20 Best Investment Management & Financial Advisory Occupations jobs in Boston, MA (Hiring Now!)

Financial Analyst - Accounting
Bay Cove Human Services —Boston, MA
Bachelor’s degree from an accredited School or College with an emphasis in the Accounting, Finance, Human Services Management, or related field, plus at least…
$55,000 - $60,000 a year
Quick Apply
Senior Underwriter, Public Entities
Liberty Mutual —Boston, MA
Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility that includes competence with all phases and aspects of the…
$67,000 - $192,500 a year
Housing Portfolio Manager
Bay Cove Human Services —Boston, MA
Tracks annual certification dates, alerts ACCS HC when due, and maintains copies of completed resident annual certification packets (and forwards to subsidy…
Estimated: $70.8K - $89.7K a year
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Portfolio Development Specialist – Beam Suntory
Horizon Beverage Group —Boston, MA
Must have a valid driver license, vehicle and a responsible Motor Vehicle Record. Must live in the same state as the assigned territory.
Estimated: $64.6K - $81.8K a year
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Actuary - Remote
DW Simpson —Boston, MA
Within this role, the Actuary will help the company with ratemaking and be able to present their findings to brokers.
Estimated: $96K - $122K a year
Financial Advisor
New York Life —Waltham, MA
Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to…
$83,023.09 - $99,984.80 a year
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Transportation Finance Program Analyst
Keolis Commuter Services —Boston, MA
Conduct in-depth financial analysis of transportation labor charges, including cost-benefit analysis, and financial modeling.
Estimated: $77.2K - $97.8K a year
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Commercial Lines Underwriter
WAHVE —Boston, MA
Conduct accurate and thorough risk selection with proper classification of insureds. Make critical underwriting decisions on risk acceptability, coverage…
Estimated: $75.4K - $95.5K a year
Client Services Associate
Sentinel Group —Wakefield, MA
The Purpose of Your Role: This is an entry level positon to develop into a full time financial planning role. Knowledge of Excel, Powerpoint, eMoney, Salesforce…
Estimated: $56.7K - $71.7K a year
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Excess & Surplus Lines Underwriter - REMOTE
WAHVE —Boston, MA
_*Property and Casualty license preferred *_– not required. Conduct accurate and thorough risk selection with proper classification of insureds.
Estimated: $75.4K - $95.5K a year
3d
Financial Advisor - CFP opportunity (Training Provided)
Northwestern Mutual —Woburn, MA
Analyze securities and financial market trends. Spread the word about important financial issues. Offer advice about stocks, bonds, and other investments.
$80,000 - $200,000 a year
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1d
Analyst I, Risk Analytics
DraftKings —Boston, MA
Bachelor’s Degree in Mathematics, Computer Science, Finance, or a related field preferred. As an Associate Analyst, Risk, you will heavily support fraud…
$62,400 - $93,600 a year
Investment Analyst/ Quantitative Analyst
NEPC, LLC —Boston, MA
Experience in business intelligence tools like Spotfire, Power Business Intelligence (BI), Tableau – desired but not required.
Estimated: $90.1K - $114K a year
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Accounting Analyst - Quant Hedge Fund
Confidential —Boston, MA
Attention to detail, ability to multitask and give status updates to your team. 2-5 years of experience in Audit from a Public Accounting firm with Alternative…
$110,000 - $150,000 a year
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Wealth Management Financial Advisor (Training Provided)
Northwestern Mutual —Woburn, MA
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$80,000 - $200,000 a year
Quick Apply
1d
Wealth Management Advisor (Training and CFP Track)
pontemla.com —Waltham, MA
Build your own Financial Planning Practice. Competitive, with an entrepreneurial spirit and a vision to build and grow your own business.
$70,000 - $200,000 a year
Quick Apply
3d
Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Boston, MA
Active FINRA Series 7 license required. Active FINRA Series 66 license (or may be obtained within the first 120 days). Health, dental, and vision insurance.
$97,400 - $175,400 a year
Financial Analyst, Strategic Operations
Wayfair —Boston, MA
Partner with business stakeholders to generate financial forecasts/modeling, plan new technical projects, and review business outcomes.
Estimated: $72.6K - $91.9K a year
14d
Financial Analyst, Physical Retail
Wayfair —Boston, MA
We own the quarterly forecasting process for the physical retail platform, coordinating across the organization to establish goals and ensure consistency,…
Estimated: $75.2K - $95.2K a year
12d
U.S. Private Bank – Investment Professional – Associate
JPMorgan Chase & Co —Boston, MA
Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Morgan’s U.S. Private Bank.
7d

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Financial Analyst - Accounting

Bay Cove Human Services - Boston, MA

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Job Details

Full-time $55,000 - $60,000 a year

Qualifications

Microsoft Excel
Financial modeling
Writing skills
ERP systems
Financial software
Financial analysis
Master's degree
Analysis skills
Bachelor's degree
Financial report interpretation
Continuous improvement
Corporate finance
Organizational skills
1 year
Communication skills
Time management

Full Job Description

Department: Accounting

Compensation: $55,000 - $60,000
Hybrid 2-days/week in-office

Reports To: Director of Financial Planning and Analysis

Job Description:

Conduct in-depth financial analysis, providing actionable insights to support key business decisions. Develop and maintain complex financial models to aid in forecasting, budgeting, and long-term planning.
Analyze financial results, trends, and metrics monthly and meet with Leaders to communicate their net results. Communicate key drivers in regards to the full financial profit and loss statement.
Utilize strong technical and data skills to streamline financial processes and enhance efficiency.
Support the monthly accounting close and annual audit workflows, working closely with the broader Finance & Accounting team.
Review the internal Financial Statements for errors before they are published.
Develop and monitor budgets and other financial projections throughout the fiscal year for assigned Service Area(s) and new programs as they arise, in concert with program staff. Lead budget development and budget review meetings with division staff.
Act as Internal Auditor for assigned Service Area(s). Perform monthly internal auditing and analysis on operational activities and budget versus actual variances. Monitor actual expenses against contracted budgets, working with program staff to ensure spending and billing according to contract budgets.
Identify and investigate trends and issues, and communicate findings to the Supervisor. Provide Supervisor with written narrative reports by the 10th of each month.
Negotiate funding contract terms, complete contract paperwork, contract budgets and amendments and other reporting as needed with our funders. Work with funders and program staff to resolve contract problems as they arise. Learn, follow, and stay abreast of changes to funders’ and auditors’ regulations regarding assigned contracts.
Act as a liaison for program staff, and a resource for information sharing and problem solving, advising on financial impacts of programmatic decisions, and training on cost coding, budgeting and financial report interpretation to non-financial staff. Respond in a timely manner to all information requests.
Establish trust, and maintain positive, effective and professional relationships with governmental agencies, colleagues, programs, and funding sources.
Maintain departmental budget and subsidiary template workbooks in Excel and other formats and create new workbooks and processes for the Business Office as needed.
Meet regularly with the Supervisor to review and address budget variances, cost projections and programmatic and contractual changes.

Work with A/R staff and funders to ensure that appropriate collection steps are taken when necessary.

Perform ROI analysis, and scenario modeling, and provide decision support for future business planning decisions and investments.
Provide guidance and specialized expertise to business partners.
Drive continuous improvement by creating new analysis, and innovating on current metrics and reporting.
Conduct and lead quarterly/monthly financial business reviews and projects.
Create annual budget reports; work in the budget system, analyze budget targets

Department Management and Operations Responsibilities

Participate in annual audit, including but not limited to preparing audit schedules, reviewing and adjusting year-end general ledger, and providing information to auditors as requested.
Follow and implement all program safety procedures.
Attend and achieve competency at required training, including in-service training, conferences, and seminars within the indicated timelines.
Assist Senior Director of Financial Planning & Analysis with other tasks and projects as directed.

•

Qualifications:

Bachelor’s degree from an accredited School or College with an emphasis in the Accounting, Finance, Human Services Management, or related field, plus at least one year experience in fiscal analysis and interpreting financial reports; or a Master’s degree.
1 years of experience in financial analysis, FP&A, or related field; experience in a corporate finance environment is preferred.
Human Services experience preferred.
Strong analytical skills with the ability to interpret and analyze complex financial data.
Proficiency in financial modeling, forecasting, and variance analysis.
Advanced knowledge of Excel and financial software; experience with ERP systems is desirable.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Detail-oriented with strong organizational and time management skills.
Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
Enthusiastic and proactive with a willingness to learn and take on new challenges.

Personal Characteristics:

Superior analytical skills and creative problem-solving ability, with an appreciation for striking a practical balance between business and legal objectives.
Strong Organizational skills with the ability to manage multiple responsibilities in a fast-paced environment with minimal supervision and meet deadlines.
Effective communication skills, both verbally and in writing, with all employees and other business contacts.
Ability to work collaboratively, negotiate, and resolve differences.
Adaptable and open to change, able to work in ambiguous situations and respond to new information and unexpected circumstances.
Ability to be flexible, open, and responsive to ongoing industry changes.
Ability to effectively represent the General Counsel in a variety of settings.
Ability to identify project opportunities and obstacles and develop effective, creative strategies to pursue opportunities.
Ability to work independently or effectively as part of a team.
Ability to interact professionally across all levels of the organization and with external contacts.
Ability to work well as part of a harmonious and high-functioning team.
Self-motivated and passionate about your work.
Considerable periods may be spent concentrating and or analyzing data.
Ability to manage multiple projects simultaneously within defined timelines and prioritize when necessary.
Adaptable and open to change; ability to work in ambiguous situations and respond to new information and unexpected circumstances.
Ability to handle highly confidential, critical, and time-sensitive information.

Bay Cove Human Services does not offer visa sponsorships at this time and will require candidates to be authorized to work in the United States.
#BaycoveACCS

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Investment Management & Financial Advisory Occupations jobs in Boston, MA

Financial Analyst - Accounting

Senior Underwriter, Public Entities

Housing Portfolio Manager

Portfolio Development Specialist – Beam Suntory

Actuary - Remote

Financial Advisor

Transportation Finance Program Analyst

Commercial Lines Underwriter

Client Services Associate

Excess & Surplus Lines Underwriter - REMOTE

Financial Advisor - CFP opportunity (Training Provided)

Analyst I, Risk Analytics

Investment Analyst/ Quantitative Analyst

Accounting Analyst - Quant Hedge Fund

Wealth Management Financial Advisor (Training Provided)

Wealth Management Advisor (Training and CFP Track)

Wealth Advisor - Schwab Wealth Advisory

Financial Analyst, Strategic Operations

Financial Analyst, Physical Retail

U.S. Private Bank – Investment Professional – Associate

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Investment Management &amp; Financial Advisory Occupations jobs in Boston, MA

Investment Management & Financial Advisory Occupations jobs in Boston, MA