<p>Treasury Analyst – Family Office Practice</p><p>The 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.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
We are looking for an experienced Senior Financial Analyst to join our team in York, Maine. This role is critical in providing financial insights and strategic support to enhance decision-making across key business areas. The ideal candidate will excel in financial modeling, budgeting, and analysis, using their expertise to drive organizational performance and efficiency.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, ensuring they are accurate, insightful, and tailored to inform senior management decisions.<br>• Develop sophisticated financial models to analyze trends, evaluate risks, and support long-term strategic planning.<br>• Lead budgeting and forecasting processes by collaborating with various departments to align projections with organizational goals.<br>• Utilize advanced forecasting methods, such as scenario and sensitivity analysis, to anticipate financial outcomes and identify opportunities or risks.<br>• Perform comprehensive variance analysis to pinpoint discrepancies between actual results and budgets, offering actionable recommendations to address issues.<br>• Collaborate with operations to evaluate procurement, manufacturing, and distribution costs, identifying areas for improvement.<br>• Work closely with sales teams to conduct margin analysis and assess the financial impact of pricing strategies, discounts, and promotions.<br>• Analyze marketing expenditures to gauge their effectiveness and alignment with organizational objectives.<br>• Review general and administrative expenses to ensure efficient resource utilization and cost management.<br>• Support the optimization and maintenance of financial systems to enhance reporting precision and streamline processes.
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.<br><br>Responsibilities:<br>• Manage and analyze financial data to ensure accurate budgeting and forecasting processes.<br>• Lead cost control efforts for an R& D center construction project, ensuring financial efficiency and compliance.<br>• Develop detailed financial models to support strategic decision-making and project evaluations.<br>• Perform variance analysis to identify discrepancies and recommend actionable solutions.<br>• Conduct ad hoc financial analyses to address specific business needs and provide timely insights.<br>• Utilize advanced data mining techniques to extract valuable insights from large datasets.<br>• Collaborate with cross-functional teams to align financial strategies with organizational goals.<br>• Prepare and present financial reports to stakeholders, ensuring clarity and transparency.<br>• Monitor and optimize the use of resources to maintain operational efficiency.
We are looking for an experienced Sr. Financial Systems Analyst to join our team in Brookline, Massachusetts. In this role, you will play a pivotal part in bridging the gap between research finance and broader financial operations, ensuring seamless collaboration across departments. This is a long-term contract position ideal for individuals with strong analytical skills and a deep understanding of financial systems, particularly Workday.<br><br>Responsibilities:<br>• Collaborate with research finance teams and other stakeholders to develop effective financial strategies and processes.<br>• Design and build reports and dashboards within the Workday system to support organizational needs.<br>• Partner with cross-functional teams to address financial concerns and implement solutions.<br>• Monitor and maintain financial controls, identifying and resolving issues proactively.<br>• Work closely with end users to strategize and optimize business processes within the Workday system.<br>• Serve as a key liaison between research grants teams and other financial departments.<br>• Analyze complex financial data to provide actionable insights.<br>• Manage projects related to financial systems enhancements and integrations.<br>• Ensure compliance with policies and procedures while improving system functionality.<br>• Provide independent contributions to support organizational goals and objectives.
<p>Treasury Analyst </p><p>Boston, MA</p><p>Hybrid schedule</p><p>55k - 80k (plus bonus)</p><p><br></p><ul><li>Initiate ACH transfers and wires</li><li>Liaise with banking relationships to ensure best in class offerings and support, and assess new providers/platforms, as necessary</li><li>Assist with cash and brokerage account openings</li><li>Monitor account balances across multiple platforms to ensure account holders are meeting operating cash needs and addressing FDIC limits</li><li>Assist entity team with the preparation and review of investor capital call and distribution memos</li><li>Assist with the preparation of Form 1099 where needed</li><li>Daily/monthly bank and custody reconciliations for various funds and individual clients</li><li>Assist in management of lines of credit including paydowns, expenses and related documentation</li><li>Adhere to practice controls policy and assist external auditors with controls testing</li></ul>
<p>We are looking for an experienced Director of Finance to lead and oversee financial operations, human resources, risk management, and governance functions for our organization based in Roxbury, Massachusetts. This role requires a strategic thinker and strong leader who can ensure the financial health of the organization while managing compliance and operational efficiencies. The ideal candidate will possess a deep understanding of financial processes and human resource strategies, along with the ability to mitigate risks and support organizational growth. This role is hybrid 3 days onsite and is paying from $85 - 107K. For consideration please message me on LinkedIn or email me at john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial strategies to support organizational goals and maintain fiduciary responsibility.</p><p>• Maintain accurate and transparent financial records, ensuring compliance with accounting standards and procedures.</p><p>• Lead the preparation and approval process for annual budgets, collaborating with the Board and senior leadership.</p><p>• Manage audits and ensure all financial records are reviewed regularly in accordance with legal requirements.</p><p>• Oversee vendor and third-party partner relationships to ensure cost-effectiveness and high-quality financial services.</p><p>• Review and update employment policies and procedures in collaboration with leadership.</p><p>• Oversee employee onboarding, payroll systems, and initiatives focused on staff development to support retention.</p><p>• Identify and mitigate organizational risks by assessing operations, facilities, partnerships, and insurance coverage.</p><p>• Ensure timely preparation and submission of all financial, legal, and tax filings required by state and federal authorities.</p><p>• Provide regular reports to the Board and Finance Committee, keeping them informed of financial and operational updates.</p>
<p>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.</p><p><br></p><p>For immediate interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Manage monthly operating expense and personnel reports in Adaptive Planning, including tracking, forecasting, and analyzing variances against budget and prior-year data.</p><p>• Collaborate with the Accounting team to ensure proper expense classifications, accruals, and adjustments for non-recurring costs.</p><p>• Provide department leaders with detailed analyses of expense performance and headcount trends.</p><p>• Maintain and enhance Adaptive Planning models to improve the accuracy and efficiency of operating expense and personnel reporting.</p><p>• Work closely with Accounting to ensure financial statements are accurate, complete, and consistent with compliance standards.</p><p>• Assist in preparing consolidated profit and loss statements, identifying key variances and drivers impacting net income.</p><p>• Support annual budgeting and forecasting processes, focusing on operating expenses, personnel, and below-gross-profit areas.</p><p>• Develop management reports and presentations for leadership and board-level reviews.</p><p>• Identify opportunities to streamline reporting processes, automate tasks, and improve data quality.</p><p>• Collaborate with IT, Accounting, and FP& A teams to improve system integrations and reporting accuracy.</p>
We are looking for an experienced Accounting Manager/Supervisor to oversee financial operations and reporting for a dynamic organization in Nashua, New Hampshire. This position requires a strong background in financial management, compliance, and strategic planning. The ideal candidate will drive process improvements, support growth initiatives, and deliver actionable insights to leadership.<br><br>Responsibilities:<br>• Manage the month-end close process across multiple entities, ensuring timely and accurate financial reporting.<br>• Review and approve journal entries, reconciliations, and accruals to maintain compliance with organizational standards and regulations.<br>• Collaborate with external accountants to prepare for audits and tax filings, ensuring all requirements are met.<br>• Develop financial models, forecasts, and pro formas to support strategic decision-making and investment analysis.<br>• Lead budgeting processes and assist in long-term planning for operational and investment activities.<br>• Partner with banks, lenders, and advisors to prepare financial packages, support cash flow forecasting, and facilitate financing activities.<br>• Provide actionable insights to ownership and leadership to inform strategic planning and growth initiatives.<br>• Improve financial processes and workflows, documenting procedures to enhance operational efficiency.<br>• Support special projects, including acquisitions, new entity launches, and strategic growth efforts.<br>• Strengthen internal controls and reporting systems to ensure scalability and effectiveness.
We are looking for an experienced Director of Treasury to join our team in Brookline, Massachusetts. In this role, you will oversee an established treasury function, providing leadership and strategic direction while managing complex financial operations. This is a long-term contract position offering an exciting opportunity to contribute to a significant healthcare project, including debt financing for a new hospital construction.<br><br>Responsibilities:<br>• Provide leadership and guidance to a skilled treasury team, ensuring smooth operations and strategic alignment.<br>• Manage banking relationships and oversee cash flow and liquidity operations to maintain financial stability.<br>• Lead initiatives related to debt issuance, including planning and execution.<br>• Prepare detailed quarterly and annual treasury reports to support organizational transparency and compliance.<br>• Collaborate closely with internal and external stakeholders on treasury compliance matters.<br>• Participate as a key member of the investment committee, contributing to strategic investment decisions.<br>• Maintain communication and coordination with bond rating agencies such as Moody’s and S& P.<br>• Monitor and track bond proceeds, ensuring accurate reporting and compliance.<br>• Work on complex financial projects, including raising debt for hospital construction and managing associated expenses.
<p>We are looking for an experienced Chief Financial Officer to lead the financial operations of an educational institution in Brookline, Massachusetts. This role is pivotal in ensuring the fiscal stability, compliance, and long-term sustainability of the organization while maintaining alignment with its mission and values. The ideal candidate will bring a strong background in financial leadership, particularly within non-profit or higher education environments.</p><p><br></p><p>Essential Responsibilities:</p><p>1. Financial Planning, Budgeting & Forecasting</p><p>2. Hands-On Cash Flow Management & Financial Reporting</p><p>3. Endowment & Investment Oversight</p><p>4. Expense Reconciliation</p><p>5. Audit, Compliance & Risk Management</p><p>6. IT & Facilities Financial Planning</p><p>7. Financial Aid & Student Account Collaboration</p>
<p>We are looking for an experienced Director of Finance & Administration to oversee financial operations, strategy, and administrative processes within our organization. This role is pivotal in managing financial reporting, cash flow, and benefits administration, ensuring the company's stability and growth. Based in Boston, Massachusetts, this position requires a dynamic leader capable of fostering efficiency and compliance while driving strategic initiatives. This positions pays in the range of $130 - 150K + discretionary bonus. They are working on a hybrid schedule 3 days a week in office. Please message me on LinkedIn or email me at john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Supervise bookkeeping, financial reporting, and planning processes to maintain accuracy and timeliness.</p><p>• Develop and implement policies to improve operational efficiency and ensure compliance with reporting requirements.</p><p>• Lead budgeting, expense forecasting, and financial analysis to provide actionable insights to senior leadership.</p><p>• Manage relationships with external bookkeeping and accounting firms to ensure seamless collaboration.</p><p>• Oversee accounts payable and receivable processes, including client invoicing and financial report generation.</p><p>• Monitor and control cash flow to ensure liquidity and effective capital management.</p><p>• Administer company insurance programs, collaborating with brokers to secure adequate and cost-effective coverage.</p><p>• Manage employee benefits programs, including sourcing, negotiations, and compliance with client requirements.</p><p>• Oversee payroll, onboarding, offboarding, and performance review processes to ensure adherence to company policies.</p>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Boston, Massachusetts. This role requires a skilled individual with strong attention to detail who can manage day-to-day accounting operations while supporting the finance team during a dynamic growth phase. If you thrive in a fast-paced environment and have a background in biotech or similar industries, this could be a great fit for you.<br><br>Responsibilities:<br>• Oversee daily accounting operations, ensuring accuracy and compliance with company policies.<br>• Manage month-end close processes, including journal entries and account reconciliations.<br>• Prepare and review financial statements to support audits and reporting requirements.<br>• Collaborate with leadership on implementing internal controls and improving financial processes.<br>• Act as a resource for the finance team, taking ownership of tasks and providing independent support.<br>• Assist with the transition to NetSuite, offering insights and guidance as needed.<br>• Support ongoing clinical trial accounting and provide expertise in biotech-related financial activities.<br>• Partner with external consultants and internal stakeholders to ensure seamless financial operations.<br>• Contribute to efforts aimed at readiness for public company reporting standards.<br>• Handle general ledger maintenance and ensure adherence to industry best practices.
<p>I have partnered with a group in Boston seeking a Manager FP& A or Senior Manager FP& A. This role is integral to driving the company's financial strategy and ensuring the accuracy of budgeting, forecasting, and reporting processes. The ideal candidate will bring strong analytical skills and a strategic mindset to deliver insightful financial analysis and support key business decisions. They are working on a hybrid office schedule 3 day a week in office and the position pays based on experience from $130 - 160K + bonus. Please message me on linkedin or email me for immediate consideration john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets, forecasts, and long-term financial planning processes to ensure alignment with company objectives.</p><p>• Analyze financial data to identify trends, variances, and performance metrics, providing actionable insights to senior management.</p><p>• Create and maintain financial models to support strategic decision-making and business initiatives.</p><p>• Oversee the preparation of monthly, quarterly, and annual financial reports, ensuring their accuracy and compliance with accounting standards.</p><p>• Monitor company spending, implement cost-control measures, and identify opportunities to improve operational efficiency.</p><p>• Collaborate with cross-functional teams to provide financial insights that drive strategic and operational decisions.</p><p>• Manage and mentor a team of financial analysts and accounting professionals, fostering a culture of growth and continuous improvement.</p><p>• Partner with the accounting team during month-end and quarter-end close processes to ensure accurate financial results.</p><p>• Support the establishment and execution of financial policies, governance frameworks, and internal controls.</p><p>• Lead special projects focused on process improvement and automation to enhance financial operations.</p>
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p>For consideration, please reach out to Carma Rorke as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Carma Rorke.</p><p> </p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>Our client is looking for a dedicated Grant Director or Grant Accountant to oversee grant program accounting and financial services. This role involves managing budgets, generating financial reports, ensuring compliance with federal and state requirements, and supporting staff with grant-related financial operations. The ideal candidate will bring strong analytical skills and expertise in non-profit financial management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Provide guidance to staff on grant progress reporting and other financial documentation requirements.</p><p>• Manage invoicing processes for grants, including state, federal, and private funding sources, and assist with accounts payable as needed.</p><p>• Support program staff with financial grant management tasks, including creating monthly financial statements and program budgets.</p><p>• Coordinate audit preparations related to grants, including the Federal Award Schedule and annual financial audit needs.</p><p>• Monitor staff timesheet submissions for completeness and compliance requirements.</p><p>• Ensure adherence to compliance standards for state and federal award regulations.</p><p>• Maintain accurate program expense tracking through general ledger worksheets and allocation records.</p>
<p><em>Private Equity, Tax Manager</em></p><p><em>Boston, Hybrid.</em></p><p><em>Comp to $175k base plus bonus. Plus amazing benefits.</em></p><p><br></p><p>*NOTE: The potential to a post-tax season start date exists!!</p><p><br></p><p>Our client is an established and very successful PE firm in the Boston Area. They are creating a Tax Manager role to help support the continued growth in fundraising and their execution strategy. Great history of challenging and developing their people. Excellent work/life allows for the perfect balance for you.</p><p><br></p><p>The role will look to provide some immediate positive impact to the business and fund reporting and compliance. Great chance to work within a small, elite tax group. You'll have multiple mentors above and around you, while also helping a couple junior staff showing tons of promise.</p><p><br></p><p>Some basics on the job:</p><ul><li>Manage and review the preparation of tax workpapers, tax returns, and tax estimates for funds and partnership entities, focusing on alternative investments and partnership tax compliance.</li><li>Coordinate and oversee outsourced CPA teams, ensuring accurate tax filings, distribution support, and maintaining partner information for K-1 reporting and withholding calculations.</li><li>Analyze legal documents and respond to investor and partner inquiries regarding tax reporting, while tracking projects and collecting documentation to support compliance.</li></ul><p><br></p>
We are looking for an experienced Acquisition Accounting Manager to join our team in Boston, Massachusetts. This Contract-to-permanent position offers an exciting opportunity to lead and transform accounting processes during a pivotal growth period. You will play a critical role in managing acquisition integrations and establishing scalable financial structures for a fast-paced organization.<br><br>Responsibilities:<br>• Oversee the integration of accounting processes for newly acquired entities, ensuring smooth transitions and alignment with organizational standards.<br>• Manage acquisition-related accounting tasks, including purchase accounting cleanup, earn-out schedules, deferred revenue, and detailed sales analysis.<br>• Transition legacy accounting practices from cash-based methods to structured accrual-based workflows that support scalability.<br>• Develop and implement consistent month-end close procedures, reconciliations, and controls across multiple entities.<br>• Facilitate the migration of financial systems from QuickBooks to Sage Intacct, ensuring accurate reporting and compliance.<br>• Build robust financial reporting frameworks and controls to support future acquisitions and organizational growth.<br>• Provide hands-on leadership in the execution of accounting tasks, leveraging 10+ years of senior accounting experience.<br>• Collaborate with teams to ensure readiness for potential organizational transitions, including exits or acquisitions.<br>• Drive improvements in accounting systems and processes, ensuring operational efficiency and compliance.<br>• Support financial audits by preparing reconciliations, journal entries, and other necessary documentation.
