Financial Management Jobs in Burlington, MA
Grant Thornton International Ltd
Boston, MA
You will perform valuations of financial instruments such as equity instruments in complex capital structures, options, warrants, redeemable debt, convertible debt and embedded derivatives, and contingent claims, such as earnouts and contingent considerations, utilizing statistical and financial concepts such as Black-Scholes model, Monte Carlo simulation, and binomial lattice model. Minimum 2 years of related work experience in a similar consulting practice or function servicing cross-industry clients at a national level with experience in business valuation and financial instruments required.
Grant Thornton International Ltd
Boston, MA
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Transaction Advisory Practice – all with the resources, environment, and support to help you excel. Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of management's budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements.
Partners Capital
Boston, MA
The Treasury Operations, Senior Associate located in Boston will play a critical role in supporting the trade execution, settlement, and treasury functions supporting the firm’s clients and multi-asset pooled vehicles through the completion of investment execution. This position involves managing complex trade and cash flow activities across a wide range of asset classes and investment strategies, ensuring seamless operational efficiency, and maintaining strong oversight of liquidity and cash management.
Fidelity Investments Inc.
$64000 - $121000 YEAR
Boston, MA
Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews of key business units including Workplace Investing, Fidelity Wealth, Fidelity Brokerage, Fidelity Institutional, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Investments Life Insurance, international sites (India & Ireland) and advisory reviews over strategic initiatives. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
JPMorgan Chase & Co.
Boston, MA
Coordinate and monitor fund administration group activities including calculating periodic and annual distribution requirements, performing monthly expense projections and accruals, monthly calculation of asset-based fees, disbursement analysis, and audit/shareholder report preparation support. Morgan delivers an end-to-end solution for clients seeking exceptional Treasury services, including budgeting/expense processing, distribution processing, and audit support.
Fidelity Investments Inc.
Boston, MA
The Financial Solutions team, part of Strategic Advisers, develops the methodology that underpins the financial planning advice and guidance Fidelity offers its wealth, brokerage, and workplace clients through interactions with representatives and digital tools. If yes, come join Financial Solutions and be part of the team which develops the methodology that provides answers to these questions and more for our retail and workplace customers.
Tbwa Chiat/Day Inc
$80000 - $100000 YEAR
Boston, MA
Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel.
Wellington Management Company
Boston, MA
Topics the Portfolio Advisor will discuss include an overview of the firm/investment organization; descriptions of multiple funds’ investment approaches, portfolio positioning, and performance drivers; benefits/differences of an ETF vehicle; and views on capital markets and the economy. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Baker Newman Noyes LLC
Boston, MA
We are looking for an Assurance Advisory Consultant who will integrate into our team, advise clients on the design and implementation of internal controls, and lead testing efforts on internal control engagements. With oversight by Principals or Managers, you will collaborate with other dynamic individuals on the team to prepare client deliverables, lead client meetings and serve as a partner to all stakeholders we work with.
Trillium Asset Management LLC
Boston, MA
Trillium Asset Management is a mission-driven, values-based investment services company exclusively focused on offering our clients investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. Private Client’s diverse and mission-driven team is focused on delivering values-based, impact-oriented strategies across a variety of asset classes to very-high-net-worth individuals, institutions, and other charitable and non‐profit organizations.
Bank of America
Boston, MA
Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
MassMutual
Boston, MA
They will uphold the team’s governance framework working with cross-functional teams across MassMutual and its vendors to identify, document, communicate, and memorialize challenges and opportunities, improve processes, build strong relationships, and provide transparency into the overall health of these relationships. The Strategy and Governance team drives IM’s strategy forward, optimizing governance and decision-making processes, analyzes, and establishes common metrics, processes, and tools and supports key internal and external stakeholders in progressing the IM target operating model.
Lighthouse Sign Co.
Boston, MA
While deep hands-on tool expertise is not the primary focus of this role, we welcome candidates with strong technical backgrounds, particularly those who have excelled in AI-focused consulting (e.g., BCG Gamma, McKinsey QuantumBlack, Bain Vector, Opera Solutions, or similar AI strategy groups). This role will focus on working portco leadership teams on developing GenAI roadmaps that identify where and how to apply GenAI, managing third-party AI vendors and experts to delivery on the high value use cases, and ensuring solutions align with each company’s strategic objectives.
Santander Holdings USA Inc Careers
$120000 - $205000 YEAR
BOSTON, MA
Risk Limit Governance: setting liquidity risk appetite, calibration of risk limits, sign-off on limits frameworks, and ongoing monitoring of limit utilization and remediation. Manage Risk Identification & Assessment (Risk ID) and Emerging Events process and reporting that is comprehensive, efficient, structured and integrated with key market risk processes such as Liquidity Stress Testing and Contingency Funding Planning.
Santander Holdings USA Inc
$120000 - $205000 YEAR
Boston, MA
Risk Limit Governance: setting liquidity risk appetite, calibration of risk limits, sign-off on limits frameworks, and ongoing monitoring of limit utilization and remediation. Manage Risk Identification & Assessment (Risk ID) and Emerging Events process and reporting that is comprehensive, efficient, structured and integrated with key market risk processes such as Liquidity Stress Testing and Contingency Funding Planning.
Santander Holdings USA Inc
$120000 - $205000 YEAR
Boston, MA
Risk Limit Governance: setting liquidity risk appetite, calibration of risk limits, sign-off on limits frameworks, and ongoing monitoring of limit utilization and remediation. Manage Risk Identification & Assessment (Risk ID) and Emerging Events process and reporting that is comprehensive, efficient, structured and integrated with key market risk processes such as Liquidity Stress Testing and Contingency Funding Planning.
Environmental Resources Management (ERM)
$200000 - $240000 YEAR
Lexington, MA
As part of the continued growth and innovation of our Impact Assessment services, ERM has an opportunity for an experienced leader to join our thriving global consulting firm as a key client-facing Partner, Capital Project Delivery/Impact Assessment focusing on the Diversified Energy, Renewables and/or Pharma Industry Sectors in the Northeastern US. The ideal candidate will have established relationships with premier companies, along with technical expertise leading the preparation of impact assessments and development permits for capital projects, particularly for energy transmission projects, new pharmaceutical sector development, or renewables.
Tbwa Chiat/Day Inc
$80000 - $100000 YEAR
Braintree, MA
Senior Associates work on a variety of assignments, including taking substantial responsibility in performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities/derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes. Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel.