<p>We are looking for an experienced Financial Advisor to join our dynamic team in Portsmouth, New Hampshire. This role offers an exciting opportunity for professionals with an established client base who are eager to deliver exceptional financial services while leveraging cutting-edge technology and resources. The ideal candidate will thrive in a collaborative environment focused on providing tailored solutions and fostering long-term client relationships.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Build and maintain strong relationships with clients, ensuring their financial needs are met effectively.</li><li>Develop customized financial plans and investment strategies aligned with clients' goals and risk tolerance.</li><li>Provide expert advice on wealth management, retirement planning, and asset allocation.</li><li>Utilize advanced technology tools to enhance client engagement and streamline service delivery.</li><li>Identify and pursue new business opportunities to grow the client base.</li><li>Collaborate with internal teams to ensure seamless execution of financial strategies.</li><li>Manage client portfolios with precision, ensuring optimal performance and risk management.</li><li>Conduct regular reviews of financial plans to adapt to changing circumstances and objectives.</li></ul>
<p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
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.
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</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>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.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide clients with expert advice on non-deposit investment products, ensuring solutions align with their financial objectives.</p><p>• Analyze client portfolios and recommend investment strategies to optimize performance.</p><p>• Manage ongoing client relationships through regular financial plan reviews and responsive communication.</p><p>• Execute investment transactions in strict adherence to industry regulations and company policies.</p><p>• Resolve client issues effectively and ensure high levels of customer satisfaction.</p><p>• Develop and implement targeted sales strategies to meet organizational goals.</p><p>• Collaborate with Banking Center teams to enhance cross-functional performance and drive results.</p><p>• Oversee and support the training of a Financial Services Assistant to ensure operational excellence.</p><p>• Stay updated on regulatory changes and market trends to maintain expertise in the field.</p><p>• Participate in community engagement and marketing initiatives to promote investment services.</p>
<p>*Senior Finance Associate (AP) - In this role you will join a team of 25 accounting professionals responsible for the day-to-day accounting and financial operations, utilizing Workday Financials as its primary general ledger system. The group oversees consolidated financial activities across multiple investment advisors and geographic entities, including regions such as Asia Pacific, Europe, and India. Key responsibilities include processing invoices, managing accounts payable, supporting tax accounting, and collaborating with multiple internal stakeholders like Finance, Legal, and Tax teams. Additionally, the group is involved in treasury and cash management, internal and external reporting, and driving continuous process improvements. ((Hybrid, Boston, Up to $95K))</p>
<p>Our client, a global technology organization in the software development space, is seeking an experienced Corporate Trade Senior Manager to lead import and export compliance activities across the Americas. This is a highly visible role within a corporate headquarters environment, partnering closely with cross-functional leaders and senior executives.</p><p><br></p><p>This opportunity is ideal for professionals coming from Big 4 Indirect Tax, trade consulting, legal trade counsel, or select audit backgrounds with export compliance experience. The hiring manager has a Big 4 background and is open to strong consulting-to-industry transitions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage import/export compliance programs across the Americas region</li><li>Ensure compliance with U.S. and international export, customs, and sanctions regulations</li><li>Serve as subject matter expert for export classification (CCL, USML), jurisdiction determination, and licensing</li><li>Support global trade compliance initiatives and internal policy alignment</li><li>Analyze import/export data to identify duty mitigation and savings opportunities</li><li>Partner with Supply Chain, Logistics, Tax, Finance, Legal, and site teams</li><li>Support trade compliance audits and internal assessments</li><li>Oversee trade compliance systems and support system enhancements and adoption</li><li>Develop and maintain trade compliance processes, procedures, and documentation</li><li>Deliver training to cross-functional teams on trade and export compliance requirements</li><li>Provide trade compliance support for M& A and due diligence activities</li></ul><p><br></p>
<p>Growing Consulting Company with 50+ year history and leader in their industry located in the Burlington area is looking for Accounting Manager/ Controller to join the leadership team. This will be the # 1 Finance person reporting into the owner managing a small staff. This role will have complete ownership of all financial reporting, transactional accounting activities including accounts payable, accounts receivable, billing, expense reports, order entry and human resources and payroll functions. Other duties include cash management/reporting, financial analysis, internal controls, tax and insurance reporting and point person dealing with outside CPA firm. This is an excellent opportunity to join a growing and very stable company in a “hands on” leadership role. Experience working in a small company environment required, previous experience with payroll and human resources duties preferred. Deltek and advanced Excel knowledge is highly desired. Hybrid availability offered (1-2 days from home) once up to speed. If interested, reach out to Dino Valeri at dino.valeri@roberthalf;com or message me thru LinkedIn. </p>
<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 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 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.<br><br>Responsibilities:<br>• Lead financial planning and analysis efforts, including annual budgets, forecasts, and long-term strategic plans.<br>• Create and maintain financial dashboards and reports for management and Board of Directors presentations.<br>• Collaborate with operational, supply chain, and sales teams to assess the financial impact of business initiatives.<br>• Deliver insights on product pricing, margin optimization, capital investments, and cost-saving opportunities.<br>• Conduct ad hoc financial analyses to support senior leadership in decision-making.<br>• Develop and oversee standard costing systems to ensure accurate financial reporting and product costing.<br>• Analyze and manage bills of materials (BOMs) for consistency and accuracy across products.<br>• Monitor key performance indicators (KPIs) for manufacturing processes and product sales.<br>• Evaluate cost variances and provide detailed financial reports to support operational decisions.<br>• Assist in month-end close processes, including journal entries, reconciliations, and financial reporting.
<p>I’m currently partnering on an exciting opportunity for an <strong>Operations Associate</strong> to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations.</p><p><strong>What You’ll Be Doing:</strong></p><ul><li>Preparing and submitting client account paperwork to custodians and ensuring timely completion</li><li>Maintaining and updating client records within CRM and portfolio management systems</li><li>Handling account maintenance requests, terminations, and special servicing needs</li><li>Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)</li><li>Reviewing custodian alerts and resolving inquiries within defined service standards</li><li>Collaborating with internal teams to enhance processes, policies, and operational workflows</li><li>Supporting general office and administrative functions as needed</li></ul><p><br></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 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.<br><br>Responsibilities:<br>• Design and implement a dynamic financial pricing tool tailored to client needs.<br>• Analyze client financial statements to identify key metrics and input data for pricing optimization.<br>• Develop dashboards that provide actionable insights into pricing strategies and cost structures.<br>• Utilize cost accounting principles to evaluate goods or services and recommend optimal pricing.<br>• Perform detailed variance analysis to assess financial performance and identify trends.<br>• Collaborate with stakeholders to gather financial data and ensure accurate tool functionality.<br>• Conduct ad hoc financial analysis to address specific client requirements.<br>• Apply data mining techniques to extract and interpret critical business information.<br>• Provide training and support to clients using the pricing tool and dashboards.<br>• Ensure all financial models are aligned with industry best practices and client goals.
