Trabajos Accounting & Finance en Boston, MassachusettsCrear alertas

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Harvard University, Wayfair, Salesforce, or Wellington Management among other leading organizations in the Greater Boston area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelorʼs degree In-depth classes include: • Banking, • Business Operations, • IT Support, • Investment Operations, • Project Management

ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different - in what we do, in how we work and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com Alter Domus is currently seeking a Fund Accountant to join our Private Equity Fund Services Team at our Boston office location. This is a hybrid position where you will work 2 days per week in the office. You can be part of a unique culture, a place that teamwork is encouraged and hard work is rewarded. We offer a wide range of opportunities for growth and provide the resources you need to progress in your career of choice. JOB DESCRIPTION: • Assist in the preparation of financial statements, investor statements, contribution/redemption confirmations, K-1s, capital calls, distributions, audited financials and other investor communications, • Enter daily and monthly deliverables by recording journal entries, wires, loan statements and posting/reconciling trades, • Client Interaction to enhance client relationships and a dedication to doing the job right and meeting client deadlines., • Other duties as required QUALIFICATIONS / REQUIREMENTS: • Financial Management, • Technical Capacity, • Communication Proficiency, • Personal Effectiveness/Credibility, • Other Knowledge, Skills and Abilities, • Highly organized and proactive, with follow-through on commitments, • Personal and professional integrity, • Strong work ethic, responsiveness and passion for customer service and quality, • Excellent team player and good interpersonal skills, • Able to handle multiple tasks and prioritize accordingly, • Good oral and written communication skills, • Ability to work with team members and manager remotely, • Ability to follow instructions and receive feedback and review comments on work prepared, • Communicate with tax team members and managers any questions or issues that arise with client work, • Proficient in Microsoft Excel YOUR PROFILE: • Major in accounting (BA or MAcc) or finance, • Looking to pursue a career in accounting #LI-HYBRID #LI-ES1 WHAT WE OFFER We are committed to supporting your development, advancing your career, and providing benefits that matter to you. Our industry-leading Alter Domus Academy offers six learning zones for every stage of your career, with resources tailored to your ambitions and resources from LinkedIn Learning. Our global benefits also include: • Support for professional accreditations such as ACCA and study leave, • Flexible arrangements, generous holidays, plus an additional day off for your birthday!, • Continuous mentoring along your career progression, • Active sports, events and social committees across our offices, • 24/7 support available from our Employee Assistance Program, • The opportunity to invest in our growth and success through our Employee Share Plan, • Plus additional local benefits depending on your location Equity in every sense of the word: We are in the business of equity, in every sense of the word. For us, this means taking action to ensure every colleague has equal opportunity, valuing every voice and experience across our organisation, maintaining an inclusive culture where you can bring your whole self to work, and making Alter Domus a workplace where everyone feels they belong. We celebrate our differences, and understand that our success relies on diverse perspectives and experiences, working towards shared goals and a common purpose. We take pride in creating a workplace where all our people are empowered to be truly invested in the alternative and bring their whole selves to work. We are committed to ensuring a welcoming recruiting and onboarding process for everyone. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: ) #LI-HYBRID

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Job Description Senior Staff Accountant Our client is seeking a highly motivated and resourceful Senior Staff Accountant for Accounts Payable to join their dynamic team. This critical role offers the opportunity to oversee daily financial operations, enhance process efficiencies, and contribute to the smooth functioning of a renowned institution. The ideal candidate will bring a proactive attitude, problem-solving skills, and a desire to improve existing workflows, all while supporting a collaborative environment dedicated to excellence. Compensation: $40.00 per hour Responsibilities: • Manage daily accounting processes including invoice processing, payment requests, and account reconciliation., • Lead complex month-end closing activities, ensuring compliance with organizational policies., • Review and authorize various transactions such as invoices, wire payments, and payments related to human subjects, based on government and institutional guidelines., • Troubleshoot and resolve rejected direct deposit payments efficiently., • Collaborate with the Supplier Maintenance Team to ensure accurate classification for tax withholding and participate in year-end tax filings., • Address payment-related inquiries from community members and suppliers, providing timely and professional support., • Act as a subject matter expert, educating staff and suppliers on AP policies and best practices., • Assist with internal and external audit preparations, ensuring documentation accuracy., • Contribute to AP projects, supporting team efforts to optimize workflow and procedures., • Conduct root-cause analysis of account issues in partnership with senior staff members to facilitate resolution., • Provide training on accounting policies and procedures within the organization., • Analyze AP data, offer insights, and recommend process improvements to management., • Develop and update AP documentation in collaboration with management., • Bachelor’s degree in accounting, finance, or business administration., • At least 3 years of experience in financial operations, including accounting and reconciliation tasks., • Proven experience delivering excellent customer service., • Strong familiarity with accounting software, ideally SAP., • Solid understanding of accounting principles and federal regulations related to accounts payable., • Exceptional attention to detail and ability to handle multiple priorities under strict deadlines., • Excellent interpersonal, verbal, and written communication skills., • Self-motivated with a proactive approach, judgment, and problem-solving abilities., • Team-oriented with the ability to collaborate effectively and provide value-added support., • Capacity to assess inquiries critically and determine appropriate escalation procedures. Our Commitment to Inclusion & Belonging The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position. #HGP #LI-DC1 Pandologic. Keywords: Staff Accountant, Location: Cambridge, MA - 02238 , PL: 602446661

Creative Financial Staffing is partnered with a humanitarian nonprofit organization seeking a Staff Accountant focused on government funding. About the Organization Seeking a Staff Accountant: \n\n • Founded over 50 years ago, this organization has a rich history of focusing on underserved populations in Boston\n, • They have adapted through several public health crises over the years and always focus on patients first\n, • Growing from $12M in revenue to almost $40M, they are working to scale their operations to match their initiatives\n, • Preparing and posting journal entries for month-end and year-end close\n, • Reconciliations for cash accounts, payroll, prepaids, and other balance sheet items\n, • Assisting in monthly, quarterly, and yearly financial statement preparation\n, • Supporting grants compliance and budget tracking\n, • BS in Accounting or experience equivalent (+4 years)\n, • 3+ years of experience as a staff accountant\n

TREASURY ANALYST, Financial Affairs.TREASURY ANALYST, Financial Affairs.The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training and internal pa

SENIOR FINANCIAL & GRANTS ADMINISTRATOR, School of Medicine, Dean's Office. SENIOR FINANCIAL & GRANTS ADMINISTRATOR, School of Medicine, Dean's Office. Under the direction of the Director, the Senior Financial and Grants Administrator (SFGA) is a key member of the OFGA team and is responsible for in

The Assistant Director, Master of Finance Career Coaching provides career development services to BU Questrom School of Business Master of Finance (MSF) students through comprehensive career courses, individual career coaching sessions, career development workshops, and other innovative programming,

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training and internal pay comparison. SAP PAYROLL FUNCTIONAL ANALYST III, BUworks, Finance. SAP

Compliance Senior Associate – Anti-Financial Crime (AML/KYC) Boston, MA A leading global private investment firm is seeking a Compliance Senior Associate to support its Anti-Financial Crime (AFC) / KYC program within a business-facing compliance team. This role offers direct exposure to investment transactions, counterparties, and investor diligence, partnering closely with Legal, Operations, and deal teams in a highly sophisticated environment. Key Responsibilities: • Lead execution of KYC / due diligence across investors, counterparties, and portfolio companies, • Analyze complex ownership structures and determine ultimate beneficial ownership, • Conduct sanctions and adverse media screening; assess and escalate risk as needed, • Support ongoing monitoring, investigations, and documentation standards, • Partner cross-functionally on onboarding, transactions, and risk-related matters, • Contribute to AFC/KYC policies, procedures, and broader program enhancements Ideal Background: • 2–4 years of experience in AML / KYC / financial crime compliance, • Experience within an investment manager, broker-dealer, financial institution, or top-tier advisory firm, • Strong understanding of risk-based KYC and global sanctions frameworks (e.g., OFAC), • High attention to detail, sound judgment, and strong communication skills, • CAMS or similar certification is a plus Why this role: High-impact, business-facing compliance role with exposure to complex structures, real transactions, and a globally integrated platform.