<p>We are looking for an experienced Accounting Manager/Supervisor to join our team in Hudson, New Hampshire. In this role, you will oversee and enhance accounting operations while ensuring compliance with financial standards. This is an excellent opportunity to lead a dynamic team and contribute to the efficiency and accuracy of financial reporting processes.</p><p><br></p><p>Responsibilities:</p><p>• Provide leadership, guidance, and opportunities for skill development to the accounting team.</p><p>• Oversee and manage the month-end close process to ensure timely completion.</p><p>• Prepare accurate monthly and annual financial reports in compliance with accounting standards.</p><p>• Review and analyze balance sheet accounts and reconciliations for accuracy.</p><p>• Develop quarterly reconciliation reports for review by the Corporate Controller.</p><p>• Implement and monitor internal controls to minimize financial risks.</p><p>• Coordinate and manage interim and year-end audits, including preparation of required audit workpapers.</p><p>• Supervise the preparation and submission of Forms 990/990-T and tax-exempt bond filings.</p><p>• Collaborate with various departments to ensure proper general ledger postings and alignment.</p><p>• Establish, refine, and document accounting policies and procedures to improve operational efficiency.</p>
We are looking for an experienced Finance Manager to oversee financial planning and analysis functions within a dynamic organization. This role involves key responsibilities such as budgeting, forecasting, and financial modeling, as well as preparing detailed management and investor reports. This is a Contract to permanent position based remotely, with the opportunity to collaborate with stakeholders and contribute to the company’s financial success.<br><br>Responsibilities:<br>• Develop and maintain accurate financial models to support strategic decision-making processes.<br>• Lead the preparation and analysis of budgets and forecasts to ensure alignment with organizational goals.<br>• Manage month-end close procedures and ensure timely financial reporting.<br>• Create comprehensive reports for management and investors, providing insights into financial performance.<br>• Conduct in-depth financial analysis to identify trends and opportunities for improvement.<br>• Collaborate with cross-functional teams to gather data and ensure consistency in financial documentation.<br>• Utilize QuickBooks Online and Microsoft Excel to streamline accounting and reporting processes.<br>• Support compliance with financial regulations and company policies.<br>• Identify ways to optimize financial systems and processes for improved efficiency.<br>• Provide guidance and mentorship to entry level finance team members, fostering a collaborative environment.
We are looking for an experienced Accounting Manager to join our team in Beverly, Massachusetts. This is a long-term contract position offering an opportunity to oversee financial operations and provide strategic guidance to support organizational goals. The ideal candidate will have expertise in nonprofit accounting, financial reporting, and budget management.<br><br>Responsibilities:<br>• Manage month-end close processes, including the preparation and review of financial statements.<br>• Maintain and reconcile general ledger accounts, ensuring accuracy and compliance.<br>• Oversee grant accounting and management, ensuring proper tracking and reporting.<br>• Prepare and present annual operating budgets to the board of directors.<br>• Utilize QuickBooks to monitor and manage financial transactions effectively.<br>• Support financial audits by providing documentation and resolving discrepancies.<br>• Educate leadership team members on financial matters to facilitate informed decision-making.<br>• Create and maintain clear systems for tracking and reporting financial data.<br>• Prepare journal entries as needed to ensure accurate financial records.<br>• Ensure compliance with nonprofit financial regulations, including 501(c)(3) requirements.
