Senior analyst jobs in Haverhill, MA

This is a hybrid role with 50% on-site requirement in Wilmington, MA. We are seeking a highly analytical, self-driven Senior Financial Analyst to join our FP&A team. This role provides broad visibility across the business and requires strong ownership, curiosity, and the ability to thrive in a fast-paced environment. The ideal candidate combines financial experience with the ability to turn data into insights and influence decisions. You will partner closely with senior leadership and cross-functional teams to lead budgeting, analyze performance, and communicate key financial and operational trends. Success in this role requires driving deep into business, challenging assumptions, identifying risks and opportunities, and delivering forward-looking insights that drive results. Responsibilities: The selected candidate will be able to perform the following duties with or without a reasonable accommodation: Business & Financial Analysis Analyze monthly financial results, investigate trends and anomalies, and clearly communicate key performance drivers, risks, opportunities, and recommendations to finance and business leadership. Own portions of the annual budgeting, forecasting, and long-range planning processes. Develop and enhance financial reporting and dashboards that drive business decisions. Business Partnership & Decision Support Build strong relationships with regional and functional leaders across operations, sales, service and other areas. Partner with business leaders to support strategic initiatives and business cases with sound financial analysis. Communicate insights clearly and confidently to senior leadership in both written and verbal formats. Reporting & Modeling Participate in the preparation of the timely and accurate P&L and KPI reporting packages. Support ongoing and ad hoc reporting and analysis requests with a continuous improvement mindset. Develop and maintain financial models to support scenario analysis, forecasting, and strategic planning. Ownership & Initiative Learn the drivers of the business to deepen insights into financial results and future performance. Manage multiple priorities efficiently with minimal direction, while maintaining accountability for quality and deadlines. Continuously look for ways to streamline processes, improve reporting, and drive better decision-making. Qualifications Bachelor's Degree in Finance or Accounting, Economics, or related field. Advanced Excel and financial modeling skills. 5+ years of progressive financial analysis or FP&A experience. Strong analytical and problem-solving abilities with a high level of accuracy, attention to detail, and intellectual curiosity. Proven experience working independently, managing projects, and driving results with minimal supervision. Excellent communication and storytelling skills, including the ability to translate complex data into clear insights. Strong interpersonal skills with demonstrated success building relationships across all levels of the organization. Working knowledge of U.S.GAAP or core accounting principles. Preferred Experience with Oracle EPM, Hyperion, Smart View, Essbase, or similar applications. Experience with SQL querying. Experience with Power BI, Tableau, and/or other data visualization tools. MBA,CPA, CFA or similar advanced credential. Experience supporting senior leadership in a fast-paced, matrixed environment. The estimated annual salary for this position ranges from $82,500- $110,000. Actual compensation will vary based on factors including but not limited to the candidate's skills, experience, and qualifications. Geographic differentials may also apply depending on the position's location. There is no application deadline for this role; recruitment will remain open until the position is filled. UniFirst offers a Fleet of Benefits, 50+ to be exact! 401K with Company Match Profit Sharing Health Insurance Employee Assistance Program Life Insurance Supplemental Life Insurance Long Term Disability Vacation Sick Time Paid Holidays Direct Payroll Deposit Tuition Reimbursement 30% Employee Discount Employee Referral Program Where will a UniFirst Career take you? As an industry leader in the rental, lease and sale of uniforms and facility services products, UniFirst Corporation has grown to become one of the largest companies in the garment services industry. UniFirst is recognized on the Forbes “Platinum 400 - Best Big Companies” List. With over 14,000 employee Team Partners and more than 250 facilities throughout the United States, Canada, Mexico and Europe, you are never just a number when you work for UniFirst. What sets us apart from all other companies is that we still function as a family run business. When you work for UniFirst, you're family! UniFirst Corporation has a strong history of promoting from within. In fact, most of UniFirst's Senior Managers have come from within the Company. Opportunities are endless for those individuals who possess a strong work ethic, a commitment to quality, and above all else, a passion for delivering quality customer service, both internally and externally. Our culture is what makes UniFirst an organization that stands out from the rest. Are you interested in loving your job? Find out just how far a career with UniFirst can take you. UniFirst is an equal opportunity employer. We do not discriminate in hiring or employment against any individual on the basis of race, color, gender, national origin, ancestry, religion, physical or mental disability, age, veteran status, sexual orientation, gender identity or expression, marital status, pregnancy, citizenship, or any other factor protected by anti-discrimination laws

