Strong writing, communication and interpersonal skills
* Ability to thrive in a dynamic, collaborative work environment
* Being adaptable, flexible and resilient
* Knowing your way around Excel, PowerPoint and Word
* Fluency in English
Locations and groups you may join:
* New York City: All groups
* Boston: Technology
* Chicago: Diversified Industries, Mergers & Acquisitions
* Houston: Natural Resources (Oil & Gas)
* San Francisco: Healthcare, Mergers & Acquisitions, Technology
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorganChase. JPMorganChase is an equal opportunity and affirmative action employer Disability/Veteran
Auto-ApplyFinance Analyst Intern - Summer 2026
Finance consultant job in Boston, MA
Program Dates: June 1 - August 7, 2026 is $26 per hour This is a Boston based opportunity with a 4 day in office expectation (Monday - Thursday) with 1 day remote (Friday) At this time, Wayfair will not sponsor applicants for employment authorization for this position for the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
Who We Are:
Do you like distilling complex problems into actionable solutions? Are you able to quantify costs, understand their business impact, and communicate the tradeoffs? Do you want to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team owns all forecasting and financial reporting for our growing global business and acts as a strategic partner to each of our business units to ensure we are supporting Wayfair's growth while also making sound financial decisions for the business. We are a diverse and fun crew - come join us!
What You'll Do:
* Prepare financial analyses/models to support leadership decision making
* Support ad-hoc analytical requests both from finance and stakeholder teams
* Identify key performance indicators (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements
* Automate dashboards and monthly reporting materials (including historicals & forecast) for leadership meetings through Google DataStudio and Looker
* Learn and develop in a hands on environment where you will be owning / supporting projects and receive frequent feedback and coaching
What You'll Need:
Basic Qualifications:
* Currently pursuing a Bachelors in Finance, Economics, Business or Analytics with the expectation that degree will be obtained between December 2026 and Summer 2027
* Minimum GPA of 3.0
* Must be returning to the course of study following completion of the internship
* Authorization to work in the United States without visa sponsorship by Wayfair now or in the future. Visa sponsorship includes the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN
* Proficiency in working with large and/or complex data to drive actionable insights in at least 1 of the following (a) Excel or Google Sheets and (b) SQL, GBQ, or an equivalent
Preferred Qualifications:
* Interest in a Finance role that is strategy focused
* Ability to work in an environment that requires being a self starter and team player
* Ability to simplify complex data, identify core themes, and provide actionable solutions (e.g., critical thinking & problem solving skills)
* Detail oriented and enjoys tackling new challenges
* Ability to effectively communicate both to leadership within the Finance team and stakeholder teams
* Strong comfort level and appetite to use AI in daily workflower teams
Why You'll Love Wayfair:
Wayfair was selected as a top 100 Internship program for 2025 by Yello & WayUp! We take pride in delivering a best in-class experience! Our 10-week summer internship program is designed to give you a feel for what it would be like to work at Wayfair as a full-time employee. You'll be assigned real projects and contribute directly to your team's goals and objectives.
Throughout the Internship Program, we provide interns with the opportunity to engage in social and community building activities including:
* A calendar of intern events including social networking, professional development and a leadership dialogue series
* Formalized mentorship program along with an assigned reporting manager for impactful professional development and feedback
* Skills-based training
* Dialogue events with senior leaders to provide a holistic view of all functions at Wayfair
* Coffee chat opportunities for interns to get to know one another
* Volunteer opportunities
* Intern-wide innovation project designed to teach interns skills for handling ambiguous business problems
* Intern Appreciation Day celebration
* Events throughout Boston which allow interns to explore what the city has to offer including a Red Sox game, and Boston Harbor boat cruise.
Purpose & Inclusion at Wayfair:
At Wayfair, we pride ourselves on fostering an environment where every individual experiences a fair and equitable employee journey. We are committed to developing targeted resources that raise awareness around inclusion and eliminate barriers, ensuring Wayfair provides a fair and inclusive workplace experience for everyone.
Social Impact & Responsibility:
At Wayfair, we focus on helping people on their journey to home - specifically those who have lost their way from home. We do this by leveraging our best assets, such as collaborating with leading nonprofit organizations, coordinating in-kind product donations, empowering our employees to get involved through paid volunteer time off programs, and encouraging our customers to donate. This multi-faceted approach allows us to support communities in need in authentic ways that align with Wayfair's broader mission of helping everyone, anywhere create their sense of home.
Assistance for Individuals with Disabilities
Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form.
Need Technical Assistance?
For more information about applying for a career at wayfair, visit our FAQ page here.
About Wayfair Inc.
Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking.
No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic.
Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.
Easy ApplyInvestment Consultant II - Merrill Premium
Finance consultant job in Lincoln, RI
Lincoln, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst Intern, application via RippleMatch
Finance consultant job in Boston, MA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-Apply(2027 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern (Summer 2026)
Finance consultant job in Boston, MA
If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates!
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Practices seeking to hire candidates with this profile include (hiring locations listed):
Finance (Chicago, Boston)
Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).
Forensic Services - Forensic Accounting (Boston, Chicago)
Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance.
Intellectual Property (Houston, New York)
Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives.
Learn more about our work by reviewing our Services and Industries on our website.
Position Overview
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation.
During the internship program, you may work on many aspects of a project:
Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts;
Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues;
Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients;
Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS;
Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse;
Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony;
Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings;
Leverage your database skills to effectively analyze large data sets;
Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings.
Check out our blog about
a typical day at CRA
and how you can make an
impact
!
Desired Qualifications
Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area;
Solid working knowledge of finance, accounting, and economic methodologies;
Command of a broad range of research and quantitative analysis skills (including strong Excel skills);
Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments;
Experience in gathering, standardizing, and analyzing voluminous transactional data;
Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
Transcript - may be unofficial.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
Auto-ApplySenior Financial Analyst, Corporate Strategy & Analysis
Finance consultant job in Framingham, MA
*Hybrid work model, 2 days per week in office
Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate Finance team!
As part of our Corporate Finance team, you will focus on TJX's corporate strategy and business development initiatives, gaining insight into the complex and evolving retail landscape, and identifying growth opportunities to shape TJX's future.
Responsibilities:
Work with senior leadership to analyze growth opportunities, including conducting due diligence and assessing potential acquisition / partnership opportunities
Help drive the company's strategic priorities, with an opportunity to impact outcomes through data driven analysis
Partner with various operating groups and divisional stakeholders to develop business cases and implement strategies
Present results and recommendations across all levels of management, including senior members of Finance, Operations, and executives
Evaluate innovative technology opportunities and introduce potential new solutions to TJX stakeholders
Benchmark financial performance and strategy of key competitors amidst the continual evolution of the retail market
Potential Projects:
New Business Diligence - evaluate both organic expansion and acquisition opportunities
New Business Analysis - evaluate key investment opportunities and P&L trends to drive profitable growth in new businesses
Global Steering Committees - participate and drive analysis in global projects across TJX
Capital Investment Decision - evaluate corporate projects to determine if they meet return on investment criteria and support the long term growth of the business
Qualifications:
3+ years of finance experience; background in Investment Banking, Consulting, or FP&A preferred
Understanding of and experience with key financial concepts, including but not limited to the financial statements, cash flow, net present value, and return on investment
Excellent communication skills, both verbal and written. Ability to simplify complex projects and present key details / conclusions
Self-starter who takes ownership of their work and has strong attention to detail
Demonstrated analytical and quantitative abilities
Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment
Proven aptitude with Microsoft Office applications with advanced Excel skills
Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information.
In addition to our open door policy and supportive work environment, we also strive to provide a competitive salary and benefits package. TJX considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, marital or military status, or based on any individual's status in any group or class protected by applicable federal, state, or local law. TJX also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
Address:
550 Cochituate Road
Location:
USA Home Office Framingham MA 550 Cochituate Rd
This position has a starting salary range of $83,100.00 to $106,000.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive.
Tech M&A Investment Banking Full-Time Analyst, Boston
Finance consultant job in Boston, MA
About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC.
Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our Boston office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include:
Work closely with analysts and associates in developing client presentations, pitches and other key deliverables
Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses
Contribute to M&A strategy development discussions with senior M&A professionals
Actively interact with clients and buyers on calls and in meetings
Research and communicate compelling technology industry and company trends
Identify and manage strategic and financial buyers
Coordinate and support transaction due diligence activities and data room development
Desired skills and experience:
Undergraduate degree candidate from top-tier programs; exceptional academic performance
Candidates with a GPA of 3.5 or higher are preferred
Working knowledge of corporate finance, accounting, financial statements and valuation methodologies
Exceptional work ethic and positive, can-do attitude; enthusiastic team player
Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives
Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively
Proven analytical, research, and problem-solving skills
Desire to develop business expertise in technology and software; passion for technology
Outstanding leadership skills
High degree of integrity and professionalism
Strong attention to detail
Must be eligible to work permanently in the United States
Auto-ApplyInvestment Banking - Technology - Analyst
Finance consultant job in Boston, MA
JobID: 210686091 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $110,000.00-$110,000.00 Job Description We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P. Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue
* Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Minimum 1 year work experience in investment banking and/or front-office related role
* Bachelor's degree in Accounting, Economics, Finance or related field
* Strong accounting, finance, quantitative and business writing skills
* Understanding of the transaction cycle and the steps in the process and is execution oriented
* Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
* Self-directed, highly motivated, and able to work independently
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