Data Lead: Investments, Insurance, Finance & Accounting (Boston, Massachusetts)
Finance leader job in Boston, MA
Role: Functional Data Domain Lead - Investments, Insurance, Finance & Accounting (x3 vacancies)
Boston, MA (Hybrid 3 to 4 days/week)
Pay Rate: $108/Hr
The Functional Data Domain Lead will be responsible for driving the design, integration, and governance of investment data across the enterprise. This role will serve as the primary liaison between the Investment, Technology, and Data Engineering teams to ensure data integrity, accessibility, and alignment with strategic investment objectives.
Key Responsibilities:
Strong understanding of Investment data management and reporting processes
Partner with Investment teams to understand their technology needs and challenges related to Investment data, analytics, and portfolio management
Collaborate with IT team and architects to design, develop and implement technology solutions aligned with investment strategies
Oversee the integration of investment data from various sources into a central platform for efficient analysis and reporting
Stay up to date on emerging technologies relevant to Insurance Investments like machine learning, AI, cloud computing.
Participate in the development of a technology roadmap to support future investment needs and growth
Communicate project progress and status updates to stakeholders effectively
Identify and manage project risks, develop mitigation plans and ensure project success
Preferred Qualifications:
10+ years of relevant professional experience in investment data management
Strong background in statistical analysis, machine learning, and data visualization
Industry knowledge of either Insurance, Investments: Capital Markets, Hedge Funds, Mutual Funds, or Institutional, Commercial, and Retail Banking
Experience with data warehouse and business intelligence initiatives
Demonstrate excellent communication, presentation and interpersonal skills
Possess strong analytical and problem-solving abilities to navigate complex financial situations
Possess Hands-on experience with querying and analyzing data using SQL
Ability to manage multiple priorities and deadlines effectively
Excellent communication and stakeholder management skills
Head of Finance Transformation
Finance leader job in Boston, MA
A large multinational company with complex global operations is building a dedicated Finance Technology & Transformation capability to accelerate a multi-year modernization of its core finance systems. This newly created
Head of Finance Transformation
role will lead enterprise-wide implementations and ongoing optimization across the finance systems stack supporting planning/forecasting, consolidation/close, reporting, and workforce planning.
This is a highly visible role with direct exposure to senior finance leadership and close partnership with IT. The roadmap is active and well-supported, with multiple implementations and enhancements already underway. The environment is fast-moving and demanding, with strong resources and teams around the role.
What You'll Own
Lead the end-to-end delivery of an enterprise finance systems roadmap across EPM/PPM, ERP modernization, and workforce planning, including integration to auxiliary platforms and upstream/downstream data flows.
Drive day-2 excellence: post-launch stabilization, enhancements, release governance, controls, and adoption.
Own systems that enable global close and consolidation, planning and forecasting, and management reporting at scale.
Establish and enforce finance master data governance (definitions, hierarchies, rules, change control) across global entities.
Partner closely with finance and IT senior stakeholders to align system capabilities with business strategy and operating model.
Support business growth initiatives including new entity setup, acquisitions/divestitures, and ongoing scalability requirements.
Drive process automation and continuous improvement to improve cycle times, usability, and data confidence.
Build a durable change model: training strategy, communications, and enablement aligned to system releases.
Manage external implementation partners/consultants to ensure timeline, quality, and value delivery.
Leadership Scope
Lead a high-performing team across finance systems delivery and optimization, with a mix of internal talent and external partners.
Operate as a cross-functional transformation leader with executive-level influence and accountability.
The Challenge (what to expect)
Multiple workstreams running in parallel with real deadlines and high expectations.
Complex global data and process dependencies; governance and integration discipline will matter.
Balancing program delivery with operational stability, user adoption, and continuous improvement.
What Success Looks Like (12-18 months)
Key systems launches delivered on time with strong stakeholder confidence.
Post-go-live environments stabilized quickly with a clear governance and enhancement cadence.
Measurable improvements in close/planning cycle time, data consistency, and user adoption.
A scalable finance systems operating model that can absorb growth and complexity.
Ideal Background
15+ years in progressive finance leadership roles with significant ownership of finance systems and finance transformation.
Proven track record leading large-company EPM implementations (planning/forecasting plus consolidation/close) and integrating EPM with auxiliary systems (e.g., workforce planning, data platforms, MDM, reporting layers).
Manufacturing environment experience is highly valued (cost structures, operational complexity, multi-entity/global considerations).
Comfortable leading in a matrix and influencing executives; strong communication and executive presence.
Experience building and developing high-performing teams; effective partner and vendor manager.
Requirements
Bachelor's degree in Accounting, Finance, or Business Administration (or related).
Must be able to work hybrid onsite (Greater Boston area) at least 3 days per week.
No employment visa sponsorship available for this role.
Financial Planning and Analysis Manager
Finance leader job in Boston, MA
Financial Planning and Analysis Manager (Workday Adaptive) - Hybrid
Don't miss this opportunity to manage and develop your own FP&A team at a rapidly growing organization!
We are searching for a FP&A manager at a fast-paced, rapidly scaling organization in the Boston, Massachusetts area. You will have the opportunity to manage and mentor a team of finance professionals and analysts and have ownership over the annual budget, monthly forecast, and variance analysis processes.
As FP&A Manager you will:
Model and forecast future scenarios and outcomes for the organization
Hold ownership over the company's budgeting, forecasting, and variance analysis processes
Mentor, manage, and develop your own global team of analysts
Drive process improvements and automations through Workday Adaptive
You need:
5+ Years of experience with FP&A and/or corporate finance
Experience working with Workday Adaptive Planning
To have worked in a cross-functional team that influenced senior stakeholders
Experience in financial modelling and budgeting
Strong analytical, organizational, and communication skills
This role is looking to be filled ASAP, so if you are interested in this position as a FP&A Manager with Adaptive Experience, apply now!
Vice President Finance
Finance leader job in Berkley, MA
The Vice President of Finance will report to the President & Chief Executive Officer and be responsible for the administration of agency financial planning and management activities, and the supervision of finance staff. The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.
