13 results for Investment Banking Analyst in Boston, MA

Financial Analyst

Auburn, MA
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Auburn, Massachusetts. In this role, you will contribute to the Financial Planning & Analysis (FP&A) team, focusing on operating expenses, personnel reporting, and financial statement consolidation. You will play a critical part in ensuring accurate financial reporting, supporting budget management, and conducting variance analysis. This position is perfect for an analytical thinker who thrives in data-driven environments and enjoys cross-functional collaboration. For immediate interview call Victor Muller at 508 205 2136 Responsibilities:• Manage monthly operating expense and personnel reports in Adaptive Planning, including tracking, forecasting, and analyzing variances against budget and prior-year data.• Collaborate with the Accounting team to ensure proper expense classifications, accruals, and adjustments for non-recurring costs.• Provide department leaders with detailed analyses of expense performance and headcount trends.• Maintain and enhance Adaptive Planning models to improve the accuracy and efficiency of operating expense and personnel reporting.• Work closely with Accounting to ensure financial statements are accurate, complete, and consistent with compliance standards.• Assist in preparing consolidated profit and loss statements, identifying key variances and drivers impacting net income.• Support annual budgeting and forecasting processes, focusing on operating expenses, personnel, and below-gross-profit areas.• Develop management reports and presentations for leadership and board-level reviews.• Identify opportunities to streamline reporting processes, automate tasks, and improve data quality.• Collaborate with IT, Accounting, and FP&A teams to improve system integrations and reporting accuracy.
2026-02-12T00:00:00Z

Investment Executive

Cambridge, MA
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for an Investment Executive to join our team in Greater Boston. Reporting to the Senior Vice President Retail, you will guide clients through tailored investment solutions, helping them achieve their financial goals while maintaining compliance with industry standards. This position is ideal for a proactive and client-focused individual with a strong background in investment advisory and sales. Responsibilities:• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.• Analyze client portfolios and recommend investment strategies to optimize performance.• Manage ongoing client relationships through regular financial plan reviews and responsive communication.• Execute investment transactions in strict adherence to industry regulations and company policies.• Resolve client issues effectively and ensure high levels of customer satisfaction.• Develop and implement targeted sales strategies to meet organizational goals.• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.• Stay updated on regulatory changes and market trends to maintain expertise in the field.• Participate in community engagement and marketing initiatives to promote investment services.
2026-03-06T00:00:00Z

Sr. Financial Analyst

Lexington, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join our team in Lexington, Massachusetts. This is a long-term contract position offering the opportunity to contribute to high-impact financial projects within the pharmaceutical industry. The ideal candidate will play a crucial role in overseeing financial operations, ensuring cost control, and driving strategic budgeting and forecasting initiatives. Responsibilities: • Manage and analyze financial data to ensure accurate budgeting and forecasting processes. • Lead cost control efforts for an R&D center construction project, ensuring financial efficiency and compliance. • Develop detailed financial models to support strategic decision-making and project evaluations. • Perform variance analysis to identify discrepancies and recommend actionable solutions. • Conduct ad hoc financial analyses to address specific business needs and provide timely insights. • Utilize advanced data mining techniques to extract valuable insights from large datasets. • Collaborate with cross-functional teams to align financial strategies with organizational goals. • Prepare and present financial reports to stakeholders, ensuring clarity and transparency. • Monitor and optimize the use of resources to maintain operational efficiency.
2026-02-23T00:00:00Z

Sr. Financial Analyst

Wareham, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to join our team on a contract basis in Wareham, Massachusetts. In this role, you will play a pivotal part in developing a financial pricing tool that supports our clients in optimizing their pricing strategies. The ideal candidate will have a strong background in financial analysis, cost accounting, and advanced Excel techniques. Responsibilities: • Design and implement a dynamic financial pricing tool tailored to client needs. • Analyze client financial statements to identify key metrics and input data for pricing optimization. • Develop dashboards that provide actionable insights into pricing strategies and cost structures. • Utilize cost accounting principles to evaluate goods or services and recommend optimal pricing. • Perform detailed variance analysis to assess financial performance and identify trends. • Collaborate with stakeholders to gather financial data and ensure accurate tool functionality. • Conduct ad hoc financial analysis to address specific client requirements. • Apply data mining techniques to extract and interpret critical business information. • Provide training and support to clients using the pricing tool and dashboards. • Ensure all financial models are aligned with industry best practices and client goals.
2026-03-02T00:00:00Z

Sr. Financial Analyst

Leominster, MA
onsite
Permanent
115000 - 140000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Leominster, Massachusetts. In this role, you will play a key part in analyzing and reporting financial data to support strategic decision-making. You will collaborate closely with the Senior Director of Finance, focusing on budgeting, forecasting, and cost accounting functions within a manufacturing environment. Responsibilities: • Lead financial planning and analysis efforts, including annual budgets, forecasts, and long-term strategic plans. • Create and maintain financial dashboards and reports for management and Board of Directors presentations. • Collaborate with operational, supply chain, and sales teams to assess the financial impact of business initiatives. • Deliver insights on product pricing, margin optimization, capital investments, and cost-saving opportunities. • Conduct ad hoc financial analyses to support senior leadership in decision-making. • Develop and oversee standard costing systems to ensure accurate financial reporting and product costing. • Analyze and manage bills of materials (BOMs) for consistency and accuracy across products. • Monitor key performance indicators (KPIs) for manufacturing processes and product sales. • Evaluate cost variances and provide detailed financial reports to support operational decisions. • Assist in month-end close processes, including journal entries, reconciliations, and financial reporting.
2026-03-02T00:00:00Z

Treasury Analyst - Family Office

Boston, MA
onsite
Permanent
65000 - 72000 USD / Yearly
Treasury Analyst – Family Office PracticeThe Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills. Key Responsibilities:- Execute ACH transfers and wires for client and entity accounts-Support bank and brokerage account openings and related documentation-Maintain banking relationships and evaluate new platforms as needed-Update and verify wire instructions and maintain internal records-Monitor liquidity needs and manage balances across multiple platforms-Assist with capital call and distribution memos-Support Form 1099 preparation-Perform daily/monthly bank and custody reconciliations-Assist with credit facility management (draws, paydowns, documentation)-Follow established internal controls and support audit requests
2026-02-18T00:00:00Z

Sr.Credit Analyst

Rockland, MA
onsite
Permanent
73000 - 103000 USD / Yearly
We are seeking a seasoned Senior Commercial Credit Analyst to perform in‑depth credit analysis on new and existing commercial loan relationships, support annual reviews and renewals, recommend loan structures, and mentor junior analysts. This role partners closely with lenders, customers, and internal teams to ensure high-quality underwriting and portfolio management. Responsibilities<ul><li>Analyze financial statements, cash flow, management, and business cycles to assess credit risk.</li><li>Underwrite mid-size to large commercial loans, including C&I, CRE, and working capital lines.</li><li>Prepare detailed credit memoranda and ensure compliance with regulations and bank policies.</li><li>Manage annual reviews, renewals, loan modifications, and financial tracking for existing portfolios.</li><li>Recommend loan structures and terms to minimize risk and protect bank capital.</li><li>Review appraisals and complete property evaluations up to $250,000.</li><li>Collaborate with customers, loan officers, and operations to resolve credit questions.</li><li>Mentor junior analysts to strengthen analytical and underwriting capabilities.</li><li>Represent the Bank at industry and community events.</li><li>Complete all required training and maintain policy compliance.</li></ul>
2026-02-26T00:00:00Z

Sr. Credit Analyst/Underwriter

Needham, MA
onsite
Permanent
75000 - 105000 USD / Yearly
The Sr. Credit Analyst in Commercial and Industrial (C&I) Lending is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. They will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio. Key Responsibilities<ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
2026-02-23T00:00:00Z

Real Estate Analyst - Hybrid

Burlington, MA
onsite
Permanent
80000 - 100000 USD / Yearly
Our client, a growing Real Estate Investment Company located North of Boston is looking to hire a Real Estate Analyst to their team. The Analyst will have exposure to a variety of responsibilities within the organization, but primary focus will be financial modeling, acquisition due diligence, asset management, leasing, and presentation work. The Real Estate Analyst must have a BS in Accounting or Finance, MBA or CPA preferred with 3+ Years of Real Estate Finance experience. Argus software is a requirement for valuations and discounted cash flow models for all properties. I’ve placed folks here before so can attest to great working culture, casual environment, good people to work with every day. This position is 3 days on-site but flexibility when needed along with strong benefits and aggressive bonus plan. If you have an interest in joining a Real Estate Investment firm outside of Boston, please email your resume to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn.
2026-03-05T00:00:00Z

Vendor Management Analyst

Bedford, NH
onsite
Temporary
35 - 37 USD / Hourly
We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence. Responsibilities:• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.• Assess vendor-related risks and provide recommendations to mitigate potential issues.• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.• Monitor vendor activities to identify and address fraud-related risks.• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.• Develop strategies to identify and prevent potential fraud in vendor activities.• Support issue resolution processes by coordinating with vendors and internal departments.
2026-03-06T00:00:00Z

Sr. Business Analyst

North Waltham, MA
onsite
Temporary
47.5 - 55 USD / Hourly
We are looking for a skilled Senior Business Analyst with extensive knowledge of Oracle Cloud Fusion Finance to play a pivotal role in supporting financial transformation projects. This individual will act as the bridge between Finance and IT, ensuring that Oracle Cloud solutions align with organizational objectives. As this is a long-term contract position, you will contribute to designing, implementing, and optimizing Oracle Fusion Finance modules. Responsibilities: • Collaborate with finance, accounting, and IT teams to gather and document detailed business requirements for Oracle Cloud Fusion Financial modules, including GL, AP, AR, FA, CM, and Tax. • Assess and analyze current financial processes to identify areas for improvement using Oracle Fusion functionalities. • Convert business requirements into functional specifications and configurations tailored for Oracle Cloud Fusion Finance. • Drive or support activities such as configuration, testing, deployment, and post-implementation troubleshooting. • Serve as a subject matter expert on Oracle Fusion Finance modules, offering guidance on functionality and best practices. • Work closely with integration and data teams to ensure smooth connectivity between Oracle systems and external applications. • Develop comprehensive training materials and provide hands-on support to end-users during training sessions. • Address and resolve system issues, manage defects, and provide support for month-end and quarter-end financial close processes. • Monitor Oracle Cloud updates and releases to evaluate their implications on business operations.
2026-02-19T00:00:00Z

Sr Banking Specialist

Stoneham, MA
onsite
Permanent
58000 - 60000 USD / Yearly
We are looking for a dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation. Responsibilities:• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.• Ensure adherence to banking regulations, organizational policies, and security protocols.• Contribute to achieving sales and performance targets through proactive engagement and service.• Participate in community events and outreach programs to strengthen the bank's local presence.
2026-03-06T00:00:00Z

100% REMOTE - Senior Financial Analyst - Public Biotech!

South Waltham, MA
remote
Permanent
110000 - 125000 USD / Yearly
My client, a 100% REMOTE Public BIotech who is doing really well is hiring a Senior Financial Analyst to join their team. The Senior Financial Analyst will report to the AD of FP&A and handle various FP&A job duties such as budgeting, forecasting, financial modeling, business partnering and more. Compensation for this position is $110-125K + Bonus + Equity. This company is doing fantastic, they have a cash runway through second half of 2028, they have an excellent pipeline, a great leadership team, they are 100% remote and offer alot of growth opportunities! If interested in hearing more, please email your resume to matthew.katz@roberthalf or message me on Linkedin ASAP. Thank you
2026-03-03T00:00:00Z