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Senior finance analyst jobs in Weymouth Town, MA

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  • Head of Finance Transformation

    Origin Staffing

    Senior finance analyst job in Boston, MA

    A large multinational company with complex global operations is building a dedicated Finance Technology & Transformation capability to accelerate a multi-year modernization of its core finance systems. This newly created Head of Finance Transformation role will lead enterprise-wide implementations and ongoing optimization across the finance systems stack supporting planning/forecasting, consolidation/close, reporting, and workforce planning. This is a highly visible role with direct exposure to senior finance leadership and close partnership with IT. The roadmap is active and well-supported, with multiple implementations and enhancements already underway. The environment is fast-moving and demanding, with strong resources and teams around the role. What You'll Own Lead the end-to-end delivery of an enterprise finance systems roadmap across EPM/PPM, ERP modernization, and workforce planning, including integration to auxiliary platforms and upstream/downstream data flows. Drive day-2 excellence: post-launch stabilization, enhancements, release governance, controls, and adoption. Own systems that enable global close and consolidation, planning and forecasting, and management reporting at scale. Establish and enforce finance master data governance (definitions, hierarchies, rules, change control) across global entities. Partner closely with finance and IT senior stakeholders to align system capabilities with business strategy and operating model. Support business growth initiatives including new entity setup, acquisitions/divestitures, and ongoing scalability requirements. Drive process automation and continuous improvement to improve cycle times, usability, and data confidence. Build a durable change model: training strategy, communications, and enablement aligned to system releases. Manage external implementation partners/consultants to ensure timeline, quality, and value delivery. Leadership Scope Lead a high-performing team across finance systems delivery and optimization, with a mix of internal talent and external partners. Operate as a cross-functional transformation leader with executive-level influence and accountability. The Challenge (what to expect) Multiple workstreams running in parallel with real deadlines and high expectations. Complex global data and process dependencies; governance and integration discipline will matter. Balancing program delivery with operational stability, user adoption, and continuous improvement. What Success Looks Like (12-18 months) Key systems launches delivered on time with strong stakeholder confidence. Post-go-live environments stabilized quickly with a clear governance and enhancement cadence. Measurable improvements in close/planning cycle time, data consistency, and user adoption. A scalable finance systems operating model that can absorb growth and complexity. Ideal Background 15+ years in progressive finance leadership roles with significant ownership of finance systems and finance transformation. Proven track record leading large-company EPM implementations (planning/forecasting plus consolidation/close) and integrating EPM with auxiliary systems (e.g., workforce planning, data platforms, MDM, reporting layers). Manufacturing environment experience is highly valued (cost structures, operational complexity, multi-entity/global considerations). Comfortable leading in a matrix and influencing executives; strong communication and executive presence. Experience building and developing high-performing teams; effective partner and vendor manager. Requirements Bachelor's degree in Accounting, Finance, or Business Administration (or related). Must be able to work hybrid onsite (Greater Boston area) at least 3 days per week. No employment visa sponsorship available for this role.
    $75k-147k yearly est. 1d ago
  • Financial Planning and Analysis Manager

    Codex 3.4company rating

    Senior finance analyst job in Boston, MA

    Financial Planning and Analysis Manager (Workday Adaptive) - Hybrid Don't miss this opportunity to manage and develop your own FP&A team at a rapidly growing organization! We are searching for a FP&A manager at a fast-paced, rapidly scaling organization in the Boston, Massachusetts area. You will have the opportunity to manage and mentor a team of finance professionals and analysts and have ownership over the annual budget, monthly forecast, and variance analysis processes. As FP&A Manager you will: Model and forecast future scenarios and outcomes for the organization Hold ownership over the company's budgeting, forecasting, and variance analysis processes Mentor, manage, and develop your own global team of analysts Drive process improvements and automations through Workday Adaptive You need: 5+ Years of experience with FP&A and/or corporate finance Experience working with Workday Adaptive Planning To have worked in a cross-functional team that influenced senior stakeholders Experience in financial modelling and budgeting Strong analytical, organizational, and communication skills This role is looking to be filled ASAP, so if you are interested in this position as a FP&A Manager with Adaptive Experience, apply now!
    $101k-147k yearly est. 2d ago
  • FP&A Business Analyst - Financial Systems (Contract)

    Smart4 Energy

    Senior finance analyst job in Boston, MA

    Industry: Financial Services (Insurance / Asset & Wealth Management) Contract Type: Contract engagement We are seeking an experienced FP&A Business Analyst to support a major FP&A Transformation programme within a financial services organisation. This role sits at the intersection of finance and technology, supporting initiatives that enhance, automate, and optimise financial planning, forecasting, and reporting processes. You will work closely with FP&A stakeholders, system transformation teams, and technical developers to ensure financial systems deliver accurate, timely, and decision-ready insights for leadership. This is a hands-on contract role requiring strong financial acumen, systems thinking, and prior experience in financial services environments. Key Responsibilities Analyse FP&A projection processes including forecasting, variance analysis, and scenario modelling to identify automation and efficiency opportunities Gather, document, and validate business and system requirements in collaboration with FP&A and technical teams Develop and execute test plans, test cases, and UAT, with a strong focus on financial data accuracy and controls Partner with finance teams to ensure data integrity, consistency, and governance across planning and reporting systems Challenge existing FP&A workflows and propose practical improvements to forecasting accuracy and operational efficiency Act as a liaison between FP&A users and technology teams, managing priorities and ensuring clear communication Support the design and delivery of financial dashboards, KPIs, and management reports Required Experience & Skills (Must-Have) 5-10+ years' experience in FP&A, financial systems, or business analysis roles Bachelor's degree in Finance, Accounting, Information Technology, or a related field (or equivalent experience). An Advanced degree (MBA or similar) is advantageous but not required Mandatory experience within the Financial Services industry, ideally: Insurance (Life & Annuities) Asset Management Wealth Management Strong understanding of FP&A processes, including forecasting, projections, scenario analysis, and variance reporting Experience working with financial planning systems (e.g., Hyperion, Anaplan, Adaptive Insights, or similar) Strong analytical skills with the ability to assess complex financial processes and recommend improvements Excellent communication skills, with the ability to translate between finance and technical teams Advanced proficiency in Excel and PowerPoint Valid work authorisation to work in the United States is required Candidates must have Financial Services domain experience and valid US work authorisation. Nice to Have Experience supporting large-scale financial system transformations Familiarity with financial dashboards, KPIs, and executive reporting Contract & Eligibility Information This is a contract role Valid US work authorisation must be in place at the start of the engagement No contractor benefits are provided Company-issued equipment will be supplied Engagement is aligned to a long-term financial systems transformation programme
    $62k-90k yearly est. 5d ago
  • Cost Analyst

    SPS New England, Inc. 3.7company rating

    Senior finance analyst job in Salisbury, MA

    Well-established heavy highway contractor is looking for an experienced cost analyst to work in the civil construction industry. This role will require collaboration with the entire construction division and candidate will be responsible for assisting with job turnover, auditing of project financials, evaluating jobsite productions and summarizing trends to report back to Estimating and Project Teams. Construction site access and knowledge of standard industry cost control practices required. The position will be located in Salisbury, MA office. Salary/Pay Range: $65,000-$115,000 Dependent upon experience Primary Responsibilities Review of weekly production data and monthly cost-to-complete reporting from projects and prepare summaries for executive team Interfacing with Estimating Department to assist in project turn over and providing production trend data to aid in bid development Provide support to project management teams to ensure compliance with corporate cost control efforts Serve as a liaison among Project Teams, Estimating and Accounting to ensure seamless exchange of cost and production information Assist in management of Company Accounting (Vista) and Project Management Software (HCSS and Procore) Aid in continuous process improvement for corporate and project cost reporting policies Requirements Excel Experience (advanced preferred) Great attention to detail - Ability to identify/recognize inconsistencies Vista Viewpoint, HCSS and/or Procore experience preferred Excellent oral and written communication skills and interpersonal skills Strong commitment to company success Bachelor's degree in Accounting, Business, Finance, Engineering, Construction Management or similar Benefits We offer competitive compensation and benefits packages, including participation in the ESOP for eligible employees, a collaborative work environment, and opportunities for professional growth within our expanding organization. SPS is an employee-owned company. We are proud to offer eligible employees the opportunity to participate in our Employee Stock Ownership Plan (ESOP).Employee-owners benefit from the success of the company and play a critical role in fostering an ownership culture within the organization, emphasizing the importance of employee engagement, and commitment to long-term success. Medical, Dental, and Vision Plans 10 Holidays and vacation pay 401K plan
    $65k-115k yearly 1d ago
  • Sr Epic Analyst, HB/PB Contracts

    Cape Cod Healthcare 4.6company rating

    Senior finance analyst job in Barnstable Town, MA

    Challenges current working practices; identifies process improvement opportunities and presents recommendations and solutions to management. Engages and commits to the organization's culture of continuous improvement by actively participating, supporting, and promoting CCHC Pillars of Excellence. DUTTIES AND RESPONSIBILITIES Functions as an information systems management consultant to senior management, department management, and use stakeholders developing and demonstrating more advanced skills with small to medium complexity departmental and interdisciplinary operational workflow analysis and systems design. Demonstrates advanced Epic system build capabilities and can consistently complete multiple concurrent assigned build tasks in an independent manner .Provides basic system build support and guidance to Epic System Analyst staff as needed. Demonstrates an advanced understanding of the Epic testing process, including complex script development, execution, error identification and correction, and completion processes in an independent manner, providing developmental and enhancements to the testing process as needed. Understands and routinely complies with established Departmental and Epic change control process and procedures. Provides review and input into group / team change control matters. Demonstrates an advanced understanding of Epic system maintenance requirements and proactively completes assigned system maintenance tasks including issue alert responses in a timely and accurate manner, escalating related issues and providing support and guidance for Epic System Analysts as needed Demonstrates intermediate to advancing documentation capabilities, including completeness, maintenance and updating, and responsibility for assigned system documentation responsibilities for a group / team. Understands and routinely complies with established Departmental and Epic ITSM/ITIL service and support processes including but not limited to issue, problem, asset, and time accounting management process and procedures. Provides proactive input into service and support process improvement. Demonstrates intermediate to advanced levels of system trouble-shooting and diagnostic capabilities for assigned areas of support and is able to demonstrate a basic understanding of related technology and application related components of more complex, interdisciplinary trouble shooting and diagnostic issues. Completes individually assigned work which is complex in nature in a timely, efficient, and effective manner for primary areas of responsibility. Demonstrates intermediate to advanced skills for complex and interdisciplinary group / team work and understand enterprise system workflows and system considerations and requirements. Works collaboratively with group / team members and with other technical or functional areas of the department. Provides proactive support for group / team member System Analysts. Collaborates with Senior Manager Information Systems and Team Lead for assigned applications regularly on incident and request prioritization and execution with fellow Senior Analysts and System Analysts. Supports Cape Cod Healthcare Hospital Billing and Physician Billing departments with Epic applications with cross coverage to non-Epic applications within the team. Collaborates with Managed Care/PHO, Payment Variance, and Finance to build and maintain Payer and Provider contracts within Epic to ensure expected reimbursements, and patient estimates are accurate. Collaborates with Finance to build and maintain Epic extracts to PeopleSoft General Ledger and Accounts payable. Demonstrates a proactive and effective business relationship with operational stakeholders and super-users, based on an intermediate level of understanding of operational workflows and system requirements and meeting their support requirements. Provides input and subject matter expertise into project related planning and implementation work. Demonstrates the ability to effectively and efficiently coordinate assigned scopes of work within a bigger project as assigned. Monitors and evaluates issues and request queues as assigned. Fulfills On-Call responsibilities as assigned. Performs and completes other duties as assigned. KNOWLEDGE AND SKILLS Effective verbal and written communication with peers, departmental staff, and operational stakeholders and super users Intermediate to advanced combination of technical, analytical, and customer service skills Intermediate to advanced business and systems analyst skills in workflow design, performance improvement, and healthcare or related operations Ability to work independently and exercise independent judgement Ability to effectively handle multiple, concurrent priorities and workloads Ability to complete assigned work in a timely and efficient manner Critical thinking and basic problem-solving skills Initiative and proactive follow-up skills Intermediate to advanced understanding of Information Technology Service Management (ITSM) including change control, issue and problem management, and other service and support processes Required limited guidance and direction to complete more complex or advanced components of duties and responsibilities Ability to provide mentoring and support guidance for Systems Analysts Business relationship management skills for interactions with operational stakeholders and super-users Basic and developing understanding of Microsoft Office applications used for communication, documentation, planning, and coordination (Outlook, Word, Excel, PowerPoint, Visio, Skype/Teams) EDUCATION/EXPERIENCE/TRAINING: Education: Minimum of a High School Diploma or equivalent (Preferred) Bachelor's degree (or higher) in Healthcare or Information Technology-related field or equivalent Minimum of 5 years of relevant experience in Information Technology, business analysis, or operational super-user roles, including at least 2 years as a systems analyst. Epic Certification Required: Resolute Hospital Billing Expected Reimbursement Contracts OR Resolute Professional Billing Expected Reimbursement Contracts (Preferred) Additional Epic Certifications: Resolute Hospital Billing Administration, including Single Billing Office; Resolute Hospital Billing Claims; Resolute Hospital Billing Electronic Remittance; Charge Router; Resolute Hospital Billing Charging Administration; Resolute Professional Billing Administration, including Single Billing Office Schedule Details: Full-time, Monday-Friday, Core Hours: 8a-4:30 PM EST, Occasional Weekends & Holidays, Hours will be day shift but will require flexibility as needed to accommodate the needs of CCHC, including after-hours support as needed. (Remote) Pay Range Details: The pay range displayed on each job posting reflects the anticipated range for new hires. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set, and education. This is not inclusive of the value of Cape Cod Healthcare's benefits package (if applicable), which includes among other benefits, healthcare/dental/vision and retirement. For annual salaries this is based on full-time employment.
    $72k-86k yearly est. 5d ago
  • Construction Cost Analyst