The Vice President of Finance will also ensure the following: sound fiscal management of Cooperative Production Inc.'s resources; maximize efficiency and productivity by establishing and/or maintaining rigorous financial policies, procedures, controls and reporting systems; to lead and ensure value added financial support is provided to all the departments and programs within the agency. xevrcyc
Duties shall be conducted in conformance to sound management practices and support community-based services for people with developmental disabilities.
Financial Analyst II, Operations
Finance leader job in Stratham, NH
Who We Are
At Lindt, we are a global fast-growing consumer goods company, enchanting the world with premium chocolate. We are driven by our passion for excellence and go the extra mile ensuring that every Lindt experience is nothing short of exceptional. Our collective efforts are geared towards making a positive impact, not only in the world of premium chocolate but also in the lives of our employees, customers, and communities. Our company embraces a culture defined by the core values of Excellence, Innovation, Entrepreneurship, Responsibility, and Collaboration, fostering a dynamic and collaborative environment where these principles drive our success.
Position Purpose:
The Financial Analyst II plays a key role in supporting the Operations team by delivering strategic financial insights, managing complex budgets, and driving data-informed decision-making. This individual will lead financial planning and analysis activities, partner cross-functionally to optimize cost structures, and proactively identify opportunities for operational efficiency. With a strong understanding of financial systems and business processes, the Analyst will ensure accurate reporting, compliance, and continuous improvement across financial operations. This role requires a high level of autonomy, analytical rigor, and the ability to influence stakeholders.
This is a hybrid role that requires three days per week in our Stratham, NH corporate office.
Essential Job Functions & Responsibilities:
Budgeting, Forecasting & Strategic Planning
Support the Annual Budget and Latest Estimate (LE) processes for the Operations function, ensuring alignment with corporate objectives and timelines.
Consolidate and analyze financial data to provide actionable insights and recommendations to senior leadership.
Partner with cross-functional teams to develop financial models that support strategic initiatives and long-term planning.
Reporting & Financial Analysis
Own the development and enhancement of financial reporting tools and dashboards tailored to Operations leadership.
Conduct in-depth variance analysis and present findings with clear narratives and strategic implications.
Manage monthly and year-end close processes, ensuring completeness and accuracy of financial entries and cost allocations.
Prepare and deliver monthly financial packages, including manufacturing P&L, cost pillar dashboards, and operations finance summaries.
Operational Support & Business Case Development
Perform cost simulations to forecast financial impacts of operational decisions.
Serve as a financial advisor to Operations leadership, providing guidance on cost optimization and risk mitigation.
Qualifications & Requirements:
Skills & Knowledge:
3-5 years of progressive financial analysis experience, preferably in a Consumer Packaged Goods (CPG) environment.
Proven track record of supporting operational teams with financial insights and strategic recommendations.
Advanced proficiency in Excel; strong skills in PowerPoint, Word, and ERP systems (SAP preferred).
Experience with financial modeling, forecasting, and business case development.
Strong analytical and problem-solving skills with attention to detail.
Excellent communication and presentation abilities; capable of translating complex data into clear business insights.
Demonstrated ability to influence and collaborate across functions.
Understanding of manufacturing and supply chain financial drivers.
Education:
Bachelor's degree required
Total Rewards:
Compensation Range: $79,722 - $103,670
To learn more about our benefits visit ***************************************
Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package.
Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well.
If you are looking to join a winning team and fast-track your career, contact us!
Join us on our journey of excellence, impact, and growth #LifeAtLindt
Requirements
Total Rewards:
Compensation Range: $79,722 - $103,670
To learn more about our benefits visit ***************************************
Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package.
Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well.
If you are looking to join a winning team and fast-track your career, contact us!
Join us on our journey of excellence, impact, and growth #LifeAtLindt
Plant Controller
Finance leader job in Northborough, MA
The Project Manager will coordinate all activities from contracted project to on-site installation of Cne Precision Assemblies (OPA) panelized residential construction system.
Role will collaborate with cross-functional team members from design, engineering, project management, manufacturing, sales as well as external stakeholders such as customers, architects, building authorities, certification institutions, subcontractors, vendors, and suppliers.
The role will be responsible for ensuring the success of each OPA project, including managing RFIs, Change Orders, permitting, and panel production/delivery scheduling.
Responsibilities: Updating and aligning with customers and customer-representatives.
Coordinating activities of internal and external project team members to ensure alignment and on-time completion.
Working with state and local building officials to ensure necessary regulatory steps are completed.
Create, manage, and communicate project schedules.
Organize and lead project meetings.
Working with vendors to ensure scope and schedule alignment, as well as vendor set up and payment.
Qualifications:7+ years of experience Residential construction, including project management, construction management, quality assurance, cost/budget management, site evaluation and development, trade selection and management, permitting and inspections, communications with customers and stakeholders.
3+ years of experience Panelized or other Offsite Construction
Qualified candidate must have deep experience in and knowledge of residential construction, planning and execution of construction projects, permitting, and managing schedules.
Role requires a high level of professionalism, people skills, organization, written and verbal communication, and documentation.
Prior experience in panelized or prefabrication construction desired but not required.
Finance Manager
Finance leader job in Framingham, MA
Finance Manager, TJX
The Opportunity: Contribute To The Growth Of Your Career.
At TJX, our Finance organization assists with leading all areas and brands with strategic ad-hoc analysis on some of our most business-critical initiatives, along with leading critical reporting to help executives drive strategic decisions. As a manager, you will be relied on to think critically, analyze effectively, and communicate efficiently as you lead a team responsible for driving forward multiple strategic, time-sensitive projects.
Members of our Finance organization are looked upon as strategic minded leaders responsible for understanding and communicating vital information to help drive our organization forward for continued growth.
