Finance manager jobs in Somerville, 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.

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!

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

JOB REQUIREMENTS EDUCATION: Bachelor's Degree required. Master's degree preferred. CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED: Certification as a Portfolio Management Professional (PMP) a plus, but not required Epic Certifications a plus, but not required EXPERIENCE: Minimum of 5 years hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting Experience leading projects and programs within IT, as well as projects and programs that involved stakeholders outside IT (e.g. clinical organizations, health system business areas, vendors, etc.) Past experience that includes facilitation of project governance and responsibility for portfolio management and reporting Experience using project management and portfolio management tools and software is required Knowledge and experience with Epic, Service Now and/or Planview are strongly desired KNOWLEDGE AND SKILLS: Fosters and builds a collaborative working relationship with various stakeholders Excellent oral and written communication skills with the ability to adjust presentation style to suit intended audience Ability to lead staff in both team and independent settings Knowledgeable of project (e.g. PMBOK) and portfolio management best practices with the ability to adjust and implement within the organizational culture. Working knowledge of Agile project, product and portfolio management A strong working knowledge of Microsoft Office products Must be willing to challenge customers to better understand their needs Ability to challenge the various stakeholders involved in project governance Expert in project portfolio financial management Competent in project and portfolio governance Demonstrated experience managing large project portfolios including projects that have high visibility and risks

Title of role: Accounts Payable Manager Approved Salary Range: $105,000 - $115,000 About The Role The Accounts Payable Manager plays a key role in ensuring timely, accurate and efficient processing of vendor invoices and payments in a fast paced e-commerce retail environment.The role manages day to day operations, leads and develops the team, identifies and implements process improvements, and partners cross functionally with key internal stakeholders. The AP Manager ensures compliance with internal controls supports vendor relationships and delivers strong reporting and analytics to drive operational performance. Key Responsibilities AP Operations: Oversee daily invoice processing and payment runs including employee expense reimbursement. Manage vendor onboarding and ongoing vendor master maintenance. Ensure timely month end close activities, including accruals, reconciliations and reporting. Team Leadership: Supervise and mentor the AP team, providing guidance, coaching and performance feedback. Delegate workload and communicate clear daily and weekly expectations Support the senior manager with staffing plans and resource allocation. Vendor and Cross Functional Collaboration: Serve as primary point of escalation for vendor inquiries, resolving issues promptly. Manage vendor relationships including contract related items and credit limit discussions. Collaborate with merchandising teams to resolve invoice discrepancies. Partner with treasury on payment scheduling and forecasting AP related cash flows. Reporting & Analysis: Maintain AP dashboards, KPIs and operational metrics. Prepare weekly and monthly reporting for finance leadership. Analyze trends and KPIs to identify opportunities for process improvements, cost savings or operational efficiency.. System & Process Improvement: Collaborate with IT and Finance teams to optimize ERP performance and AP related workflows. Identify opportunities to enhance efficiency, streamline workflows and reduce manual touchpoints. Support system upgrades, testing and process documentation as needed. Compliance: Maintain accurate vendor master data and ensure compliance with tax and audit requirements (W-9, 1099). Ensure adherence to internal controls and support external audits requests. Qualifications Bachelor's degree in Accounting, Finance, or related field. 5+ years of experience in accounts payable, including at least 2 years in a supervisory or leadership role. Retail industry experience required, with strong familiarity with vendor terms and high-volume invoice environments. Experience with factor relationships Experience managing offshore or outsourced teams is highly desirable. Strong analytical, organizational, and communication skills. Proficiency in Microsoft Excel and ERP systems.

EHR Portfolio Manager Department: EHR Schedule: Full Time Salary : $150,000/yr -$160,000/yr plus benefits EHR Executive Roadmap program Maintain 3-5 yr EHR roadmap, strategic alignment tools Facilitate annual EHR roadmap sessions with EHR directors and Hospital Exec Stakeholders Own continuous improvement of tools & process (driver diagram, annual exec roadmap/goal alignment discussions) Communicate/disseminate info from exec roadmap to impacted user group leadership and other stakeholders. JOB REQUIREMENTS EDUCATION: Bachelor's Degree required. Master's degree preferred. CERTIFICATES, LICENSES, REGISTRATIONS REQUIRED: Certification as a Portfolio Management Professional (PMP) a plus, but not required Epic Certifications a plus, but not required EXPERIENCE: Minimum of 5 years hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting Experience leading projects and programs within IT, as well as projects and programs that involved stakeholders outside IT (e.g. clinical organizations, health system business areas, vendors, etc.) Past experience that includes facilitation of project governance and responsibility for portfolio management and reporting Experience using project management and portfolio management tools and software is required Knowledge and experience with Epic, Service Now and/or Planview are strongly desired The EHR Portfolio Manager is responsible for leading enterprise-wide EHR portfolio planning, governance, and execution to ensure alignment with organizational strategy and clinical priorities. This role owns the multi-year EHR roadmap, facilitates executive and stakeholder planning sessions, and provides portfolio-level oversight of projects, resources, financials, and outcomes. The EHR Portfolio Manager tracks and monitors EHR initiatives across the portfolio, develops business cases and financial assessments, and synthesizes complex data into executive-level reports and dashboards. The role partners closely with EHR leaders, IT PMO, clinical stakeholders, and hospital executives to support governance, prioritization, and informed decision-making. This position establishes and reinforces EHR project management, portfolio management, and governance standards; mentors project managers and “accidental PMs”; and ensures effective use of tools such as Epic, Planview, and ServiceNow. The EHR Portfolio Manager also facilitates key governance committees and leadership forums, driving continuous improvement, accountability, and successful delivery of strategic EHR initiative

Blue Sky is currently seeking an Accounting Manager for our client, a market leader in laboratory furniture systems that support scientific innovation and breakthrough discoveries. This is an on-site position based in the company's Woburn, MA office. The Accounting Manager will support both corporate and satellite offices and will play a critical role in the daily oversight and operations of the accounting function. This is a professional, team-oriented, and fast-paced environment that requires strong financial discipline and real-time, job-level financial insight. We are seeking a high-potential, ambitious accounting leader who is ready to take full ownership of the accounting function and is motivated to excel within the organization. Success in this role will be measured by the speed and accuracy of the monthly close, job cost completeness and timeliness, team performance, and process leadership. The Accounting Manager will immediately oversee day-to-day accounting operations, manage a team of four, and receive direct mentorship and expanding responsibility from the VP of Finance. Position is located in Woburn, MA and is an on-site position with typical hours of 8am-5pm. This position reports directly to the VP Finance and serves as the second-in-command within the accounting department. Key Responsibilities Directly supervise, develop, and hold accountable three team members: Contract Billing Specialist (AIA billing, change orders, retainage) Accounts Receivable & General Accounting Accounts Payable Lead the monthly close process to a consistent 10-business-day (or better) close Own full-cycle monthly financial statement preparation, including detailed period-over-period flux analysis with explanations for ownership and project teams Oversee and review all balance sheet account reconciliations (bank, AR, AP, WIP, retainage, etc.) Ensure accurate job costing, WIP schedules, percentage-of-completion revenue recognition, over/under billing analysis, and job profitability forecasting Manage and optimize Sage 300 CRE (Timberline) - job setup, cost codes, change orders, commitments, and custom reporting Oversee A/R aging, collections, lien waiver tracking, and cash application Partner with the sales leadership team to track sales, generate commission reports and appropriately accrue commissions/bonuses on a monthly/quarterly basis Produce timely and accurate monthly job profitability reports and executive financial packages Partner with Project Managers to deliver real-time financial insights on project performance and support project teams with financial data for bids, contracts, and change orders. Strengthen and develop internal controls, document policy and procedures, enforcement of controls will full support of executive leadership Drive projects forward that benefit the organization through streamlining process/automation/continuous improvement Assist with budgeting, forecasting, financial analysis (which will initially be primarily led by VP Finance Support external audits, ensure compliance with federal, state, and local tax regulations, including sales tax and prevailing wage requirements. Work directly with VP finance to assist/support the weekly cash flow reporting/forecasting Note: This position does not initially include responsibility for payroll processing but may be added as the role expands. Qualifications Bachelor's degree in Accounting or Finance (Master's a plus) CPA strongly preferred (active, inactive, or candidate); Big 4/public accounting + construction experience also highly valued 5-10 years of progressive accounting experience with at least 3-5 years in construction (GC or specialty contractor) Expert-level user of Sage 300 CRE (Timberline) - required Deep knowledge of percentage-of-completion accounting, AIA billing, job costing, WIP, change orders, retainage, and construction-specific financial reporting Proven ability to prepare full financial statements and perform meaningful flux/variance analysis Experience managing AR, AP, and account reconciliations in a construction environment Demonstrated success leading and developing a small team Track record of fast, clean monthly closes in a $50M+ revenue company Strong Excel, Access and data mining skills Excellent communication - must translate complex data for operations and executive audiences Benefits We offer growth opportunities for motivated professionals and a great compensation package including dental insurance, medical insurance, pre-tax accounts for health and dependent care, 401K employer match, paid company holidays, and paid vacations. Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Duties, responsibilities, and activities may change at any time with or without notice. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. This is a stationary position involving constant operation of computers and other office machinery. Substantial repetitive motions of the wrists, hands, and/or fingers are required. Daily moving around or between offices and buildings to coordinate or plan with other departments or divisions may be necessary. Occasional travel for company/department coordination or training may occur. We are an equal opportunity employer; applicants, employees and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information (including family medical history), or any other characteristic protected by law.