    Footbridge 4.4company rating

    Senior finance analyst job in Salisbury, MA

    Title: Construction Cost Analyst Pay: $55,000 - $85,000 Duration: Permanent Join a reputable and growing civil construction team as a key contributor in cost control, production analysis, and financial performance. In this role, you will partner closely with Estimating, Project Management, and Accounting to turn field data into insights that drive smarter bids, stronger project execution, and better financial outcomes. What You'll Do Analyze weekly production data and monthly cost-to-complete reports, delivering clear summaries to leadership. Collaborate with Estimating on project turnover and provide production trends that strengthen bid strategy. Support Project Management in maintaining accurate, consistent cost controls across all active work. Serve as a bridge between field crews, Estimating, and Accounting to ensure smooth flow of cost and production data. Contribute to process improvements and help enhance company-wide cost reporting systems. Assist with administration and optimization of Vista, HCSS, and Procore platforms. What You Bring Strong Excel skills (advanced preferred). Sharp attention to detail and a knack for spotting inconsistencies. Experience with Vista Viewpoint, HCSS, and/or Procore is a plus. Excellent communication and collaboration skills. Bachelor's degree in Accounting, Finance, Engineering, Business, Construction Management, or related field. FootBridge is an equal opportunity employer committed to an inclusive environment where everyone is valued and respected. We make employment decisions based on qualifications and business needs, without discrimination on any basis, and we welcome candidates from diverse backgrounds to apply.
    $55k-85k yearly 3d ago
  • Finance Associate / Cost Accounting

    Vatn Systems

    Senior finance analyst job in Bristol, RI

    About the Company We're an innovative startup building the next generation of unmanned underwater vessels (UUVs) - autonomous systems designed to explore, protect, and operate beneath the ocean's surface. Our mission is to push the boundaries of marine technology, and we're looking for passionate people ready to grow with us. As we scale production and expand operations, we're building out our finance function - and that's where you come in. About the Role As our Cost Accounting / Finance Associate, you'll be a key member of a small, agile finance team focused on building robust cost systems and financial processes from the ground up. You'll analyze production costs, partner with engineering and operations teams, and help us make smarter, data-driven decisions as we scale our manufacturing of cutting-edge marine systems. This is a great opportunity for someone with a strong accounting foundation who wants to have real impact, learn fast, and grow with an emerging tech company. What You'll Do Build and maintain cost tracking systems for materials, labor, and overhead across UUV production and R&D programs. Analyze manufacturing variances, identify cost drivers, and recommend efficiency improvements. Partner with operations, supply chain, and engineering to ensure accurate cost allocation and reporting. Support month-end close, accounting, reconciliations, and cost-of-goods-sold (COGS) reporting. Assist with inventory valuation, BOM accuracy, Routings and cost roll-ups. Contribute to financial models for pricing, proposals, and project forecasting. Help design and implement scalable financial processes and ERP tools as the company grows. Ensure compliance with internal controls and support audit preparation. Support processes related to DCAA compliance and government contracting as the company expands into defense programs. What You Bring Education: Bachelor's degree in Accounting, Finance, or related field, Master or MBA preferred. Experience: 3-5 years in cost accounting, finance or FP&A roles (preferably in a manufacturing, engineering, or hardware startup environment). Preferred: CPA certification (or working toward it) and familiarity with DCAA compliance including FAR/CAS rules a plus. Technical Skills: Strong knowledge of cost accounting principles and GAAP. Advanced Excel / Google Sheets skills (pivot tables, lookups, data modeling). Experience with ERP systems (NetSuite, SAP, Microsoft Dynamics or similar). Strong understanding of manufacturing processes, BOMs, Routings and inventory control. Soft Skills: Entrepreneurial mindset and eagerness to build from the ground up. Analytical, detail-oriented, and comfortable in a fast-moving environment. Excellent communication and collaboration skills across technical and non-technical teams. Why Join Us Be part of a pioneering team in autonomous marine technology. Help shape the finance and cost accounting systems for a growing startup. Career growth opportunities as we scale - potential to move into senior finance or operations roles. A mission-driven, innovative culture that values initiative, curiosity, and collaboration. Compensation package Compensation: Base, equity, bonus, employee benefits, 401k, Unlimited PTO Equal Opportunity Statement Vatn is an equal opportunity employer, and we welcome candidates from all backgrounds to apply. We look forward to reviewing your application and potentially having you join our team in shaping the future of autonomous underwater exploration.
    $47k-84k yearly est. 5d ago
  • Senior BA/PM - Insurance - Contract!

    Talent Groups 4.2company rating

    Senior finance analyst job in Boston, MA

    Title: BA/PM Rate: 75-80 hr/W2 (more if CTC) Start: asap This is an immediate need! Required: -Solid PM or BA skills -Experience with Property/Casualty Insurance (understands underwriting) BA/Customer facing Collaborative Self Initiating Agile Ensure resources are allocated appropriately. Stakeholder Engagement: Work closely with cross-functional teams, including IT, operations, and business units, to gather requirements, provide updates, and manage expectations. Tool Customization: Collaborate with vendors and internal technical teams to identify enhancements to the workflow tool to meet specific business needs. Training & Support: Develop and execute a training plan for end-users to ensure smooth adoption. Provide ongoing support and troubleshoot issues as they arise. Change Management: Develop and implement a change management plan to drive user adoption and minimize resistance.
    $57k-74k yearly est. 1d ago
  • Financial Consultant Partner - Burlington/Cambridge/Lynnfield, MA

    Charles Schwab 4.8company rating

    Senior finance analyst job in Cambridge, MA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $68k-96k yearly est. 1d ago
  • Finance Manager

    The TJX Companies, Inc. 4.5company rating

    Senior finance analyst job in Framingham, MA

    Finance Manager, TJX The Opportunity: Contribute To The Growth Of Your Career. At TJX, our Finance organization assists with leading all areas and brands with strategic ad-hoc analysis on some of our most business-critical initiatives, along with leading critical reporting to help executives drive strategic decisions. As a manager, you will be relied on to think critically, analyze effectively, and communicate efficiently as you lead a team responsible for driving forward multiple strategic, time-sensitive projects. Members of our Finance organization are looked upon as strategic minded leaders responsible for understanding and communicating vital information to help drive our organization forward for continued growth. Your Impact: Partner with different areas of our business to provide financial analysis and strategic recommendations to our CFOs and senior leadership teams Manage & Mentor a team of Analysts / Senior Analysts to ensure effective, efficient, and accurate forecasting, financial planning, and recommendations, along with training and professional development Oversee financial updates to CFO, COO & President, including developing / maintain of annual and long-range budget models Develop & deliver presentations for senior leadership on critical initiatives and recommendations Drive annual and long-range budgeting processes Lead team on projects and new business critical initiatives Build and maintain sophisticated financial models to support brand and corporate decision making Collaborate cross functionally with other areas of TJX such as Supply Chain, Marketing, Real Estate, Merchandising, etc. Potential Projects: Develop 1, 3 and 5-year strategic financial plans and budgets Capital Investment Decision Process - evaluate projects to determine if they meet return on investment criteria, as well as support the long-term growth of the business Real Estate - provide store pro-forma analysis and other property evaluations for the company Store Performance - analyze operational efficiencies and expense controls to ensure profit is optimized in each location Marketing Campaigns - partner with Marketing to evaluate advertising and media campaigns Merchandising Initiatives - evaluate inventory management/merchandising initiatives Executive presentation preparation and critical metric performance reporting Who We Are Looking For: You. 5+ years of experience in areas such as Management Consulting (i.e. Strategy), Financial Advisory (i.e. Deals, M&A, Capital Markets) and/or Corporate Finance (i.e. FP&A) Prior experience leading others in a dynamic, fast paced environment Excellent analytical and quantitative skills with an ability to deliver insights, recommendations, and results concisely and effectively to senior level leadership Excellent communication and interpersonal skills, both verbal and written Comfortable partnering closely with executive management Demonstrated proficiency with Microsoft Office applications with strong Excel skills Ability to prioritize projects, work on multiple engagements and constantly evolving assignments in a team environment Benefits include Associate discount; 401(k) match; medical/dental/vision; HSA; health care FSA; life insurance; short/long-term disability; paid holidays/vacation /sick/bereavement/parental leave; EAP; incentive programs for management; auto/home insurance discounts; tuition reimbursement; scholarship program; adoption/surrogacy assistance; smoking cessation; child care/cell phone discounts; pet/legal insurance; credit union; referral bonuses. All benefits are subject to applicable plan or program terms (including eligibility terms) and may change from time to time. Contact your TJX representative for more information. This position has a starting salary range of $101,700.00 to $132,200.00 per year. Actual starting pay is determined by a number of factors, including relevant skills, qualifications, and experience. This position is eligible for an annual incentive as well as long-term incentives.
    $101.7k-132.2k yearly 5d ago
  • Senior Analyst- Asset Management

    Davis 3.8company rating

    Senior finance analyst job in Boston, MA

    Davis is a vertically integrated real estate investment, development and management firm that leverages five decades of experience, the strength of its leadership team and employees and a diversified portfolio to deliver maximum value for its investors and tenants. Headquartered in Boston and investing across the United States, Davis prides itself on taking a nimble, collaborative approach to delivering best-in-class results from complex opportunities. With $12.8 billion in gross asset value invested through real estate equity, debt and fixed-income securities, Davis today owns a real estate portfolio of approximately 15.2 million square feet of healthcare and life science, industrial, retail, office and hospitality properties and more than 5,800 residential units across the United States. For further information, visit ************************* Role & Responsibilities: Specific responsibilities include: • Provide support across all three verticals; Multifamily, Industrial, and Science & Technology, while allowing for specialization based on prior experience and the evolving needs of the business. • Integral point-person that coordinates and communicates with various departments in order to execute the asset-level business plan and implement actions to create value. • Assist senior Asset Management team professionals by conducting financial analyses on portfolio operations, including creation of cash flow, hold/sell and distribution models using ARGUS and excel. • Assist in tracking investment performance. • Writing, preparing and assembling Investment Committee memos with input from senior members of Asset Management team and the Vertical. • Monitor the performance of existing investments and identify potential areas of concern or opportunity. • Prepare quarterly valuations and reports by updating model assumptions, inputting property-level activity, and completing investor reports. • Assist team members in dispositions or refinancing processes. • Maintain databases, record, and assist Investor Relations in completing portfolio management activities. • Conduct market research, data mining, and collect competitive property transaction information. • Ensure complete and well-organized property files are maintained on Sharepoint for each Investment, including (but not limited to) weekly tracking reports, budgets, fully executed lease files, third party reports, etc. • Prepare ad hoc analysis, documentation, and briefs for review by more senior team members. • Assist with organizing, refining, and implementing the valuation process. • Participate actively in the assigned Vertical - contributing to annual business plan preparation and regular investments analysis. • Other responsibilities and requirements as required by manager or company. Skills & Qualifications: • Bachelor's Degree and a minimum of 2-5 years of real estate experience, with a preference for experience within the various asset classes. • Understanding of commercial real estate industry (supply/demand, revenue and expense drivers, forecasting, reporting, leasing and marketing). • Ability to create detailed financial models demonstrating exceptional proficiency with Excel; proven comprehension of complex analyses (e.g. different debt structures, ground leases, waterfalls, etc.). • Ability to synthesize information, create structure for analyses, draw informed conclusions, and present to senior leaders. • Ability to solve practical problems and manage multi-variable situations with limited standardization. • Exceptional written and oral communication skills, with acute attention to detail. • Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction. • Experience managing complex capital/redevelopment projects for an ownership group preferred. • Ability and willingness to travel up to 20% of the time. Compensation & Benefits: Salary Range: $110,000 - $117,500 Compensation will include a bonus and an attractive benefits package. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age (40 or older), marital status, sexual orientation, gender identity/expression, citizenship, real or perceived disability or handicap, genetic predisposition, veteran status, and/or any other protected category in accordance with applicable federal, state or local law
    $110k-117.5k yearly 5d ago
  • Senior Accountant - Financial Reporting

    Roessel Joy

    Senior finance analyst job in Chelmsford, MA

    Senior Accountant, Financial Reporting - Real Estate - $85k - $100k Roessel Joy has partnered with a start-up real estate company in Chelmsford, MA who is seeking to bring on a Senior Accountant to join their financial reporting team. The ideal candidate for this position is someone with strong financial reporting experience and a background leveraging Yardi. Responsibilities of the role: Complex financial reporting of residential properties Flux analysis, budgeting, forecasting, budget versus actuals, etc. Direct support to CFO and Director of Finance Assist with upcoming Yardi implementation Create reports for month and year end Qualifications of the role: 3+ years accounting and/or finance experience Strong Yardi experience, preferably through an implementation Bachelor's degree in Accounting or Finance
    $85k-100k yearly 5d ago
  • Investment Operations Senior Analyst

    Global Atlantic Financial Group Limited 4.8company rating

    Senior finance analyst job in Boston, MA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below: Develop a broad understanding of all asset classes invested in by Global Atlantic Support day-to-day reviews of investment guideline compliance reports Assist with ongoing automation efforts Launch of new sidecar compliance processes Help respond to client inquires Run ad-hoc analysis / scenario-based testing for our Investments Team QUALIFICATIONS Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field) Understanding of Fixed Income asset Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments. Strong analytical and problem solving skill set Ability to work with Portfolio Managers and senior management Excellent communication and interpersonal skills to work in a fast paced, team environment This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $72,000-$136,800 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $72k-136.8k yearly Auto-Apply 5d ago
  • Senior Investment Operations Analyst

    FM 3.9company rating

    Senior finance analyst job in Waltham, MA

    Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. FM Investment Operations supports the investment activity of the FM Investment Team across asset classes, including both internally and externally managed portfolios, multiple investing entities, and various vehicle types such as separate accounts, mutual funds, CITs, hedge funds, and private funds. We are seeking a highly detail-oriented and proactive Senior Investment Operations Analyst to support the continued growth of our externally managed portfolio, playing a lead role in coordinating the onboarding and set-up of new managers, supporting ongoing transaction activity and capital movements, as well as providing detailed cash forecasting and oversight. The ideal candidate will take a collaborative and hands-on approach to driving efficient execution of these activities, developing strong working relationships both internally, as well as with our key service providers and external investment managers, ensuring proactive, concise, and transparent communication. This role requires excellent organizational skills, deep experience supporting investment activity across multiple vehicle types including both public and private assets, and the ability to thrive in a small, collaborative team environment. **Schedule & Location** This position is an exempt, full-time office-based position in Waltham, MA and Boston, MA. **External Manager Onboarding & Lifecycle Support** - Lead operational onboarding of external managers across FM investment portfolios, including separate accounts and pooled fund types (mutual funds, CITs, hedge funds, private funds, etc.) - Interface with external managers, administrators, transfer agents, and custodians to establish accounts, prepare subscription documents and related KYC information, and coordinate detailed funding mechanics through completion ensuring seamless execution. - Lead bi-weekly internal onboarding meetings, track action items, and provide proactive weekly updates to ensure transparency across workstreams. - Support ongoing administrative aspects related to the external portfolio including KYC updates, maintenance, and provision of contact lists, authorized signers lists, etc. - Assist in operational due diligence of external managers in collaboration with senior Investment Operations team members. **Cash Forecasting & Reconciliation** - Support daily cash forecasting and reconciliation processes, integrating internal and external portfolio activity with FM operational flows to produce actionable forecasts for senior management. - Drive enhancements to the cash forecasting process through automation, improved data integration, and robust quality controls. **Capital Activity Oversight** - Provide ongoing support for capital call and distribution activity across FM's private investment portfolio, coordinating with external service providers to ensure timely execution of transaction activity. - Ensure accurate setup and maintenance of new private investments within FM's core systems and service providers. **Reporting & Controls** - Contribute to monthly and quarterly management reporting deliverables. - Maintain and enhance documentation of procedures and internal controls. - Participate in team projects and strategic initiatives. **Required Work Experience** - 5-10 years of relevant investment operations experiences supporting multi asset class investments including privates market investments. - Deep knowledge of investment operations across various asset, account, and vehicle types and related transaction processes. - Hands-on experience supporting private asset portfolios including capital call and distribution processing. **Required Education** - Bachelor's degree in Finance, Accounting, Economics, or a related field. **Required Skills** - Exceptional attention to detail and organizational skills. - Strong communication and problem-solving abilities. - Ability to manage multiple priorities and collaborate effectively across teams. - Proven team player comfortable working in a small, dynamic team environment. The hiring range for this position is $117,280 - $168,600 annually. The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
    $117.3k-168.6k yearly 36d ago
  • Sr Analyst, AI Enablement Strategy - Liberty Mutual Investments

    Liberty Mutual 4.5company rating

    Senior finance analyst job in Boston, MA

    The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises. LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best. Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future. #LMI This is a range posting between a Sr. Analyst and Associate position and level will be determined by hiring team based on experience. The Position: We are seeking an AI Enablement Strategy Senior Analyst to join LMI, reporting to the Director of the AI Collective, to help shape the AI strategy of a globally invested, multi-strategy investment firm. In this role, you will help define and execute our AI enablement strategy, drive curiosity driven experimentation, and foster culture change that empowers our investment business units. You will translate AI capabilities into strategic initiatives, ensure secure and ethical deployments, and measure impact against business objectives. Responsibilities: Strategy & Governance: * Help build the AI adoption roadmap, governance framework, and success metrics alongside AI Collective and GIS leadership. Stakeholder Enablement: * Lead cross functional workshops, perform needs assessments, and advise teams on AI best practices. Experimentation: * Plan, launch, and iterate quick turn pilots that surface scalable, high value use cases. Curiosity & Tool Proficiency: * Showcase hands-on experimentation with GenAI tools; articulate how they work, where they break, and how you've used them in prior projects. Capability Building: * Create playbooks, training, and self-service resources to raise AI literacy across the organization. Project Management: * Maintain detailed project plans, track adoption KPIs, and brief senior leadership on progress. Risk & Compliance: * Partner with Technology, Compliance, and Legal to deliver secure, ethical, and scalable AI solutions. Qualifications * 5+years in asset management or financial services, with hands-on work in AI strategy, analytics, or digital transformation. * Demonstrated passion for curiosity-driven experimentation and can speak to personal GenAI projects, favorite tools, and lessons learned. * Practical knowledge of modern AI platforms, large language models, and MLOps concepts. * Proven ability to manage complex, multi stakeholder projects from ideation through rollout. * Excellent written and verbal communication skills; adept at translating technical concepts for diverse audiences. * Bachelor's degree required; advanced degree a plus. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: *********************** Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices * California * Los Angeles Incorporated * Los Angeles Unincorporated * Philadelphia * San Francisco
    $104k-131k yearly est. Auto-Apply 19d ago
  • (2027 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern (Summer 2026)

    Charles River Associates 4.7company rating

    Senior finance analyst job in Boston, MA

    If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates! Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): Finance (Chicago, Boston) Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading). Forensic Services - Forensic Accounting (Boston, Chicago) Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. Intellectual Property (Houston, New York) Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the internship program, you may work on many aspects of a project: Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; Leverage your database skills to effectively analyze large data sets; Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact ! Desired Qualifications Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area; Solid working knowledge of finance, accounting, and economic methodologies; Command of a broad range of research and quantitative analysis skills (including strong Excel skills); Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; Experience in gathering, standardizing, and analyzing voluminous transactional data; Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; Curious and analytical thinkers who bring creative approaches to non-standard problems; Effective written and oral communication skills; Demonstrated high level of initiative and leadership; Strong teamwork and collaboration capabilities; Excellent time management and task prioritization skills; Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To Apply To be considered for a position in the United States, we require the following: Resume - please include current address, personal email and telephone number; Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled. Career Growth and Benefits CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
    $30-36 hourly Auto-Apply 11d ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Senior finance analyst job in Boston, MA

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
    $42k-71k yearly est. Auto-Apply 28d ago
  • Senior Investor Services Analyst

    Gen 2 Careers

    Senior finance analyst job in Boston, MA

    The Senior Investor Services analyst is an integral individual within the Gen II operations team. The role requires meticulous attention to detail, as well as strong time management and organizational skills that thrive in a fast-paced, deadline driven environment. The candidate will primarily be responsible for providing Investor Services functions to the Gen II sponsors and client service teams. Primary Responsibilities Will Include Acknowledge, review and/or respond to client inquiries in a prompt manner while coordinating with internal and external teams, as needed. Review and/or process investor on-boarding documentation (Subscription, Tax, and AML documentation) Review and/or process subsequent investor activity and changes to investor static data (Partner transfers, name changes, contact and wire instruction updates) Review and/or maintain investor records across multiple internal and external systems Review and/or prepare ad-hoc, monthly, quarterly, annual reporting, and capital activity notices for sponsor funds and investors Review and/or prepare investor audit confirmations and monthly recurring deliverables Disseminate and/or review fund & investor correspondence (capital call, distribution, partner capital statement and other sponsor communications) across various investor portal platforms Track incoming capital call wires and prepare capital distributions payments across various client accounts Progressive responsibilities to include training of less experienced associates, and first level review of deliverables Ensure all work is completed in line with the service level agreement Liaise with the client service team to ensure efficient and excellent client service experience for Gen II's sponsors Ensure deliverables are executed in line with Gen II best practices, policies, and procedures Participate in special projects Operate efficiently in a deadline-driven, high volume, and everchanging environment Qualifications and Skills Bachelor's degree, degree in Business Administration or Economics is a plus 2-4 years' experience in the financial services Industry Proficiency with Microsoft 365 Private Equity or Hedge Fund Investor Services background a plus Demonstrate strong customer service/client relationship skills Ability to manage multiple tasks and projects with differing deadlines Impeccable attention to details Excellent verbal and written communications Experience with Investor Portals (Intralinks/Investment Café/Allvue/InvestorVision) a plus Experience with Allvue CRM a plus The salary range for this position $70,000-$95,000, in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate's experience level. Work Arrangement All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely. About The Company Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Key Facts: Administering over $1T in assets Servicing nearly every significant investor in the asset class Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model The most experienced and best performing team in the industry https://gen2fund.com/candidate-privacy-statement/
    $70k-95k yearly 60d+ ago
  • VP, Financial Consultant - Cambridge, MA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Senior finance analyst job in Cambridge, MA

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process Whats in it for you At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $103k-186k yearly est. 5d ago
  • Senior Analyst, Investment Accounting

    Global Atlantic Financial Group Limited 4.8company rating

    Senior finance analyst job in Boston, MA

    About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
    $80k-110k yearly Auto-Apply 5d ago

Learn more about senior finance analyst jobs

How much does a senior finance analyst earn in Weymouth Town, MA?

The average senior finance analyst in Weymouth Town, MA earns between $62,000 and $111,000 annually. This compares to the national average senior finance analyst range of $62,000 to $110,000.

Average senior finance analyst salary in Weymouth Town, MA

$83,000

What are the biggest employers of Senior Finance Analysts in Weymouth Town, MA?

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