Your Impact:
Partner with different areas of our business to provide financial analysis and strategic recommendations to our CFOs and senior leadership teams
Manage & Mentor a team of Analysts / Senior Analysts to ensure effective, efficient, and accurate forecasting, financial planning, and recommendations, along with training and professional development
Oversee financial updates to CFO, COO & President, including developing / maintain of annual and long-range budget models
Develop & deliver presentations for senior leadership on critical initiatives and recommendations
Drive annual and long-range budgeting processes
Lead team on projects and new business critical initiatives
Build and maintain sophisticated financial models to support brand and corporate decision making
Collaborate cross functionally with other areas of TJX such as Supply Chain, Marketing, Real Estate, Merchandising, etc.
Potential Projects:
Develop 1, 3 and 5-year strategic financial plans and budgets
Capital Investment Decision Process - evaluate projects to determine if they meet return on investment criteria, as well as support the long-term growth of the business
Real Estate - provide store pro-forma analysis and other property evaluations for the company
Store Performance - analyze operational efficiencies and expense controls to ensure profit is optimized in each location
Marketing Campaigns - partner with Marketing to evaluate advertising and media campaigns
Merchandising Initiatives - evaluate inventory management/merchandising initiatives
Executive presentation preparation and critical metric performance reporting
Who We Are Looking For: You.
5+ years of experience in areas such as Management Consulting (i.e. Strategy), Financial Advisory (i.e. Deals, M&A, Capital Markets) and/or Corporate Finance (i.e. FP&A)
Prior experience leading others in a dynamic, fast paced environment
Excellent analytical and quantitative skills with an ability to deliver insights, recommendations, and results concisely and effectively to senior level leadership
Excellent communication and interpersonal skills, both verbal and written
Comfortable partnering closely with executive management
Demonstrated proficiency with Microsoft Office applications with strong Excel skills
Ability to prioritize projects, work on multiple engagements and constantly evolving assignments in a team environment
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.
This position has a starting salary range of $101,700.00 to $132,200.00 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 as well as long-term incentives.
Controller
Finance leader job in Nashua, NH
Construction Controller
Industry: Heavy Highway & Road Construction | Aggregates & Asphalt Manufacturing
Salary Range: $120,000 - $130,000
We are a vertically integrated heavy-highway construction firm specializing in major roadway and bridge construction, asphalt paving, milling, reclaiming, underground utilities, concrete work, drainage, and site remediation. In addition to construction operations, the company owns and operates aggregate processing facilities, a granite quarry, and a state-of-the-art asphalt manufacturing plant serving public and private infrastructure projects across New England.
Our clients include state Departments of Transportation, federal agencies, military installations, transit authorities, and municipalities throughout the region.
We are seeking a Construction Controller to oversee all accounting, financial reporting, and cost controls across construction, quarry, and asphalt manufacturing operations.
Key Responsibilities
Financial Leadership & Oversight
Lead all accounting functions, including general ledger, job cost accounting, payroll, AP/AR, and financial reporting
Ensure accurate, timely monthly, quarterly, and annual financial statements
Maintain strong internal controls and compliance with GAAP and construction accounting standards
Job Cost & Project Controls
Oversee job cost reporting for heavy civil construction projects, including roadway, bridge, utility, and paving work
Analyze project cost performance, WIP schedules, earned revenue, over/under billings, and margin trends
Partner with project managers and operations leadership to identify cost risks, forecast outcomes, and improve profitability
Budgeting, Forecasting & Cash Flow
Develop and manage annual budgets and rolling forecasts for construction, quarry, and asphalt operations
Monitor cash flow, bonding requirements, and working capital needs
Support project cash forecasting and coordination with estimating and operations teams
Manufacturing & Materials Accounting
Oversee accounting for aggregate processing, quarry operations, and asphalt manufacturing
Track production costs, inventory, yields, and cost variances across materials operations
Support pricing analysis and margin optimization for materials sales
Compliance, Audit & Risk Management
Coordinate external audits, tax preparation, and bonding company requirements
Ensure compliance with DOT, federal, and state reporting requirements
Support risk management, insurance reporting, and claims documentation
Team Leadership
Lead and develop the accounting and finance team
Establish processes, procedures, and systems to support growth and operational efficiency
Serve as a trusted financial partner to executive leadership
Qualifications
Bachelor's degree in Accounting, Finance, or related field (CPA or CMA preferred)
8+ years of progressive accounting/finance experience, preferably within:
Heavy civil construction
Highway/road construction
Aggregates, asphalt, or materials manufacturing
Strong knowledge of:
Job cost accounting
WIP schedules
Percentage-of-completion revenue recognition
Experience supporting multi-division or vertically integrated construction operations
Proficiency with construction accounting and ERP systems
Strong leadership, analytical, and communication skills
Why This Role
Senior financial leadership role within a growing heavy civil and materials organization
Exposure to large-scale public infrastructure projects across New England
Vertically integrated operations including construction, quarrying, and asphalt manufacturing
Competitive salary and long-term stability
VP, Financial Consultant - Cambridge, MA (Hiring Immediately)
Finance leader job in Cambridge, MA
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Analyst I
Finance leader 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.
Treasury Manager
Finance leader job in Boston, MA
Treasury Manager - Private Debt
Highly reputable Investment Management firm headquartered in Boston, MA is currently hiring for a Treasury Manager under their Private Debt Finance Organization. Eligible candidates will have 5+ years of experience within Financial Services Treasury, ideally with CLO experience.
This is a great role for an individual looking to gain complex, global company experience within a team that prioritizes Professional Development, Promotion & Growth Tracks, and opportunities for leadership.
Compensation & Benefits:
Above market base pay
+ bonus
+ profit sharing
+ Health / Dental / Vision
+ 401k match
+ Company perks / discounts
+ Opportunities for promotion, growth, & professional development
Responsibilities:
Directly responsible for management / reporting for specific financing arrangements for the firm's debt organization
Provide ongoing status updates for transactions and proactively work with banks and other financial institutions to confirm transaction settlement
Coordinate directly with the firm's Portfolio Management team for required reporting, and for any specific transactions
Responsible for management, supervision, and mentorship of a small team
Work as an adaptable teammate who proactively assists with operational workload rebalancing and high-priority items and collaborates with colleagues
Optimize the company's cash and liquidity position to support daily operations and growth initiatives, including intercompany capital requirements
Responsible for managing relationships with foreign banking partners, globally
Assist with foreign exchange risk management and ensure regulatory compliance
Provide valuable input and oversight to the company's cash flow forecasts and financial models, contributing to accurate financial planning and decision-making.
Work with cross-functional teams, such as accounting, tax, and legal, to ensure compliance with relevant financial regulations and reporting standards.
Ad hoc projects as they arise
Requirements:
5+ years of Treasury experience within an Investment Manager
Experience with Private Debt / Private Credit / CLO is preferred
Global company experience highly preferred
Strong communication
Analytical, logical, methodical and intellectually curious
Interest in growth, promotion, and professional development
Problem solving and issues resolution management
Senior Manager, Financial Planning & Analysis
Finance leader job in Canton, MA
The position will lead the implementation of process improvements in financial reporting and close activities. The position will also engage with the VP, Controller & Treasurer to provide best-in-class financial reporting and analysis to the organization, including the development and mentoring of a high-performing team.
The ideal candidate will have excellent communication skills; acumen for data analytics and identifying trends; ability to design and maintain organized databases; high level of accuracy and attention to detail; desire to improve processes and implement change; and experience in leading project teams to improve functional reliability and performance. The position will work directly with a wide span of functional leaders and executives. As such, the candidate will need to have demonstrated capabilities in effectively partnering on a cross-functional basis and engaging with executives in a manner that aligns financial analysis with the company's strategies and objectives.
Examples of Typical Activities:
Provide strong financial business partnership support to functions including Product Development, Marketing, Commercial Insights, etc. and support strategic decision making with data & analytics
Establish process, timeline and mechanisms to support New Product Introduction (NPI) business models and working closely with sales, marketing, and operations to incorporate expectations for volume and margins by customer and category
Enhance the forecasting process and manage business partners to improve forecast timeliness and accuracy
Develop and improve key management reports and gain user input and acceptance to templates for business management reporting, including consistent and accurate reporting of profitability by customer, product category, and key initiatives
Prepare analysis, materials, and charts for senior executives to use with the company's investors
Perform ad hoc financial analysis, including modeling outcomes of various business scenarios
Direct and manage the activities of analysts to provide pricing desk support and margin analysis to commercial teams
Produce investment analysis templates and financial tracking models to drive accountability in the product development and commercial launch cycles
Required Behavioral Competencies
Personal Leadership - Leads by envisioning the future, engaging others, energizing people and enabling self and others to develop and execute plans to deliver strategy.
Decision Making - Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing a course of action or develops appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences.
Energy - Consistently maintains high levels of activity or productivity; sustains long working hours when necessary; operates with vigor, effectiveness, and determination over extended periods of time.
Plans and organizes -Establishing courses of action for self and others to ensure that work is completed efficiently.
Stress tolerance-Maintains a stable performance under pressure or opposition (such as time pressure or job ambiguity); handles stress in a manner that is acceptable to others and to the organization.
Work standards - Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.
Strategic Decision Making - Obtaining information and identifying key issues and relationships relevant to achieving a long-range goal or vision; committing to a course of action to accomplish a long-range goal or vision after developing alternatives based on logical assumptions, facts, available resources, constraints, and organizational values.
Treasurer
Finance leader job in Boston, MA
Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements
Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities.
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Financial Management & Analysis
Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts.
Receive, record, and report monthly sales tax revenues.
Monitor cash activity to ensure timely processing and accurate recording in the accounting system.
Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning.
Prepare wire instructions for payroll, OPEB funding, and other transfers as directed.
Implement, review, and update internal control policies and procedures.
Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances.
Debt Management
Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements.
Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures.
Monitor primary and secondary market activity for MSBA-issued securities.
Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings.
Review and update the MSBA Debt Management Policy.
Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement.
In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies.
Develop and maintain financial models to support recommendations on short- and long-term financing needs.
Banking & Investment Management
Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements.
Invest funds to protect principal, maximize income, and maintain liquidity.
Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy.
Review and update the MSBA Investment Management Policy.
Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee.
Other Duties
Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed.
Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required.
Perform other duties as assigned.
Supervisory Responsibilities
Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training.
Lead and manage employee performance\: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards.
Required Education, Experience & Skills
Bachelor's degree in finance, accounting, economics, or a related field.
Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred).
5+ years supervisory experience.
Strong knowledge of government finance, public fund investment, and debt issuance.
Demonstrated experience issuing municipal debt, including preparation of required documents and presentations.
Experience with debt management software and accounting systems.
Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required.
Strong verbal and written communication skills.
Proven success training and managing employees.
Ability to work independently and in a team environment.
Ability and willingness to travel occasionally and maintain strict confidentiality.
Preferred Qualifications
Master's degree or professional certification (CPA, CTP, CFA).
Experience working with Massachusetts quasi-public agencies or authorities.
Knowledge of Massachusetts state and municipal finance laws.
Auto-ApplyRegional Plant Controller-Lawton, MI (with oversight of Grandview, WA)
Finance leader job in Waltham, MA
Grow with Welch's! Welch's is on a journey towards our bold ambition of being the global-leader of convenient, good for you fruit-based food and beverages. To turn this goal into a reality we need you and other exceptionally talented, agile, and innovative individuals who are eager to contribute to something extraordinary!
At Welch's, we're not just offering a job; we're inviting you to be a part of a vibrant, authentic, and inclusive culture where you not only belong, but also have the opportunity to unleash the best, most authentic version of you.
Position Summary
We are seeking a strategic and results-driven Regional Plant Controller to lead the financial operations of our Lawton, Michigan manufacturing facility and provide oversight for our Grandview, Washington plant.
This highly visible role serves as a key business partner to Plant Operations, Supply Chain, and reports through Finance, responsible for delivering financial leadership, driving operational performance, and ensuring cost efficiency across both sites. The Regional Plant Controller owns the full financial cycle - from budgeting and forecasting to variance analysis, reporting, and insight generation - and plays a pivotal role in shaping plant strategy and performance.
The role also leads financial planning and analysis for Welch's annual grape harvest, partnering cross-functionally to plan, execute, and analyze one of the company's most critical seasonal operations.
Where You'll Work
This role will be based at our Lawton, Michigan manufacturing facility, with periodic travel to the Grandview, Washington plant to support financial operations and partner with local leadership. You'll be immersed in a dynamic environment where innovation, teamwork, and continuous improvement are at the core of what we do.
What You'll Do
Financial Leadership & Strategy
* Lead financial operations for the Lawton and Grandview plants, ensuring accuracy, integrity, and alignment with corporate financial objectives.
* Develop annual plant budgets and quarterly forecasts, incorporating direct labor, materials, overhead, and yield assumptions.
* Partner with operations and supply chain leadership to establish financial targets and performance metrics.
* Perform detailed variance analysis on production costs, materials, labor, and overheads; identify key drivers and communicate actionable insights.
* Prepare and present financial results and commentary to plant management, supply chain leadership, and supply chain finance.
* Provide strategic financial modeling and decision support for capital investments, process improvements, and cost reduction initiatives.
* Serve as a trusted business partner to plant and supply chain leaders, connecting financial outcomes to operational decisions and continuous improvement opportunities.
Performance Management
* Deliver daily, weekly, and period-end reporting and KPI dashboards that clearly explain performance drivers and highlight improvement areas.
* Lead monthly plant performance reviews with site leadership, translating financial results into operational insights.
* Partner cross-functionally to identify and implement productivity and efficiency enhancements.
* Ensure consistency, timeliness, and transparency in performance reporting across both facilities.
Harvest Financial Planning & Analysis
* Partner with Grower Relations and Plant Operations to develop the annual harvest execution plan that balances cost efficiency and operational readiness.
* Build and manage the detailed harvest plant processing budget.
* Calculate and analyze cost metrics to evaluate harvest performance.
* Reconcile actual harvest costs to budget and forecast, identifying key variances and communicating insights to the finance team.
* Lead plant level post-harvest financial reviews to capture learnings, recommend process improvements, and drive productivity enhancements for future harvests.
Governance & Compliance
* Ensure robust internal controls and compliance with corporate accounting policies, cost accounting standards, and inventory management practices.
* Safeguard plant assets and ensure audit readiness across both locations.
Team Leadership
* Lead and develop a high-performing finance team that provides accurate reporting, meaningful analysis, and business partnership.
* Foster a culture of ownership, accountability, and curiosity that empowers the team to challenge assumptions and drive improvement.
Process Optimization
* Lead digital and process transformation initiatives that enhance the accuracy, speed, and accessibility of plant financial data.
* Partner with Operations and IT to streamline systems, reduce manual reporting, and enable self-service analytics.
Who You Are
* A seasoned finance leader with strong expertise in manufacturing cost accounting, budgeting, and operational analysis.
* A strategic thinker who connects financial performance to operational execution and drives results through insight and influence.
* A business partner who collaborates effectively across Operations, Supply Chain, and Corporate Finance to achieve common goals.
* A proactive, hands-on problem solver who thrives in dynamic, seasonal manufacturing environments.
* A leader and mentor who develops people, builds capability, and fosters continuous improvement.
* A finance professional who brings clarity, insight, and strategic perspective to every conversation.
What You'll Need
* 10+ years of progressive experience in manufacturing finance, cost accounting, or operations finance leadership.
* Bachelor's degree in Finance, Accounting, or Business; MBA or CPA preferred.
* Strong understanding of budgeting, forecasting, variance analysis, and standard costing.
* Advanced Excel and ERP proficiency (Infor Food & Bev preferred); experience with BI or analytics tools a plus.
* Demonstrated success building partnerships with operations and supply chain teams to drive measurable financial improvement.
* Experience in food & beverage, agricultural processing, or other seasonal manufacturing environments preferred.
What You'll Enjoy
* Organization with a bold, clear purpose & vision for the future
* Inclusive Culture: A workplace where you not only belong but also have the opportunity to be your best self
* Passionate Community: A culture that values transparency, collaboration, and individual impact
* Paid Time Off and Holidays: Available immediately so you can rest and recharge
* Paid Volunteer Time Off: For you to enjoy time away from the office to rest and recharge
* Development & Advancement: Access to LinkedIn Learning and both formal and informal growth opportunities
* Comprehensive Compensation: Competitive base salary, annual bonus eligibility, and a generous 401(k) company match
* Flexible Benefits from Day One:
* Health, Dental & Vision Insurance
* Health Savings Accounts
* Life and Accident Insurance
* Employee Assistance Programs
* Tuition Reimbursement
* Perks at Work access
* Paid parental (and adoption) leave after 12 months of employment
The anticipated hiring base salary range for this position is $125,000 to $135,000 annually for US-based employees. This range reflects the minimum and maximum for the position across all US locations, is based on a full-time work schedule, and is Welch's good faith estimate as of the date of this posting. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. In addition to base salary, this role is eligible for participation in a bonus plan.
Welch's is an Equal Employment Opportunity Employer. We are committed to the prevention of employment discrimination based on race, religion, color, sex, gender identity, national origin, age, marital status, disability and/or military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws.
Welch's offers more than just a job - it's an opportunity to grow, innovate, and make a global impact with a passionate community.
Corporate Treasury Manager
Finance leader job in Boston, MA
Groma is blending real estate and technology to unlock a new real estate asset class while making it easier for everyone, from institutional investors to the residents in our buildings, to participate in ownership. Our property technology platform uses AI to bring new efficiencies to the small unit count multifamily sector, enabling us to efficiently acquire, upgrade, and operate these 2-20 unit multifamily buildings and bring institutional performance to this massive but historically overlooked sector. Our investor technology platform makes owning these assets accessible to a broad array of investors, with bespoke vehicles available to institutional and family office investors and our flagship vehicle, the blockchain-powered GromaREIT, available to everyone, with a special focus on enabling ownership for the residents in our buildings. Visit ************* to learn more about us.
About the Role
This role is responsible for the comprehensive management of the company's treasury and financial operations. The ideal candidate will oversee liquidity and cash management, ensuring the business has the necessary funds while optimizing their use. They will also manage debt and capital, maintain strong banking relationships, and conduct sophisticated financial modeling and forecasting to support strategic decisions. The position involves key responsibilities such as managing day-to-day treasury functions, ensuring regulatory compliance, and identifying process improvements for efficiency and cost savings. Additionally, the role includes managing tenant deposits, supporting audits, and handling investor subscriptions and redemptions, ensuring all financial activities are well-governed and compliant.
* Liquidity Management: Oversee daily cash management operations, ensuring adequate liquidity to support business operations while optimizing cash utilization
* Debt and Capital Management: Manage debt payments, borrowings, and compliance with debt covenants, ensuring strategic alignment with financing agreements
* Banking Relationships: Manage relationships with banking partners, open and negotiate banking services, and ensure compliance with financial agreements
* Financial Modeling: Conduct comprehensive financial modeling, scenario analysis, and liquidity forecasting to guide strategic decision-making around capital allocation, debt management, and financing alternatives
* Cash Management: Manage day-to-day treasury functions including cash strategies, corporate borrowing, investing, cash flow forecasting, cash receipts, cash disbursements and account reconciliations
* Tenant Deposit Management: Manage day-to-day tenant deposit transactions to ensure compliance with state and local regulations. Consider optimizations for
* Process Improvement: Identify opportunities for cost savings, automation, and process enhancements including AI-driven forecasting and account reconciliation automation
* Governance & Compliance: Develop, implement, and maintain necessary governance documentation including policies, procedures, controls, and process flows over treasury activities
* Banking Services Optimization: Define strategy for and manage all banking services and fees, including credit card processing fees and corporate credit card program
* Audit Support: Assist with the preparation of audit support and compliance documentation
* Replacement Reserve and Lending Facility: Manage internal replacement reserves, helping to determine contribution levels, disbursements and target balances. Operate intercompany lending facilities, determining loan capacity, repayment, and recording interest for both borrower and lender.
* Fund Administration Support: Process investor subscriptions, redemptions, and transfers, ensuring accurate and timely execution of capital movements while maintaining proper documentation and compliance with fund terms
Qualifications
* Bachelor's degree in a related field or equivalent practical experience, Masters Degree or professional certification (e.g. CTP) is a plus
* 3+ years of relevant work experience in a corporate treasury, cash management, or similar financial role.
* Strong knowledge of financial modeling, forecasting, and scenario analysis
* Experience with debt management, banking relationships, and financial instruments
* Excellent analytical and problem-solving skills with a keen attention to detail
* Ability to work in a fast-paced environment and manage multiple priorities effectively
* Familiarity with financial software and treasury management systems
* Solid understanding of financial regulations and compliance requirements
* Excellent communication and interpersonal skills, with the ability to collaborate with internal and external stakeholders
About our Culture
At Groma, we're looking to build something big and are on a fast growth trajectory. While a healthy work-life balance is important to our team, we want to be upfront that there may be times when we expect commitments outside of the standard 9-5. We strive to respect individuals and their needs while also acknowledging the reality that we have a small team that is trying to accomplish some very ambitious goals in a short time period.
We are also focused on maintaining our dynamic in-office culture at Groma's headquarters in beautiful downtown Boston, Massachusetts. We believe that in-person collaboration and spontaneous interpersonal interaction is critical to the company's success at this stage. Also, our office is great. We own the whole building and have made it very much our own space. We've got a gym, shower/locker rooms, a game room, a rooftop garden, and all the normal stuff to make an office a comfortable work environment and a fun place to be. We understand that everyone will need flexibility from time to time, but want to be transparent with this expectation.
We have an ever-evolving list of values and conventions that guide how we operate as a company, but here are some of our core ones:
* We approach our work with pragmatic idealism that enables us to focus on our desire to make the world a better place in ways big and small while also being open to intelligent compromises that accelerate us on our path to serve our broader societal goals.
* Our whole team believes strongly that the challenges we are trying to solve require effective teams, not individual heroes.
* We have complex conversations well. We sit at the intersection of housing and blockchain policy, both nuanced topics with real-world impacts. We pride ourselves on being thoughtful, seeking the best solutions to real-world challenges, and implementing them effectively in the real world.
Benefits & Perks
* Competitive salary for the Boston area
* Early stage equity in a quickly growing startup
* 5% 401k match
* Fully covered high-quality health and dental insurance plans
* Fully covered commuter passes for bus, subway, boat, or commuter rail
* Unlimited PTO
* 13 official company holidays
* 1 floating holiday: We recognize that there are lots of holidays that are meaningful to different people in different ways and we want to celebrate that by enabling team members to have the time/space to commemorate those days however is appropriate, and using it as an opportunity - if they'd like to - to share the meaning of that day with the broader team
* A beautiful office in downtown Boston with a gym, locker rooms, game room, rooftop garden, and several catered lunches a week
Auto-ApplyManager, Financial Planning & Analysis
Finance leader job in Boston, MA
Boston Globe Media is New England's largest newsgathering organization -- and much more. We are committed to being an indispensable, trusted, reliable source of round-the-clock information. Through the powerful journalism from our newsroom, engaging content from our content marketing studio, or through targeted advertising solutions, brands and marketers rely on us to reach highly engaged, educated, and influential audiences through a variety of media and experiences.
The Manager of Financial Planning and Analysis will play a key role in leading reporting and planning efforts across the company's business units. This position focuses on analyzing trends, guiding business decisions, and connecting with functional leaders throughout Boston Globe Media. This highly visible role within the organization will be responsible for developing ad hoc analyses and managing budgeting, forecasting, and long-term financial planning led by the FP&A team. The successful candidate will drive accountability and demonstrate strong intellectual curiosity, with an ability to understand the big picture while remaining detail-oriented.
This position is located at the Boston headquarters and reports directly to the Associate Director of Financial Planning and Analysis.
Responsibilities:
Serve as the business partner for a variety of functional leaders, working to provide analytical resources.
Manage the annual budget process alongside stakeholders from across the organization.
Lead monthly, quarterly, annual, and multi-year financial forecasts, working with the broader organization to understand and test key forecast assumptions and run alternate scenarios.
Prepare and evolve templates and presentations for weekly, monthly, and annual reporting.
Investigate and analyze variances between actual and planned figures on a monthly basis for assigned functional areas.
Collaborate with the accounting/GL team to ensure revenue and expenses are properly recorded.
Collaborate cross-functionally with revenue teams across the organization to support forecasting and the evaluation of strategic business decisions.
Work closely with business, finance, and IT teams to automate data preparation and reporting, from conceptualization to implementation.
Continuously improve and develop new reporting systems and processes.
Qualifications:
A bachelor's degree in accounting, business, or related field. An MBA is a plus.
At least 5 years of finance-related experience, with advanced knowledge of Excel and other analytical software.
Demonstrated success in financial reporting, budgeting, resource allocation processes, and long-term strategic planning.
Previous management experience or a strong inclination towards supervising and developing others
Strong organizational and presentation skills, with a demonstrated ability to complete projects accurately and precisely.
High motivation with strong communication skills. A track record of thriving in an agile, entrepreneurial environment is important.
Familiarity with Adaptive Insights for forecasting/budgeting and NetSuite financials is a plus.
A willingness to adapt and be audience focused, with a curious mindset and a commitment to creating an inclusive work environment
The BGMP office is located in downtown Boston, near Faneuil Hall and Quincy Market, and is easily accessible by MBTA and commuter rail lines. This position is based in Boston, and candidates should be based in the area or willing to move.
The annual salary for this role is $110,000 - $115,000.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
EEO Statement: At Boston Globe Media, our mission is to empower, connect, and convene our communities with independent, trusted journalism and storytelling. We know a critical part of achieving this is by having a workforce that is representative of the communities we serve. Boston Globe Media is an equal opportunity employer that welcomes candidates and colleagues of all backgrounds, experiences, perspectives, and skills.
Entry Level Financial Analyst
Finance leader job in Boston, MA
Job Description
Precise - We are an international Financial Management Service provider for Architectural, Engineering, and Legal firms, in search of Entry Level Financial Analysts for our rapidly growing Boston office. We are seeking an individual who is a self-starter and can work independently. The analyst will be responsible for providing financial analysis regarding all facets of the business for client.
Our ideal candidate is someone who loves numbers, is highly motivated, and works well both independently and in a team. They should be comfortable interfacing with the executive management team and with presenting complex financial information in a clear fashion. This is an Entry-Level position But candidates with 1-2 years of experience will be considered.
Benefits: Health, Dental, Vision, 401(k)
We are an affirmative action/equal opportunity employer.
Compensation:
$51,000 - $56,000 yearly
Responsibilities:
Mapping and analyzing quantitative data
Preparing management reports
Managing cash flow and daily financial issues
Monitoring performance and profitability
Additional duties are required
Qualifications:
Bachelor's Degree in Economics, Finance, Mathematics, or Business Administration
Excellent written and verbal communication skills
Strong computer skills that include MS, Excel, Word, and Outlook
Willing to learn and develop strong analytical skills, budget, and project management
Handle heavy responsibilities - overseeing the implementation of projects that require comprehensive scheduling & coordination
Detail-oriented and high organization skills - the ability to develop, collect, formulate, and maintain databases, spreadsheets, estimates, project schedules, and reports
Exceptional work ethic
High self-learning capabilities and fast-learner
Complete honesty combined with a strong team player skill set
Open-mindedness to learn, be coached, and grow within a growing company
Positive can-do attitude and self-motivated
Must be able to start within 2-3 weeks of offer
Must be authorized to work in the U.S. without sponsorship
About Company
Precise - Int is the leading financial management service provider for architectural, engineering, and law firms. We are a high-value resource that takes responsibility of companies' finances in order to optimize operations, increase performance, and enhance decision-making.
With deep knowledge of architectural and engineering firms industry and law firms, we provide C-level advice within the scope of all of our service offerings. Precise - Int is a partner for life as evidenced by 98% customer loyalty and a range of in-sourcing, outsourcing, and consulting options available to suit companies of every size and shape.
Our uncompromising commitment to clients enables them to make more money and manage their business better.
Strategic Corporate Financial Analyst
Finance leader job in Spencer, MA
Our award-winning client is seeking a Strategic Corporate Financial Analyst to join their team. Our client is a purpose-driven leader in coated and laminated films and adhesives, with a global reach and a rich history of innovation. We offer a dynamic work environment where you'll gain exposure to three distinct businesses and have the chance to shape the future of the Holdings company.
Responsibilities:
Utilize your spreadsheet expertise to build complex financial models, conduct in-depth analyses, and support strategic decision-making.
Collaborate with internal stakeholders, including family members, to ensure financial health and support business growth initiatives.
Continuously learn and develop your expertise through ongoing training and access to industry resources.
Required Qualifications:
Bachelor's Degree in Accounting, Finance, or Business (required).
1 to 5 years of relevant work experience (prior experience in private equity or investment banking a plus).
Strong analytical and problem-solving skills with a keen eye for detail.
Excellent communication skills to present complex financial information clearly and concisely.
Proficiency in financial modeling, including pro forma statements and advanced Excel functions.
Experience with a General Ledger System and financial reporting software (preferred).
Ability to work independently and as part of a team in a fast-paced environment.
Commitment to a high standard of safety and adherence to company policies.
The client offers a competitive compensation package, generous benefits, and the opportunity to make a lasting impact in a dynamic family-owned company.
