Finance planner jobs in Lawrence, MA

One of my top long standing RIA clients I've worked with for years has a new opening for an Associate Wealth Advisor to join the team. Please view the details below and share your thoughts, happy to hop on a call to tell you more. Thank you. AJ Associate Financial Advisor Boutique RIA (Greater Boston Area) Step into a client-first financial advisory team renowned for its collaborative spirit, robust mentorship, and decades-long reputation for excellence. As an Associate Financial Advisor, you'll play a pivotal role in elevating the client experience serving as a trusted partner for individuals and families in all stages of retirement and financial planning. You'll enjoy daily variety, meaningful client connections, and the opportunity to grow your expertise within a supportive, high-integrity environment. This is a full-time, on-site position serving clients from conveniently located offices in Braintree and Burlington, MA. What You'll Do: Deliver tailored financial planning and retirement strategies, supporting clients on their journey to financial confidence and peace of mind. Be the critical point of contact managing service requests, preparing for and participating in advisory meetings, and ensuring every client feels valued and informed. Contribute to the seamless operation of the advisory team by managing client communications, maintaining detailed records, and assisting with investment management and plan implementation. Foster long-term client trust with attentive care, confidentiality, and a warm, approachable presence. What You Bring: Series 65 License and a degree in Finance, Economics, Business, or a related field. Experience in client service, operations, or financial services, and a genuine passion for helping others. Exceptional communication written and verbal plus proven organizational skills and tech proficiency (CRM, Microsoft Office). Strong finance and investment acumen, sound analytical judgment, and creative problem-solving ability. A commitment to professionalism, confidentiality, and building lasting client relationships. Team player who thrives in a collaborative, fast-paced setting and takes pride in making a real impact on client outcomes. Why Join? Accelerate your career path in wealth management, supported by mentorship from respected industry professionals. Make a daily difference in clients' lives with your empathy, expertise, and dedication. Grow with a close-knit team that puts people clients and colleagues first. If you're motivated to advance your advisory career while making a genuine difference in the community, come join a team where your care and expertise will shine.

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

About CAMP Systems: At CAMP Systems, we are the trusted leader in aircraft compliance and health management, proudly serving the global business aviation industry. With over 20,000 aircraft and 33,000 engines supported on our cutting-edge platforms, and partnerships with more than 1,300 maintenance facilities and parts suppliers worldwide, we're shaping the future of aviation technology. Since our founding in 1968, we've grown to a dynamic team of 1,600+ employees across 14 locations globally - all united by a passion for innovation and excellence. Our Mission & Vision: We connect the aviation industry through smart technology to make flight safer and more efficient, driving the future of aviation with intelligence and exceptional customer experiences. Our Values & Excellence Mindset: We are customer obsessed, trust-driven, owners of our work, stronger together, constantly curious, and boldly innovative. What You Will Experience In This Role: CAMP is seeking a Financial Analyst I to join our finance team in its Merrimack, NH office. This role is pivotal in driving data-driven decision-making through advanced financial analysis, forecasting, and strategic planning. The ideal candidate has a strong analytical mindset and thrives in a fast-paced, collaborative environment. This role will support Business Unit Management and Corporate Executive Management. Responsibilities: Financial Planning & Analysis: Assist in developing and maintaining financial models to forecast expense and cash flow Perform variance analysis to compare actual performance against budgets and forecasts, identifying trends and anomalies Prepare KPI's and corresponding analysis across the organization. Reporting: Assist in the preparation of detailed financial reports, dashboards, and KPI metrics for senior leadership and stakeholders Perform analysis, reporting, and auditing for Sales, Operations, and Human Resources. Participate in the preparation of annual budgets and quarterly forecasts for Business Units Ensure alignment with organizational goals and track progress Conduct ad hoc analysis to support business operations, as required. You have: Bachelor's degree in finance, Accounting, or a related field 0-2 years' experience in a similar role Proficiency in all Microsoft Office applications (Excel, Word, PowerPoint) Excel modeling and data analysis skills is a plus Excellent attention to detail and a focus on data quality and integrity Experience writing SQL queries is a plus Strong work ethic and ability to travel as necessary Effective as a team player and working autonomously Ability to manage multiple priorities in a rapidly changing environment Why Work at CAMP? Join a culture where your ideas matter, your impact is real, and your growth is supported. Be part of a team reimagining the future of aviation. CAMP is committed to creating a diverse environment and is proud to be an affirmative action and equal opportunity employer - vets/disabled CAMP is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, please contact ******************. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or protected veteran status EEO. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Financial Analyst IV Westford, MA 01886 6+ Months Contract - Possible Extensions Shift: 9:00 AM - 5:30 PM Education & Experience: Bachelor's degree in Accounting (preferred) Minimum 5+ years of relevant Accounting experience Manufacturing or Medical Device industry experience required Not accepting Banking or Services backgrounds Must-Have Skills: Strong knowledge of GAAP Accounting SAP experience Advanced Excel: VLOOKUP, Pivot Tables, formulas, data analysis Hands-on experience with: Journal entries Reporting Identifying and questioning discrepancies Core Responsibilities: Month-end close activities Month-end reporting Balance sheet reconciliations (focus on accruals and prepaids) Support quarterly forecasting and annual planning Profit & Loss analysis (Overhead and Direct Labor preferred) Inventory management (PPV understanding is a plus)

About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Summer Associate Job DescriptionWe are seeking experienced and highly motivated technology M&A investment banking Summer Associates for our Boston office with a Summer 2026 start date. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Summer Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Summer Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with an exceptional work ethic and passion for the technology industry. Although we prefer candidates with relevant investment banking experience, we would consider candidates with strong academic credentials and demonstrated leadership qualities. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution Actively engage and present in client and prospect meetings Coordinate and support due diligence activities Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired Skills & Experience: MBA candidate from top-tier programs; exceptional academic performance Exceptional work ethic - self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Excellent analytical, research, and problem-solving skills Ability to develop business expertise in technology and software; passion for technology Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player Ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

We are seeking exceptional Associate Interns to join our Investment Banking team in Boston. Associate interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Software and FinTech. Associates will have the opportunity to work with colleagues across M&A advisory team, including Atlanta, Chicago, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior associate on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time associate class from the internship program. Essential Job Functions Support deal teams in developing, maintaining and using financial models Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants Develop an in depth understanding of M&A deal processes Preferred Qualifications Commitment to meet the demands of high volume and high-end client services Effective communicator - verbal, written and virtual Excellent analytical skills and attention to detail Strong interest in problem solving and client services Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance Desire to join a rapidly growing, entrepreneurial platform Demonstrable experience with Microsoft Excel, PowerPoint and Outlook Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Interest in working in Boston long term Basic Qualifications No jobseeker will be considered if these basic qualifications are not met Must be: On track to receive MBA or J.D. degree in Spring 2027 Salary Details A salary based on an annual rate of $175,000 per year. The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches. What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian. Position Overview: We are seeking an Analyst to join our Equity Portfolio Management team in Boston. Our Equity Portfolio Management team oversees our benchmark-relative active quantitative equity strategies from Boston, London, Sydney and Singapore. This role is based in Boston. You will work with portfolio managers in Boston and around the world to enhance our investment process and help provide solutions to clients through rigorous quantitative analyses. Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week. What You'll Do: Support members of the Equity Portfolio Management team in various aspects of portfolio management, including oversight and research. Assist in the analysis of the drivers of performance of various equity strategies. Assist in responding to ad-hoc queries from clients, consultants, and prospects. Collaborate with other members of the team to identify and deploy enhancements to our investment process. Develop a strong understanding of the Acadian equity investment process We're Looking for Teammates With: Bachelor's degree in a quantitative field is required. Advanced degree in economics, finance, mathematics, computer science, engineering, physics, or similar discipline preferred. 1-3 years of experience in finance, preferably asset management, with emphasis on quantitative investing and risk management. Strong knowledge of quantitative models and techniques. Strong programming background required, e.g., in Python Willingness and ability to work in a collegial, result-focused environment Strong verbal and written communications skills The base salary range for this role is $110,000 - $120,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings. To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************. Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.