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

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

Asset Manager, Development We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones. Responsibilities: Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery Monitor compliance with partnership agreements and LIHTC requirements Review financial reporting, benchmarks, construction draws, and equity installments Analyze risk, review GP requests, and support deal modifications Coordinate with internal teams, developers, investors, and third-party consultants Qualifications: Bachelor's degree in finance, accounting, real estate, or related field 2+ years of experience in asset management, affordable housing, accounting, or development Strong Excel and financial analysis skills Familiarity with LIHTC/affordable housing preferred Strong communication, organization, and problem-solving skills

The Tax Manager reports directly to the Treasurer, EVP Finance, Investments & HR. This position is primarily responsible for the management of the tax department personnel and the organization's compliance with all tax-related reporting requirements of federal and state jurisdictions. The Tax Manager interacts internally with all levels of the organization and externally with the company's public accounting firm, federal and state tax authorities as well as tax-related third party service providers. The Tax Manager is expected to: Manage the preparation and review of the quarterly and annual federal income tax and non-federal tax provisions for financial statements. Prepare and file federal and state income tax returns and estimates for consolidated group. Determine taxability and treatment of items related to new subsidiaries, LLCs, etc. Calculate and record tax return true-ups and provide explanations as needed. Prepare annual federal income tax and non-federal tax forecasts for BML and its subsidiaries. Coordinate communications with all tax authorities as required. Responsible for the premium tax return processes, including maintaining detail of Guaranty Fund Assessments. Will prepare premium tax returns using TriTech and Optins software. Coordinate and review all municipal tax filings of the company. Reconcile Guaranty Fund Assessment account and Premium Tax Receivable account on a quarterly basis. Reconcile State Tax Withholding accounts for Third Party Sick pay on a monthly basis. Serve as Third Party Benefits subject matter expert. Includes quarterly and annual filings and responding to notices and inquiries from taxing authorities and other departments at the company. Prepare and e-file information returns to Hacienda Department of Revenue. Serve as company contact for Puerto Rico tax issues. Oversee and manage the company's reporting requirements for informational returns that include Forms 1099-R, 1099-INT, 1099-MISC, 1099-NEC (income for convention attendees, policy exchanges, surrenders, etc.) as well all reporting requirements for Puerto Rico. Coordinate with IT and other departments in assembling the data required for 1099 reporting and the filing thereof. Lead all communication efforts with the company's third party service provider (SOVOS). Responsible for quarterly reporting on tax exhibts and quarterly tax estimates Responsible for tax budget provision and tax budget exhibits Perform tax research when appropriate and act as the tax expert for internal stakeholders. Lead tax software implementation Perform other related duties as assigned JOB REQUIREMENTS AND QUALIFICATIONS Education: Bachelor's Degree with a concentration in Accounting or Finance required. Experience: 5+ years of experience relevant to the key responsibilities of the position. Public accounting and insurance industry experience strongly desired. Certifications/Licensures: CPA desired. Advanced degree in Taxation preferred Hybrid Work Model At our Canton location, employees will be on site Monday - Thursday starting 5/1/23. At our Omaha location, employees will be on site 2 days per week.

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

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. 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. Tell us about a friend who might be interested in this job. All privacy rights will be protected.

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

Nanobiosym is an innovative nanotechnology company in Cambridge, MA that is developing point-of-care diagnostics to address a broad range of diseases. Nanobiosym was founded by an MIT/Harvard alum to work at the interface of physics, nanotechnology, and biomedicine. This hyper-growth company allows for unique career opportunities with strong long-term incentives. Nanobiosym is currently seeking rock-star candidates to play an integral supporting role in the company's scale-up. In this position, you will be responsible for a wide range of financial, administration, accounting, bookkeeping, purchasing, vendor management and operational tasks. You are a hands-on, self-motivated, smart and emotionally intelligent individual who thrives in a dynamic workplace. You are highly organized, analytical, and possess strong business judgment and the communication skills needed to interact with a variety of people, both inside and outside of the company. Job description The Controller will be responsible for overseeing both the financial and administrative aspects of the business, including financial reporting, budgeting, forecasting, duties of a CPA, tax preparation, and financial planning. A successful candidate will also be responsible for overseeing the administrative tasks and ensuring that all office policies and procedures are followed and that day-to-day operations run smoothly. The Controller will enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles. The Controller has direct and/or indirect supervision of the Finance Department, including accounts payable, accounts receivable, payroll, invoicing and credit/collections and is responsible for managing the process to ensure that work is properly allocated and completed in a timely and accurate manner. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Obtain and maintain a thorough understanding of the financial reporting and general ledger structure Direct and coordinate the accounting functions Manage accounts payable and receivable Manage the preparation of financial statements Manage the implementation of accounting policies and procedures Manage the general ledger and payroll procedures Manage tax filings for all entities Fill in for the payroll and accounting staff as needed Ensure the timely reporting of all monthly/quarterly financial information Support budget and forecasting activities Respond to inquiries from the Executive Management team, and other finance and firm wide managers regarding in financial results, special reporting requests and the like Assist in the development and implementation of new procedures and features to enhance the workflow of the department Monitor and analyze accounting and finance department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy Organize paper and electronic files and prepare for audits Manage data room content for investor relations including leasers, contacts and other material Review, comment and negotiate contracts such as legal engagements, employee contracts, new partner agreements Manage purchasing and identify potential savings Manage and negotiate new vendor contacts, purchasing thru bids/quotes and negotiate discounts with existing vendors Grow the business by making sure we are listed in contactor databases such as Massachusetts business, woman-owned and access your network to contribute your ideas for our sales and marketing efforts Manage grant compliance, insurance coverage and other business needs Manage IP relationships and/or bring patent filing in-house Help establish new relationships and build internal teams focused on customer services, sales and marketing, fulfillment Understand and manage health insurance billing Provide training to new and existing staff as needed Onboard new employees into our systems. Handle personnel issues relating to staff conflicts, absenteeism, performance issues, etc. Other projects/duties as assigned MINIMUM QUALIFICATIONS Minimum of 10+ years of finance, accounting, operations, office management and management experience Bachelor's Degree, Graduate degree preferred Expertise in GAAP, Sox, Audit and Tax preparation Working knowledge of state and federal employment laws Experience in a startup environment is preferred Willingness to work hard and take direction and also anticipate problems and their solutions without explicit guidance Highly developed verbal and written communication skills, with a demonstrated ability to compose correspondence and content materials Responsive and proactive, with the ability to work well under tight deadlines and to respond to rapidly changing demands Strong organizational and analytical skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail PREFERRED QUALIFICATIONS Certified Public Account (CPA) Experience from one of the Big Four accounting firms Personal Qualities: You resonate with Nanobiosym's mission You are results and deadline driven, and work well under high-pressure situations You are comfortable with working long hours You are resourceful, flexible, tactful, and persistent You have positive energy, a sense of humor, and a can-do attitude You have a strong work ethic and love working in an entrepreneurial environment You have high ethical standards, are highly trustworthy and loyal You are comfortable dealing with and handling highly confidential information You are required to work onsite for this position Job Types: Contract, Part-time, Full-time Benefits: 401(k) Dental insurance Flexible schedule Flexible spending account Health insurance Paid time off Work Location: In person

Nanobiosym is an innovative nanotechnology company in Cambridge, MA that is developing point-of-care diagnostics to address a broad range of diseases. Nanobiosym was founded by an MIT/Harvard alum to work at the interface of physics, nanotechnology, and biomedicine. This hyper-growth company allows for unique career opportunities with strong long-term incentives. Nanobiosym is currently seeking rock-star candidates to play an integral supporting role in the company's scale-up. In this position, you will be responsible for a wide range of financial, administration, accounting, bookkeeping, purchasing, vendor management and operational tasks. You are a hands-on, self-motivated, smart and emotionally intelligent individual who thrives in a dynamic workplace. You are highly organized, analytical, and possess strong business judgment and the communication skills needed to interact with a variety of people, both inside and outside of the company. Job description The Controller will be responsible for overseeing both the financial and administrative aspects of the business, including financial reporting, budgeting, forecasting, duties of a CPA, tax preparation, and financial planning. A successful candidate will also be responsible for overseeing the administrative tasks and ensuring that all office policies and procedures are followed and that day-to-day operations run smoothly. The Controller will enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles. The Controller has direct and/or indirect supervision of the Finance Department, including accounts payable, accounts receivable, payroll, invoicing and credit/collections and is responsible for managing the process to ensure that work is properly allocated and completed in a timely and accurate manner. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: * Obtain and maintain a thorough understanding of the financial reporting and general ledger structure * Direct and coordinate the accounting functions * Manage accounts payable and receivable * Manage the preparation of financial statements * Manage the implementation of accounting policies and procedures * Manage the general ledger and payroll procedures * Manage tax filings for all entities * Fill in for the payroll and accounting staff as needed * Ensure the timely reporting of all monthly/quarterly financial information * Support budget and forecasting activities * Respond to inquiries from the Executive Management team, and other finance and firm wide managers regarding in financial results, special reporting requests and the like * Assist in the development and implementation of new procedures and features to enhance the workflow of the department * Monitor and analyze accounting and finance department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy * Organize paper and electronic files and prepare for audits * Manage data room content for investor relations including leasers, contacts and other material * Review, comment and negotiate contracts such as legal engagements, employee contracts, new partner agreements * Manage purchasing and identify potential savings * Manage and negotiate new vendor contacts, purchasing thru bids/quotes and negotiate discounts with existing vendors * Grow the business by making sure we are listed in contactor databases such as Massachusetts business, woman-owned and access your network to contribute your ideas for our sales and marketing efforts * Manage grant compliance, insurance coverage and other business needs * Manage IP relationships and/or bring patent filing in-house * Help establish new relationships and build internal teams focused on customer services, sales and marketing, fulfillment * Understand and manage health insurance billing * Provide training to new and existing staff as needed * Onboard new employees into our systems. * Handle personnel issues relating to staff conflicts, absenteeism, performance issues, etc. * Other projects/duties as assigned MINIMUM QUALIFICATIONS * Minimum of 10+ years of finance, accounting, operations, office management and management experience * Bachelor's Degree, Graduate degree preferred * Expertise in GAAP, Sox, Audit and Tax preparation * Working knowledge of state and federal employment laws * Experience in a startup environment is preferred * Willingness to work hard and take direction and also anticipate problems and their solutions without explicit guidance * Highly developed verbal and written communication skills, with a demonstrated ability to compose correspondence and content materials * Responsive and proactive, with the ability to work well under tight deadlines and to respond to rapidly changing demands * Strong organizational and analytical skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail PREFERRED QUALIFICATIONS * Certified Public Account (CPA) * Experience from one of the Big Four accounting firms Personal Qualities: * You resonate with Nanobiosym's mission * You are results and deadline driven, and work well under high-pressure situations * You are comfortable with working long hours * You are resourceful, flexible, tactful, and persistent * You have positive energy, a sense of humor, and a can-do attitude * You have a strong work ethic and love working in an entrepreneurial environment * You have high ethical standards, are highly trustworthy and loyal * You are comfortable dealing with and handling highly confidential information * You are required to work onsite for this position Job Types: Contract, Part-time, Full-time Benefits: * 401(k) * Dental insurance * Flexible schedule * Flexible spending account * Health insurance * Paid time off Work Location: In person

The Controller is responsible for all financial, accounting, and administrative functions of Delphi Construction. They coordinate internally and externally with clients, consultants, and trade partners, to guarantee accurate financial reporting. Reports to VP of Finance and Business Operations Directs Project Coordinators Employment Full-time, in-person. Responsibilities Financial Analysis and Reporting Manages of all financial activities, including Financial Reporting, GL Management, Financial Analysis, Forecasting and Budgeting, Job Costing, AP, AR, Payroll. Compiles and analyzes monthly corporate and project-based financial statements. Performs month-to-month corporate and project-based financial projections. Analyze past results, perform variance analysis, identify the trends, and make recommendations for improvement. Establishes accounting and internal control systems, practices, and procedures. Assists external auditors in completing the annual Company audit. General Financial Management Manages the financial close monthly and annually. Collaborates with outside parties, such as the CPA, bank officers and supplier representatives. Manages and leads the annual budget creation for each department, as well as establishing overhead costs, and ensuring pricing structure is in alignment with the annual budget. Identifies and informs Company Executives and Senior Management of financial issues and consults with appropriate parties to resolve them. Project Financial Management Provides financial leadership on all Construction projects, generated AIA's monthly for each project in collaboration with the Project Coordinators. Manages the review and processing of multiple ongoing projects related costs and revenue. Coordinates with Company Executives, Managers and Superintendents, Subcontractors, and other parties to assure continuous compliance with financial components of the Prime Contract and subcontracts. Stakeholder Relationship Management Participating member of the senior management team, providing leadership and guidance in all financial matters and collaborating with department managers to drive profitable growth through financial analysis, pricing, profitability, and cost control. Weekly analyzing labor and material costs updating and review job costing reports updating the cash flow forecast Monthly overseeing and assisting in month end close process reviewing month end financial reports and reviewing with leadership: budget to actual variance analysis, KPIs, 12-month trends Quarterly analyzing billable and burden rates updating, if necessary. analyzing budget for overages Annually yearend close and related financial reports and analysis leads and manages annual budget process assist in ancillary processes: external audit, health insurance open enrollment, workers comp audit Required Skills/Abilities Thorough understanding of Construction Accounting. Solid analytical and technical skills Ability to remain flexible and efficient in a fast-paced environment and work well under pressure. Excellent verbal and written communication skills. Proficient in Microsoft Office Suite or related software. Ability to effectively multitask, adapt to problems, and find solutions as they arise. Education and Experience Bachelor's degree required. Minimum 8 years of accounting experience in Construction industry required. Core Competencies Quality of Work Attendance + Punctuality Reliability/Dependability Communication Skills Decision-making Initiative + Flexibility Cooperation + Teamwork Knowledge of Position Training + Development Note to Recruiters, Placement Agencies, and Similar Organizations: Delphi Construction, Inc. does not accept unsolicited resumes. Please do not forward unsolicited resumes to any Delphi employee. Delphi will not pay fees to any third-party firm and will not be responsible for any agency fees associated with unsolicited resumes. Unsolicited resumes received will be considered property of Delphi and will be processed accordingly.

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.

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