FP&A Business Analyst - Financial Systems (Contract)
Finance leader job in Boston, MA
Industry: Financial Services (Insurance / Asset & Wealth Management)
Contract Type: Contract engagement
We are seeking an experienced FP&A Business Analyst to support a major FP&A Transformation programme within a financial services organisation. This role sits at the intersection of finance and technology, supporting initiatives that enhance, automate, and optimise financial planning, forecasting, and reporting processes. You will work closely with FP&A stakeholders, system transformation teams, and technical developers to ensure financial systems deliver accurate, timely, and decision-ready insights for leadership. This is a hands-on contract role requiring strong financial acumen, systems thinking, and prior experience in financial services environments.
Key Responsibilities
Analyse FP&A projection processes including forecasting, variance analysis, and scenario modelling to identify automation and efficiency opportunities
Gather, document, and validate business and system requirements in collaboration with FP&A and technical teams
Develop and execute test plans, test cases, and UAT, with a strong focus on financial data accuracy and controls
Partner with finance teams to ensure data integrity, consistency, and governance across planning and reporting systems
Challenge existing FP&A workflows and propose practical improvements to forecasting accuracy and operational efficiency
Act as a liaison between FP&A users and technology teams, managing priorities and ensuring clear communication
Support the design and delivery of financial dashboards, KPIs, and management reports
Required Experience & Skills (Must-Have)
5-10+ years' experience in FP&A, financial systems, or business analysis roles
Bachelor's degree in Finance, Accounting, Information Technology, or a related field (or equivalent experience). An Advanced degree (MBA or similar) is advantageous but not required
Mandatory experience within the Financial Services industry, ideally:
Insurance (Life & Annuities)
Asset Management
Wealth Management
Strong understanding of FP&A processes, including forecasting, projections, scenario analysis, and variance reporting
Experience working with financial planning systems (e.g., Hyperion, Anaplan, Adaptive Insights, or similar)
Strong analytical skills with the ability to assess complex financial processes and recommend improvements
Excellent communication skills, with the ability to translate between finance and technical teams
Advanced proficiency in Excel and PowerPoint
Valid work authorisation to work in the United States is required
Candidates must have Financial Services domain experience and valid US work authorisation.
Nice to Have
Experience supporting large-scale financial system transformations
Familiarity with financial dashboards, KPIs, and executive reporting
Contract & Eligibility Information
This is a contract role
Valid US work authorisation must be in place at the start of the engagement
No contractor benefits are provided
Company-issued equipment will be supplied
Engagement is aligned to a long-term financial systems transformation programme
Trade Finance Supervisor
Finance leader job in Stratham, NH
Who We Are
At Lindt, we are a global fast-growing consumer goods company, enchanting the world with premium chocolate. We are driven by our passion for excellence and go the extra mile ensuring that every Lindt experience is nothing short of exceptional. Our collective efforts are geared towards making a positive impact, not only in the world of premium chocolate but also in the lives of our employees, customers, and communities. Our company embraces a culture defined by the core values of Excellence, Innovation, Entrepreneurship, Responsibility, and Collaboration, fostering a dynamic and collaborative environment where these principles drive our success.
Position Purpose:
As a Trade Finance Supervisor, your role is pivotal in overseeing and optimizing the financial processes and systems integral to trade planning, tracking, and management within the Wholesale division. You will lead a team of specialists responsible for ensuring accuracy, compliance, and efficiency in trade spending activities, collaborating closely with internal stakeholders such as Sales, Finance, and Customer Service. Your objective is to maintain standard and controlled processes while driving continuous improvement initiatives to enhance trade profitability. Additionally, you will provide leadership and guidance to your team, fostering a culture of excellence, collaboration, and accountability across all trade finance operations.
This is a hybrid role that requires three days per week in our Stratham, NH corporate office.
Essential Job Functions & Responsibilities:
Team Management:
Accountable for the Trade Finance team to accurately ensure the integrity of the data in the TPM system, improving procedures and mitigating any financial risk.
Hire, train, and coach the team to improve skills and ensure goals continue to be met.
Comprehensive understanding of trade management processes and procedures, with a focus on continuous improvement and optimization.
Identify and execute projects that improve the performance and efficiency of the team to improve customer planning and trade promotion process.
Responsible for maintaining workload balance within the team.
Trade Management:
Collaborate with multiple sales teams, driving alignment with trade finance objectives and optimizing planning efficiency.
Partner with sales leadership to advance performance metrics and resolve cross-functional challenges.
Support planning entry processes in TPM, promoting accurate and timely posting of trade finance transactions.
Assist deduction clearing activities, maintaining compliance with company policies and reducing outstanding balances.
Analyze and report on promotion and deduction trends, delivering actionable insights to improve processes and profitability.
Qualifications & Requirements:
Skills & Knowledge:
Proficiency in Trade Management System (TPM) and advanced Excel skills for data analysis and reporting.
Strong analytical and reporting skills, including the ability to interpret data, identify trends, and provide actionable insights.
Ability to navigate complex business systems and processes, with experience in initiating, developing, and implementing key operating procedures.
Education:
Bachelor's degree required
Total Rewards:
Compensation Range: $79,722 - $103,500
To learn more about our benefits visit ***************************************
Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package.
Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well.
If you are looking to join a winning team and fast-track your career, contact us!
Join us on our journey of excellence, impact, and growth #LifeAtLindt
Requirements
Total Rewards:
Compensation Range: $79,722 - $103,500
To learn more about our benefits visit ***************************************
Lindt USA's salary range reflects market rates based on our size, revenue, and location. Starting pay is determined using a wide range of factors including, but not limited to, job-related skills, knowledge, and experience as well as market conditions. A bonus and/or long-term incentive may be included as part of this compensation package.
Lindt and Sprüngli is an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, national origin, religion, sex, disability, age, veteran status, or any other classification protected by state, local or federal law. Applicants for this position must successfully pass a background screening and may be required to pass drug screenings as well.
If you are looking to join a winning team and fast-track your career, contact us!
Join us on our journey of excellence, impact, and growth #LifeAtLindt