Finance Analyst Jobs in Wakefield, MA

An established private equity firm is seeking an Investor Relations Associate to join their team. This individual will be based in Boston and is tasked with supporting a diverse team of investor relations professionals in their daily efforts to maintain and expand the firm's AUM. Responsibilities: Draft responses to RFPs and DDQs from existing or prospective investors. Update marketing materials to assist client officers with successfully securing new funding for the firm's numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications. Perform market and competitor research. Respond to ad hoc internal and external inquiries. Requirements: Bachelor's degree 2 years of experience 1-3 years of experience in financial services, investment management, or investment banking.

Junior Compliance Risk Analyst Contract at least 12 months is hybrid in office 2 days, Tuesday/Wednesday Must have: Bachelors degree 1+ years experience ideally in compliance (open to other operational analysis, risk or similar) Excel - ideally includes Pivot tables Demonstrated skill through education and/or experience with critical thinking/analytic

Waterstone Properties Group, Inc. is a privately owned real estate development company founded in 2005 with a diverse portfolio of properties in the United States totaling over 7 million square feet of space among more than 50 properties. We specialize in the creation of retail shopping centers, mixed-use properties, corporate headquarters, and campuses, in addition to specialized medical facilities. Waterstone, headquartered in Needham, Massachusetts, specializes in all facets of the business including development, acquisitions, leasing, tenant coordination, property management, marketing, treasury, and finance. Interested applicants are encouraged to send a cover letter, resume, and compensation expectations to careers ***************************. Waterstone is an Equal Opportunity Employer. More information about Waterstone Properties Group is available at www. Waterstonepg.com. The Role - Financial Analyst, Capital Markets Reports to: Director of Capital Markets Based in: Needham, MA, on site (sorry no relocation) Summary: The position will be responsible for supporting the Director of the department and the execution of dispositions, acquisitions, refinancing, and debt restructuring initiatives. Additionally, you will be instrumental in building and analyzing financial models to evaluate investment opportunities and optimize financial performance of the existing portfolio. Responsibilities: · Develop and manipulate financial models and other ad hoc analyses in Excel and Argus to evaluate new acquisition opportunities, hold/sell analyses, scenario modeling, business plan execution, recapitalizations, financings, and other initiatives of the Capital Markets team. · Develop an intimate knowledge of the company's properties/portfolio, corporate objectives, and portfolio business plans to help drive growth and exceed return expectations. Ongoing upkeep of internal underwriting and valuation models in Excel and Argus for periodic review by management. · Manage due diligence and closing process, responding to requests for information from internal/external parties, engaging and managing third party consultants, and organizing diligence materials in a timely and efficient manner. · Work closely and collaborate with other departments such as finance, asset management, development and leasing teams. · Produce investment memoranda, marketing materials, and reports for presentation to investment committee, third party capital groups, and lenders. · Conduct market research to analyze real estate market trends, demographics, and competitive landscapes to identify investment opportunities and risks in both new acquisitions and throughout the existing portfolio. · Manage pipeline reports and meetings, logging deals as they come in and supporting the Capital Markets team to respond in a timely manner. · Respond to internal and external requests of the Capital Markets team. · Manage bank requisition process with lenders for construction projects to ensure timely monthly capitalization and loan administration requirements are met. · High performing and goal-oriented individual with a willingness to be flexible and take on additional responsibilities depending on needs of the business. · Intellectual curiosity with the ability to think critically, challenge assumptions and contribute ideas to the organization. · Water fall analyses/promoting structures Requirements: · BS degree in finance, Real Estate or related field. · 2-3 years of experience in capital markets, real estate, finance, investment banking or related fields. · Strong understanding of financial concepts, investment analysis and real estate valuation. · Proficient at financial modeling, Excel and ARGUS, and the entire suite of Microsoft Office applications. · Analytical, quantitative and problem solving with attention to detail. · Ability to work on multiple projects and manage time and workflow. · Candidates must be self-motivated, collaborative and able to thrive in a fast-paced work environment.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience • Build personalized, holistic financial plans tailored to every client's unique needs • Manage your client's financial plans to help them achieve their goals • Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Training, licensing & designations: Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits • Performance-based earnings and revenue1: o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) • Additional income structure to support training and early development • Renewal income earned for continued client support and policy management • Bonus programs and expense allowances • Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more • Certified Financial Planner licensing support2 • Fully company-funded retirement package and pension plan • Competitive and comprehensive medical, vision, and dental plans • Life Insurance and Disability Income Insurance • Parental benefits at every stage of family planning You could be right for this opportunity if you have: • Bachelor's degree • Entrepreneurial ambitions to be a business owner • History of success in relationship-building or client-facing roles • Excellent time-management skills • Desire for continuous learning and collaboration • Proficient critical thinking skills • Strong communicator • Strong sense of motivation and drive • Legal authorization to work in the US without sponsorship About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: • Top 5 US Independent Broker-Dealers4 • Unsurpassed financial strength with total company assets of $366 billion5 • Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management • Fortune 500 company (June 2024) • Forbes' Best Employers for Diversity (2023) • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) • 2024 Training APEX Award winner Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS's affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody's Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

A leading manufacturing company is seeking an experienced Controller to oversee financial operations and drive strategic financial initiatives across its global operations. This role is ideal for a hands-on financial leader with a deep understanding of manufacturing accounting, international finance, and operational efficiencies in a multi-site, global environment. Responsibilities: Oversee all aspects of financial management, including accounting, reporting, budgeting, and forecasting across global operations. Ensure compliance with international accounting standards, tax regulations, and internal controls. Lead the financial close process, consolidating results across multiple locations and currencies. Partner with operations, supply chain, and leadership teams to optimize cost structures, inventory management, and financial performance. Develop and implement financial strategies to improve profitability and operational efficiency. Manage financial risk, including foreign exchange exposure, transfer pricing, and global compliance. Provide insightful financial analysis and reporting to support executive decision-making. Lead and mentor accounting teams across multiple regions, fostering a culture of continuous improvement. Support ERP implementations, process automation, and system enhancements to improve financial reporting and data accuracy. Job Requirements Qualifications: Bachelor's degree in accounting, finance, or a related field; CPA, CMA, or MBA preferred. 10+ years of progressive accounting/finance experience, with at least 5 years in a senior leadership role within a manufacturing environment. Experience managing global financial operations, including multi-entity and multi-currency consolidations. Strong understanding of cost accounting, inventory management, and manufacturing financial processes. Expertise in financial controls, compliance, and international tax regulations. Proven ability to collaborate with cross-functional teams, drive efficiencies, and implement financial strategies. Advanced proficiency in ERP systems and financial reporting tools. Excellent leadership, communication, and problem-solving skills. Benefits: Competitive salary with performance-based incentives. Comprehensive benefits package, including health, dental, and retirement plans. Professional development and global career growth opportunities. Collaborative and dynamic work environment in a growing organization. If you are a results-driven financial leader with a passion for global manufacturing operations, we encourage you to apply!

Associate Financial Advisor Are you looking to grow professionally and be part of a successful advisory team? Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to help clients as they prepare for retirement without having to focus on lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add a Financial Advisor to our Team! The Financial Advisor will assist with new client onboarding, meet with our established clients and continue to grow and enhance existing client relationships by providing exceptional client service, as well as resolving client inquiries. This position is based in our Needham, MA office and the candidate must be able to travel weekdays to our other Massachusetts neighborhood offices to meet with clients for their convenience. This Associate Advisor will have the opportunity to help grow our office. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service in always putting clients first. Minimum Requirements · College degree preferred · 2+years of financial services experience with an emphasis on sales · Series 65 or Series 7 & 66 · Strong organizational, interpersonal & management skills · Strong mathematical and analytical skills · Excellent verbal and written communication skills · Ability to work in a fast-paced, evolving environment Position Responsibilities • Develop, manage and retain strong client relationships · Prepare, present and implement customized financial plans • Provide holistic financial planning advice to include investment, insurance & retirement · Attend and present at evening educational workshops for retiree prospects

Snap out of your routine. A career should be something you're proud to share with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing.! Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and learn. You will make a difference in people's lives and in your communities. Our Common Bonds: Community Support Quality Family Life Financial Security Do you want to: Grow professionally and as a person? Be in a leadership role? Help others and initiate change? Feel accomplished and appreciated? Are you willing to: Think Outside the Box? Face Rejection? Find the Balance between Work, Study, and Play? Take Your Life and Career into Your OWN HANDS? Do you possess: An Entrepreneurial Mindset? Community Spirit? Mad Communication Skills? Problem Solving Abilities? If you are one of the few who can both qualify and survive..... HERE'S WHAT YOU'LL GET: Excellent Medical Dental plan where we pay all your premiums and 50% of your spouse and dependents. Intensive, and Extensive Hands-On Training A FULLY FUNDED Defined Benefit Plan (YES, a PENSION) where we contribute everything A 401(k) which we match starting on DAY 1 Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives MUST HAVE TWO YEARS FULL TIME WORK EXPERIENCE. MUST BE U.S. CITIZEN OR PERMANENT RESIDENT. Learn More About Us Here

Our client is a boutique financial economics consulting firm which provides a variety of services including but not limited to financial and economic analysis, research services, expert witness testimony, and consulting/advisory services. They seek a Financial Analyst to support the continued growth of their client base and work across an exciting, and thought-provoking project pipeline, with a focus in the securities litigation space. As a Financial Analyst, you'll work and communicate closely with the team conducting analyses, writing reports, critiquing work of opposing parties predominantly in the securities litigation space. Must know the language of finance and the financial marketplace. Bloomberg and/or Capital IQ competence would be a good signal that you have the toolset to succeed. The team is comprised of professionals acclaimed by the legal and academic communities and employs a collaborative approach in which Ph.D., MBA and analysts collaborate to produce deliverables of the highest quality. This is a highly visible role within a tight-knit environment; hard work, initiative and attention to detail are highly recognized and rewarded. Projects are also constantly changing from one case to the next. No day or week is exactly the same. Compensation will be commensurate with experience. We'd like to speak with you if you have: An MBA or masters in finance preferred. 5 years experience working for a forensic finance consulting firm would be ideal. Experience working with and handling large data sets Experience with Bloomberg and/or Capital IQ. Strong attention and accountability to detail are required. Strong verbal and written communication skills are needed. Securities litigation experience NOT required.

PSMJ Resources, Inc. is the worldwide leader in business information, executive education, and management consulting for the architecture, engineering and construction (A/E/C) space. We're looking for an ambitious Mergers & Acquisitions (M&A) Analyst to join the successful and growing team at our Newton, Massachusetts headquarters. The selected candidate will be working directly with our M&A Consultants and other team members to conduct upstream market research, manage large volumes of industry intelligence data, and otherwise assist to deliver our buyside and sell-side assignments. In this role, specific responsibilities will include: Conducting research through multiple channels to produce sets of potential buyers and sellers based on various criteria, while simultaneously building database of buyers/sellers in the marketplace Performing phone and email outreach to potential buyers and sellers to gauge interest and fit levels on behalf of our M&A clients, Preparing client deliverables such as target sourcing reports, confidential information memorandums, project status reports, etc. Managing the initial Non-Disclosure Agreement execution process and information exchange with clients and potential sellers or buyers. Enhancing and improving our database of potential buyers and sellers through consultant referrals, internet searches, and other sources, Monitoring announcements of closed deals to get the latest insight on buyer appetites, input that intelligence into our database, and scan for potential seller matches. Assisting on other projects as needed, such as preparing proposals, invoices, etc. The successful M&A Analyst will combine a passion for helping our clients along with equal parts attention to detail and persistence. Other specific skills that we look for in the right candidate include: 2-4 years of market research or other business management experience. Database development and management experience. Web-based search and market research experience. Client and prospect communications skills for phone and email communications. Self-starter with a proactive attitude to accomplish company mission Ability to consistently meet deadlines with top-quality work. Excellent knowledge of Microsoft Word, Excel, and PowerPoint. Basic accounting knowledge is a plus. Salesforce.com experience is a plus. Architecture/Engineering/Construction industry experience is a plus. LOCAL CANDIDATES ONLY PLEASE. PSMJ Resources is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply. Learn more about us at www.psmj.com.

About Us: RTK is a dynamic and rapidly growing operation within the ticketing industry. We specialize in providing a comprehensive solution for buying and selling tickets to various live events, from concerts and sports games to theater productions and more. With a commitment to excellence and a passion for facilitating access to live entertainment, we are looking for a dedicated Operations Analyst to join our team. The ideal candidate will have previous experience in the ticketing industry and will play a pivotal role in ensuring seamless operations for our brokerage. Responsibilities: Ticket Inventory Management: Monitor and manage ticket inventory, ensuring accuracy, availability, and pricing competitiveness Risk Management: Make informed trading decisions and effectively handle inventory-related risks. Quality Control: Implement and maintain quality control procedures to ensure accurate ticket listings and delivery Process Optimization: Continuously evaluate and improve operational processes to enhance efficiency and reduce costs Reporting: Generate and analyze reports to track performance and make data-driven decisions. Vendor Relations: Manage relationships with ticket suppliers and partners to optimize ticket sourcing Non Negotiable Skills: Flexible Work Schedule (including some nights and weekends) Previous Knowledge and understanding of Financial Markets Experience using Microsoft excel (or preferred spreadsheet management tool) Previous Operations or Customer Success Experience A penchant for self directed work Preferred Skills: Previous Trading Experience (internship or training role) Experience with Programming Language (Python, R, SQL) Experience in a startup environment Interest in Sports and Concerts is a plus Location: 77 sleeper street, Boston, MA. Applicants must be located in or willing to relocate to Boston Job Type: Full Time Compensation & Benefits: Competitive salary and performance-based bonuses. Health and Dental Insurance 401(k) retirement plan with company matching. Tickets to select live events.

We're working with an investment firm north of Boston seeking a Senior FP&A Analyst. Reporting into the VP of FP&A and working in a collaborative team, the ideal candidate will enjoy a diverse role and will have responsibility for preparation of the firm's forecast model, the management of the corporate budget, and various other strategic activities. The position will involved close interaction with the functional areas of accounting/finance, operations and investor relations team. Responsibilities Support and continually monitor the development of the firm's forecast model; monitor key trends and report on ongoing changes in global markets. Build models for subsidiaries and provide reporting on a monthly basis. Partner with business unit heads during budget process - advise on rolling basis as to changes to budget and variances as they arise. Prepare quarterly earnings materials for leadership review Utilize various platforms to drive process improvements and increase ability to identify trends across the firm and the broader market. Requirements Bachelor's degree, preferably with a quantitative focus 3-5 years' experience in Finance, Accounting, or alternative investments. In-depth knowledge and understanding of financial statements, financial statement and cash flow analysis, metrics, and reporting. Strong background with Excel, MS Word, and PowerPoint. Ability to work in a fast-paced global organization that is subject to frequent change. Ability to work in a team environment that promotes inclusiveness and communication among team members. Ability to communicate and advocate with a variety of internal & external constituencies. Compensation $90-125k range We are an Equal Opportunity Employer and consider qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran status, sexual orientation, or any other protected factor.

Senior Financial Analyst - FP&A | Supply Chain & Manufacturing | Hybrid (3 Days On-Site) We are seeking a Senior Financial Analyst with a strong background in FP&A, supply chain, and manufacturing to join our team. This hybrid role (3 days on-site) offers an exciting opportunity to drive financial insights, support strategic decision-making, and collaborate cross-functionally in a dynamic environment. Key Responsibilities: Conduct financial planning, forecasting, and variance analysis to support business objectives. Partner with supply chain and manufacturing teams to optimize costs and improve operational efficiency. Develop and maintain financial models to analyze business performance and key drivers. Support budgeting and long-range planning processes, providing data-driven insights. Prepare monthly and quarterly financial reports, ensuring accuracy and timeliness. Identify opportunities for process improvements and automation within FP&A and operations. Collaborate with leadership on strategic initiatives and financial decision-making. Qualifications: 4+ years of FP&A experience, preferably within supply chain and manufacturing environments. Strong proficiency in financial modeling, forecasting, and variance analysis. Experience working with ERP systems and advanced Excel skills (Power BI a plus). Excellent communication and business partnering skills with cross-functional teams. Ability to work in a hybrid environment (3 days on-site per week).

CAAS - Senior Accountant Client Accounting & Advisory Services (CAAS) SENIOR ACCOUNTANT Nash CPAs LLC, located in Norwood, MA, is a small CPA firm that offers hybrid work options with ongoing flexibility, ensuring a career that is both rewarding and balanced. We strive to empower our team members to achieve more - more growth, more personal attention, and more opportunities. Join us for a fulfilling career with great work-life balance and the flexibility you need to succeed. We are ready to hire a senior accountant to join our Client Accounting & Advisory team. In this role, you will work independently with clients supported and supervised by the CAAS manager. You will be responsible for a variety of accounting, financial and operational services for our clients including processing complex transactions, completing account reconciliations, closing accounting periods, drafting financial statements, and supporting our clients' accounting functions. Essential Functions: Complete non-complex and some complex account reconciliations and record transactions as part of the monthly, quarterly, and annual adjusting and closing process. Apply GAAP (FASB/SFAS, etc.) related to our clients' specific industries. Prepare and review the general ledger, financial statements and required work papers. Assist with preparing and reviewing financial and statistical reports, analyzing for unusual items and notifying team leaders when necessary. Prepare and review payroll and payroll tax reporting. Assist annually with preparation for the independent auditors. Gain a thorough understanding of the financial operations of industry specific engagements. Identify accounting errors, research technical issues, and proactively resolve issues. Assist with projects related to due diligence, system selection, and other consulting. Essential Skills: Proven success in managing work and key client relationships to exceed client expectations. Strong organizational skills/goal orientation/self-motivation. Ability to handle pressure in a positive professional manner. Excellent interpersonal skills. Communication that is clear, concise, and considerate of the needs of others. Ability to work cooperatively with others and value the different contributions people make. Adaptability in handling unexpected challenges during accounting engagements. Works within the budget and manages staff time properly. Manages multiple accounting engagements, employees and clients effectively. Support the manager in fostering a positive work culture that emphasizes learning and collaboration. Qualifications: Bachelor's degree in accounting or related field or Associate's degree in accounting or related field plus 2 years of accounting experience OR Associates in unrelated field plus Accounting Certificate plus 5 years of accounting experience. 2+ years relative work experience as a staff or senior accountant or equivalent. Public accounting experience preferred. Aptitude to develop a thorough working knowledge of accounting software and systems. QuickBooks experience is strongly preferred. Proficiency with applicable software (including Microsoft Excel, Word, Outlook, etc.). Nonprofit accounting experience preferred. Ability to travel to local client sites. Compensation & Benefits: Salary ranges from $70,000 to $100,000 with bonus depending on experience 4% matching 401K plan Health, dental and vision package available Unlimited PTO 10 firm holidays Referral bonuses Flexible/hybrid working environment Quarterly company events Please attach a resume if applying for this position.

The entry level Contract Analyst supports Red Oak Sourcing's contract related and data validation activities, primarily focused on contract maintenance and validation, in addition to data entry, auditing and data reconciliations. This position is within a fast-paced, collegial environment, providing the right individual with an opportunity for career advancement and the ability to directly interact with both parent organizations, Cardinal Health and CVS Health. **This is a hybrid role with a required schedule: onsite in our Foxboro, MA location on Tuesday, Wednesday, and Thursday, and remote on Monday and Friday. Relocation is not available for this position.** Responsibilities Timely and accurate execution of contractual activities including contract preparation, validation, contract execution, audits, document retention and related reporting Work cross functionally with both internal and external business partners to process and monitor the loading of contracts Data entry and system maintenance associated with contracts within Red Oak Sourcing's internal custom applications and Microsoft Azure Data Platform Contract and formulary management ensuring alignment and coordination with both Cardinal Health and CVS Health Super User/System Administrator of content management system (Contract Logix) Identification and reporting of any system issues to our third-party consulting partner Own and manage all changes to Data Validation SOPs, communicate changes as applicable, internally and to the parent organizations Perform routine reconciliations of data feeds coming to Red Oak from Cardinal Health and CVS Health Analyze and troubleshoot issues as identified with reconciliations, and determine steps for resolution Work closely with IT to ensure daily data feeds are loaded and validated Must execute job functions in a fast-paced, dynamic environment with a high degree of accuracy Qualifications Bachelor's Degree in related field, or equivalent work experience preferred Demonstrated ability to manage multiple work streams Strong team player with solid communication skills Strong Microsoft Excel skills a plus

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars - to include introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 preferred Strong organizational, prioritization, interpersonal, and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Hours: 8:30am-4:30pm M-F Some evenings required for client events Salary: $65,000-$70,000 Benefits: Health insurance PTO Bonuses based on performance Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

We are seeking recent graduates in Finance or Accounting who are eager to pursue a career in the financial industry. The role involves proactively responding to client and internal inquiries, coordinating with internal teams to resolve issues, and analyzing inquiry trends to improve processes. Responsibilities: Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary Research, identify and escalate internal issues that may impact client servicing Work effectively with internal departments to support client requests, deliverables and issue resolution Analyze inquiry trends and determine if training is required to help either reduce or automate. Meet with your client contacts regularly to review pending items. Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR Prepare agendas, minutes and coordination of the meetings, and review with your manager. Meet with your manager and peers regularly to share insights and communicate to senior management when necessary. Technology Management & Effectiveness Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary. Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention. Relationship Building & Networking Collaborate with internal teams to share insights and improve the client experience. Understand your client's organizational chart to ensure you contact appropriate members to review items. Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities Risk & Control Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information. Pay attention to detail and contacts sent in emails. Qualifications: BA or Equivalent Ability to communicate effectively with both verbal and written skills Ability to learn and adapt to new technologies and systems Strong analytical and problem-solving skills Language skills commensurate with office location and client relationships supported Comprehensive working knowledge of Microsoft Office Products About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Sapna Singh Email: ****************************** Job ID: 25-32572

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $24/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices * Source: ************************************************************* Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V GE-XXXXXX (09/24) (Exp.09/26) GE-7002701.1(9/24)(Exp.926)

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills