Servicing Financial Advisor - Boston area Alera Group IncServicing Financial Advisor - Boston areaNeedham, MA$80,000–$95,000 / yearAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support firm growth by participating in client meetings and attending educational workshops for retiree prospects.
Account Executive (Financial Staffing Services) recruiterboomAccount Executive (Financial Staffing Services)Newton, MassachusettsYour overarching goal is to identify opportunities with prospects and new clients and build them into long-term profitable relationships. Create detailed business plans designed to attain predetermined goals and quotas.
Financial Advisor (Multiple Levels) - Methuen, Massachusetts TD BankFinancial Advisor (Multiple Levels) - Methuen, MassachusettsMethuen, Massachusetts$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Advisor (Multiple Levels) - Revere, Massachusetts TD BankFinancial Advisor (Multiple Levels) - Revere, MassachusettsRevere, MassachusettsEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewFinancial Planning Advisor Teachers Insurance and Annuity Association of America (TIAA)Financial Planning AdvisorBoston, MA$84,400–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Managing Director | Accounting Advisory Services CBIZ IncManaging Director | Accounting Advisory ServicesBoston, MACBIZ is seeking a Managing Director with strong public accounting experience, strong leadership qualities and an ability to generate new business to help support and grow our Financial Accounting Advisory Services practice (FAAS). Deep technical expertise for various accounting topics such as equity versus debt classification, revenue recognition, lease accounting, business combinations, public company reporting rules and regulations, complex equity/liability awards other technical accounting matters.
Financial Analyst Financial EnginesFinancial AnalystBoston, MA$61,100–$81,400 / yearPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
Senior Manager, Financial Planning & Analysis Financial EnginesSenior Manager, Financial Planning & AnalysisBoston, MA$106,400–$156,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. The ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors.
Financial Reporting Analyst Aditi ConsultingFinancial Reporting AnalystQuincy, MA$52–$53 / hourConsent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. The Cyber Financial Reporting Analyst will work closely with the Global Cybersecurity (GCS) CBO team to support workforce planning, budget management, procurement lifecycle management, vendor governance, and process transformation activities for Global Cybersecurity.
Financial Analyst Edelman Financial EnginesFinancial AnalystBoston, MassachusettsPrincipal Responsibilities: The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: Owning and managing AUM, revenue, cost of revenue budgets for business line partners; building, maintaining, and explaining the numbers while proactively identifying variances and variance drivers before they become surprises. The Business Line Finance team at Edelman Financial Engines works directly alongside Marketing, Distribution, and Product & Technology partners, translating financial data into context that helps those teams make better decisions.
Financial Reporting Analyst - Reconciliations Lenmar Consulting, Inc.Financial Reporting Analyst - ReconciliationsBoston, MAThis role is ideal for someone with an operations background who is comfortable working with data, executing repeatable processes, investigating discrepancies, and supporting senior operations team members. Apply today if you have a strong operations/reconciliations background and are comfortable working in a fast-paced Middle Office environment.
Director | Accounting Advisory Services CBIZ IncDirector | Accounting Advisory ServicesBoston, MAThe Director serves as a trusted advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, and venture capital and private equity-backed companies while managing client relationships, developing staff, and contributing to practice growth. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.
Senior Manager | Accounting Advisory Services CBIZ IncSenior Manager | Accounting Advisory ServicesBoston, MAThe Accounting Advisory Services practice at CBIZ is seeking a Senior Manager with 8+ years of experience in public accounting as well as private experience as a controller, technical accounting role or consultant to join the organization's team to support our national practice. Applies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes.
Senior Manager Financial Advisory Arup Group LtdSenior Manager Financial AdvisoryBoston, MA$185,000–$207,000 / yearPrepare strategies and develop procurement processes for successful project delivery from early-stage planning and financial model development, development of solicitation documents (RFI, RFQ, RFP, and where relevant, PDA), development of the Project Agreement and associated risk identification, assessment and allocation, management of the procurement process, one-on-one meetings, bid evaluation through financial close. Our internal employee networks support our inclusive culture: from race, ethnicity and cross-cultural working to gender equity and LGBTQ+ and disability inclusion - we aim to create a space for you to express yourself and make a positive difference.
Senior Financial Reporting & Internal Controls Accountant Formlabs IncSenior Financial Reporting & Internal Controls AccountantSomerville, MA$95,000–$150,000 / yearKey roles and responsibilities include: Lead external financial reporting activities, including the preparation, coordination, drafting, and review of quarterly and annual financial statements, footnote disclosures, Management''s Discussion and Analysis (MD&A), earnings releases, and other SEC filings. What You'll Do: In this role, you will report directly to the Director of Technical Accounting, External Reporting, and Internal Compliance and work closely with other key members of the Finance team including the Corporate Controller, Head of FP&A, and Head of IR.
Senior Consultant | Accounting Advisory Services CBIZ IncSenior Consultant | Accounting Advisory ServicesBoston, MAParticipate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities. The Senior Consultant will be an integral part of the accounting advisory services' team primarily focused on delivering technical and operational accounting support for clients, while developing managerial and client serving skillsets in a team-oriented environment.
Financial Programs Specialist (Remote) All Financial FreedomFinancial Programs Specialist (Remote)Boston, MARemoteOur organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.
NewSourcing Lead-Professional Services Citizens Financial Group IncSourcing Lead-Professional ServicesWestwood, MA$97,000–$125,000 / yearJoin and potentially lead cross-functional teams to execute sourcing initiatives including the competitive bidding process and contract negotiations; ability to negotiate, including contract red lining for all types of corporate transactions using an Agile contracting framework. Provide Category Procurement subject matter expertise for the associated business/function; effectively work with functional and business groups as a trusted advisor to determine desired product/service specifications and projected demand when making recommended action plans.
Inpatient Financial Clearance Representative I - Hybrid Tufts MedicineInpatient Financial Clearance Representative I - HybridLowell, MA$21.53–$26.91 / hourCollects patient's necessary demographic and financial information from physician offices, acute-care entities, or the patients themselves, schedules services for patients, and handles referrals from primary care doctors to ensure patients are scheduled for recommended appointments/procedures, etc. 14.Works closely with Case Management and Admitting colleagues to confirm level of care changes, particularly for urgent admissions, and communicates level of care upgrades or downgrades with payers within a timely manner.
Sr. Manager, Service Finance Brooks Automation US LLCSr. Manager, Service FinanceChelmsford, MA$148,351.35–$200,710.65 / yearBrooks is a leading provider of automation solutions with over 40 years of experience in the semiconductor industry, offering precision robotics, integrated automation systems, and contamination control solutions that empower chip manufacturers worldwide. This role owns the service performance narrative, leads forecasting and planning processes, and delivers actionable insights to drive margin expansion, operational efficiency, and value creation.