Senior analyst jobs in Boston, MA

NO C/C ONLY LOCAL TO BOSTON, MA -- HYBRID Role Face-to-Face interview is a must Role: Business / Systems Analyst Hybrid (3 days/week onsite) Duration: 3-9 months (Contract) Business / Systems Analyst - Insurance Integration Our client is launching a key initiative to integrate their agent-facing web applications with the EZLynx comparative rating platform. They are seeking an experienced Business / Systems Analyst with strong expertise in data mapping, rating/quoting workflows, and insurance policy integration. This role involves working closely with business stakeholders and technical teams to ensure seamless end-to-end integration, accurate rating data, and efficient policy flow. Required Skills & Experience: 5+ years as a Business Analyst or Systems Analyst within P&C Insurance Strong expertise in rating, quoting, and policy data mapping Experience with: EZLynx comparative rating platform Duck Creek (Agency Portal / Agency Connect), or similar insurance systems

Information Governance Data Analyst | Boston, MA | $130,000-$170,000 + Bonus A leading professional services firm is seeking an Information Governance Data Analyst who will be joining a fast-growing team which has doubled in size over the last year and receiving consistent investment. You will take complete ownership over their legal application suite, including iManage and Relativity and be operating in a cloud-first environment. You will be joining an organization which is highly collaborative and team-orientated. Despite the fast-paced nature of their environment, they are a people-first organization who encourage a strong work/life balance. They place a strong emphasis on growth and development and there will be several opportunities to work towards Director-level positions. They are willing to pay up to $120,000 + Bonus depending on experience as well as a strong benefits package. This will be a hybrid role in Boston, MA with an expectation of three days a week onsite. Key requirements for the role: Information Governance Data Analytics iManage Relativity Data Science The company is looking to begin conversations and interviews this week so to secure an interview slot, send in an application.

KLR Executive Search Group is proud to partner with Chisholm, Chisolm, & Kilpatrick (CCK), a nationally recognized law firm committed to providing exceptional client service in the areas of Veterans Law, ERISA law, and Bequest Management, on a full-time Data Analyst position. The Data Analyst will handle all aspects of data management; from preparation and ETL to analysis and visual representation to managers and stakeholders. This position is responsible for establishing and maintaining data pipelines and warehouses for use with various business intelligence tools. The Data Analyst is responsible for developing effective statistical analysis and reporting on large data sets. Here are more details about the role: Responsibilities: Develop and maintain accurate, high-quality data pipelines, warehouses, databases, and datasets. Structure large datasets to produce usable information. Perform ETLs to turn raw data into usable data for reporting and visualization purposes. Use business intelligence tools to identify, analyze, and interpret patterns and trends in complex data sets. Prepare reports using datasets based on requested outputs and be able to identify trends, patterns, and make predictions. Collaborate with team members to collect and analyze data. Create graphs, tables, infographics and other mediums of data visualization. Understand business goals and offer solutions to support these initiatives with data-backed reporting. Analyze and effectively present data in a way that assists leadership in making strategic decisions. Requirements: At least 2 years of experience working with ETL, data, data tools, extracting data, and creating reports. Proficient in designing, developing, and consuming RESTful APIs to enable seamless data exchange Capable of automating data collection and updates through API endpoints Experience working with Excel, SQL, Oracle, R, Python, Domo, Tableau, Power BI. Strong analytical skills with the ability to collect, organize, transform, and analyze significant amounts of data with attention to detail and accuracy. Technical proficiency regarding database design, development, data models, data mining techniques, and segmentation techniques. The salary range for this position is $80,000 to $95,000 annual salary and does not include benefits. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

**Our client cannot sponsor visas at this time (must be US Citizen or GC Permanent Resident)** The Clinical Business System Analyst is responsible for business process analysis and the development/maintenance of internal databases, ad-hoc queries and reports in support of Business Intelligence & Operations (BIO). Working collaboratively within Global Clinical Operations (GCO) and with Global Information Services (GIS), key responsibilities are in support of evidence-based planning across the development portfolio. Key Duties and Responsibilities: Work with the leadership team and other functional groups to understand business processes and the associated systems/data sources in order to deliver optimal technology solutions for various departmental needs. Support the leadership team and business owners by providing them with ad-hoc data pulls and automated technology solutions (user-friendly business intelligence reporting and analysis tools) that deliver the most appropriate and pertinent data to stakeholders in a format that allows them to be more efficient, accurate and timely with decision-making that influences strategic planning and clinical study management. Support with training for operational groups, functions and stakeholders in better understanding the impact of data quality and data integrity to their processes. Support leadership and stakeholders in Global Clinical Operations (GCO) and other departments to improve data quality and data integrity through the creation of diagnostic reports and business processes in support of establishing a data rich and metrics robust environment. Work with BIO, GCO and GIS on database and user interface design, in order to establish optimal systems and environments that support data assimilation, aggregation, processing and warehousing. Knowledge and Skills: Familiarity with working with data using business intelligence and/or reporting tools Strong organizational skills with ability to manage multiple project initiatives simultaneously Ability to work as a part of a team and independently, developing plans and executing on them - not requiring detailed guidance from management Required proficiency in: Microsoft Office, Microsoft Access, SQL, data centric environments and Microsoft Excel (pivot tables, graphical representations of data) Education and Experience: Bachelor's Degree Typically requires 1-2 years of experience or the equivalent combination of education and experience

Business Analyst - Life Insurance Underwriting 6 month+ contract (w2/HR) Serve as a Business Analysts for projects, applications and technologies within Protection New Business and Underwriting. Directly support the overall Underwriting organization with a focus on our Platform Modernization. Role includes gathering, synthesizing and documenting business requirements, rules configurations and UAT testing requirements. Underwriting platform experience. Must be able to work in a dynamic, matrixed organization, bringing together the perspectives of many and the End-to-End requirements across the customer experience for business sign-off and implementation. Job Description As a Business Analyst, you will drive translating business needs into the requirements for Processes and Technology to execute on supporting our customer and employee experiences. To be successful, you will: Document business requirements with detailed technical specifications Understand process flows and ensure interconnectivity of systems and applications Act as a liaison between Underwriting and other teams and advocate for necessary changes Translate customer and employee needs into documented, actionable solutions with clear measurement mechanisms in service of business outcomes Provide proper documentation for the Product team to prioritize features and enhancements against a prioritization framework Support Business owner, Product Manager and peers to align requirements to roadmaps Proactively identify opportunities to improve business processes by maintaining a strong knowledge of available and upcoming features delivered by external vendors Update procedural and processes changes Ensure development outputs meet business expectations by maintaining strong cross-functional relationships with technical and architecture teams Keep change management principles in mind, to work with the team to establish launch readiness in response to system and process updates Work independently and with management on highly visible, divisional/cross-divisional complex products and projects Be sought as a key resource for documentation of unique or complex business problems Drive continuous improvement and efficiencies beyond own scope of responsibility Skills: Required Qualifications: 7+ years experience supporting projects and driving execution of complex technical work Business Analyst experience for Underwriting systems Understanding of Waterfall and Agile processes and documentation Strong requirements documentation skills Bachelors Degree Ability to think strategically Ability to collaborate across diverse teams and organizations Preferred Qualifications: Individual who enjoys solving complex problems and improving team processes Insurance / underwriting knowledge Exposure to customer experience/user experience practices Proven ability to partner with cross-functional teams to design, configure, test, and deploy Demonstrated ability to adapt to changing business priorities Experience with additional requirements tools including JIRA and Confluence