Senior Billing Specialist – Law Firm (BOS) 📍Boston| 💼 Full-Time | 🧾 Aderant or Elite 3E Required Global Law Firm is seeking an experienced Senior Billing Specialist to join the team. Key Responsibilities • Manage full-cycle billing, including preparation, editing, and submission of invoices in accordance with client guidelines., • Collaborate with attorneys and practice groups to resolve billing discrepancies and ensure accurate, timely billing., • Process electronic billing (eBilling) through various client platforms and troubleshoot rejections., • Monitor aging reports, follow up on outstanding receivables, and support collections efforts., • Maintain accurate billing records, rate setups, and matter-specific requirements., • Assist with special projects, billing audits, and process improvements as needed. Qualifications • Bachelor’s degree required (Finance, Accounting, Business, or related preferred)., • 4+ years of law firm billing experience required., • Proficiency in Aderant or Elite 3E billing systems., • Strong understanding of eBilling platforms

6 Month+ Contract - Boston - W2 ON SITE The contract Accounts Payable (AP) analyst will provide administrative and financial support related to accounts payable, invoicing, and other general accounting. Project requires timely and accurate data entry and or processing. Analysts will identify, researches and escalates financial issues. This role requires candidates to operate with minimal supervision in a fast-paced work environment. Must successfully demonstrate initiative, reliability, attention to detail, customer service, and discretion. • Ensure invoices are paid on time (& resolve any issues), enter credits, and maintain vendor data., • Support Accounts Payable team with administrative duties including vendor on boarding, data analysis/data input, charge codes etc, • Distribute invoices, statements, and other communications to responsible parties., • Send invoices with clear chain of approval through approval process., • Communicate clearly and professionally., • Assist in resolving issues if an invoice is rejected., • Work with the end user and vendor if there are discrepancies., • Other special projects and duties as assigned., • 3-5 Years of AP Experience suggested

Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in Boston, MA. This role sits within the Legal & Compliance organization and supports the firm’s Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4–5+ years of experience in a legal or contracting role within the financial services industry. This is a 6-month contract position paying between $42–$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in Boston, MA. Responsibilities: • Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements., • Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals., • Collaborate with other members of the Legal team in connection with complex contracting and documentation matters., • Support resolution of complex documentation issues and assist in establishing controls and processes where required., • Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps., • Participate in the ongoing development and improvement of legal processes, design, and operational efficiency., • Provide additional legal and documentation support as needed. Qualifications: • Bachelor’s degree in Legal Studies or a related field required., • 4–5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred., • Must have experience within the financial services industry; asset management experience is highly preferred., • Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization., • Hands-on experience negotiating contracts, including NDAs and exposure to RFPs., • Strong interest in legal technology, process design, and operational improvement initiatives., • Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly., • Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting., • Ability to work independently while also contributing effectively within a team environment., • Language skills are a plus but not required. For immediate consideration, interested and qualified candidates should send their resume to Jackson at .

Accounts Payable & Accounts Receivable Specialist Location : Boston, MA 02115 Location/Hybrid role: Remote- M/T/F, In office - W/Th 3) Pay Rate: $33.75 on W2 Confirmation of work schedule: Mon – Fri., 35hrs/week – 9am-5pm List top technical skills you would like to see that will lead to requesting an interview: intermediate level Outlook and Excel skills (experience in B2P, Concur ) strong communication skills (verbal and written), adaptable in learning new processes, strong analytical problem solving skills. Additional Job Details: The Office of Graduate Education (OGE) Finance team is seeking a temporary Accounts Payable & Accounts Receivable Specialist to support day-to-day financial operations during a staff leave. This position reports to the Associate Director of Finance and works closely with finance staff, program managers, faculty, students, and external partners. This is a full-time, temporary role from May 11 – August 7 (13 weeks) 35hrs per week, including a one week training overlap with the incumbent. Accounts Payable & Procurement • Serve as primary point of contact for day-to-day procurement and payables questions., • Process vendor invoices, student reimbursements (sponsored and non-sponsored), and other payments in Buy2Pay., • Set up and reactivate vendors; review and approve purchase requisitions., • Coordinate ordering and tracking of office supplies and IT equipment., • Review and approve Concur PCard reports and staff reimbursements., • Oversee the department travel card: prepare reports and ensure all travel expenses comply with DMS and Harvard travel policies. Accounts Receivable & Collections • Prepare and distribute semi-annual preceptor invoices (Fall and Spring) and Spring program invoices., • Set up new labs and add/update contacts in the AR system and FileMaker., • Reconcile discrepancies between FileMaker and the general ledger and resolve issues., • Monitor aging receivables, contact labs regarding past-due invoices, and prepare outstanding invoice reports for the management team. Program & Student Financial Support • Submit Master’s Program guest lecturer payments in coordination with Master’s Program Managers., • Meet bi-weekly with the Masters Admin Coordinator to review guest speaker status and resolve payment questions., • Maintain DMS financial records, tracking and monitoring all expenditures, including allowances for individual students and student groups., • Reconcile non-sponsored account expenditures against University reports, resolve discrepancies, and prepare monthly status reports. Customer Service & Policy Guidance • Serve as a front-line resource and principal source of information for students, faculty, and staff on established DMS and Harvard financial policies and procedures. Preferred Qualifications • Experience with accounts payable, accounts receivable, and basic reconciliation., • Familiarity with enterprise finance systems (e.g., Buy2Pay, Concur, or similar) and strong Excel skills., • Strong attention to detail, accuracy, and organizational skills., • Customer-service orientation and ability to explain financial policies clearly to non-finance audiences., • Ability to manage multiple priorities and meet deadlines in a fast-paced academic environment.

Payroll Specialist - Asset Management One of Boston's top firms is looking to hire a Payroll Specialist to add to the team. This position will be responsible for a blend of reporting, analysis, processing, compliance, and business partnering as is pertains to payroll. This is a great role if you're an analytical professional looking for a top company with opportunities for growth & professional development. Compensation / Benefits: • Strong base pay, • bonus, • profit sharing, • defined promotion track, • opportunities for growth & professional development, • hybrid working environment in Boston, MA Responsibilities: • Responsible for specific quarterly / annual, and ad hoc reporting for both domestic & international payroll, • Responsible for multi-state payroll processing, • Responsible for record keeping within the HRIS, including sensitive employee related information, • Responsible for managing all healthcare, benefits, and 401k plan administration, • Input international employee payroll data to in-house payroll system for employees requiring W-2 reporting, • Perform reconciliations for payroll general ledger accounts on a monthly, quarterly, and annual basis, • Develop, document, and maintain policies and procedures that support accurate and timely multi-state payroll processing, • Maintain daily interaction with Human Resources, • Calculate vacation and personal time, verify employment and maintain confidentiality, • Assist in year-end W-2 preparation, fringe benefit processing, • Research and respond to tax notices from Federal, State and Local agencies, • Ad hoc projects as required Qualifications: • Bachelor’s degree, • 2+ years of Payroll processing / administration / reporting experience, • Analytical, logical, methodical and intellectually curious, • Problem solving and issues resolution management, • Excellent system and Excel spreadsheet capabilities, • Interest in growth & professional development

Job Description This job will work across the finance organization to help achieve all organizational goals. This role will have visibility to all aspects of annual and quarterly reporting along with key responsibilities which will include the preparation of SEC filings and handling financial information for Investor Relations. This position will assist in technical accounting research, special projects and process improvements. Responsibilities: • Responsible for the preparation of SEC reporting documents (8-K, 10-Q, 10-K), • Work with annual equity offering., • Play a lead role in managing the external reporting., • Assist in the review of the quarterly earnings release., • Support Investor Relations on quarterly earnings materials., • Work with finance to help with all budget inquiries., • Coordinate with external auditors to successfully support quarterly reviews., • Be a focal point of the annual audit., • Maintain proper internal controls., • Keep up with all accounting research., • Bachelor’s degree in Accounting, • CPA preferred, • 2+ years with some in public accounting, • Familiarity with XBRL preferred, • Strong technical skills and internal controls background, • Knowledge of US GAAP and SEC reporting requirements, • Ability to work with senior leadership, • Outstanding written and verbal communication skills, • Very strong abilities with Excel

Job Description In cooperation with the Property Management Staff, the Accounting Administrator works to meet the accounting and administrative demands of the building management office. Duties and Responsibilities: Accounting Duties • Code and Input invoices in MRI, Yardi Voyager or similar Property Management Software, • Input of Tenant receipts in MRI, Yardi Voyager or similar Property Management Software, • Verify monthly rents and distribute rent statements, • Prepare monthly closing reports, including cash verifications, • Complete new vendor requests and set-ups, • Answer phone in a professional manner providing answers when possible and transferring calls or taking messages as needed, • Open, stamp and distribute mail, • Maintain tenant contacts lists, • Maintain emergency contact lists, • Maintain certificate of insurance files for tenants and vendors, tracking dates and coverages, • Maintain lease and building files, create new files as needed, • Process tenant amenity requests including fitness center membership, interior bike room use and exterior bike parking., • Prepare and send all outgoing mail and packages, • High school diploma required, • Basic Accounting experience a plus, • Advanced communication skills both oral and written, • Strong organizational skills and attention to detail, • Self-starter, able to manage multiple projects under pressure, • Ability to work efficiently as a team member, dealing with coworkers and clients at all levels and disciplines, • Ability to work independently, • Ability to occasionally work flexible hours which may exceed 8 hours per day or 40 hours per week, • Personable and friendly demeanor in person, on phone and in email, • Proficient knowledge of Microsoft Office, including Word, Excel and Adobe, • Ability to gain proficient knowledge of other software programs as required This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. Pay Range$31.25—$36.58 USD About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: . All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description The Boston Athenaeum is seeking a collaborative and detail-oriented Accounting Assistant. The Accounting Assistant will support processes to pay vendors, record transactions and assist staff to make the best use of our accounting platform. The position will require work onsite at our Beacon Hill location. Responsibilities • Enter invoices to pay vendors, working closely with staff to find the correct expense codes, funding sources, exhibitions, projects, and special payment requirements such as foreign currency transactions or expedited payment requests, • Help administer the purchasing card program for approximately 25 card holders including issuing cards, supporting users with training and reviewing card activity, • Prepare journal entries to record EFT, check and credit card batches, taking information from Salesforce to create a summarized journal entry for each bank deposit, • Assist with cash reconciliation by monitoring bank activity and clearing transactions, • Enter bills for digital image royalties, event space rental, library fees and other transactions, • Prepare forms, applications and correspondence to support business processes, • Assist with administration of committee meetings by compiling and distributing materials, drafting minutes and scheduling meetings, • Cross-train to support payroll and employee onboarding tasks, • Other duties as assigned Qualifications • Accounting experience including accounts payable or accounts receivable or payroll or similar required, • Proficiency with office productivity software including Excel, Word and Google Workspace required, • Accounting, finance or business degree preferred, • Experience with cash reconciliations and journal entries preferred To Apply: Please submit a cover letter and resume The Boston Athenæum is an equal opportunity employer. We welcome candidates who will increase our diversity; we encourage candidates of color and all diverse candidates to apply and are committed to hiring individuals who value a diverse and inclusive work environment. The Boston Athenæum is also committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation, please contact HR Generalist Nora Conley at 617-720-7630 or

Job Description Steer offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about marketing and customer retention. Steer began as an online directory for drivers to find a local mechanic. Fast forward to today, Steer has launched a complete Customer Relationship Management (CRM) marketing suite, complete with text messaging, email automation, direct mail integration, reputation management, appointment reminders, declined/recommended services, and many other features. We are always innovating and we are proud to be a leader in the automotive repair industry. In August 2024 Steer acquired AutoOps - the leader in modern, intelligent, and fully integrated scheduling software for auto repair shops. AutoOps allows customers to smoothly schedule through a shop's website and Google Business Profile. About the Role The Accounting Analyst is the financial backbone of our day-to-day operations. In this role, you will serve as the "source of truth" for our books — owning the full accounting cycle from transaction review to monthly close, while acting as a trusted resource for employees, vendors, and leadership alike. You won't just be processing entries; you'll be building the habits, processes, and controls that allow our Finance team to scale alongside a fast-growing software company. This is a high-visibility role that reports directly to our Controller and offers genuine exposure to every corner of the business — from investor reporting to vendor negotiations to payroll compliance. The ideal candidate brings operational precision, a strong grasp of US GAAP, and the drive to take ownership in a lean, high-impact environment. You Are • A "Close Owner": You don't just tick off a checklist — you understand why each entry matters and how it flows into the financial statements., • Process-Oriented: You proactively identify gaps in workflows and find ways to reduce manual effort without sacrificing accuracy., • Detail-Obsessed but Fast: You can maintain extreme precision across high-volume transactions while keeping pace with month-end deadlines., • A Trusted Partner: Employees, managers, and vendors alike know they can count on you for clear, professional communication and timely follow-through., • Proactive and Accountable: You flag issues before they escalate and take full ownership of your book of work. You Will • Own the Month-End Close: Prepare and post monthly journal entries, perform account reconciliations, and ensure the ledger is clean, complete, and audit-ready every cycle., • Manage Cash & Banking: Review bank transactions daily and perform monthly cash reconciliations with precision., • Drive AP & AR Operations: Manage vendor communications and ensure timely bill payment; support customer billing and collections to keep cash flow healthy., • Support Investor Reporting: Assist in the preparation of monthly financial reports that communicate company performance to investors and leadership., • Be the Employee Finance Resource: Serve as the go-to point of contact for expense compliance, travel reimbursements, and 401(k) questions — ensuring every employee interaction reflects professionalism and trust., • Support External Partners: Partner with our audit and tax teams to ensure timely, accurate deliverables., • Analyze Vendor Contracts: Review renewal terms and proactively surface insights to department heads ahead of negotiations. You Have Must Have: • Academic Foundation: Bachelor's degree in Accounting or Finance., • Accounting Experience: 0–2 years in public or corporate accounting, with hands-on exposure to full-cycle accounting processes., • Technical Proficiency: Advanced Excel skills (VLOOKUPs, Pivot Tables) and a strong command of US GAAP., • Operational Rigor: Proven ability to manage high-volume transaction processing with accuracy and consistency., • Experience in a high-growth or scaling SaaS organization., • Familiarity with QuickBooks Online, Chargebee, or HubSpot., • Experience with Bill.com or Rippling HRIS., • Exposure to automated reconciliation software. Interview Process • Wonderlic Assessment, • Initial Screen (30 min), • Take Home Assignment, • Hiring Manager Interview (45 min), • CFO Interview (30 min), • References We Offer • 100% employer-paid medical insurance, • FSA and HSA options, • Flexible PTO, • Generous Parental Leave, • 401(k), • Growth & Wellness Stipend, • WFH Equipment, • Access to the latest tools and technology, • A collaborative, high-ownership culture where your work is seen and valued, • Clear pathways for development and career growth Why Join Steer? At Steer, we align our mission of transforming the auto repair experience for shop owners and their customers with your passion for growth, innovation, and excellence. Here, you'll find opportunities to expand your skills, take on career-shaping challenges, and contribute to the future of the auto repair industry, all while enjoying comprehensive benefits and flexible work arrangements to support your well-being. Join Steer to be part of a forward-thinking, flexible, and collaborative culture where you are empowered to do meaningful and impactful work. We value diversity and believe that forming teams in which everyone can be their authentic self is key to our success. We welcome applications from those with diverse backgrounds and industries. Our hiring process looks beyond just credentials. The school you went to at 18 doesn't define your potential to thrive and enrich our culture. Even if you don't meet every requirement, we invite you to apply.

As a Bookkeeper at Blanche Field, you will play a crucial role in maintaining financial records and ensuring the smooth operation of our accounting processes. Daily Responsibilities: Perform invoicing, posting deposits and payments Conduct reconciliations for various accounts Maintain the general le

Event Manager Location: Boston, Massachusetts | Hybrid (Preference for Massachusetts or Eastern Time Zone) Compensation: $85,000 to $100,000 all in, based on annual salary plus bonus opportunity | Full-Time | W2 About the Role Our client is seeking an Event Manager to join their fast-growing and entrepreneurial coaching business in the financial services industry. The Event Manager will lead the planning, execution, and optimization of a wide range of events that support the growth of financial advisors nationwide. This role is ideal for someone who thrives in a high-accountability environment, takes ownership of outcomes, and enjoys building memorable, high-impact experiences. The Event Manager will oversee multiple events per quarter, including virtual webinars, in-person meetings, and a large annual conference. This individual will work closely with the company’s founder and the Director of Marketing to ensure every event runs seamlessly and delivers exceptional value to attendees. The Event Manager will report directly to the founder and collaborate with a small, agile team. About the Company & Founder Our client is an established organization that supports the growth and success of financial professionals in the insurance industry across North America. Its founder brings more than 20 years of experience, advanced credentials, and a strong industry reputation. Known as a recognized thought leader, he has authored a well-known industry book, developed a broad network of professional relationships, and frequently speaks at events across the country. What You Will Do • Plan, coordinate, and execute multiple events per quarter, including virtual and in-person formats, • Manage a weekly online mastermind gathering, ensuring consistency, engagement, and smooth delivery, • Lead the planning and execution of a large-scale annual conference with up to 500 attendees, • Coordinate logistics for smaller regional events, workshops, speaking engagements, and advisor gatherings throughout the year, • Support the founder’s public speaking engagements by coordinating logistics, venues, travel, and event setup, • Partner with leadership to align events with business goals, advisor engagement, and educational objectives, • Manage vendor relationships, venues, travel arrangements, and event budgets, • Oversee event timelines, communications, and project plans to ensure flawless execution, • Track toward KPIs and analyze event performance and attendee feedback to continuously improve future events, • Act as the primary point of contact for all event-related operations and advisor event experiences, • Collaborate with the marketing team to support event promotion and occasional light marketing tasks, such as coordinating content, managing communications, or assisting with tools like Canva What We're Looking For • 4+ years of experience in event management, conference planning, or experiential marketing, • Bachelors degree, • Proven ability to manage multiple events simultaneously with strong attention to detail, • Experience planning both virtual and in-person events, including large-scale conferences, • Strong project management and organizational skills, • Excellent communication and relationship-building abilities, • Entrepreneurial mindset with a strong sense of ownership and accountability, • Ability to thrive in a fast-paced, growing company environment, • Comfort using modern tools, technology, and AI to improve workflows and efficiency, • Experience working with professional services, financial services, or conference-driven industries is a plus, • Familiarity with event management tools, CRM platforms, virtual event software, and design tools such as Canva is helpful, • A self-starter who can work independently Travel Requirements • This role may require up to 20% travel to support conferences, regional events, and speaking engagements. Why This Role • Join a fast-growing, entrepreneurial company with strong leadership and vision, • Own and lead high-visibility events that directly support business growth, • Work directly with the founder and leadership team in a highly collaborative environment, • Opportunity to grow into senior leadership as the company continues to expand

This role in Expense Management FP&A supports expense management through planning, forecasting, and analysis, and by providing decision support to business partners and leadership. You will deliver clear insights on expense performance, drivers, and outlook, and help strengthen financial discipline through effective reporting, routines, and communication. You will report to the Senior Manager, Financial Planning & Analysis supporting Operating Company Expenses. Depending on qualifications and experience, this position may be filled at the Senior Financial Analyst or Lead Financial Planning Advisor. We will not consider candidates who require sponsorship for this position. In this hybrid role, you will be expected to work a minimum of 10 days per month from the office. Candidates should reside within approximately 35-50 miles of one of the following office locations: Madison, WI 53783 or Boston, MA 02110. #LI-Hybrid Internal candidates are encouraged to apply regardless of location and will be considered based upon the needs of the role. Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities * Lead expense planning and forecasting activities for assigned business partners, including assumptions, risks/opportunities, and alignment to targets. * Deliver recurring monthly expense performance reporting (actuals vs plan/forecast), including variance drivers, trend analysis, and outlook updates. * Provide business partner decision support: scenario analysis, trade-off recommendations, and financial impacts for initiatives. * Build and maintain expense models (e.g., run-rate, workforce, vendor, initiative-based) to improve forecast accuracy and transparency. * Prepare and present expense and performance insights to divisional leadership; occasionally support executive-level materials. * Collaborate with leaders to define and monitor expense KPIs/metrics and identify opportunities to improve business results. * Improve FP&A processes through stronger data management, reporting automation/standardization, and scalable routines that reduce manual effort. * Serve as a finance representative on cross-functional teams, ensuring financial implications are understood and reflected in decisions. Specialized Knowledge & Skills Requirements * Demonstrated experience in expense planning, forecasting, variance analysis, and management reporting. * Strong business partner skills: ability to translate financial results into clear insights and influence decisions. * Advanced analytical and modeling capabilities; comfort with large datasets and creating repeatable processes. * Experience with FP&A tools such as Adaptive Planning, Oracle, or Anaplan (preferred). * Proficiency in Excel; experience with SQL/Python/data automation capabilities is a plus. * Knowledge of insurance accounting/operations and/or P&C expense management (preferred). * Demonstrated experience providing customer-driven solutions, support, or service. * Your offer will be made contingent on the results of applicable background checks and signing a non-disclosure agreement for proprietary information, trade secrets, and inventions. * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email ___ to request a reasonable accommodation. #LI-DB1

Who is BlueRock? BlueRock Therapeutics, a wholly-owned and independently operated subsidiary of Bayer AG, is a leading engineered cell therapy company using its unique cell+gene platform to direct cellular differentiation and genetically engineer cells to create a new generation of cellular medicines that address large patient populations suffering from neurological, cardiovascular, and immunology diseases. The convergence of cell biology and genetic engineering is creating fundamental new ways to impact disease. Founded in 2016 to capitalize on these technological breakthroughs, we are advancing our novel cell+gene platform to develop, manufacture, and deliver an entirely new generation of authentic and engineered cell therapies across three therapeutic areas: neurology, cardiology, and immunology. What Are We Doing? Our foundational science harnesses the ability to create and then direct the differentiation of universal pluripotent stem cells into authentic, functional cells that can be used as allogeneic cellular therapies to treat a broad array of diseases. We can also further engineer these cells, enabling them to produce enzymes, antibodies, and other proteins for additional therapeutic benefit. We are passionate about delivering on the promise of cellular and gene therapy, shaping the future of cellular medicine, and delivering new therapies to millions of patients with treatment options. We are seeking individuals who are collaborative, thrive in a fun and dynamic culture, and are steadfast in the commitment to advance cutting-edge cellular therapies to impact patients' lives. Senior Director, Financial Planning & Analysis (FP&A) Position Overview The Senior Director, Financial Planning & Analysis (FP&A) will serve as the company's strategic finance architect, reporting to the SVP, Head of Finance. Operating with a high degree of autonomy, this leader will shape BlueRock's enterprise financial strategy into a coherent financial narrative, translating corporate vision into actionable financial frameworks that drive long-term value creation. This role will inform capital allocation and investment decisions, and enable executive and Board decision-making through rigorous analysis and insight. As the head of FP&A, the incumbent will lead and orchestrate the enterprise-wide planning, forecasting, and performance management, while acting as a thought partner to Executive Management and Chief of Staff on key financial, strategic, and operational decisions. This highly visible role will shape how the company prioritizes investments, evaluates trade-offs, allocates capital across the portfolio, and communicates its strategy internally and externally. While this role will have some direct business partnering responsibilities for key functions, this role will primarily be focused on ensuring the financial storyline and key investments are tied to BlueRock's Corporate Strategy. The Senior Director will also lead and scale the FP&A function, evolving processes, tools, and governance to support the company's growth, pipeline progression, and long-range objectives. Key Responsibilities Strategic Leadership & Decision Support Serve as a finance advisor to Executive Leadership, shaping BlueRock's capital allocation and portfolio strategy through data-driven insights. Define and articulate the enterprise financial narrative, connecting corporate strategy, operational milestones, long-range plans, and external messaging Act as a key thought partner to the Chief of Staff and senior program and functional leadership to ensure financial plans clearly reflect strategic priorities and trade-offs * Lead comprehensive scenario modeling and strategic initiative evaluations that guide investment decisions and risk-return assessments. * Establish frameworks for financial decision-making that embed strategic discipline across the company. Planning, Forecasting & Performance Management Lead the end-to-end annual SBP and long-range planning cycles, from strategic design through execution and communication * Oversee an agile forecasting model that identifies and manages value drivers, risks, and opportunities in real time. Ensure financial rigor and accountability by building strong partnerships with R&D, Program Management, and operational functions. Develop and deliver executive-level management reporting that supports timely and informed decision-making Support the Bemdaneprocel Product Team (Bemda PT) as the key Finance lead to support decision making and go/no go decisions. Executive & Board Engagement Prepare and present high-quality financial materials for Executive Committee, including strategic deep dives Provide clear, concise financial perspectives to support Board discussions on strategy, capital deployment, and long-term value creation FP&A Function & Process Excellence Build and mentor a high-performing FP&A organization, establishing a multi-year vision aligned with the company's strategic trajectory Evaluate emerging analytics technologies (including AI-driven insights) to enhance decision-making quality and efficiency. Partner with Accounting to ensure alignment between financial planning, reporting, and actual results Collaborate with the People & Culture team to enhance internal cost planning and maintain BlueRock's operations within clearly defined financial guardrails. Cross-Functional Partnership Collaborate with R&D, Program Management, People & Culture, and other functions to integrate operational plans into a cohesive financial view Support financial oversight of sponsored research agreements, partnerships, and other collaborations Provide ad hoc analytical support on strategic and operational topics as needed Minimum Qualifications Bachelor's degree required; Master's degree (MBA, MS, or equivalent) preferred 14+ years of experience across FP&A, public accounting, banking, consulting, or related fields 7+ years supporting pre-clinical and clinical-stage drug development; commercial experience a plus Demonstrated experience influencing enterprise-level strategic and capital allocation decisions Strong track record of building and leading high-performing FP&A teams Experience implementing and scaling financial planning and reporting tools Advanced proficiency in Excel, PowerPoint, and financial modeling; strong systems aptitude Deep understanding of accounting principles and financial statements Exceptional ability to synthesize complex data into clear strategic insights and recommendations Executive-level communication skills with a consultative, business-partner mindset Equal Opportunity Workplace: At BlueRock, we welcome and support differences and diversity and we are proud to be an equal opportunity workplace. Please let us know if you require disability-related accommodation or other grounds protected by human rights legislation during the recruitment process so that we can work with you to meet your needs.

It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. What you get to do in this role: • Work with team members spread across multiple offices and other partners (Finance, Legal, IT, and Sales Ops) while monitoring relevant US GAAP and SEC developments to ensure revenue recognition procedures comply, • Evaluate actions required for compliance with ServiceNow revenue recognition accounting process, including the bookings and billings process, • Complete required month-end close activities including revenue reconciliation and management reporting, • Help with process improvements and implementation of revenue reporting to further improve revenue tasks and shorten revenue close cycle, • Document reviews following ASC 606 accounting standards, • Provision and creation of training on revenue recognition rules and policies to partners (Sales, Deal Desk, Legal and Sales Ops) and any other departments, • Perform contract analysis review to ensure subscription contracts have been accounted for To be successful in this role you have: • Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry., • 3+ years of applicable Accounting experience, • Experience with (US GAAP) software revenue recognition under ASC 606, • Software-as-a-Service (SaaS) revenue accounting experience is a plus, • Self-starter with the ability to work independently, • Strong analytical and problem-solving skills, • Proficient in MS Products especially Excel, • Prior SAP is a plus FD21 For positions in this location, we offer a base pay of $70,600 - $109,400, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies, and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location. Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work. ___. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact ___ or assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2024 Fortune Media IP Limited. All rights reserved. Used under license.

Job Description Cash Vault Teller Banking Operations -Currency Processor Vault Teller Cash Vault Teller Boston, MA 100% onsite Must be able to obtain security clearance $27.00 Per hour W2 Dependable Transportation Long term contract, with possibility of right to hire Shifts Available 6:30AM – 6:30 PM Mon – Thur – Off Fri, Sat, Sun 6:30PM – 6:30 AM Mon – Thur – Off Fri, Sat, Sun 8-5 M-F Must be open to all shifts, if seeking daytime shift only, please indicate that on resume We are looking for a Cash Vault Teller to join our team of professionals and work onsite in Boston, MA Must be fully vaccinated and boosted and able to work onsite 100% and have dependable transportation. , In this position you will: • Receive verify and process Currency, • Receive bulk currency deposits for automated note processing; perform prepping activities to prepare currency for processing, such as detecting notes of wrong denominations in each strap., • Process each bundle received through the Processing System which may reject currency due to possible lack of fitness or counterfeit status., • 1-5 years of general work experience, • Basic computer and basic math skills, • Must be able to physically move, stand for long periods of time, bend, squat down and lift packages/boxes up to 50lbs, • Dependable transportation, • Previous experience working in cash currency, shipping clerk, loading dock, distribution center, warehouse, manufacturing, assembly line or supply chain environments is highly desired., • Restaurant, cashier, stocking, loading, • Experience in operations, compliance, or regulated environment (such as USFDA food, Pharmacy) highly preferred but not requiredCompany DescriptionWe are a FANTASTIC Woman owned company been in business for 40+ years!We are a FANTASTIC Woman owned company been in business for 40+ years!

Department: Business Solutions Job Title: Senior Developer, Salesforce Reporting To: Head of Business Solutions Job Description: We are seeking a skilled Salesforce Developer with hands-on experience in the financial services industry and Financial Services Cloud (FSC) to join our team. This role is responsible for designing, building, and optimizing scalable solutions across our Salesforce platform to support business processes, enhance user experience, and ensure data integrity. The ideal candidate has a deep understanding of Salesforce best practices and financial services workflows and is comfortable translating business requirements into robust technical implementations using Apex, Lightning Web Components, Harmony, Conga, integrations, and FSC data models. This individual will collaborate closely with product owners, architects, and business stakeholders to deliver secure, high‑quality solutions that support our financial services operations and client engagement strategies. The ideal candidate has strong problem-solving skills, deep technical expertise, and the ability to work cross-functionally with different teams. Primary Responsibilities • Customization & Development: Create and manage custom objects, fields, page layouts, validation rules, flows, and process automations., • User Support: Provide support for end-users and troubleshoot issues., • Data Management: Optimize data models and security architecture within FSC; Ensure data accuracy, perform deduplication, and manage imports/exports using tools like Data Loader or third-party integrations., • Reporting & Dashboards: Develop reports, dashboards, and analytics to support business decision-making., • Integration & Automation: Work with third-party applications and APIs to enhance Salesforce functionality and automate processes., • System Maintenance: Monitor system health, stay up-to-date with Salesforce releases, and implement best practices., • Process Improvement: Collaborate with business units to gather requirements and improve workflows that enhance operational efficiency; Participate in code reviews, technical design sessions, and architectural discussions., • Salesforce Administration: Maintain and customize Salesforce, including user setup, roles, profiles, permission sets, workflows, and security settings. Required Skills and Characteristics • 5+ years as a Salesforce Developer., • Hands‑on experience within financial services and Financial Services Cloud, including data models and industry‑specific components., • Understanding of Salesforce security, sharing, and role hierarchy and data governance best practices., • Proficiency in configuring Salesforce features such as Workflows, Reports, Dashboards, and Data Management., • Understanding of financial regulations and compliance requirements (e.g., KYC, AML, SEC)., • Excellent problem-solving skills and ability to translate business needs into Salesforce solutions., • Salesforce Platform Developer I (PD1) and Salesforce Certified Platform Administrator required. Preferred Skills and Characteristics • Experience with Financial Service Cloud, and third-party integrations., • Strong proficiency in Apex, LWC, Aura, SOQL, and Salesforce APIs., • Salesforce Certified Experience Cloud, Agentforce, Platform Administrator II, Business Analyst, Platform App Builder, Marketing Cloud Engagement Administrator, nice to have., • PD2 or FSC accreditation preferred. Compensation Information: Annual base salary for this role is $115,000-$140,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus

Job Responsibilities • Alpha Research: Conduct hypothesis-driven research, designing and testing predictive signals used to forecast asset prices across domains., • Data Analysis: Extract and analyze large datasets from a variety of structured and unstructured sources to identify patterns and anomalies that inform trading decisions., • Statistical Modeling: Build and improve machine learning and optimization systems used to make predictions or risk manage portfolios., • Research Tools: Build and maintain sophisticated tools and software to facilitate data analysis, modeling, portfolio simulation, and trade execution. Skills & Qualifications • Bachelor’s or advanced degree in Computer Science, Mathematics, Statistics, Engineering, Physics, Operations Research, or a related field., • Demonstrated ability to think independently, build creative approaches to complex problems, and articulate those ideas clearly through verbal, written, and visual media., • Strong analytical, mathematical, and statistical modeling / machine learning skills exhibited by real-world research projects and / or code repositories., • Programming proficiency, preferably in R, Python, and/or Java, as well as databases and/or query languages., • Passion for financial markets, investing, and trading.

This position will be hybrid 3-4x a week on-site 2-3 rounds of interviews We are looking for an Operations Analyst to support daily reconciliations and data analysis within a Middle Office environment. This role is well-suited for someone with an operations background who is comfortable executing repeatable processes, working with data, and supporting senior team members. Key Responsibilities: • Perform daily and ad-hoc operational reconciliations between internal systems and external data sources, • Pull and validate data from custodians, vendors, and external websites, • Update and maintain Excel-based reconciliation and control files, • Identify, investigate, and document breaks and exceptions, escalating as appropriate, • Support start-of-day and end-of-day operational control processes, • Assist senior operations staff with reporting, data clean-up, and process support Requirement: • 1-3 years of experience in operations, middle office, reconciliations, or similar support roles, • Exposure to asset management, banking operations, or financial services environments, • Strong working knowledge of Microsoft Excel (pivot tables, lookups, formulas), • Strong data analysis skills, experience working with high-volume operational data with the ability to work across diverse datasets and translate varied inputs into standardized outputs, • Ability to synthesize key concepts and findings into clear, well-organized summaries Nice to Have: • Experience with DUCO or other reconciliation platforms, • Experience with Bloomberg, • Experience with financial concepts like portfolio accounting and valuation, security master, corporate actions

Senior Project Manager Hybrid Position in Boston, MA - (On-site 3 days a week Support both the Investment Side of the business and their Non Profit. Reports to Vice President of Information Technology and works closely with the Business Solutions Manager. Responsibilities • Lead day to day project management for assigned initiatives, including technology modernization efforts, system enhancements, and cross functional process improvements., • Develop and maintain pragmatic project plans, schedules, milestones, dependencies, and resource allocations across multiple concurrent projects., • Run project meetings: stand ups, working sessions, steering updates; capture and drive follow through on action items, decisions, and risks., • Maintain core project artifacts such as status reports, decision logs, and implementation plans, tailored for both executive and working team audiences., • Serve as primary point of contact for project stakeholders, ensuring timely, clear communication about scope, timeline, issues, and changes., • Coordinate and manage work across internal teams, external vendors, and implementation partners to ensure alignment and accountability on deliverables., • Perform focused business analysis as needed: facilitate workshops, clarify requirements and use cases, and ensure user stories and acceptance criteria are sufficiently defined to support execution. Experience and Skills • 7+ years of project management experience leading application, SaaS, or digital transformation projects with multiple stakeholders;, • Projects involving Salesforce or comparable CRM platforms strongly desired., • Familiar with Asana, Microsoft 365, SharePoint desired but not required, • PMP Certified strongly desired

Client Service Associate (CSA) Boston, MA | Full-Time A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused professional looking to build a long-term career within wealth management. This role offers hands-on exposure to client service, financial planning support, and advisory operations, along with structured mentorship and a clear path toward future growth within the firm. Position Overview The Client Service Associate will support Advisors and play a key role in delivering a high-quality client experience. This individual will act as a central point of coordination across client service, operations, and planning support functions. Key Responsibilities Client Service & Relationship Management • Serve as a primary point of support for Advisors, assisting with client communications and service requests, • Act as a liaison between clients and Advisors to ensure a seamless, responsive experience, • Assist with account maintenance, portfolio administration, and client updates, • Process service requests with a high level of accuracy and attention to detail, • Prepare client meeting materials, presentations, and planning documentation, • Assist in gathering and organizing client financial data for review meetings, • Ensure all client activity is handled in accordance with firm policies and regulatory requirements, • Maintain strict confidentiality and professionalism in handling client information Qualifications Required • Strong organizational and communication skills, • High attention to detail with the ability to manage multiple priorities, • Professional, client-first mindset, • Prior experience in client service, financial services, or a professional office environment, • Bachelor’s degree in Finance, Business, Economics, or a related field, • Exposure to financial planning concepts or investment products is a plus, • Licensing is not required for this role. Work Environment & Growth • Full-time, in-office during initial onboarding and training (Boston-based), • Opportunity to transition to a hybrid schedule over time, • Structured mentorship and hands-on training, • Clear pathway toward advancement into advisory or senior client service roles Compensation & Benefits • Competitive base salary (commensurate with experience), • Comprehensive benefits package, • Long-term career growth within a collaborative, client-focused firm If you’re looking to join a team where you can build foundational experience and grow within wealth management, this role offers a strong platform to do so.

Company Overview: Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development. Cerulli Associates is a 2023, 2024, and 2025 Boston Globe Top Places to Work. We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits. Our clients include virtually all the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms. Position Overview: This Associate Analyst position sits within the Wealth Management practice, with primary responsibilities related to CA’s financial advisor and home-office research. CA administers the industry’s longest-running annual advisor survey in the U.S. offering a unique opportunity to work with industry‑leading data and contribute to high‑impact research and consulting projects across the Wealth Management practice. The Wealth Management practice focuses on trends related to U.S.-based retail financial advisors, including: • In-depth competitive analysis, quantitative market sizing, and qualitative coverage of B/Ds, RIAs, banks and trust companies, • Needs, challenges, risks, and opportunities facing financial advisors, • Hiring, training, and retention methods of advisory firms, • Distribution strategies for retail asset management products sold through financial advisors Responsibilities and Duties: • Collect data from public company filings and other sources for annual market sizing projects, • Support the development of new data models to size market segments, opportunities, and risks, • Develop lists of senior executives and solicit their participation in the research process, • Shadow research interviews to build subject-matter expertise, • Build, test, and distribute recurring industry surveys using the Qualtrics online survey engine in support of annual research reports, • Assist in initiatives to increase advisor survey participation and ongoing research engagement, • Validate and scrub raw survey data to minimize invalid responses and identify outliers, • Prepare data exhibits in SPSS and Excel to summarize survey results, • Collaborate closely with other analysts and research practices to enhance processes, documentation, and data visualization, • Support data needs for CA's strategic consulting engagements, • Provide writing assistance for multiple wealth management practice reports, with a special focus on The Cerulli Report: U.S. Broker/Dealer Marketplace. Qualifications: • 1 to 2 years of experience or a recent college graduate with strong analytical, quantitative, and communication skills, • Outstanding attention to detail and emphasis on accuracy, • Ability to manipulate and analyze sizable amounts of data, • Proficient in Microsoft Excel; knowledge of Qualtrics, SPSS, Alteryx,, and/or Microsoft Office 365 is helpful but not required, • Ability to work on multiple projects simultaneously and to change course quickly as needed, • Strong project and time management skills, • Capacity to respond productively to feedback and make ongoing improvements to approach, • Experience working with financial advisors or in financial services is a plus, • Highly detail-oriented with strong organization skills, • Strong communication skills

My client company, an investment firm in Boston, is seeking an Investment Analyst. This person will be tasked with performing portfolio construction and analysis, working with Senior Management to optimize investment strategies, and the like. With that being said, this role is a FANTASTIC opportunity for an individual who offers 3-6 years of experience performing these tasks, as well as the CFA or significant progress towards this designation. Compensation includes a base salary in the $100K- $130K range, depending on experience, plus bonus and benefits If you are interested and qualified in pursuing this position, please send your updated resume to Adam Cordeiro Senior Recruiter Fanning, a division of Masis Staffing Solutions

Associate Actuary - Reserving Looking for the peace of mind that comes from working with a well-established company? A leading P&C insurance provider is in search of an Associate Actuary who will manage actuarial projects, lead team initiatives, and analyze insurance premium, claim & exposure information. (#58366) Requirements: • Bachelor's Degree, • ACAS designation, • 5+ years of actuarial experience, • Reserving or Pricing experience, • Able to interpret & analyze various types of data, • Able to present analytical analyses to diverse groups, • Knowledge of tools such as Tableau, R, SAS, Python or SQL Compensation: • A salary range of $131-155K Location: • Boston, MA - Hybrid

Company Overview: Cerulli Associates (CA) is a research and consulting firm, headquartered in Boston, specializing in product and distribution analysis for the global asset management industry. Since 1992, we have blended primary research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications, an interactive data platform, and custom research and consulting offerings, we provide financial services firms with unparalleled guidance in strategic positioning and new business development. Cerulli Associates is a 2023, 2024, and 2025 Boston Globe Top Places to Work. We are proud to be recognized for our outstanding employee engagement, management, work-life balance, and benefits. Our clients include virtually all the top 50 global asset management firms, as well as industry service providers, management consulting companies, banks, broker/dealers, insurance companies, investment consulting firms, and private equity firms. Position Overview: This Senior Analyst, Retirement position is based in Boston and reports to the Director of Cerulli’s Retirement practice. The practice focuses on trends related to the defined contribution market, including: • Trends in the defined contribution markets related to product development and distribution, as well as the needs and perceptions of key stakeholders (e.g., employers, advisors, product & service providers), • Asset management offerings designed for defined contribution plans, including target-date funds, managed accounts, retirement income products, and the inclusion of private market assets in DC plans, • The retirement plan products and services offered by defined contribution recordkeepers to support employers and retirement plan participants, • Engagement with retirement plan participants through advice, guidance, and education offerings, • Strategies in the recordkeeper market, including participant engagement and service offerings, • The needs, expectations, and perceptions of defined contribution plan consultants, advisors, and their home offices Successful candidates for this position are hardworking, curious, persistent, and enthusiastic individuals with a passion for research and analysis. The position offers significant industry exposure, including interactions with senior executives, coverage in industry publications, and the potential to present at conferences and events. Responsibilities and Duties: Research and analysis • Contribute to research reports and quarterly Edge by generating research ideas, integrating findings from quantitative and qualitative research, and authoring content, • Conceive, design, and execute quantitative surveys, including questionnaire development, sampling strategy, and analysis, • Construct, maintain, and improve Cerulli’s defined contribution market sizing models, • Conduct ongoing qualitative research related to report themes through research calls and monitoring developments in the industry Project Management • Manage the development of reports and Edge editions to meet publication deadlines Client and Industry Engagement • Present research findings to clients and through webinars, • Support Cerulli’s strategic consulting and custom research, • Assist account managers with client inquiries related to the practice’s research content, • Manage partnerships with and participate in industry trade associations and publications to raise awareness of Cerulli’s research Qualifications: Your Experience • 5 to 8 years of experience in market research, data analytics, or competitive intelligence, preferably related to financial services or the retirement industry, • Aptitude for synthesizing research, identifying trends, and providing commentary on relevant industry issues, • Experience and comfort with presenting to senior executives, • College degree; completion of, or progress toward, advanced designations, such as CIMA® or CFA®, is a plus Your Skills • Proficient in Excel; able to compile, manipulate, and analyze large data sets, • Experience with data analytics programming languages, including Alteryx, is a plus, • Ability to integrate quantitative and qualitative data into insights and perspectives, • Ability to work on many initiatives concurrently and meet deadlines, • Ability to collaborate with practice leads and junior team members, • Ability to cultivate a network of industry contacts for research purposes Your Knowledge • Seeks to build deep industry expertise and willingness to learn new topics, • Knowledge of financial services, asset management, or wealth management, • Knowledge of defined contribution plans, investments, and/or distribution is a plus Compensation: $95,000 - $115,000

My client, a confidential financial services firm in Boston, is seeking a Client Services Representative to join their team. This role is 5 days onsite in Boston with some flexibility to work from home when it snows or for the occasional appointment, etc. The ideal candidate has extensive experience with trusts and trust accounting, as well as the ability to maintain extreme confidentiality. A team player/no job is too small or too big mentality is a must! Position Highlights: • Open and close accounts, • Support portfolio managers, • Bill pay for clients, • Coordinate wires, • Support budgeting, • Support estate planning, • Database management, • Provide support for charitable works, • Client meeting support, • Collaborate with attorneys, • Assist with coordinating real estate transactions as needed, • Ad hoc trust administration and research projects as needed Requirements: • 10+ years of experience in Client Services in a financial services setting, • Proven track record of successfully building and managing relationships with client, • Experience with trust accounting is ideal, • Outstanding organizational, multi-tasking, and prioritization skills, • Ability to work under tight deadlines and to accommodate last-minute changes, • Able to work additional hours as needed, • Tech savvy, • Team player mentality Full job description to be shared prior to an interview with my client and after a successful initial screening interview.

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston. Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country. In the this role you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients. You will build deep relationships across the financial industry while orchestrating a seamless client experience. Your expertise will be vital in managing the complex and sensitive onboarding of new client relationships, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. YOU WILL • Leverage your interpersonal skills to contribute to a successful and growing business, • Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience., • Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services, • Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts, • Execute, process and reconcile trading and other investment related transactions, • Skills & Experience, • Bachelor's Degree Required, • Commitment to excellence and a high level of integrity, • Self-motivated and able to work in an autonomous, yet highly collaborative environment, • Meticulous attention to detail is a must, • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills, • Ability to work in a fast-paced environment and think clearly under pressure, • Strong interest in client service, • 1-3 years experience in client service and/or the financial industry is preferred.

firstPRO now accepting resumes for a PMO Project Manager in Boston, MA. This is a 6-12+month contract and onsite 3 days per week. Manage multiple stakeholders to plan and direct the analysis of business problems · Develop schedules, timelines and milestones to manage and track project progress · Ensure development of communications, testing and training plans appropriate to user/organization impact · Manage project teams, project scope, project schedules and stakeholder expectations QUALIFICATIONS · PMP certification and/or MBA a plus · 5+ years’ experience in project management and reporting · 6+ years’ experience in technology implementation · Agile / Scrum experience preferred · Financial Services experience preferred

Excellent opportunity to join a Boston firm as an Administrative Assistant on a temp to perm basis This is a hybrid position and salary is $35-$40 per hour while it is contract and 75-80K on a perm basis. This role supports a dynamic and highly collaborative team. The position is a blend of event coordination, administrative support, project management, and lots more. You will work with all levels of the organization as well as external clients and vendors as it relates to events and event coordination. High energy team looking for someone who is smart, highly organized, not afraid to share ideas, and is seeking a role with many moving parts! Qualifications • Bachelor's degree or equivalent experience, • 2 plus years of Administrative support experience, • Event coordination experience a plus, • Strong interpersonal and communication skills, • Ability to multitask, • Proficient in Microsoft Office suite

Coda Search is partnering with a global asset management firm with offices located in downtown Boston. This is a highly reputable firm that manages close to $60BN in assets with offices across the globe. The team is seeking to hire a Trade Support Analyst who will be responsible for supporting the portfolio managers overseeing trade execution, documentation, and settlement. The role gets great exposure across the group and works closely with various departments. Responsibilities: • Oversee and manage trading operations including execution, confirmation, and settlement, • Maintain proper trade documentation and identity any discrepancies, • Monitor the trade life cycle including cancelations and amendments, • Prepare reports for senior leadership and the portfolio managers, • Assist with the process improvements across the group, • Perform trade reconciliation and investigate discrepancies Qualifications: • Bachelors degree required, • 3+ years of experience in a trade support position, • Prior experience in credit, fixed income and ETF products, • Excellent communication and time management skills, • Analytical mindset and strong attention to detail

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit ___ and ___. The Consulting Analyst works closely with Investment Consultants and contributes directly to a superior client experience through thoughtful and accurate analysis of the firm’s private wealth client portfolios, aligning with our mission of helping clients prosper. Responsibilities: • Proactively lead portfolio evaluation/financial planning review efforts for new clients, collaborating with multiple teams at the firm, • Evaluate and construct investment policy statements consistent with clients’ investment objectives, risk tolerance, and investment restrictions, • Evaluate and develop asset allocation, financial planning analysis, and fund manager selection including modeling and portfolio optimization analysis, • Collaborate with Investment Research in developing solutions for client portfolios, • Analyze and create customized components for client reports and supplemental meeting materials as needed, • Facilitate all aspects of client account administration, • Facilitate all approved trading requests via trade rebalancing software on behalf of clients in coordination with Middle Office, • Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients including facilitating transactions and trades within client portfolios, • Collaborate with Performance Analytics in developing optimal reporting solutions for clients, • Respond to periodic audit requests for investment-related data and analysis, • Interact with and proactively communicate with Investment Consultants on all client matters and related projects, • Respond to all meeting follow-up and action items in a timely and effective manner, • Maintain accurate client account and investment records in the CRM, • Respond to client and vendor requests in a timely and effective manner, • Conduct special ad-hoc analyses and projects as needed to support Investment Consultants, • Engenders a team-based and collaborative approach to their work, while comfortable working independently without supervision. Successful candidates will take pride in their work product and be accountable for their participation on the team Required Education, Professional & Technical Experience • Bachelor’s Degree with a preferred concentration in Finance, Accounting, Investing, or Economics, • 2-5 Years of financial services industry experience, • CFA or CFP designation, or current progress toward certification, preferred, • Proficiency in Microsoft Suite, • Knowledge of mutual funds/investment managers, accounts, and investment-related administrative procedures and asset allocation principles Essential Traits • Thoughtful ability to establish rapport and build relationships., • Exceptional communication in a public setting with notable writing and presentation skills., • Adaptability when priorities shift and able to work independently., • Sound judgment and problem-solving skills., • Innovative, curious, and enthusiastic., • Detail-oriented with a high level of accuracy and organization., • Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging., • Passionate about working in an organization that values and promotes inclusion and belonging. Work Environment & Travel Requirements • This role may travel up to 5% of the time for training and or business/events., • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely. Physical Job Expectations The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job: • Must be able to remain in a stationary position for up to 8 hours., • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer., • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information., • The person in this position may at times need to move throughout the building to access different areas., • Ability to move equipment weighing up to 25 pounds., • Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities. What We Offer (Summary Highlights) A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry. The base salary range for this position is $75,000-$95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Paid Time Off • Generous PTO with optional rollover, • Personal/Sick Time, • 10 Holidays with additional half days off for specific holidays throughout the year, • Summer Perks, • Bereavement Time –inclusive time off for a loved one, unborn child, or pet., • Employer Paid Parental, Personal and Family leaves., • Professional Development Day for eligible exams Work Life Convenience Benefits • Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more, • KindBody – Family & Fertility Assistance, • Wellness Reimbursement Program, • Professional Development Designation reimbursement, • Employee Referral Program, • Employee Resource Groups, Mentorship Program & New Hire Cohort, • 401K Plan with company match, • Cell Phone Reimbursement Program Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Contract to Perm Senior Product Marketing role at highly regarded Boston Asset Manager. You will be an integral part of the firms Product Marketing team that focuses on sales development and product messaging. This is an exciting opportunity to join a dynamic and growing team. Hybrid schedule and strong salary $45-55 per hour Responsibilities include... • Create and implement marketing content for new product launches, development and execution of communication plans, and development and production of materials., • Drives conversations to define product messaging and conduct competitor and market research as needed., • Develop content for external webcasts and events to facilitate communication, • A Bachelor's degree, • 5-8 Years of marketing experience in financial services, • Experience developing marketing materials and content, • Solid knowledge of financial markets

Company Description Cortland Capital is a futures-focused trading and education brand built around disciplined execution, structured strategy, and performance-driven development. Centered on the AMD model, the team focuses on helping traders understand market structure, risk management, and prop firm pathways. Beyond trading, Cortland Capital is committed to building a strong community of developing traders and young professionals. Through hands-on involvement, interns gain exposure to real-world trading environments, content creation, and growth strategy in a fast-paced, entrepreneurial setting. ⸻ Role Description This is a remote, unpaid internship open to high school and college students. As an intern at Cortland Capital, you will support a growing trading and education brand by contributing to areas such as community growth, content creation, research, and strategy support. Responsibilities may include assisting with Discord engagement, helping develop trading-related content, supporting marketing initiatives, and researching trends within futures markets and prop firms. This role is designed to provide hands-on experience in a real trading-focused environment while building skills in communication, digital growth, and analytical thinking. ⸻ Qualifications • Strong communication skills and ability to work effectively in an online team environment, • Interest in trading, financial markets, or entrepreneurship, • Willingness to learn futures trading concepts and prop firm models, • Ability to contribute to content ideas, community engagement, or growth initiatives, • Organized, self-motivated, and able to manage time in a remote setting, • Basic familiarity with platforms like Discord, Google Docs, or social media, • Analytical mindset and curiosity about markets and strategy Prior experience in trading, content creation, or marketing is a plus, but not required.

Company Description: The VC firm provides growth capital for innovative early-stage healthcare companies that are poised to disrupt the status quo by expanding access to healthcare services, improving how care is delivered and paid for, and making the healthcare system more reliable and easier to navigate. The firm was launched in 2017 and now has over $2B under management. The firm rapidly accelerates the impact and growth of its portfolio companies by providing unparalleled access to resources and channel relationships, as well as a unique understanding of how health care is paid for and delivered at scale. Led by an impressive group of passionate healthcare executives, entrepreneurs and investors, the firm is dedicated to supporting transformational ideas and teams that are making healthcare better for everyone. Title: Associate The Position: • Motivated and enthusiastic self-starter who works on own initiative with light supervision., • Confident and positive teammate bringing high-energy and drive for success while collaborating with team members and senior management., • Flexible, agile and willing to get involved in many different aspects of the business as required., • Passion and knowledge in business, entrepreneurship and healthcare. The Responsibilities: • Conduct broad and extensive research to understand the healthcare/ investment markets., • Perform market research to help identify new investment trends and opportunities., • Develop a deeper understanding of venture capital economics., • Grow skills and knowledge in understanding and assisting with diligence execution., • Learn and develop understanding of deal execution and term sheets., • Execute on ad hoc projects and duties as designated., • Develop connections and networks within the healthcare and investment communities The Qualifications: • 2-4 years of healthcare services/technology experience in management consulting, investment banking and/or operating roles. Location: Boston Timing: ASAP

Are you a highly skilled Project Engineer looking for a unique opportunity to make a significant impact while aligning with a company that values communication, accountability, pride, support, and trustworthiness? Do you have a passion for tax consulting and believe in a personalized approach to your work? If you're ready to take on the role of a Cost Segregation Project Engineer read on to discover how you can contribute to our mission and become a key part of our team. WHO WE ARE: At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services that are characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach to every aspect of our work, and we foster a culture of mutual respect and trustworthiness both internally and with our clients. With our core values as our guiding principles, we aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success. We believe in the Character of Capstan to be: • COMMUNICATION: Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm., • ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues., • PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself., • SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect., • TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust. Requirements WHAT YOU WILL DO AS THE Cost Segregation Project Engineer: • Construct: Create detailed cost segregation reports, including preliminary research, reviewing files, and confirming engagement agreements., • Site Visit: Conduct comprehensive site visits, documenting assets and common areas., • Spreadsheet and Word Document Creation: Input building assets into spreadsheets, write property descriptions, and generate comprehensive reports., • Review Process: Collaborate with management staff to ensure the accuracy of reports and communicate effectively with clients., • Attend Meetings: Participate in regular staff meetings, technical sessions, and training opportunities., • Communication: Maintain clear and proactive communication with sales teams and clients, addressing any issues promptly., • Problem Solving: Tackle unique project challenges and ensure a high level of accuracy and detail in your work., • Data Gathering: Collect data about client properties, perform on-site reviews, and execute multi-step assessment processes. YOU ARE THE IDEAL CANDIDATE IF YOU ARE: • Independent Worker – You have the ability to work effectively and efficiently without constant supervision, managing tasks with precision., • Effective Communicator – You excel in written and verbal communication, ensuring clear, purposeful, and warm interactions with clients and colleagues., • Detail-Oriented – You maintain meticulous accuracy in your work, as it is a reflection of your commitment to excellence., • Problem Solver – You embrace challenges and find solutions even when faced with unique project facts., • Tech-Savvy – You possess proficiency in Microsoft Office and can confidently navigate digital tools and resources., • Adaptable – You can handle multiple tasks simultaneously while maintaining careful attention to detail and accuracy., • Team Player – You contribute positively to team dynamics, encourage your teammates in their endeavors, and foster mutual respect., • Trustworthy – You act with integrity and consistently uphold your commitments, making you worthy of the trust placed in you., • Critical Thinker – You can expertly read and understand architectural and engineering construction plans and specifications, a crucial aspect of this role., • Client-Focused – You provide timely, high-quality client service that meets or exceeds client expectations, ensuring their satisfaction., • Resourceful – You can use industry-standard cost estimation sources to ascertain the cost of various building and site components., • Analytical – You can segregate building utility system components into different classifications based on their utilization within the facility., • Educated – We prefer candidates who have completed a minimum of a four-year engineering or technical degree. This demonstrates your commitment to professional growth and development. YOU POSSESS THESE BASIC REQUIREMENTS: • A minimum of a four-year engineering or technical degree., • Proficiency in Microsoft Office, including Word and Excel., • Strong written and verbal communication skills., • The ability to read and understand architectural and engineering construction plans and specifications., • Willingness and ability to work independently and prioritize tasks effectively. Benefits WHY YOU WILL LOVE WORKING WITH US: • Competitive Compensation: We offer a competitive salary package with performance-based incentives to reward your hard work., • Full-time Remote Opportunity: Enjoy the flexibility of working remotely while being part of a dynamic team., • Comprehensive Benefits Package: Medical, Vision, Dental, HRA, and retirement plan., • Career Growth Opportunities: We believe in investing in our team members' development and providing opportunities for career advancement and skill enhancement., • Supportive Team Environment: Join a team that values collaboration, mutual respect, and camaraderie, making work enjoyable and fulfilling. If you are a dedicated professional who is passionate about delivering exceptional results in the field of cost segregation, and you resonate with our mission, values, and the unique work environment we offer, we invite you to apply today and become a valued member of our team. Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

Front Office Receptionist Overview: Our client is seeking a polished and dependable Front Office Receptionist to serve as the welcoming face of their bustling workplace. In this vital role, you'll ensure a seamless front desk experience across multiple reception areas, embodying professionalism and hospitality while supporting efficient office operations. This position offers an engaging opportunity for those who excel in dynamic environments and take pride in providing exceptional service to visitors, colleagues, and vendors alike. Compensation: $65,000.00 annually (not including a sign on bonus) Responsibilities: • Deliver comprehensive coverage at all reception points, maintaining a professional and inviting atmosphere., • Greet employees, visitors, clients, and vendors with warmth, confidence, and courtesy., • Answer and direct phone calls, emails, and walk-in questions promptly and effectively., • Oversee visitor preclearance and security procedures for smooth entry management., • Keep the reception areas and adjacent communal spaces tidy, welcoming, and fully functional., • Assist with scheduling conference rooms and coordinate workspace bookings to optimize office use., • Liaise with Facilities and IT teams to report and resolve maintenance, AV, or other technical issues., • Offer flexible support to various teams and adapt to changing office needs as required. Requirements: • Minimum of 3 years’ experience in customer service, office management, hospitality, or facilities coordination, ideally within a corporate environment., • Maintains a professional appearance and demeanor suitable for a corporate setting., • Demonstrates excellent verbal and written communication abilities., • Quickly adapts to diverse work environments with professionalism., • Capable of moving between floors and managing multiple responsibilities daily., • Strong organizational and problem-solving skills, with careful attention to detail., • Proficiency in Microsoft Office; familiarity with front desk software such as Zoom, Slack, or Robin is a plus., • High school diploma or equivalent required; higher education is preferred. Our Commitment to Inclusion & Belonging The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Please contact Renu Goel 857-207-2676 The HR Operations Team Lead would serve as the operational backbone of our human resources function. The role is designed for someone who brings a systems, process, and detail-oriented mindset. You thrive with data accuracy, systems complexity, and have a strong belief in building HR processes that allow for scalable and automated infrastructure. This role operates with high autonomy and is critical to ensuring our HR function is accurate and reliable. You will be the team leader for our Operations analysts ensuring they have the appropriate support and mentorship necessary to process daily HR transactions. This role is an exciting opportunity for someone that desires significant ownership and visibility across the firm with generous upside growth potential. This position is located in Boston. Primary Responsibilities The following responsibilities are core to the role: * • Owns end-to-end HR Operational Workflows (60%) – Mentors and leads the team responsible for the execution and maintenance of well-documented, scalable processes to optimize core operations from onboarding through offboarding. This includes processing of HR transactions, maintaining high-quality employee data, proactively identifying and closing audit gaps, ensuring audit-ready processes and risk mitigation, communicates clear internal communications of system changes; ensures operational handoffs between people ops, total rewards, Finance, and talent functions are clearly defined and consistently executed; and HR records are in compliance with applicable laws or guidelines., • 5-10 years of Human Resources Operations experience across HRIS systems, people data, and process design experience across all HR disciplines (Business Partners, GDEI, Talent Development, People Analytics), • Workday experience is a must, • Proven track record of hands-on experience building / transforming HR technology processes; Workday systems experience a plus, • Positive and proactive work ethic, operating independently, highly organized, strong attention to detail, and results-oriented prioritization is a must, • Systems first growth mindset with exceptional operational judgement that approaches problems with an agile mindset to continually evolve, brings a self-starter attitude and offers new ideas to optimize our approach, • Advanced proficiency in Microsoft Excel, including pivot tables, xlookup, and building models for analysis and decision support, • Clear, confident communicator who can distill technology nuances into practical business terms, • Knowledge of global data privacy regulations, e.g. GDPR, and a respect for data integrity and confidentiality, • Culture enabler to the firm’s cultural tenants of inclusivity, collaboration, accountability, and collegiality Estimated Min Rate: $51.24 Estimated Max Rate: $73.20 What’s In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: • Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week), • Health Savings Account (HSA) (for employees working 20+ hours per week), • Life & Disability Insurance (for employees working 20+ hours per week), • MetLife Voluntary Benefits, • Employee Assistance Program (EAP), • 401K Retirement Savings Plan, • Direct Deposit & weekly epayroll, • Referral Bonus Programs Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice: