Financial Planner
Finance Consultant Job 20 miles from Hudson
The Opportunity
Unlike others in the industry Bleakley Financial Group truly focuses on their client's best interest. We are hiring a Financial Planner that will offer top services to support Bleakley's Wealth Advisor and his/her clients.
Location, On-Site: Burlington, MA
Title: Financial Planner
As an integral part of Bleakley Financial Group, the Financial Planner works closely with the Wealth Advisor in providing support with all client meetings. The Planner is involved in managing the financial planning, attending client meetings, taking notes, tracking and monitoring cases and more.
Responsibilities:
Work and collaborate with Wealth Advisor on investments, estate planning, retirement strategies and other financial planning topics.
Guide high-income and high net-worth individuals towards their financial goals.
Create investment and financial plans by utilizing financial planning software.
Coordinate strategy sessions with internal and external tax, estate, insurance professionals to ensure comprehensive client solutions.
Serve as first points for clients and actively participate in client and prospective client meetings.
Manage Advisor's calendar and coordinate client prep work ensuring research and data gathering is complete and timely.
Manages time and resources efficiently and effectively to bring compounding value and excellence to clients.
Translate clients' investment goals into meaningful business opportunities.
Follow risk management practices by adhering to the company's policies and procedures.
Complete ad hoc projects as needed as per direction of the Wealth Advisor.
Required Qualifications:
Bachelor's Degree preferably in Finance. CFP a plus.
Team player with strong interpersonal and organizational skills who can work both independently and collaboratively, often to tight deadlines.
Superior financial knowledge, including clear and thorough understanding of financial modeling and valuation techniques used by financial and investment professionals.
Long-term investment mindset geared toward meeting client/investor expectations.
Analytical thinker with ability to adapt quickly to a high growth, fast paced environment.
Outstanding presentation skills and strong mindfulness to details.
Licenses/Certifications, Required:
Series 6, 63 or 7.
Life & Health Insurance preferred or will be required to obtain within first 90 days of employment.
Right to Revise:
This is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.
The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
VP of Finance
Finance Consultant Job 25 miles from Hudson
Vaco Boston has partnered with a global technology company that is looking to hire a VP of Finance to their team. This role will serve as the right hand person to the CEO with a dotted line reporting into the CFO in Europe. Responsibilities
As an integral part of the Senior Management Team this role will support a large business unit in defining strategy development including vision, mission, objectives and target setting
Responsible for Financial KPIs - Balance Sheet, P&L and Cash Flow
Serve as a responsible agent for internal/external audit of financial processes and controls
Business Partner to Sales Directors of a 500M business unit
Review, evaluate and approve new business proposals, contract negotiations, and internal approvals
Lead company wide finance transformation in line with global strategy and finance strategy
Drive implementation of ERP consolidation strategy that is in line with global program by leading team of business experts, therein evaluate and decide on system, processual, and transactional requirements
Drive cash optimization and lead implementation of cash based steering model
Manage a team of 3 associates who create a monthly forecast for all customers and affiliate demand, for a rolling 12 months, in support of Production Planning and Supply Chain
Manage team lead and 5-6 associates who drive global business plan across all segments, create monthly financial forecasts, analyze actual costs, drive definition and implementation of corrective action where necessary
Responsibility for regional Supply Chain Management team
Set strategy of regional team in line with global company guidance, drive transformation and change programs
Qualification
10+ years of progressive finance experience
Specific experience working within a Global Organization
Master's Degree, MBA preferred
In depth knowledge of GAAP/IFRS
In depth knowledge and experience in SAP system integration projects
Experience in design and execution of transformation and efficiency programs
Expertise in leading high-visibility Programs in cross-functional / cross-business initiatives with diverse global team
Leadership, Mentoring/Coaching Ability
Change Mind-Set
Excellent analytical and conceptual skills
Set Highest Example of Integrity and Character
Sound Business Judgement
Entrepreneurial thinking and decision-making
Forward Looking
Strong communication skills
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: $200000-$250000. 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.
Private Funds Counsel - Global Investment Management Firm
Finance Consultant Job 28 miles from Hudson
A Global Investment Management firm is currently seeking to hire its first lawyer based in the United States who will play a pivotal role in assisting with the build-out of the firm's North American legal presence. This Counsel will work directly with the Head of Legal and must have a strong background in private and alternative investment funds across various asset classes, including private equity, private debt funds, hedge funds, and managed accounts. This is a key growth hire for the firm and an exciting opportunity to be involved with a rapidly expanding business.
Qualifications:
JD from a top law school
3+ years of experience at a top law firm with a strong focus on private and alternative investment funds; in-house experience preferred
Experience drafting and negotiating a wide variety of private markets fund documentation, including term sheets, PPMs, LPAs, subscription agreements, etc...
Please apply if you find this ad relevant to your experience and skills.
Associate Financial Advisor - Boston area
Finance Consultant Job 18 miles from Hudson
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
Investor Relations Associate
Finance Consultant Job 28 miles from Hudson
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.
Associate Wealth Advisor
Finance Consultant Job 15 miles from Hudson
New England Private Wealth Advisors, LLC is a well-established Registered Investment Advisor (RIA) managing over $2.9 billion in assets as of 12/31/2024. We provide comprehensive wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients nationwide. Our firm fosters a team-oriented, client-focused environment with a commitment to fiduciary excellence and personalized financial planning.
We are seeking a motivated, detail-oriented professional with strong communication skills and a passion for wealth management to join our successful, tight-knit team. The ideal candidate values teamwork, continuous learning, and delivering the highest standard of client care.
Key Responsibilities:
The Associate Wealth Advisor will provide support to our senior wealth advisory staff in managing day-to-day relationships with firm clients. Primary responsibilities include:
Preparation of financial planning updates, managing paperwork, assisting with phone coverage and various other tasks.
Leveraging internal and external technologies to generate reports and other deliverables for both client-facing and back-office needs.
Working closely to support senior advisors with ad hoc client projects, meeting prep/follow up, and other day-to-day tasks.
Qualifications:
Bachelor's degree and minimum 1-3 years of relevant financial services experience required.
CFP certification or CFP candidacy strongly preferred.
Exceptional organizational, problem-solving, and communication skills.
Proficiency in Microsoft Office and adaptability to new technologies.
Ability to work both independently and collaboratively in a team environment.
Professionalism, integrity, and a client-first mindset are essential.
Must be willing to work onsite in our Wellesley, MA office. This position is not hybrid or remote.
Reliable transportation required (no public transit available).
How to Apply:
Please submit your resume and salary requirements to ************************.
Sr. Analyst, Financial Planning & Analysis (Hybrid)
Finance Consultant Job 30 miles from Hudson
Sr. Analyst, Financial Planning & Analysis (Hybrid) Quincy, United States of America
USA Job Function Description: Generates forecasts and analyzes trends for financial and strategic planning purposes. Conducts financial and economic analysis and forecasting and evaluates alternate financial plans. Prepares, analyzes, interprets and maintains internal and external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss income statements and prepares reports on findings to make budgeting and cost recommendations to management.
Essential Functions/Responsibility Statements:
Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company's operating quality standards.
Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience
Work Experience:
3-5 years ; Financial planning, Financial analysis, Budgeting, or similar field
Skills and Abilities:
Excellent communications and organizational skills.
Detail oriented with ability to research, organize and analyze financial data.
Ability to focus on details.
Proficient data entry skills; Microsoft Office (Word, Excel, Access).
Strong verbal and written communication skills.
Basic knowledge of financial analysis and budgeting procedures.
Ability to work well with teams as well as independently.
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: Quincy, MA, 1 Enterprise Drive-Quincy-Corp
Other Locations: Massachusetts-Quincy
Organization: Santander Holdings USA, Inc.
Salary: $56,250 - $97,500/year
Wealth Adviser - Wealth Management
Finance Consultant Job 37 miles from Hudson
We are an established wealth management firm based in Marblehead, specializing in financial planning and legacy planning for high-income earners, high-net-worth individuals, and their families. We believe in the planning process and creating an in-depth, comprehensive, and uniquely tailored plan for every client that we touch. We pride ourselves on providing white glove service to our clients and incorporating care into every service we offer. Our team is small, committed, and highly collaborative. We support one another and all genuinely like each other. Additionally, our dedication to and support of our community is something we are incredibly proud of.
Our firm is growing, and we are now seeking our next Financial Planner. In this role, you will develop and nurture long term relationships with clients, manage client relationships, and provide advanced financial planning and investment solutions. You will engage with prospective clients identified through our leads system and by expanding your personal network to generate new business opportunities and referrals. You will support the discovery and onboarding process with prospective and new clients, prepare for and participate in client meetings, take notes, follow up on any action items, and take ownership to manage client expectations and deliverables. You will also prepare financial plans, investment recommendations, and research clients' technical questions for the client set you are managing and support other members of the advisory team in these areas.
You have enough experience in front of clients that you are confident in almost any scenario, particularly with high-income earners and high-net-worth clients. You have a high degree of empathy, and people trust you easily because you are genuine, authentic, and live to serve others. You are a self-starter, taking initiative and having impeccable follow-through. You pay great attention to detail and are an extraordinary communicator. You want to be a master of your craft, and you are the type of person who is always looking to better yourself.
Responsibilities
Engage directly with clients to understand their financial objectives and concerns; effectively manage the client relationship and show accountability for retention
Retain and enhance client relationships through ongoing education, excellent service, and ensuring an exceptional client experience
Prepare agendas for client meetings and ensure timely completion of post-meeting action items
Complete financial planning analyses and wealth management activities; ensure client assets are invested in alignment with their risk tolerance and goals
Gather data from clients and analyze their current financial situation; strategic development of comprehensive financial plans that align with their goals, recommend appropriate solutions, and assist with plan implementation
Collaborate with the team to deliver prompt and thorough client service
Work with clients' other professionals, such as attorneys and CPAs, to provide holistic financial solutions
Develop relationships with Centers of Influence to obtain potential client referrals
Actively drive new business and attract new clients to the firm
Identify opportunities to expand existing client relationships by ensuring they are taking full advantage of our various services; proactively seek referrals from clients to generate new business
Maintain accurate records of client interactions and information in the CRM system
Represent the firm in a positive and professional manner
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures
Qualifications
Bachelor's degree, preferably in finance, financial planning, or a related field required
CFP designation required
3-5 years of progressive client-facing experience in investment management, wealth management, or financial planning with demonstrated ability to develop and manage plans and client relationships at many levels
Experience working with various custodial platforms (Schwab, Fidelity, etc.)
Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software preferred
Proficient in Excel, PowerPoint, and Outlook
A genuine interest in serving and caring for clients
Subject matter expert in financial planning and complex client cases
Excellent verbal, written, presentation, listening, and interpersonal communication skills
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Must be organized, detail-oriented and able to manage and prioritize tasks
Financial Advisor
Finance Consultant Job 31 miles from Hudson
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
Financial Advisor (Training Provided)
Finance Consultant Job 15 miles from Hudson
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
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.
Benefits
· 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
· 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.
Why join Northwestern Mutual:
· Top 5 US Independent Broker-Dealers4
· Unsurpassed financial strength with total company assets of $366 billion5
· Fortune 500 company (June 2024)
· Forbes' Best Employers for Diversity (2023)
· 2024 Training APEX Award winner
Financial Advisor
Finance Consultant Job 36 miles from Hudson
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!
Finance Associate
Finance Consultant Job 28 miles from Hudson
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
Financial Analyst, Capital Markets
Finance Consultant Job 18 miles from Hudson
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.
Director of Finance
Finance Consultant Job 28 miles from Hudson
The Boston Harbor Hotel is a premier Forbes Five-Star luxury waterfront property recognized for its excellence in service and hospitality. As a flagship property within our management company, we operate at the highest levels of financial and operational efficiency. We are seeking a Director of Finance to lead our financial strategy, reporting, and compliance while working alongside a high-performing executive team.
The Director of Finance will work closely with the General Manager and Regional Director of Finance to ensure the accuracy, timeliness, and integrity of all financial reporting and analysis. This role will oversee the Accounting Department, including the Assistant Director of Finance, Payroll, AP/AR, Director of Purchasing, and Director of IT, ensuring compliance with all regulatory requirements and optimizing financial performance.
As a member of the Executive Committee, this individual will play a key role in strategic decision-making, risk management, and financial planning for the hotel. The ideal candidate will be a seasoned hospitality finance professional with a proven history of leadership in luxury hotel financial management.
ESSENTIAL FUNCTIONS:
Maintain and secure assets, minimizing outstanding receivables and investments inventories.
Prepare within conjunction with General Manager and Department Heads, all operational budgets and forecasts.
Prepare cash flow forecast on a monthly basis.
Oversee preparation of accurate and timely monthly financial statements.
Develop and maintain internal controls in all departments.
Maintain all contracts, leases and other legal and financial records.
Implement and support property operating policies and procedures.
Operate in compliance with all local, state and federal laws and government regulations.
Ensure property is in compliance with Management Contract.
Assist in development of Risk Management program. Maintain insurance (general liability, property and Workers Compensation) programs.
Coordinate all financial audits by outside concerns.
Coordinate all internal financial training and development of department heads and managers.
Prepare periodic presentations at owners meetings.
Responsibilities
The candidate assuming this role must have a bachelor's degree in either Hospitality or accounting/finance/business. The candidate must have a minimum of intermediate accounting coursework.
A minimum of five years Hotel Accounting experience as Director of Finance in a similar sized luxury hotel.
Strong written and verbal communication skills.
Ability to manage balance sheet activity and reconcile accounts monthly
Ability to analyze work flow and develop efficiencies
Experience with Cash flow management and preparing cash flow forecasts for properties.
Ability to lead and develop Finance team members for career growth
Proficiency in forecasting and budgeting
Possesses a heightened sense of urgency in meeting reporting deadlines, with accuracy and clarity
Be able to identify, analyze and clearly communicate variances to budget, forecast or prior year in all financial reporting
Understand how to work with hotel PMS and outlet POS systems.
#LI-CG1
PI801cee68d1c0-29***********6
RequiredPreferredJob Industries
Accounting & Finance
Financial Analyst
Finance Consultant Job 28 miles from Hudson
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.
Blockchain Consultant
Finance Consultant Job 28 miles from Hudson
What Working at Hexaware offers:
Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed.
Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profile. We complete the circle with excellent growth opportunities, chances to collaborate with highly visible customers, chances to work alongside bright brains, and the perfect work-life balance.
With an ever-expanding portfolio of capabilities, we delve deep into and identify the source of our motivation. Although technology is at the core of our solutions, it is still the people and their passion that fuel Hexaware's commitment towards creating smiles.
“At Hexaware we encourage to challenge oneself to achieve full potential and propel growth. We trust and empower to disrupt the status quo and innovate for a better future. We encourage an open and inspiring culture that fosters learning and brings talented, passionate, and caring people together.”
We are always interested in, and want to support, the professional and personal you. We offer a wide array of programs to help expand skills and supercharge careers. We help discover passion-the driving force that makes one smile and innovate, create, and make a difference every day.
The Hexaware Advantage: Your Workplace Benefits
Excellent Health benefits with low-cost employee premium.
Wide range of voluntary benefits such as Legal, Identity theft and Critical Care Coverage
Unlimited training and upskilling opportunities through Udemy and Hexavarsity
Role: Blockchain Data Engineer
Location: Boston, MA
Work Mode: Hybrid
Salary Range: $120K - $130K
Job Description
• Develop data pipelines to process and analyze Ethereum blockchain data (on-chain & off-chain).
• Work with Ethereum node APIs, smart contracts, and transaction data for real-time and batch processing.
• Leverage AWS services (S3, Glue, Redshift, DynamoDB, Lambda) to build scalable infrastructure.
• Optimize data storage, indexing, and retrieval for blockchain analytics.
• Proficiency in SQL, Python, Spark, and Kafka for data engineering.
• Strong understanding of Web3, DeFi protocols, and smart contract interactions.
• Implement event-driven architectures for blockchain data
• Ensure data security, governance, and compliance best practices.
• Experience with decentralized applications (dApps) and Layer 2 solutions is a plus.
• Passion for blockchain technology and solving complex data challenges.
Privacy Statement:
The information you provide will be used in accordance with the terms of our Privacy Policy and will be used specifically for the business/processing purpose of the event. You should be aware that we may share your details with our approved vendors for this event to be handled successfully.
Consultant
Finance Consultant Job 28 miles from Hudson
Must Have Technical/Functional Skills
Experience in creating and maintaining interactive dashboards and reports using Spotfire.
Experience in Analyzing data, identifying trends, and translating insights into effective visualizations.
Data integration and visualization experience.
Must have a strong understanding of the design, development , deployment and administration of business intelligence systems and large scale data warehouses using BI tools and commercial database platforms like Oracle, SQL Server and Teradata.
Roles & Responsibilities
Ability to transform business level requirements to efficient dashboards and visualizations
• Create and managedata warehouse design patterns, designs, standards, and templates
• Identify problems, develop ideas and propose solutions within differing situations requiring analytical, evaluative or constructive thinking in daily work and for assigned programs and projects
• Hands-on development using Tibco Spotfire to create dashboards & reports and use as standard templates
• Define and implement BI management procedures
• Design and implement BI metadata and data dictionary design and standards
• Define and manage schema objects for Tibco Spotfire projects
• Document systems through object models, data definitions and naming conventions
• Ability to write reports, documentation and speak effectively before groups of business and IT personnel
• Deliver projects/work on time, on budget, in a way that client goals are accomplished
Financial Advisor
Finance Consultant Job 15 miles from Hudson
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
Entry Level Finance
Finance Consultant Job 28 miles from Hudson
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.
Finance Associate
Finance Consultant Job 28 miles from Hudson
Boston, MA
6 Months
Finance Associate is responsible for performing specialized operational securities processing activities in support of the firm's business lines.
This would include activities such as: notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.
Primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel.
• Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
• Input information into Corporate Action platform for Income and Mandatory Actions
• Identify complex events and communicate to team members.
• Processing of Class Action suits
• Process client instructions through manual entry into the Corporate Actions platform.
• Process agent confirmations through the Corporate Actions platform for communication to clients.
• Written and verbal communication of uninstructed positions to clients on a daily basis.
• Processing of client account profile requests for Corporate Actions.
• Manual entry of payments into the Corporate Actions platform.
• Balancing and reconciling of positions related to corporate action activity.
• Reconciliation of receivables and payables to ensure accurate client cash projections.
• Communication of uninstructed positions via phone call to clients.
• Communicate as part of a team to ensure superior client service.
• Participate in client presentations or calls.
• Identify problem items.
• Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.
BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem.
Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively. Organizational skills and detail-oriented. Ability to multi-task. Ability to work in a team environment. Ability to process transactions timely and accurately Ability to meet deadlines and work under pressure.
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:
Name: Ajay Singh
Email Address: *****************************
Job ID: 25-32331