About Shea & Company Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution. Our clients are at the forefront of innovation in these disruptive and important markets. Shea & Company is a software-focused investment bank that believes focus underpins success, and success is measured by the outcomes we achieve with our clients. We provide comprehensive and objective advice to the emerging and established leaders in the software industry on strategic and financial matters that impact their ultimate success. We have offices in Boston and San Francisco and have advised on transactions representing more than $50 billion in value across the strategic acquirer and financial investor landscape, with clients in the U.S., Canada, Europe, APAC and Israel. Key Responsbilities We are seeking a motivated and experienced Investment Banking Associate to join our Boston team. Our associates work directly with senior bankers and clients, supporting all aspects of the sourcing and execution of high-profile transactions and the overall development of strategic initiatives for the firm. Assist in managing live deal processes, including facilitating and performing due diligence, preparing client deliverables, and engaging with relevant stakeholders (client teams, board members, potential buyers) throughout each phase of the deal. Build and refine bottoms up financial models and conduct in-depth valuations reflecting a number of different transaction scenarios Perform extensive financial analyses and provide critical insights to inform client decisions and drive strategic recommendations. Develop detailed sector market research and industry thought pieces as well as other marketing materials, and synthesize relevant information for prospective clients Serve as a player-coach and mentor for analysts on the team Qualifications & Experience The ideal candidate has prior investment banking experience and is highly analytical, proactive, and eager to operate within a collaborative environment that rewards both individual initiative and team success. Experience in software or knowledge of the industry if preferred. See below for a list of all qualifications: Bachelor's degree or equivalent from a top tier education institution Minimum of 2 years of work experience in investment banking Self-starter with a strong work ethic, attention to detail, and ability to multi-task Exceptional quantitative skills and a grasp of all relevant financial and accounting concepts Strong analytical abilities Superior written and oral communication ability Proficiency using Microsoft Excel and PowerPoint Interest in technology market trends Must be authorized to work in the United States

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Job Responsibilities Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills Minimum 1 year work experience in investment banking and/or front-office related role Bachelor's degree in Accounting, Economics, Finance or related field Strong accounting, finance, quantitative and business writing skills Understanding of the transaction cycle and the steps in the process and is execution oriented Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business Self-directed, highly motivated, and able to work independently

ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid-market with offices in 22 countries across Europe, the US, Latin America and Asia. With over 500 professionals, the firm is publicly listed since 2015 with a €600Mn market capitalization as of February 2020. Its Investment Banking division employs over 250 professionals, providing independent advice on M&A, debt advisory, financial restructuring, and capital markets transactions. In Asset Management, Alantra offers its clients unique access to a wide range of investment strategies (direct investments, fund of funds, co-investments and secondaries) in six highly specialized asset management classes (private equity, active funds, private debt, infrastructure, real estate and venture capital) as well as private wealth management services. Alantra's portfolio advisory team is the leading portfolio advisory unit in Europe, with over 150 seasoned professionals across the UK, Spain, Ireland, Italy, Portugal and Greece dedicated to transaction execution, structuring, pricing, modelling and data enhancement in relation to credit portfolios and banking platform. For more information, visit *************** Job Description: About Alantra ALANTRA is a global mid-market investment banking and asset management firm with offices across Europe, the U.S., Asia and Latin America. Its Investment Banking division employs over 500 highly talented and experienced professionals spread across 24 offices in 20 countries, providing independent advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. For more information, visit ***************. Alantra's U.S. business, headquartered in Boston, MA, has specialized in domestic and cross-border mid-market acquisitions and divestitures involving family-owned businesses, multi-national corporations, and private equity investors for over 40 years. The team offers broad sector expertise across a range of industries, including Consumer, Financial Services, Industrials and Technology, and is focused on executing a strategic growth plan to expand its capabilities and expertise. Overview ALANTRA is seeking to hire an Investment Banking Analyst to help support its M&A and capital raising advisory business. The position will be located in Boston, MA. The ideal candidate will have relevant experience in the field and be able to meaningfully contribute to the group on Day 1 with little hands-on training. The Analyst will have the opportunity to work directly with Alantra's US Managing Directors. The environment at Alantra is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are welcomed. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting. Responsibilities Conduct industry research and perform individual company analysis Develop financial analysis and models Support creation of client proposals and presentations Manage data room and coordinate due diligence process Recruit, supervise, and develop Interns Perform other duties and responsibilities as assigned Requirements: Qualifications / Requirements Relevant prior experience in the field of corporate finance required Bachelor's degree required; focus in business, finance, accounting preferred Knowledge of M&A and capital raising (debt and equity) practices is essential Solid finance/accounting knowledge; ability to analyze and value businesses Exceptional interpersonal and presentation skills Excellent analytical, creative, and strategic thinking skills Team player mentality combined with the ability to work independently Strong organization skills with ability to multi-task and prioritize deliverables Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. **Job Responsibilities** + Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) + Working with J.P. Morgan product and sector teams + Building and using complex financial models, completing valuation and analytical exercises + Drafting presentation materials, management presentations, board materials, memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue + Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics **Required qualifications, capabilities, and skills** + Minimum 1 year work experience in investment banking and/or front-office related role + Bachelor's degree in Accounting, Economics, Finance or related field + Strong accounting, finance, quantitative and business writing skills + Understanding of the transaction cycle and the steps in the process and is execution oriented + Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business + Self-directed, highly motivated, and able to work independently JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Boston,MA $110,000.00 - $110,000.00 / year

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com. William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity. A reasonable estimate of the current base salary range at time of posting is below. Salary Range$110,000-$110,000 USD William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Program Dates: June 1 - August 7, 2026 is $26 per hour This is a Boston based opportunity with a 4 day in office expectation (Monday - Thursday) with 1 day remote (Friday) At this time, Wayfair will not sponsor applicants for employment authorization for this position for the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN Who We Are: Do you like distilling complex problems into actionable solutions? Are you able to quantify costs, understand their business impact, and communicate the tradeoffs? Do you want to use data to identify key opportunities and drive multi-million dollar investment decisions for Wayfair's various business segments? The Strategic Finance team owns all forecasting and financial reporting for our growing global business and acts as a strategic partner to each of our business units to ensure we are supporting Wayfair's growth while also making sound financial decisions for the business. We are a diverse and fun crew - come join us! What You'll Do: * Prepare financial analyses/models to support leadership decision making * Support ad-hoc analytical requests both from finance and stakeholder teams * Identify key performance indicators (KPIs) across the business, communicate variances over time, and partner with senior leaders to drive improvements * Automate dashboards and monthly reporting materials (including historicals & forecast) for leadership meetings through Google DataStudio and Looker * Learn and develop in a hands on environment where you will be owning / supporting projects and receive frequent feedback and coaching What You'll Need: Basic Qualifications: * Currently pursuing a Bachelors in Finance, Economics, Business or Analytics with the expectation that degree will be obtained between December 2026 and Summer 2027 * Minimum GPA of 3.0 * Must be returning to the course of study following completion of the internship * Authorization to work in the United States without visa sponsorship by Wayfair now or in the future. Visa sponsorship includes the following work visas: STEM OPT EAD, H-1B, H-1B1, E-3, O-1, J-1, or TN * Proficiency in working with large and/or complex data to drive actionable insights in at least 1 of the following (a) Excel or Google Sheets and (b) SQL, GBQ, or an equivalent Preferred Qualifications: * Interest in a Finance role that is strategy focused * Ability to work in an environment that requires being a self starter and team player * Ability to simplify complex data, identify core themes, and provide actionable solutions (e.g., critical thinking & problem solving skills) * Detail oriented and enjoys tackling new challenges * Ability to effectively communicate both to leadership within the Finance team and stakeholder teams * Strong comfort level and appetite to use AI in daily workflower teams Why You'll Love Wayfair: Wayfair was selected as a top 100 Internship program for 2025 by Yello & WayUp! We take pride in delivering a best in-class experience! Our 10-week summer internship program is designed to give you a feel for what it would be like to work at Wayfair as a full-time employee. You'll be assigned real projects and contribute directly to your team's goals and objectives. Throughout the Internship Program, we provide interns with the opportunity to engage in social and community building activities including: * A calendar of intern events including social networking, professional development and a leadership dialogue series * Formalized mentorship program along with an assigned reporting manager for impactful professional development and feedback * Skills-based training * Dialogue events with senior leaders to provide a holistic view of all functions at Wayfair * Coffee chat opportunities for interns to get to know one another * Volunteer opportunities * Intern-wide innovation project designed to teach interns skills for handling ambiguous business problems * Intern Appreciation Day celebration * Events throughout Boston which allow interns to explore what the city has to offer including a Red Sox game, and Boston Harbor boat cruise. Purpose & Inclusion at Wayfair: At Wayfair, we pride ourselves on fostering an environment where every individual experiences a fair and equitable employee journey. We are committed to developing targeted resources that raise awareness around inclusion and eliminate barriers, ensuring Wayfair provides a fair and inclusive workplace experience for everyone. Social Impact & Responsibility: At Wayfair, we focus on helping people on their journey to home - specifically those who have lost their way from home. We do this by leveraging our best assets, such as collaborating with leading nonprofit organizations, coordinating in-kind product donations, empowering our employees to get involved through paid volunteer time off programs, and encouraging our customers to donate. This multi-faceted approach allows us to support communities in need in authentic ways that align with Wayfair's broader mission of helping everyone, anywhere create their sense of home. Assistance for Individuals with Disabilities Wayfair is fully committed to providing equal opportunities for all individuals, including individuals with disabilities. As part of this commitment, Wayfair will make reasonable accommodations to the known physical or mental limitations of qualified individuals with disabilities, unless doing so would impose an undue hardship on business operations. If you require a reasonable accommodation to participate in the job application or interview process, please let us know by completing our Accomodations for Applicants form. Need Technical Assistance? For more information about applying for a career at wayfair, visit our FAQ page here. About Wayfair Inc. Wayfair is one of the world's largest online destinations for the home. Whether you work in our global headquarters in Boston, or in our warehouses or offices throughout the world, we're reinventing the way people shop for their homes. Through our commitment to industry-leading technology and creative problem-solving, we are confident that Wayfair will be home to the most rewarding work of your career. If you're looking for rapid growth, constant learning, and dynamic challenges, then you'll find that amazing career opportunities are knocking. No matter who you are, Wayfair is a place you can call home. We're a community of innovators, risk-takers, and trailblazers who celebrate our differences, and know that our unique perspectives make us stronger, smarter, and well-positioned for success. We value and rely on the collective voices of our employees, customers, community, and suppliers to help guide us as we build a better Wayfair - and world - for all. Every voice, every perspective matters. That's why we're proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other legally protected characteristic. Your personal data is processed in accordance with our Candidate Privacy Notice (***************************************** If you have any questions or wish to exercise your rights under applicable privacy and data protection laws, please contact us at *********************************.

If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Finance (Chicago, Boston) Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading). Forensic Services - Forensic Accounting (Boston, Chicago) Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. Intellectual Property (Houston, New York) Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the internship program, you may work on many aspects of a project: Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; Leverage your database skills to effectively analyze large data sets; Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area; Solid working knowledge of finance, accounting, and economic methodologies; Command of a broad range of research and quantitative analysis skills (including strong Excel skills); Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; Experience in gathering, standardizing, and analyzing voluminous transactional data; Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our Boston office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include: Work closely with analysts and associates in developing client presentations, pitches and other key deliverables Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses Contribute to M&A strategy development discussions with senior M&A professionals Actively interact with clients and buyers on calls and in meetings Research and communicate compelling technology industry and company trends Identify and manage strategic and financial buyers Coordinate and support transaction due diligence activities and data room development Desired skills and experience: Undergraduate degree candidate from top-tier programs; exceptional academic performance Candidates with a GPA of 3.5 or higher are preferred Working knowledge of corporate finance, accounting, financial statements and valuation methodologies Exceptional work ethic and positive, can-do attitude; enthusiastic team player Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively Proven analytical, research, and problem-solving skills Desire to develop business expertise in technology and software; passion for technology Outstanding leadership skills High degree of integrity and professionalism Strong attention to detail Must be eligible to work permanently in the United States