Finance Planner Jobs in Hudson, MA

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

Job Title: Associate Financial Advisor We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team. About Us: Our client is a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve their financial goals through personalized strategies and a commitment to excellence. Key Responsibilities Collaborate with senior advisors to develop and implement tailored financial plans for clients. Conduct financial analyses, including cash flow, retirement projections, investment allocations, and risk assessments. Assist in managing client relationships by preparing for and participating in client meetings. Research and analyze financial products to recommend suitable solutions to clients. Stay current on industry trends, market conditions, and regulatory changes. Support the team with administrative tasks, such as maintaining accurate client records and preparing reports. Qualifications Bachelor's degree in Finance, Economics, Business, or a related field. 1-2 years of experience in financial planning, investment management, or a related area. Progress toward CFP certification preferred. Strong interpersonal and communication skills. Detail-oriented with excellent analytical and problem-solving abilities. Proficiency in financial planning software and Microsoft Office Suite. What We Offer A collaborative and supportive work environment. Ongoing professional development and mentorship. Competitive compensation and benefits package. Opportunities for growth and advancement within the firm. Join our team and be part of a firm that values integrity, innovation, and a client-first approach. Together, we'll help you build a fulfilling career while making a positive impact in the lives of our clients.

VACO Boston has partnered with a Historical Financial Services Firm in Boston, MA who is looking for a recent college graduate 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.

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in leadership, income, and community impact. About the role: Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Who we're looking for: A successful advisor is typically coming from a career where they've reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have: 4-year degree; or equivalent professional work experience At least 2 years of professional experience required Prior sales and / or business experience preferred History of success in relationship-building or client-facing roles Entrepreneurial ambitions Strong communication skills inclusive of networking capabilities Legal authorization to work in the US without sponsorship We specialize in career changers! Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to: - Financial Services - Business Development - B2B sales - B2C sales - Hospitality - Athletes - Real Estate - Military Veterans - Entrepreneurs / Business Owners Training and Development: 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: Our compensation structure is performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression: Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. A top tier 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, SIE, Series 6, Series 63, CFP , and more NM-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 ______________________________________________________________________ About Northwestern Mutual: Why join Northwestern Mutual: Fortune 500 company (June 2024) 5.1+ million clients and growing Unsurpassed financial strength with total company assets of $366 billion Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) Best Places to work for a Mid-Sized Company by the Boston Business Journal (2023 & 2024) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College 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 to contract will be withdrawn. 2 As of December 31, 2023 3 Among 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.

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

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. The firm was founded in the 21st century and specializes in decarbonization investments. The team is ideally looking for an individual with Investment Banking Experience. If you are looking to make a jump in your career and make a difference in the world, this role could be for you! Responsibilities: Develop compelling marketing materials to assist client officers with successfully securing new funding for the firms numerous strategies. Maintain the team's investor pipeline, researching investors and keeping track of investor communications, ensuring no investor goes uncontacted, retaining existing business. Help the team assemble and draft responses to RFPs and DDQs from existing or prospective investors. On occasion, contribute during client meetings. Requirements: Bachelor's degree 2 years of experience 1-3 years of investment banking experience is preferred

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 Advisor. 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 softwares 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 Representative Trainee (Sales) - Braintree, MA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503747 Financial Representative Trainee (Sales) - Denver, CO Colorado | 503755 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742

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!

Real Estate Private Equity Internship This role offers a rich learning experience and broad exposure to the inner workings of a dynamic real estate private equity firm. Interns will develop practical skills, gain industry insights, and contribute to meaningful projects while being part of a team committed to excellence and innovation in the real estate market. Company Overview Yankee Capital Partners, founded in 2017 and based in Newton, MA, is a distinguished boutique real estate investment company committed to delivering superior returns and passive income to accredited individuals, family offices, and institutional investors. We specialize in making intelligent, intensively researched investments focused on value-add multifamily acquisitions and developing state-of-the-art carwash properties within growing and opportunistic markets. We hold our investors in the highest regard, viewing them as an integral part of our extended family. These relationships are cherished and safeguarded through a culture of open communication and unwavering transparency in all our business endeavors. Our steadfast commitment to our investors is the cornerstone of our operations, reflecting our dedication to building lasting partnerships based on trust and mutual success. Terms Internship Duration: Join our dynamic team for the Summer Internship Program from May 2025 through September 2025. This immersive experience offers a deep dive into real estate private equity throughout the summer, providing ample opportunity to learn, grow, and contribute significantly to our projects. Compensation Details: This is a paid. Please note that while the internship offers a wealth of experience and learning opportunities, we cannot provide housing or cover commuting expenses. We recommend that interns plan accordingly to secure accommodation and transportation. Office Location and Work Environment: Our internship is structured around an in-office experience at 134 Rumford Avenue, Suite 303, Newton, MA 02466. We believe in the value of face-to-face collaboration and the robust learning environment it creates. As an intern, you'll be expected to join us in the office, where you'll have the chance to work directly with our seasoned professionals, engage in hands-on projects, and immerse yourself in our company's vibrant culture. Application Process: Interested candidates should submit a resume, cover letter, and relevant work samples/portfolio via ************************. The selection process may include interviews and practical assessments to gauge fit and competence. Application Deadline: May 15th, 2025 Responsibilities Collaborative Analysis and Strategy: Work alongside senior team members in sales, marketing, and financial analysis, gaining invaluable insights into the strategies that drive success in real estate private equity. Participate in the development and execution of marketing and sales strategies to maximize property visibility and investor interest. In-depth Market Research and Financial Modeling: Conduct comprehensive market research, compile detailed market analyses, and create key financial exhibits. Gain hands-on experience with financial modeling, contributing to the evaluation of investment opportunities and the strategic decision-making process. Proactive Deal Sourcing: Actively participate in outreach efforts to identify and source potential deals, focusing on multifamily units and land development projects. Learn the art of deal evaluation and the nuances of establishing beneficial partnerships and negotiations. Marketing and Investor Engagement Support: Assist our marketing team in crafting compelling narratives and engaging content across various platforms to connect with and expand our investor base. Learn how to effectively communicate with investors, providing updates and insights that strengthen relationships and build trust. Asset Management and Reporting Assistance: Support our asset management team by helping prepare comprehensive property and investor reports. Contribute to the ongoing management and optimization of assets through detailed performance analysis and reporting, ensuring stakeholders are informed and engaged. Advantages Of Role Comprehensive Industry Insight: Immerse yourself in the dynamic world of a diversified real estate investment company. This role offers a rare opportunity to gain a deep and holistic understanding of our operations, from property acquisition to asset management and exit strategies. You'll see firsthand how we navigate the complexities of the real estate market to drive success. Hands-On Deal Experience: Collaborate closely with our expert team to research, analyze, and underwrite potential investment opportunities. This hands-on experience will sharpen your analytical skills, deepen your understanding of financial modeling, and enhance your ability to assess risk and potential. Capital Raising Exposure: Participate actively in the exciting capital raising process for new deals. You'll learn the art of crafting compelling investment pitches, engaging with investors, and navigating the regulatory aspects of fundraising. This experience is invaluable for anyone looking to excel in the investment world. Professional Tool Mastery: Receive tailored training on HubSpot and other cutting-edge platforms essential to our operations. This knowledge will boost your efficiency and make you proficient in tools widely used across many industries, giving you a competitive edge in the job market. Flexible Career Pathways: We understand the importance of education and offer the flexibility to continue this role part-time during the academic year. For those who excel and are committed to a career in real estate private equity, this internship could transition into a full-time position upon graduation, offering a seamless path from academia to industry leadership. Qualifications Academic Pursuits: Actively enrolled in an undergraduate or graduate program, with a strong preference for majors in Finance, Real Estate, Business Administration, or a closely related field. Your academic journey should demonstrate a keen interest in deepening your understanding of financial markets, investment strategies, and real estate fundamentals. Passion for Real Estate Investment: Exhibits a profound interest and enthusiasm for the real estate private equity sector. Whether your fascination lies in analyzing property markets, evaluating investment opportunities, or understanding the intricacies of real estate financing, your passion sets you apart. Exceptional Communication Skills: You possess outstanding written and verbal communication abilities. You're adept at crafting compelling narratives through a detailed report or a persuasive presentation. Your proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word, allows you to convey complex information in an accessible and impactful manner. Analytical Thinker with a Detail-Oriented Mindset: You are naturally curious, with a strong analytical acumen that drives you to dissect data and trends meticulously. Your attention to detail ensures accuracy and thoroughness in every task, from financial modeling to market research. Adaptability in Fast-Paced Environments: You thrive in dynamic settings that require quick thinking and flexibility. You're an entrepreneurial spirit eager to take initiative, comfortable with ambiguity, and capable of adapting strategies on the fly. Professional Integrity and Discretion: Upholds the highest integrity and ethical standards. Recognizes the importance of confidentiality and discretion in dealing with sensitive and proprietary information. Preparedness for a Comprehensive Background Check: Understands and accepts the necessity of undergoing a background check as part of the selection process, reinforcing our commitment to a secure and transparent working environment. Our Real Estate Private Equity Internship is designed for individuals who are academically accomplished and driven by the challenge of contributing to high-stakes investment decisions. We're looking for those ready to dive deep into real estate investment, bringing fresh insights and a commitment to excellence. If you're eager to embark on this journey and make a tangible impact, we invite you to apply.

Cooley LLP is seeking a Transactional Quantitative Analystto join the Practice Management team. The Transactional Quantitative Analyst will assist transactional clients of the firm with quantitative analysis for the purpose of evaluating, structuring, optimizing, and closing venture capital and merger & acquisitions ("M&A") related deals. Responsible for conducting research, designing the analysis, performing calculations, and preparing models and other materials to meet client demands and requests of deal teams. Working under the general direction of the lead attorney on the deal, this role will work directly with clients to understand the quantitative objectives and data available, and then design and carry out required modeling tasks. The Transactional Quantitative Analyst will be expected to handle specific duties and responsibilities include, but are not limited to, the following: Position responsibilities: Construct hypothetical liquidation waterfall models based on corporations' certificate of incorporation or other governing document, which have optionality for several different deal scenarios Construct payout spreadsheet deliverables for M&A deals based on relevant transaction documents for both buy-side and sell-side clients Audit existing waterfall or payout spreadsheets obtained from clients, investment banks, or other law firms Construct pro forma capitalization tables, including price per share calculations, in connection with venture capital and private equity financings, debt to equity conversions, anti-dilution adjustments, and stock option grants Audit existing pro forma capitalization tables obtained from clients, investors, or other law firms Create and manage capitalization tables and perform related data conversion and analysis Run 280G analysis based on compensation, capitalization, and deal data Run 701 analysis for later stage companies Collaborate with the Capital Markets practice group to construct pricing spreadsheets, beneficial ownership, and pro forma capitalization models in connection with IPOs, SPACs, and other public offerings Develop and maintain functioning firm wide models for all of the core quantitative analysis to be performed by Cooley on a predictable or regular basis Promote firm wide adoption of capitalization table management standards as adopted by the firm (including, as applicable, in Excel or via third party tools, such as eShares, Shareworks and other software platforms) Design and perform financial statement analysis to calculate and analyze financial metrics and ratios (as requested) Design and prepare customized mathematical analysis that may include, but are not limited to tax analysis (e.g., stock sale vs. asset sale) and analysis of allocations/distributions for LLCs and partnerships Design and prepare valuation reports and economic analysis Assist with training junior attorneys and paralegals or other business professionals on the use of Excel to achieve deliverables Bill and meet a minimum of 1,800 billable hours annually Record all time daily (billable, productive, admin and PTO) and release and in accordance with specified narratives where applicable All other duties as assigned or required Skills and experience: Required: Advanced proficiency in Excel, with the ability to design and perform complicated analysis; develop reports; write macros; produce documents; and create tables, graphs, and charts Ability to work extended and/or weekend hours, as required Ability to travel, as required SENIOR TITLE: Along with 3+ years directly relevant experience, a Senior Transactional Quantitative Analyst will exhibit analytical and critical thinking in day-to-day tasks along with the proven ability to operate at an elevated level in terms of scope of responsibility, judgement and autonomy. Seniors work more independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in areas of responsibility and become a resource and mentor to within the department Preferred: Bachelor's or advanced degree in Economics, Accounting, Business, Finance, Mathematics, Applied Mathematics, or other applied quantitative field Prior experience in corporate finance or financial transactions Visual Basic skills Strong interest in capital markets, emerging companies, venture capital, and M&A transactions Understanding of business transaction dynamics and process Competencies: Exhibit analytical and critical thinking in day-to-day tasks Demonstrate exceptional written and verbal communication skills, enabling the clear presentation of complex quantitative insights and transaction analyses to diverse stakeholder Skilled at fostering positive relationships and working collaboratively with internal teams and external clients to align transaction strategies with business objectives and client needs Ability to work well under pressure- maintaining focus and delivering high-quality analyses and recommendations within tight deadlines during critical transaction cycles or client volatility. Excel in managing multiple tasks, prioritizing deliverables effectively, and maintaining meticulous organization to ensure accuracy and timeliness in transactional workflows and reporting. Maintain high standards for internal/external client service and quality control Consistently meet deadlines and effectively complete operational and project-based assignments Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices EOE. The expected annual pay range for this position with a full-time schedule is $125,000 - $190,000. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate. Senior level candidates may be considered for this position and would be eligible for a higher salary range based on experience. We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 21 days of Paid Time Off ("PTO") and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources. RequiredPreferredJob Industries Other

WHO WE ARE: At Harvey Performance Company, we're more than a team; we're a community. Our thriving, dynamic, and rapidly expanding organization values community, celebrates success, and fosters personal and professional growth opportunities. THE OPPORTUNITY: Reporting to the company's Director of FP&A and working in close partnership with the CFO, members of the Leadership team and cross functionally, the Financial Analyst will be a key partner and critical in achieving our strategic growth objectives. The Financial Analyst role will be responsible for identifying, analyzing, communicating, and resolving FP&A matters which could impact operating performance, as well as providing insightful financial analysis to assist in decision-making, including budgeting and financial planning. IN THIS ROLE, YOU WILL: Support the Company's management reporting on a monthly and quarterly basis. Assist with production of the monthly MD&A report and quarterly report for Company's Board of directors and banks. Help track the monthly operational reporting KPIs. Propose new KPI's to support growth objectives. Analyze and interpret financial results to determine key takeaways and recommendations for senior management. Engage in the budgeting process, forecasting, and financial planning. Support the administration of the cloud-based financial reporting and planning tool, Adaptive Planning. Implement, and drive FP&A best practices that support the business. Take part in strategic planning processes and ensure the strategic plan and value creation initiatives are converted to financial statement commitments. Support mergers and acquisition processes, including pre-acquisition due-diligence and post-acquisition integration. YOU'LL BRING: Seeking 1-3 years of experience in the FP&A function within a growth-oriented industrial, manufacturing, or distribution company. Bachelor's degree in Accounting, Finance, or data analytics related field/experience; MBA, CPA and/or CMA a plus. Experience working in public and/or private equity-owned businesses is a plus. Exposure to tracking financial KPIs in support of profitability objectives and strategic goals. Experience supporting an executable business plan to achieve quarterly, annual, and long-term investment, cash flow, and P&L objectives. The ability to create followership and lead through influence to become a trusted finance business partner to key functional leaders across the organization. Ability to operate in high-performing FP&A team and function that operates with a servant leadership mindset. Business acumen and commercially focused/driven. High analytical ability, good business judgment and problem solver. Continuous improvement mindset. WHERE YOU'LL WORK: Find yourself in the heart of Rowley, MA, where our modern facility resides. Experience the balance between vibrant professional growth at Harvey and the soothing, scenic lifestyle of this quaint town. We champion work-life harmony, inviting you to be part of our journey. You'll find the Finance Team is quite flexible supporting this position in a Hybrid nature. You'll be able to coordinate with your supervisor to create a schedule that works best for you and the team. WHAT HARVEY PROVIDES: A fun, rapid-growing environment where new opportunities are regularly made available. Opportunities for training and development, including tuition reimbursement. A comprehensive benefits package, including PTO, paid holidays, health, dental, vision insurance, and a 401k match program, along with profit sharing.

6 Month - Hybrid - Cambridge MA Local W2 Candidates Only The Financial Associate assists with reporting, accounting, revenue management, and compliance operations for our digital courses and learning experiences. Job duties include the documentation and reconciliation of revenue transactions and tracking and managing invoices and payments. Create and process invoices for course revenue across multiple platforms and partners Support revenue operations by monitoring wires, preparing journal transactions, depositing checks, processing GL uploads, and running monthly close processes Record revenue to relevant systems, maintain and review revenue reports, and reconcile external payments with launch schedules to ensure accuracy Provide strong customer service to individual learners, B2B billing contacts, and internal and external partners; Manage communications for billing inquiries via email and CRP workflows Basic Qualifications Bachelor's degree in Accounting or equivalent work experience required Minimum of 3 years' relevant work experience

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client's visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the Store Manager/Retail Manager, while staying informed about the performance of the Store · Achieve and exceed personal KPI objectives by providing outstanding customer service and ensuring the highest standards of sales quality · Deliver a superior customer service experience by surpassing their expectations, displaying in-depth knowledge of the products and Santa Maria Novella heritage and history, in accordance with the sales standards · Take initiative to maximize all cross-selling opportunities by using every product range available in the store · Place the Client first by fostering a welcoming atmosphere, offering friendly and professional assistance, and addressing all their needs and requests · Collect valuable Client information using the Company's tools (CRM) to engage with them, establish relationships, and tailor future Client development opportunities · Ensure outstanding Client satisfaction and outstanding Client service by implementing the “Brand Selling Ceremony” · Adopt and encourage the Omni Channel approach · Develop and sustain extensive knowledge of the luxury beauty and cosmetic industry by staying updated on beauty trends and monitoring industry competitors · Consistently work to stay current with information on product details, sales methods, Client Services, and Company guidelines and protocols · Handle Client inquiries, issues, and returns with professionalism and effectiveness liaising with the store manager when necessary · Collaborate and engage effectively with colleagues, promote open and constructive dialogue, to ensure a consistently outstanding experience and contribute to a positive work atmosphere · Follow security procedures in the store to ensure safety of Client, staff and merchandise · Assist in maintaining the presentation of all products in line with Santa Maria Novella's visual guidelines · Assist in the daily management of the store by keeping the understock and stock room tidy and orderly · Adhere to Company protocols for operational guidelines and stock management, including cash handling, inventory, logistics, and all primary reporting activities required by the head office, ensuring that Company policies and procedures are effectively implemented These tasks are meant to be suggestive rather than exhaustive. *** All full-time retail employees will be required to be in possession of a copy of the store keys Qualifications · Excellent written and verbal communication skills · Ability to work in a fast-paced and dynamic environment · Demonstrated skill in establishing enduring relationships with both Client and colleagues · High level of flexibility and ability to problem solve · Demonstrated capability to achieve and exceed both individual and store performance targets · Team player with interested in actively collaborating with colleagues · Familiarity with selling ceremony and Client journey/discovery process could be a plus · Strong customer service skills · Capability to work a flexible schedule according to business requirements, including evenings, weekends, and holidays · Proficiency in English is required · At least 3 years of experience in sales field; luxury retail and/or beauty preferred About Santa Maria Novella: Officina Profumo-Farmaceutica di Santa Maria Novella sets its roots back to 1221 in Florence and it is acknowledged as the oldest pharmacy in the world. Its apothecary art legacy crosses more than eight centuries and it is deeply intertwined with Florence history, personalities and social tissue in a continuously renewed alchemy of tales and wonders. The brand carries its activities in the very same places where they all began, uniquely, more than 800 years ago. We are committed to equal employment opportunity regardless of race, color, religion, sex, pregnancy, sexual orientation, gender identity and/or expression, marital status, age, national origin, disability, genetic information, veteran status, or any other status protected by federal, state, or local law.

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.

About G2 G2 Capital Advisors (************** is a multi-product and sector-focused investment bank and financial advisory firm. G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactions. G2 is not your typical investment bank or restructuring firm; we are a group of former business operators with unique industry experience and financial advisory expertise who help our clients achieve their strategic and financial goals. We are always in search of entrepreneurial, talented, driven, and intellectually curious team members to join our team in achieving success for our clients. About the Role As an Associate, you'll work closely with senior G2 leadership and clients, driving impact at every stage of the deal process-from idea generation to closing. You'll conduct market research, perform financial analyses, craft compelling pitch books, and track M&A trends- making you a critical player in both business development and deal execution. This entrepreneurial role offers hands-on client exposure and the chance to collaborate with industry and product experts. If you're energized by a challenge, thrive in a collaborative environment, and are ready to make an impact, we want to meet you. Location: Boston, MA office location Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 3-4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What We Look For Conduct research on industries and companies for M&A, financing, restructuring, and marketing needs, delivering polished, client-ready insights Build and analyze financial models (LBO, DCF, etc.) for clients across industries and sectors, transforming raw data into actionable insights that guide critical decision-making Transform complex client data into clear visuals that convey appealing narratives to prospective buyers Synthesize and communicate the unique value propositions of our clients to maximize buyer interest and drive successful transactions Support the build out of comprehensive market landscapes for M&A-focused mandates, analyzing strategy, market position, industry value chains, and financial characteristics to drive successful deal execution Partner with Analysts, Vice Presidents, Managing Directors to develop compelling marketing materials-from deal pitches to financing strategies-turning ideas into presentations that win business Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most Provide timely, concise updates to internal teams and clients, ensuring alignment and smooth coordination on every deal Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track The responsibilities of this role will evolve with business needs, giving you the opportunity to grow and develop along with us What We Look For 3+ years of demonstrated experience and knowledge in an M&A investment banking environment with transaction and execution experience Proven experience building out a comprehensive market analysis, including but not limited to: comparable company analysis, assessment of key metrics and interpretation of data, identifying, key characteristics of industries, segments, or business models, identifying clear competitors (or substitutes) of a company/service/product, identifying clear strategic buyers or sellers of a specific company/service/product, and ability to build, execute and communicate; value chain analysis, supply chain analysis, and market sizing Financial modeling and analytical skills, including knowledge of financial accounting Strong experience producing high-quality marketing collateral including pitch books, confidential information memorandums, management presentations, and financial models Deep knowledge of Microsoft Office especially Excel and PPT A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams A track record of acting with integrity, consistently choosing to do what's right-even when it's difficult or unnoticed Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer Catered lunch 3 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.

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

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 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. Do you want to: Grow both professionally and personally? Be recognized as a leader in your community? 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 Learn More About Us Here Click below to learn about our careers! Careers | Modern Woodmen | Financial Services, Representative, Managing Partner

About G2 G2 Capital Advisors (************** is a multi-product, sector-focused investment bank and financial advisory firm. Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial challenges, and execute complex capital markets transactions. What sets us apart? We're not your typical investment bank or restructuring advisory firm. Our team brings together a balanced mix of operational insight, executive leadership, investment acumen, and financial advisory expertise. This diverse experience allows us to deliver tailored solutions that align with our clients' strategic and financial goals, ensuring a well-rounded and impactful partnership. At G2, we thrive on collaboration, innovation and impact. We seek entrepreneurial, driven and intellectually curious individuals to join us in delivering exceptional outcomes for our clients. About the Role Analysts and Sr. Analysts support G2's Sell-Side, Buy-Side and Capital Markets teams on the analysis of companies, industries and markets in support of G2's business development, M&A and capital raising initiatives. Core day-to-day responsibilities will be conducting strategic research, assisting in the design and preparation of marketing materials, participating in calls and meetings with target clients, and preparing transaction memoranda for our clients. The role affords an opportunity to gain a deep experience in research, performing on both long-term and short-term projects that support the growth of product and industry teams. We're building out our team to meet the demands of rapid company growth and market demand. This is a great opportunity to join a dynamic team at a growth-minded firm. Location: Boston, MA office location Workplace Model: At the time of this posting, G2 currently operates in a hybrid model with 3-4 days required in the office. These in-office requirements may be adjusted based on the needs of the business. What You'll Do Provide value-added, consistently accurate and timely third-party research on industries, market trends and M&A activity to support G2's industry and product teams Develop high-impact, client-facing presentations summarizing key trends identified through research Build out company profiles based on desktop research and from G2 proprietary information and identify relevant contacts Thoroughly and diligently update CRM databases with buyer, investor, lender, seller, and client information and ensure the accuracy of data inputs Collect, prepare, and sort through documents in PowerPoint, Excel, pdf and Word for reporting and analysis Take diligent notes on internal calls and client meetings Learn and apply basic financial analysis concepts and skills Gain valuable first-hand experience within Investment Banking concepts and exposure to senior-level investment banking team members Manage high-stakes deadlines with grace and poise, delivering top-quality work when it matters most Manage multiple projects simultaneously, staying proactive and organized to meet deadlines and keep every engagement on track What We Look For 1-2 years of experience in investment banking, capital markets, M&A transaction advisory, strategic market research, or other related field Demonstrated understanding of corporate finance fundamentals Strong analytical skills with a desire and interest to learn financial modeling and financial accounting principles Proven experience researching the market to identify companies that fit a given investment strategy or criteria; ability to synthesize data, apply logic to problems, and quickly present a detailed solution Highly resourceful and independent thinker who can use analytical skills to move past roadblocks and advance projects forward Strong expertise in Excel, PowerPoint and CRMs (preferably Salesforce) Demonstrated desire for feedback, continuous improvement and career growth A natural curiosity to understand how and why things work; with a drive to dig deeper and uncover the best solutions A strong sense of accountability and meticulous attention to detail, demonstrated by owning mistakes and seeking help when needed An enthusiastic, proactive, and self-motivated attitude; consistently approaching challenges with determination and optimism to achieve exceptional results A commitment to fostering collaboration by sharing knowledge, resources, ideas, and constructive feedback to build stronger teams A track record of acting with integrity, consistently choosing to do what's right-even when it's difficult or unnoticed Exceptional business acumen including listening, written, and oral communication skills paired with a proven ability to manage up and across diverse stakeholders Demonstrated success in key client-facing roles, building and maintaining strong, productive relationships with both existing and prospective clients What we offer Catered lunch 3 days a week Generous performance bonus program Comprehensive healthcare Unlimited vacation 401K match Professional development opportunities Quarterly peer-recognition awards Team events & outings Branded swag Referral bonus What we value While our team members come from a wide range of backgrounds, we are united by shared core principles. Explore our values here. G2 is unable to offer employment sponsorship for our roles. As such, candidates must have authorization to work in the U.S. to qualify for consideration. All qualified applicants will receive consideration for employment at G2 without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law.