The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions. The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions. ESSENTIAL JOB FUNCTIONS The primary responsibilities of this position include but are not limited to: Maintain the integrity and configuration of the ERP to support business critical processes Act as technical product owner for several ERP modules Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP Implement configuration changes and application enhancements using structured methodology Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards Support and directly execute day-to-day processes including: Document & Maintain Access Control ETL management Import/Export Month-end processes Property & Fund Budget updates Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports Provide end-user support by addressing support tickets for internal and external stakeholders Partner with internal and external support teams to ensure best practices are implemented within the ERP Prepare and maintain documentation to support system administrative functions, procedures and processes OTHER JOB FUNCTIONS Performs duties as assigned. TECHNICAL SKILLS AND EXPERIENCE Most important: Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records Experience working on projects in collaboration with various stakeholders Experience documenting application training materials and operating procedures Experience using tools to define and document business requirements, user stories and test cases Experience developing, overseeing and performing testing against product updates, enhancements, plugins Important: 1+ years prior experience with the following Yardi Modules is highly desired but not required: Voyager Core (GL, AP, AR) Investment Accounting Commercial Job Cost + Construction Manager Advanced Budget & Forecasting + Forecast Manager Deal Manager Fixed Assets Manager Experience with system integrations Understanding of database fundamentals Experience with basic SQL knowledge Desirable, but not required: Experience with visual modelling tools including UML Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies Experience working on cloud enabled solutions such as Microsoft Azure NONTECHNICAL SKILLS Most important: Strong communication and interpersonal skills to work within a team environment Creative thinking and problem solving Takes initiative and is a self-starter Can work and collaborate effectively remotely Strong Prioritization skills Important: Experience with appropriate organization complexity Experience with appropriate organization size Strong writing, presentation, and documentation skills EDUCATION Undergraduate degree in Computer Science, Finance or equivalent work experience

A leading global law firm is seeking an Conflicts Analyst to join its Office of the General Counsel team. This role plays a critical part in ensuring compliance and supporting firmwide risk management by preparing and analyzing conflicts reports related to new client business and incoming attorneys. The position involves reviewing new business and lateral conflicts checks across advisory, NDAs, transactional matters, and more. This role can sit hybrid in DC, Boston or LA. Key Responsibilities: Prepare and analyze standard conflicts reports for new clients, matters, and lateral hires. Communicate with attorneys and staff regarding conflict check results, missing information, and requirements. Update data in conflicts databases and conduct corporate research using internal/external sources. Research corporate entities subject to conflicts review using electronic databases, the Internet, and print sources. Analyze attorney responses concerning potential or actual conflicts and escalate as needed. Maintain and protect highly sensitive and confidential information at all times. Qualifications: Bachelor's degree required (or 4+ years of relevant experience in lieu of degree). Minimum of 3 years of experience demonstrating professional interpersonal skills, problem solving, and independent work. At least 2 years of relevant experience in a law firm or professional services firm, preferred. At least 2 years of experience with Intapp software, preferred.

first PRO is now accepting resumes for a Senior Business Systems Analyst, Anaplan role in Boston, MA. This is a direct hire role and onsite 3 days per week. KEY RESPONSIBILITIESProvide technical/application support and troubleshooting for existing Anaplan models, working closely with end-users to resolve system-related issues while maintaining data accuracy Help drive the product roadmap for Anaplan in collaboration with technology & finance leadership. Communicate product vision regularly through detailed, written product requirements, roadmap documents and presentations. Partner with ends users in FP&A, Finance, and other teams to configure Anaplan to meet process, functional and security requirements for existing & future use cases. Define & communicate the ongoing application support model consisting of business users, IT personnel, and 3rd party resources as applicable QUALIFICATIONS:Bachelor's or advanced degree in computer science, information technology, and/or finance Master's degree in finance/ analytics / computer science preferred Accounting and/or financial planning & analysis experience in a corporate or consulting capacity strongly preferred 3+ years of demonstrated hands-on experience using Anaplan, including full lifecycle design & implementation Certifications: Anaplan Certified Model Builder - required. Anaplan Certified Solution Architect - required.

This role is with a DeWinter Financial Services Partner Boston, MA - Hybrid Role - We are targeting local candidates that can be in the Boston office 3 days per week. 12 Month + contract (or contract to hire, if desired) Targeting candidates with prior asset management services experience who can work on-site in Boston, MA 3 days per week Overview: We are seeking a Senior Business Systems Analyst (BSA) with a strong background in financial services. This is a critical role on a small, high-impact team supporting investment management operations. Key Responsibilities Perform Core Analysis & Mapping: Conduct comprehensive data analysis, validation, and mapping, including data conversion and system requirements analysis at both the code and data levels. Manage Requirements & Documentation: Gather, document, and translate business and system requirements into actionable specifications. Optimize Workflows: Understand and analyze complex business workflows to identify problems and opportunities, particularly in the context of reporting requirements. Ensure Data Quality: Document all incident findings to contribute to the central data quality knowledge base. Provide Project Leadership: Manage project tasks, communicate status updates clearly to stakeholders, and conduct effective meetings to foster technology dialogue with business users. Drive Strategic Improvements: Think strategically to implement and improve cross-team workflows, leveraging expertise in Business Process Management (BPM) tools. Uphold Standards: Adhere to internal Software Development Life Cycle (SDLC) methods and research, test, and track business issues and software defects. Essential Qualifications Experience: 7-10+ years as an IT Business Systems Analyst, preferably within the Financial Services industry. Data Expertise: Extensive experience in data analysis and mapping, coupled with Advanced proficiency in SQL (Microsoft SQL Server). Financial Acumen: In-depth understanding of cash flow workflows and related financial processes. Technical & Methodology: Deep understanding of system development methodologies and techniques, with a strong grasp of database concepts and principles. Vendor Management: Proven experience in managing and dealing with software vendors. Tool Proficiency: Expert-level skills in Visio and MS Office applications. Preferred Advantage: Direct experience with BNY accounting system implementation.

Job Title: Business Analyst Duration: 6 months Core Skills and Expertise: Expert in Agile and Scrum methodologies, including requirements gathering and process mapping. Expert-level knowledge in capturing BRDs, FRDs, epics, user stories, acceptance criteria, and defining Definition of Done. Skilled in data manipulation using Excel, SQL, BI tools, dashboards, and data visualization. Ability to collaborate with cross-functional teams-including marketing, UX, IT, finance, and operations-to align digital initiatives with overall business objectives. Perform customer behavior research and market trend analysis to guide e-commerce strategy. Strong background in the Retail Domain, with extensive e-commerce experience.

Client: Worldwide Footwear Brand Duration: 6 months+, 40 hours per week Pay Range: $35-$40 per hour Timeline for Hire: Around mid/late November Job Description Our client, a worldwide footwear brand in Boston, is seeking an eCommerce Planning Analyst to support its North American eCommerce team. The position is hybrid on-site 3 days per week with 2 days remote. This role is key to driving business performance through data analysis, financial planning, and strategic insights. You'll work closely with Planning and Merchandising teams to build financial plans, analyze performance, and support both pre-season and in-season strategies across DTC, wholesale, and competitive markets. Key Responsibilities Analyze weekly sales performance including margin and inventory vs. budget, forecast, and prior year; identify risks and opportunities, and collaborate with cross-functional teams to drive business decisions. Develop and deliver ad hoc reporting on sales activities, pricing, category performance, product sizing, and more; provide actionable insights and communicate findings effectively. Support pre-season and in-season forecasting by building analytical tools using historical data, product plans, site activity, and market trends. Execute plan and forecast updates across planning tools and systems. Assist in coordinating team meetings and presentations. Build strong working relationships with cross-functional partners including Merchandising, Commercial Planning, Inventory & Demand Planning, Site Experience, Marketing, and Sales Operations. Leverage site and consumer analytics to inform planning and strategy. Collaborate with peers to ensure consistency, share best practices, and enhance systems knowledge. Qualifications Bachelor's degree with 1-3 years of experience in buying, planning, inventory management, site analytics, consulting, or finance. Strong financial, analytical, and retail math skills with a desire to grow to expert level. Proficiency in Microsoft Office Suite, especially Excel; ability to learn tools like Adobe Analytics, Power BI, and Edited. Analytical mindset with the ability to identify trends, issues, and opportunities from data. Strong problem-solving and critical thinking skills. Excellent communication and stakeholder management abilities. Proactive, self-starter attitude with a collaborative spirit.

Type: 3-6 Month Contract Shift: Monday-Friday | 8 AM - 5 PM Work Mode: Remote flexibility available Local candidates within 50 miles preferred We are seeking a highly skilled Application Analyst III to support IT operations for a major healthcare system. This role focuses on maintaining, optimizing, and enhancing clinical applications-primarily Epic-to support high-quality, equitable, and patient-centered care. You will collaborate with clinical and operational teams, ensure smooth system optimization, support upgrades, drive training initiatives, and partner with business analysts to support reporting and analytics. Key Responsibilities Maintain, optimize, and support existing system applications including Epic. Coordinate testing, validation, and deployment of system updates. Integrate new applications into the existing health information ecosystem. Serve as liaison between end users and software vendors. Identify and implement improvements that enhance system performance. Support user training in collaboration with IT Education teams. Assist staff with questions, troubleshooting, and system optimization. Collaborate with business analysts on developing reporting tools. Manage IT projects with operational and clinical stakeholders. Qualifications Bachelor's degree in Healthcare, Information Systems, Business Management, or equivalent experience. 5-7 years of experience as an Application Analyst or related healthcare IT role. Epic experience required; Epic certification preferred. Strong analytical abilities and understanding of EHR systems & databases. Excellent communication skills-written and verbal. Experience in complex healthcare environments supporting diverse user needs. Demonstrated ability to work cross-functionally with multidisciplinary teams. Strong interpersonal and critical thinking skills. Why Apply? Work with a forward-focused IT team supporting meaningful healthcare outcomes. Opportunity to contribute to transformation, innovation, and data-driven decision-making in a major system. Competitive hourly pay with remote flexibility.

A services company in Massachusetts has a current opportunity for a PPM Analyst on a contract basis. Responsibilities: Serve as an administrator and analyst for the Enterprise Portfolio Management tool, ensuring its functionality aligns with organizational requirements Configure and maintain tool settings, workflows, dashboards, reports, and integrations to support portfolio, program, and project management processes Manage user access, roles, and permissions, ensuring compliance with security and governance policies Monitor tool performance and troubleshoot issues to ensure seamless operation, may be accountable to ensure effective system upgrades Oversee data accuracy and integrity within the enterprise tool, performing regular audits and updates as needed Develop and maintain custom dashboards, reports, and analytics to provide actionable insights into portfolio performance Provide training to new and existing users on tool functionality, processes, and best practices Develop user guides, FAQs, and other training documentation to support tool adoption and effective usage Act as a liaison between the organization and enterprise portfolio vendor representatives for tool enhancements, upgrades, and support Support change management efforts related to tool adoption and updates, ensuring smooth transitions for users Monitor portfolio health and provide recommendations to improve resource allocation and project prioritization Qualifications: 3+ years of experience in Portfolio Management tools administration Bachelor's degree in Information Technology, Business Administration, Project Management, or a related field (or equivalent experience). Proficiency in configuring and administering Enterprise Portfolio Management tools (or similar PPM tools) Strong analytical skills with the ability to interpret complex data and generate meaningful insights Knowledge of Portfolio, Program, and Project Management methodologies (e.g., PMI standards, Agile frameworks) Excellent communication and collaboration skills to work with diverse stakeholders. Advanced proficiency in Microsoft Excel and data visualization tools (e.g., Power BI). Ability to manage competing priorities and meet deadlines in a fast-paced environment. Desired Skills: Working knowledge of Planview Experience working within a PMO, IT, or Project Management environment

SPECIFICATION SPECIAL SITUATIONS ANALYST Shine Associates, LLC has been retained to search, identify and recruit a Special Situations Analyst on behalf of our client (‘Company'). This candidate will be located in the Boston, MA office. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity. CLIENT DESCRIPTION The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. The firm's investments are structured in numerous capital forms including direct investments, joint venture equity, preferred equity, mezzanine loans, and transitional first mortgages. Since 1993, the firm has invested in more than $21 billion of commercial real estate on behalf of a diversified and highly regarded group of endowments, foundations, public and corporate pension plans, financial institutions, family offices, and sovereign entities. SPECIAL SITUATIONS ANALYST The Analyst will be part of a Special Situations deal team that is responsible for sourcing, closing, and managing several of the firm's bespoke investment strategies including Opportunity Zones, a Caribbean resort development, and a motorsports racetrack development. In this role, the Analyst will be deeply involved throughout the investment lifecycle of a transaction, from underwriting to closing, operational enhancement, investor relations, and eventual sale. The Analyst will work closely with the deal team to evaluate and underwrite prospective investments and provide support to the joint venture and asset management teams in executing the investment strategy established at acquisition. This position will involve work across multifamily and club developments throughout the United States. It is ideal for candidates who are intellectually curious, eager to learn the business from the ground up, and excited to contribute meaningfully within a small, entrepreneurial team environment. KEY RESPONSIBILITIES Our client employs a “cradle-to-grave” investment management philosophy and is seeking an Analyst who will play an active role throughout the deal lifecycle. Primary responsibilities include: Investment Analyst & Underwriting Build and maintain detailed financial models for new investments, development phases, refinancings, and capital improvement projects. Conduct sensitivity analyses and scenario modeling for equity, debt, and joint-venture structures. Support Opportunity Zone investor reporting for existing investments. Underwrite new Opportunity Zone investments, assessing both financial and tax-advantaged returns. Assist in preparing investment memoranda and presentations for internal review and external capital partners. Research and analyze market data, comparable developments, and operating benchmarks across hospitality, residential, and motorsports sectors. Development Management Support Track budgets, schedules, and key milestones across design, permitting, and construction phases. Help prepare monthly project reports and dashboards for leadership and investors. Coordinate with architects, engineers, and consultants to collect, synthesize, and present project data. Assist in due diligence and feasibility analysis for new land acquisitions or expansion opportunities. Operations & Business Planning Collaborate with on-site management teams to analyze membership sales, event performance, and resort operations. Evaluate pro forma performance versus actual results and identify key performance drivers. Research & Strategic Support Maintain comparable deal databases for land sales, luxury hospitality, and private club communities. Research and support Opportunity Zone strategy across new markets and expansion opportunities. Support strategic initiatives such as partner selection, brand collaborations, or new product lines (e.g., garages, villas, or track events). Prepare briefing materials for senior leadership meetings and board updates. PROFESSIONAL QUALIFICATIONS Candidates should possess broad-based analytical skills, superior cash flow modeling capabilities, strong research abilities, and excellent communication skills. Bachelor's degree is required, with preference for candidates in real estate, finance, economics, and/or accounting. Approximately 1 to 3 years of related post-undergraduate experience preferred, though candidates with strong skill sets and interest to pursue a career in the commercial real estate will also be considered. Exceptional financial analysis and modeling skills utilizing Microsoft Excel and PowerPoint. Exceptional Power Point skills with the ability to create high-quality presentation materials. Strong organizational skills with ability to manage multiple tasks and effectively meet deadlines. Team player with the ability to work independently and under pressure in an entrepreneurial environment. Familiarity with real estate finance and accounting concepts, including joint venture partnerships and broader investment structures (equity, preferred equity, and debt), with an understanding of returns are generated across different positions in the capital stack. High level of attention to detail, accountability, integrity, and ethics. Self-motivated, energetic, and a positive individual with strong verbal and written communication skills, and the ability to work effectively with individuals at all levels. COMPENSATION The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits. CONTACT INFORMATION Shine Associates, LLC 45 School St., Suite 301 Boston, MA 02108 ************************** Hillary H. Shine, Principal Chandlee Gustafson, Associate Cell: ************** Cell: ************** ****************************** ******************************* Kelsey Shine, Director Cell: ************** *****************************