Daice Labs is building hybrid AI frameworks that integrate today's models into systems that learn continuously. Founded by MIT CSAIL scientists, we focus on building new architectures by combining LLMs/DL with symbolic reasoning and bio-inspired system design. Operating on two tracks, our Product Lab develops industry-specific solutions for collaborative human teams + AI co-building and co-owning vertical applications, while our Research Lab explores how principles of natural intelligence can guide systems design of new hybrid AI architectures. Join us in taking the next leap in productivity through collaborative innovation. Role Description This is a full-time remote role for a Data Analyst. The Data Analyst will be responsible for analyzing data, utilizing data analytics tools, statistical techniques, and data modeling to draw insights and support decision-making. The role involves preparing reports, visualizing data findings, and communicating outcomes to stakeholders effectively. Qualifications Analytical Skills and general Data Analytics Strong knowledge of Statistics and Data Modeling Excellent Communication skills to convey data insights Experience with data visualization tools and techniques Ability to work independently in a remote environment Bachelor's degree in Data Science, Mathematics, Statistics, or related field

first PRO is now accepting resumes for a Business Systems Analyst, Treasury & Investment Finance Systems in Boston, MA. This is a direct hire role and onsite 3 days per week. TECHNOLOGY EXPERIENCE Experience with treasury management systems such as GTreasury, Kyriba, Bellin, HazelTree, Reval, etc. (required) Experience configuring or supporting the Salesforce platform (preferred) Exposure to FX hedging tools such as Kyriba (preferred) Experience with cash projection and liquidity reporting (preferred) Understanding of SWIFT messaging (MT messages / ISO 20022 standards) and U.S. payment networks (ABA, ACH) (required) Experience implementing and maintaining SaaS platforms Hands-on experience building or maintaining system integrations (APIs) Familiarity with iPaaS tools such as Workato or Power Automate (preferred) Experience with business intelligence and reporting tools (Tableau, Power BI) QUALIFICATIONS Bachelor's or advanced degree in Computer Science, Information Systems, Finance, or a related discipline Master's degree with a concentration in Technology or Systems (preferred) Minimum of 3 years of relevant professional experience At least 2 years of experience implementing and supporting Treasury or Cash Management solutions

This position obtains financial data and other documentation for use in paying customer invoices and clearing customer deductions. Responsibilities: Pays and/or clears invoices before customer deducts from client Clears deductions / Problem solving / Performing research to resolve client inquiries Validate and clear customer audits Keeps an organized filing system Maintains detailed working knowledge of assigned clients' policies and procedures and conforms to these requirements All of the above is performed through the direction of the account executive and client, whether it be on a Trade Promotion Management (TPM) System (such as AFS, Adesso, Demantra, Quick Base, Siebel, Account Review, Vistex, etc.), telephone systems, or company's forms Other duties as assigned SKILLS / KNOWLEDGE / ABILITIES REQUIRED Language Skills • Ability to read and interpret documents such as client instruction manuals, and JOH company procedure manuals • Ability to write routine reports and clear correspondence • Ability to speak effectively Mathematical Skills • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages • Must have knowledge of basic mathematical concepts • Ability to use calculator to perform simple functions Reasoning Ability ▪ Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form ▪ Ability to deal with problems involving several concrete variables in standardized situations ▪ Ability to work independently to research and resolve issues Computer Skills • Word • Excel • Outlook • Other applications as necessary • Keyboard speed and accuracy PERFORMANCE AND/OR EDUCATION PREREQUISITES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the essential duties, responsibilities and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma and one to two years of related experience preferred. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to reach with hands and arms and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and use hands to finger, handle, or feel objects, tools, or controls. Specific vision abilities required by this job include close vision. WORKING CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. HAZARDS Only those present in a normal office setting

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

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.

The Business Analyst can work from either Boston, MA or Springfield, MA office in Hybrid capacity. 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 Required Qualifications: Bachelor's degree 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 Ability to drill down from the big picture to process details Ability to think strategically Ability to collaborate across diverse teams and organizations Preferred Qualifications: Individual who enjoys solving complex problems and improving team processes Lide 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

**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

Boston, MA (Hybrid) Contract-to-Hire This role is pivotal to building a robust BI infrastructure and creating powerful data insights to guide the growth of a major retail organization. As part of the company's top strategic initiatives, they are committed to leveraging high-volume data to drive real-time, impactful business decisions. Position Overview Our client is seeking a Business Intelligence Consultant who brings a combination of skills, energy, and expertise to help them close immediate gaps in their data strategy. As part of a collaborative team, you'll be the executor who transforms the data capabilities, making real-time analytics accessible and actionable. Working alongside BI and Data Engineers and Architects, you'll contribute to a data-driven culture and deliver visual insights that create a lasting impact. Responsibilities Develop real-time data views, enabling key stakeholders to make informed decisions with reliable insights. Utilize BI tools to filter, select parameters, and drill down into high-volume data without altering the core data, creating relevant, customizable views. Build data knowledge within the team, serving as an educator who shares expertise and empowers others. Collaborate on the integration of a new CRM and, within the year, help prepare for a migration to Dynamics 365 (D365). Tackle initiatives that showcase the power of data visualization and actionable insights, providing a recognizable impact on the business. Work closely with stakeholders, spending time face-to-face initially to foster strong relationships and a collaborative environment. Requirements Proficient in Business Intelligence (BI) tools, with the ability to interpret, manipulate, and present data effectively. Experience with D365 and similar systems. Strong data analysis skills, with a focus on making data actionable and building real-time data environments. Excellent communicator and natural educator, with a passion for sharing knowledge and supporting team development. Capable of delivering visual insights that drive business strategy and demonstrate the impact of data. This is an opportunity to be a part of a significant company-wide initiative, where your impact will be recognized at every level. You'll join a team that's passionate about the transformative power of data and work within a flexible, hybrid model. If you're looking to make a difference with real-time data and be a key player in this major data journey, apply today!

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.

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 haves: Be able to work fully onsite in Burlington, MA Experience with D365 F&O Bachelor's degree Qualifications & Skills Strong understanding of business process modeling Proficiency in software development lifecycle methodologies Ability to work collaboratively in a team environment Bachelor's degree in computer science, Information Technology, Business Administration, or a related field Prior experience with D365 F&O Strong analytical and organizational skills Ability to translate business requirements into technical solutions Ability to work independently and manage multiple tasks Strong attention to detail and accuracy Knowledge of best practices in IT and business operations Creative and Innovative thinking, great communication and collaboration Must communicate complex topics in a clear, concise, and easily understood manner Knowledge of Azure DevOps, PowerBi and Power Automate Role Overview The Senior Functional Analyst is responsible for designing, implementing, and supporting Microsoft Dynamics 365 Finance & Operations solutions. This role bridges business needs and technology, ensuring scalable, secure, and efficient ERP solutions that optimize business processes. Responsibilities & Duties The responsibilities include end-to-end solution design, configuration, implementation, data integration, data analytics, issue and resolution tracking, end-to-end testing of the solution, and continued communication with stakeholders. Provide support and training to end-users Ensure solutions meet business requirements and are delivered on time Monitor system performance and suggest enhancements Assist in troubleshooting and resolving functional issues Work with cross-functional teams including IT, business stakeholders and product owners, to ensure successful planning and execution of current and future initiatives.

Business Systems Sr. Analyst Company: Confidential (Large Investment Firm) Position Type: Full-Time (Direct-Hire) Responsibilities: Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget. Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders. Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. Ensures proper data processing using data checks and reports to facilitate error free business processes. Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing. Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation. Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code. Provides application and production support as needed to the departments and systems that they support. Provides guidance to less experienced Business Systems Analysts. Required Experience: Bachelor's degree or equivalent experience in a business or technology related field. Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology. Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes. Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing. Proven analytical skills and demonstrated ability to make independent decisions. A firm understanding of systems development lifecycle and Agile framework. Proven ability to develop creative solutions to meet business needs. Preferred/Nice to Have: Trading and investment exposure preferred. Background in Trade Processing, specifically SWIFT and Heliograph, preferred.

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.

Temp IT Analyst - On-Site (Boston, MA) Work Authorization: US Citizens or GC Holders Type: Contract (Short-term; approx. 3 months,) The Temp IT Analyst is a first-level technical support role responsible for delivering high-quality technology assistance, supporting daily IT operations, facilitating meeting technologies, and participating in IT projects. The ideal candidate will have experience in a law firm, financial, or other professional corporate environments and must demonstrate a high level of professionalism, customer service, and technical expertise. Required Skills & Proficiencies Advanced experience with Microsoft Operating Systems, installation, and configuration. Advanced proficiency with Microsoft Office Suite. Strong experience with ServiceNow. Strong proficiency in MS Teams. Advanced to expert knowledge of remote access technologies (Citrix, VPN). Advanced to expert experience with mobile technologies (iOS, iPadOS). Advanced understanding of networking concepts, cabling, and communications hardware. Expertise in inter/intra/extranet technologies. Strong experience with Document Management Systems (e.g., iManage/Work 10). Strong knowledge of customer service best practices. Solid understanding of data security principles. Experience supporting or participating in IT projects and deployments. Qualifications Associate's or Bachelor's degree preferred (or equivalent hands-on experience). 3+ years of experience supporting end users with software, hardware, and networking. 3+ years supporting LAN/WAN and network systems. 3+ years installing, configuring, and maintaining client operating systems and equipment. Prior experience in a professional services or law firm environment preferred. --

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

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.

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

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: ************** *****************************