We are looking for a results-driven Senior Applications Analyst - SAP FI/CO to join our dynamic team. In this role, you will lead the implementation, support, and optimization of SAP Financial Accounting (FI) and Controlling (CO) modules. You will collaborate closely with business stakeholders, project teams, and end-users to deliver high-impact SAP solutions that enhance financial operations and drive business efficiency. Hybrid Position in Mansfield, MA (4 days a week onsite) Responsibilities SAP FI/CO Implementation Lead end-to-end SAP FI/CO implementation projects, including configuration, customization, and integration with other SAP modules. Design and implement financial processes aligned with business requirements. Requirements Analysis Partner with business stakeholders to gather and document requirements related to SAP FI/CO. Translate business needs into technical specifications for SAP configuration and development. Configuration and Customization Configure SAP FI/CO modules to meet business needs, following best practices and industry standards. Develop custom solutions to address specific challenges within the FI/CO landscape. Optimization and Enhancements Continuously assess and improve existing SAP configurations for performance and efficiency. Recommend and implement enhancements to support evolving business needs. Documentation Maintain comprehensive documentation of SAP configurations, processes, and customizations. Create user guides and training materials for end-users. Training and Support Deliver training sessions to end-users and stakeholders on SAP FI/CO functionality. Provide ongoing support and troubleshooting to ensure effective system usage. Quality Assurance and Testing Develop and execute test plans to validate SAP FI/CO functionality. Collaborate with project teams to ensure successful testing and deployment. Stakeholder Engagement Engage with stakeholders to align SAP solutions with organizational goals. Communicate project status, risks, and recommendations effectively. Minimum Qualifications Bachelor's degree in Information Technology, Business, or related field. 8+ years of experience as a Business Analyst with a focus on SAP FI/CO, preferably in a senior role. Deep expertise in SAP FI/CO modules including G/L, A/P, A/R, Treasury, Product Costing, and Profitability Analysis. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Experience working in fast-paced, lean environments with multiple concurrent projects. Preferred Qualifications SAP FI/CO certification. Experience with SAP Apparel and Footwear Solution. Familiarity with SAP S/4HANA. Project management experience. Salary range: $130k-$160k

Senior Analyst - Anaplan & Financial Systems Boston, MA (Hybrid: 3 days in office / 2 days remote) A premier global investment management firm is seeking a Senior Analyst with deep Anaplan expertise to join a highly visible technology team supporting firmwide Finance & FP&A initiatives. This is an outstanding opportunity to own the evolution of the firm's Anaplan environment-designing, enhancing, and scaling mission-critical models used across the organization. Compensation Base Salary: $135k-$160k (DOE) Annual Bonus: ~15% Profit Sharing: 14.3% of total W2 (base + bonus) Outstanding healthcare and benefits package The Opportunity The Senior Business Systems Analyst will serve as a key liaison between Technology, Finance, and FP&A, driving forward the strategic roadmap for the firm's Anaplan platform. You will partner with stakeholders across the business, translate requirements into scalable model architecture, and play a central role in ongoing platform governance, enhancements, and optimization efforts. This is a high-impact role with significant visibility and the ability to build your internal brand within a sophisticated global investment organization. Key Responsibilities Provide hands-on technical support and troubleshooting for existing Anaplan models while ensuring data accuracy and smooth platform operations Lead the design & implementation of new Anaplan use cases across Finance / FP&A and adjacent business functions Shape and maintain the Anaplan product roadmap in partnership with technology and business leadership Translate business needs into clear technical specifications, functional requirements, and documentation Train end-users and internal teams; drive broader enablement of Anaplan capabilities across the firm Partner with vendor resources and stay current on new platform features and best practices Identify opportunities to expand the firm's connected planning ecosystem and integrate Anaplan with other enterprise systems Required Qualifications 3+ years of hands-on experience building, enhancing, and supporting Anaplan models, including full lifecycle design through deployment Anaplan Certified Model Builder - Required Anaplan Certified Solution Architect - Required Strong understanding of connected planning concepts and enterprise-level architecture Bachelor's or advanced degree in information systems, computer science, finance, analytics, or related field Experience working in corporate FP&A, finance, consulting, or a similar environment supporting planning systems Strong communication skills with the ability to influence and collaborate across technical and non-technical teams Experience with data integration, analytics, or visualization tools is a plus Exposure to the investment management or broader alternative asset industry is strongly preferred Prior Anaplan consulting experience is a plus Why This Role? Highly visible position with direct access to senior technology & finance leadership Opportunity to own and scale the firm's Anaplan architecture across multiple business groups Culture that emphasizes internal mobility, professional development, and long-term career growth Hybrid work structure and excellent work/life balance Competitive compensation, exceptional benefits, and a strong long-term incentive structure

Product Operations Analyst Job Description Tuvoli was founded to improve sales results and accelerate payment processes in the business aviation industry. Our software solutions provide tools for managing sales pipelines, sourcing private jet aircraft, and streamlining trip logistics. Our financial technology solutions encompass banking services with enhanced payment rails for private aviation. Role Description This is a full-time on-site role at Tuvoli HQ in Nashua, NH. We are seeking a proactive and detail-oriented Product Operations Analyst who thrives at the intersection of product and engineering. In this role, you will take ownership of writing clear user stories, managing product triage, driving release readiness, and ensuring the quality of new features. You will work independently while collaborating closely with Product and Development leads to keep releases on track and customer experience front of mind. Key Responsibilities Translate business needs into well-structured user stories and acceptance criteria (Azure DevOps). Own triage of customer-reported issues, ensuring accurate prioritization and timely resolution. Coordinate with Development Leads and Product to manage and communicate release cycles. Verify builds for quality and completeness before production deployment. Provide clear technical and non-technical communication across distributed teams. Advocate for user experience throughout the product lifecycle. Qualifications 3-5 years' experience in business analysis, quality assurance, or a similar hybrid role. Proven ability to work independently and manage competing priorities. Strong organizational, analytical, and problem-solving skills. Exceptional attention to detail with a track record of catching gaps or edge cases. Strong written and verbal communication skills. Familiarity with Azure DevOps or similar platforms. Experience in business aviation is a plus but not required. Must be willing to work on-site in Nashua, NH.

Must Have: • Extensive hands-on experience with Salesforce platform configuration, customization, and integration. •Strong knowledge of Salesforce products (e.g., Sales Cloud, Service Cloud). •Proficiency in Apex, Lightning Web Components (LWC), and API integrations. Certifications: •Salesforce Certified Administrator, Advanced Administrator, Platform App Builder, Salesforce Service Cloud Consultant (required). •Salesforce Architect certification, Salesforce Sales Cloud Consultant, Salesforce AI , Salesforce Education Cloud Consultant (preferred). Industry: Higher Education Preferred Experience: Higher education experience is preferred but not required. Hands-on Salesforce expertise and certifications are essential.

Job Title: Global Customer Operations Analyst About the Role We are seeking a proactive and analytical Global Customer Operations Analyst to join our team. In this role, you will be responsible for resolving customer order exceptions, driving operational improvements, and enhancing overall service levels across global customer accounts. This is a great opportunity for someone who enjoys problem-solving, cross-functional collaboration, and optimizing processes in a fast-paced environment. Key Responsibilities Resolve customer order exceptions related to pricing, credit, systems, inventory, and transportation while ensuring the right balance between cost and service. Proactively implement process improvements across the customer base to minimize operational exceptions and drive cost savings. Analyze data from various sources to identify opportunities for improved service levels or reduced cost-to-serve, and lead cross-functional alignment to execute approved changes. Build and maintain strong relationships through periodic meetings with customers and brokers to address issues, share updates, and review performance metrics. Manage carryover and deduction balances to meet organizational targets and KPIs. Complete assigned tasks and support projects that enhance customer operations and supply chain performance. Qualifications & Skills Bachelor's Degree preferred. Minimum 1 year of experience in Supply Chain, Customer Operations, or a related field. Strong attention to detail with the ability to multitask and solve problems efficiently. Proficient in MS Office; experience with ERP systems (SAP preferred). Excellent communication and interpersonal skills with the ability to influence stakeholders internally and externally.