Accounting & Finance jobs in Quincy, Massachusetts - Page 9Create job alerts

Job Description TruRoots was created with a clear vision...to nourish our families, community, and planet from root to fruit. Grounded in our unmistakable legacy of passion, integrity, and quality-you-can-taste, TruRoots Company is committed to producing delicious products that nourish from farm to fridge! We continue to give back to the planet through sustainable practices, including waste reduction, water conservation, renewable electricity, and a Zero Waste to landfill facility. Our family of brands includes R.W. Knudsen Family, a pioneer since 1961 in fruit & vegetable juices, setting the gold standard for quality, innovation, and taste; TruRoots organic grain-based foods; and Santa Cruz Organic beverages and apple sauces sustainably sourced since the 1970s. TruRoots is seeking a Financial Analyst to join our Finance and Accounting team. The potential candidate will report to the Director of Finance & Accounting with a focus on FP&A as well as provide support throughout the organization including Manufacturing, Supply Chain, Sales, and other functional departments as needed. The ideal candidate will be hands-on, results oriented, and demonstrate strong analytical skills. This position is located in Dedham, MA and requires 4 days a week in the office. This position requires occasional travel approximately 2 to 3 times per year. In This Role: * Conduct financial analysis to support business planning and decision making by presenting insights and recommendations to management. * Develop and manage standard costs for new and existing items. * Complete month-end close tasks, including monthly financial reports for the Executive Leadership Team and various Business Units. * Assist with procurement analysis and related projects including but not limited to spend analysis. * Partner with Logistics department to provide an in-depth financial analysis of actual spend on transportation costs. * Assist with Product and Customer P&Ls, assessing their profitability. * Evaluate and analyze capital expenditures, manufacturing, and continuous improvement projects. * Participate in preparing and compiling annual budgeting and multi-year planning processes for assigned categories of the P&L. * Utilize enterprise systems to consolidate data from various systems. * Perform ad-hoc financial and variance analysis upon request. Qualifications: * Strong Excel skills with experience in preparing financial reporting, analyzing financial data. * Proficient in Microsoft Office and working experience with an ERP system. * Cost accounting experience and knowledge of standard costing is preferred. * Excellent organization, analytical and problem-solving skills. * Self-motivated and able to work in a fast-paced environment. * Detail-oriented mindset with a focus on quality and accuracy. * Minimum of 2 years’ experience in financial analysis, experience in manufacturing industry is strongly preferred. * Bachelor’s degree in Accounting, Finance or related field (or can demonstrate experience in relevant areas). * Ability to work in a results-oriented, project-driven, real-time team environment. * Strong interpersonal skills to effectively collaborate with cross-functional teams. * Food and beverage industry experience and manufacturing facility oversight preferred * Must be able to maintain a high level of confidentiality. We Offer a comprehensive benefits package that includes: * 401(k) with 6% match * Medical, Dental, Vision, LTD, STD and Life insurance * Vacation and Sick time * Wellness Program TruRoots is an equal opportunity employer. We are committed to ensuring equal employment opportunities for all employees and applicants for employment without regard to race, color, religion, sex, natural origin, age, disability, sexual orientation, gender identity, or any other characteristic protected by applicable law. In compliance with federal and state employment laws, TruRoots, prohibits discrimination against employees and applicants based on these protective characteristics this policy applies to all aspects of employment, including recruitment hiring promotion, transfer compensation, benefits, training, and termination. We are dedicated to creating a diverse and inclusive work environment, where all employees are treated with dignity, respect and fairness our commitment to diversity extends beyond compliance with the law it is integral to our culture and central to our success as an organization. Equal Employment Opportunity TruRoots is an equal-opportunity employer. We are committed to ensuring equal employment opportunities for all employees and applicants for employees and applicants for employment without regard to race, color, religion, sex, natural origin, age, disability, sexual orientation, gender identity, or any other characteristics protected by applicable law. In compliance with federal and state employment laws, TruRoots prohibits discrimination against employees and applicants based on these protective characteristics. This policy applies to all aspects of employment including recruitment, hiring, promotion, transfer compensation, benefits, training, and termination. We are dedicated to creating a diverse and inclusive work environment where all employees are treated with dignity, respect, and fairness. Our commitment to diversity extends beyond compliance with the law. It is integral to our culture and central to our success as an organization. Ak1BZOqcAa

Job DescriptionSalary: The Role: An Associate Account Director is at the heart of our Media organization, which is at the heart of our Agency. We are looking for individuals who are passionate about media, marketing and driving growth for our clients business. In this role, you will be working to conceive, deliver and measure the impact of advertising campaigns across a variety of industries. In many instances, you will be the most senior part of a project team. Although we're an ad agency, our work product combines strategic consulting, media planning and buying, creativity and advanced analytics. Beyond the client-facing aspects, the Associate Account Director is part of our media management organization. The Associate Account Director is jointly responsible for managing and mentoring our media staff, working with platform partners and participating in new business pitches. About the Agency: Gupta Media was founded over 25 years ago on the idea that advertising could create huge leverage in our clients' businesses. Our early work was focused on the entertainment industry, specifically live events (Boston Calling, among others) and recorded music (Sony Music, Universal Music & Disney are all clients). We have dramatically grown our work with big brands (Amazon, Fender) and sports brands (Cleveland Cavaliers, Washington Commanders, Florida Panthers). We have a global client base with a growing local roster across B2B and B2C brands for campaign, content, and branding assignments. The ideal candidate will have: • Experience managing ROI-focused digital media campaigns;, • Deep interest in how macro trends (legislation, technology) influence the digital media landscape;, • Broad understanding of other forms of marketing (PR, social, email, SMS);, • The ability to create clarity around complex topics;, • Great presence and presentation skills;, • A sense of culture & trends;, • Comfortable with hands-on management of tasks, and proven ability to manage multiple, competing priorities simultaneously. Agency life moves fast, and our clients have high expectations;, • High threshold for working in an ambiguous, fast paced start-up like environment figuring it out and adapting as you go;, • Drive to innovate. Qualifications: • 5+ years of experience with at least 3 years in paid social, including campaign creation, optimization and analysis, preferably in an agency environment;, • Experience with Facebook Ads & Google Ads are required and experience with Snap Ads Manager, TikTok Ads Manager, LinkedIn Campaign Manager preferred;, • Track record of building and growing large paid media accounts;, • Strong analytical skills and technical competency using data and metrics to measure impact and determine improvements;, • Experience managing and mentoring staff;, • Bachelors Degree Work Environment Gupta Media is an office-first organization. Our Commitment At Gupta Media, we work hard every day to be better at all that we do and that includes fostering a diverse and inclusive community that encourages and respects a broad range of backgrounds, experiences, and ideas. Compensation At Gupta Media, base salary is one component of our total compensation and benefits package. For this role, the anticipated base salary range is $105,000 - $125,000, depending on relevant experience, skills, and qualifications. This role is eligible to participate in our annual bonus plan, which is based on the company's performance. We offer a competitive benefits package including health, dental, vision, and pet insurance; Flexible and Dependent Care Savings Accounts; a 401(k) with up to 5% Safe Harbor contributions; paid time off; paid family leave; commuting and wellness stipends; and opportunities for professional development and career growth. Candidates must be authorized to work in the US for at least 3 years.

Job Description About Care Access Care Access is working to make the future of health better for all. With hundreds of research locations, mobile clinics, and clinicians across the globe, we bring world-class research and health services directly to communities that often face barriers to care. We are dedicated to ensuring that every person has the opportunity to understand their health, access the care they need, and contribute to the medical breakthroughs of tomorrow. With programs like Future of Medicine, which makes advanced health screenings and research opportunities accessible to communities worldwide, and Difference Makers, which supports local leaders to expand their community health and wellbeing efforts, we put people at the heart of medical progress. Through partnerships, technology, and perseverance, we are reimagining how clinical research and health services reach the world. Together, we are building a future of health that is better and more accessible for all. To learn more about Care Access, visit . How This Role Makes a Difference As a Financial Operations Specialist, you will be an integral part of our Finance team! No day will be the same. You will be responsible for translating business priorities and requirements to financial outcomes for the Finance department. How You'll Make An Impact • Oversee the day-to-day accounting activities and monitor the company's general ledger to ensure accurate and timely month-end close., • Lead the ASC 606 revenue determinations and accounting treatments. Collaborate across teams to review revenue recognition policies based on contract reviews., • Work closely with the Senior Director of Accounting to lead and complete annual external audits and tax filings., • Assist with the development, review, and updating of accounting policies, procedures, checklists, and related documentation., • Review, approve, and prepare account reconciliations and journal entries to ensure accuracy of postings., • Review and process all intercompany and subsidiary transactions., • Coordinate with management and employees to ensure compliance with accounting policies., • Support stock compensation reporting requirements., • Identify and lead process improvement opportunities to increase effectiveness, and timeliness of financial reports., • Mentor and support staff regarding the handling of non-routine transactions., • Support cross-team special projects. The Expertise Required, • Solid time management and organizational skills, • Excellent attention to detail, • Tech savvy, strong at Excel, • Outstanding communication and interpersonal abilities, • Working knowledge of medical and research terminology., • Ability to communicate and work effectively with a diverse team of professionals., • Strong organizational skills: Able to plan, prioritize, support, and follow through., • Communication Skills: Strong verbal and written communication skills as evidenced by positive interactions with coworkers, management, clients and vendors., • Team Collaboration Skills: Works effectively and collaboratively with other team members to accomplish mutual goals. Bring positive and supportive attitude to achieving these goals., • Capable of professionally managing confidential information, • Friendly, outgoing personality; maintain a positive attitude under pressure., • Ability to work independently in a fast-paced environment with minimal supervision Certifications/Licenses, Education, and Experience, • 3+ years' experience in Finance, Accounting, or Accounts Payable, • Experience in the clinical research industry a plus, • Experience with implementing and/or managing expense reporting software and accounting software a plus How We Work Together, • Location: Remote within the United States. This role requires 100% of work to be performed in a remote office environment., • Travel: This is a remote position with less than 10% travel requirements. Occasional planned travel may be required as part of the role., • Paid Time Off (PTO) and Company Paid Holidays, • 100% Employer paid medical, dental, and vision insurance plan options, • Health Savings Account and Flexible Spending Accounts, • Bi-weekly HSA employer contribution, • Company paid Short-Term Disability and Long-Term Disability We work with and serve people from diverse cultures and communities around the world. We are stronger and better when we build a team representing the communities we support. We maintain an inclusive culture where people from a broad range of backgrounds feel valued and respected as they contribute to our mission. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to, and will not be discriminated against on the basis of, race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Care Access is unable to sponsor work visas at this time. If you need an accommodation to apply for a role with Care Access, please reach out to: Mandatory Employer Disclosures: Notice to Illinois applicants: Applicants are not obligated to disclose expunged juvenile records or adjudication, arrest, or conviction. Notice to Connecticut applicants: Care Access may require applicants to submit to a urinalysis drug test in connection with an application for employment. Notice to Arizona, Georgia, Indiana, and North Dakota applicants: Care Access complies with applicable laws prohibiting smoking in and around places of employment. Notice to Massachusetts applicants: 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. Notice to Rhode Island applicants: Care Access complies with Rhode Island law prohibiting smoking in enclosed areas within places of employment. Care Access is also subject to is subject to Chapters 29–38 of Title 28 of the Rhode Island General Laws. Notice to Maryland applicants: UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT, OR CONTINUED EMPLOYMENT, THAT AN INDIVIDUAL SUBMIT TO OR TAKE A LIE DETECTOR OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

Job DescriptionAtaccama is the agentic data trust company. Organizations worldwide rely on Ataccama ONE, the agentic data trust platform, to ensure data is accurate, accessible, and trusted for every decision and system. Powered by the ONE AI Agent, Ataccama ONE brings autonomy to data quality and governance, continuously monitoring, improving, and explaining the reliability of data across complex enterprise and multi-agent environments. At the core of the platform is Ataccama’s market-leading data quality, with modules built around it to unify data quality monitoring, catalog, lineage, observability, and reference data management, ensuring data is consistent and explainable. This quality-first foundation makes data the engine of trust, powering AI, analytics, and operations with confidence. Recognized as a Leader in the 2026 Gartner Magic Quadrant for Augmented Data Quality and positioned furthest in Completeness of Vision, as well as a Leader in the 2026 Forrester Wave for Data Quality Solutions, Ataccama continues to set the standard for enterprise-grade data trust. Our people are located across the globe. They succeed by collaborating as a team and thrive in our company culture defined by these core values: Challenging FunONE TeamCustomer CentricCandid and CaringAim High The Role As a Senior FP&A Analyst in our Boston hub, you will move beyond traditional reporting to become a strategic architect of our growth. This is a high visibility role acting as the primary financial bridge for our Sales & Marketing organizations. Reporting to the VP of FP&A and interfacing directly with the CFO, you will craft the narrative for Board reporting and lead our Revenue and Cash Flow forecasting. This role offers a unique 'seat at the table', allowing you to influence global business strategy through data-driven insights while scaling our analytical capabilities.Your Challenge * Strategic Advisory: Partner closely with Sales & Marketing leadership and Revenue Operations to implement and track KPIs that identify growth opportunities and mitigate risks. * Executive & Board Reporting: Support the VP of FP&A and the CFO in preparing quarterly Board and executive-level materials, providing the critical analysis and commentary that drives board-level decisions. * Advanced Forecasting: Own the Revenue and Cash Flow forecasting process, leveraging sophisticated financial models to provide a clear view of our financial trajectory. * Core FP&A Leadership: Orchestrate annual and quarterly planning and budgeting processes, working cross-functionally to ensure every dollar is aligned with our business objectives. * SaaS Metrics Excellence: Collaborate with RevOps to analyze SaaS-specific drivers, including ARR, NRR, Churn, CAC, and LTV. * Performance Insight: Deliver comprehensive monthly management reporting that goes beyond basic variance analysis to provide the actionable insights and commentary necessary to drive functional performance. * Systems and Data Integrity: Ensure data accuracy across financial systems and lead the optimization of our tech stack, including NetSuite, Salesforce, and Workday Adaptive Planning Is This You? * Seasoned Professional: You bring 5–10 years of progressive experience in FP&A or a related financial discipline, demonstrating a clear trajectory of professional growth. * SaaS Expert: You possess a deep understanding of core SaaS metrics—including ARR, NRR, churn, CAC, and LTV—and understand how these drivers impact business performance. * Modeling Expert: You are a power user of Excel (Google Sheets/Slides expertise is a plus) with the ability to build sophisticated, scalable financial models. * Articulate Communicator: You excel at translating complex financial data into clear, compelling narratives for executive leadership and cross-functional stakeholders. * Analytical Rigor: You combine meticulous attention to detail with the strategic perspective necessary to pivot seamlessly between granular data and the broader business context. * Systems Fluency: Hands-on experience with NetSuite, Salesforce, and Workday Adaptive Planning is a distinct advantage, as is familiarity with modern BI tools. * Academic Foundation: You hold a Bachelor’s degree in Finance, Accounting, Business, or a related field that emphasizes quantitative analysis. At Ataccama, our core values are Candid & Caring, so we are upfront about our process and details that are important to you. We sometimes use AI tools to help us with things like reviewing applications, taking notes from screening conversations, scheduling interviews, or supporting assessments. These tools make the process smoother and fairer — but don’t worry, they never make the final decision. Every hiring decision is made by our Talent Acquisition team and Hiring Managers, with AI only acting as a helpful assistant. We believe technology should support the process, not replace the human touch. We currently use AI-assisted tools - Metaview for interview notes and Lever Talent Fit to help highlight key experience. The OTE base & bonus salary range for this full-time role is $130,000–$160,000 USD. Your exact offer depends on the scope of the role, your experience, and the skills you bring. Base salary is just one part of your compensation & wellbeing package- you will also be eligible for an annual performance bonus, flexible time off, health benefits, an equity grant, and many other perks. Perks & Benefits • Medical Insurance (including vision & dental)• 401(k) with employer match contribution• Life Insurance• Long-term disability insurance• Employee Assistance Program (EAP)• Long-Term Incentive Program• "Bring Your Friend" referral program• Get paid vacation plus the freedom of Flexible Time Off (FTO)-a policy that lets you take additional time off when needed, supporting your work-life balance and well-being• 5 sick days• The Global Family Support Program - a paid leave program to help all parents focus on the new addition to their family• Flexible working hours & hybrid work setup• Conference tickets to the best industry events of the year• Online courses & company access to Udemy to hone your skills While we highly value cooperation with all our business partners, we don’t accept unsolicited resumes from any sources other than directly from a candidate. We reserve the right not to pay any fee for sending an unsolicited offer containing the details or resume of a job candidate, even if the relevant candidate is employed by our company. .

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000 - $125,000 at plan commission Responsibilities: • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan, • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs, • Relationship management skills are required, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal, and business planning. New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Job DescriptionFinance Project ManagerEmployment Type: Full-Time, ExperiencedDepartment: Project Management CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- The Project Manager will be responsible for overseeing processing workflows ( in the Office of Financial and Procurement Services).- Performs and oversees financial / procurements services.- The Project Manager will have frequent contact with the Government Case Managers, and other DOJ agency staff- Ensure processes and procedures are followed.- Overseeing a small team of financial analysts- Performs an active quality assurance role to ensure high quality work delivered on time. - Trains staff on entering and updating data in proprietary databases. Qualifications:- At least four years of progressively more responsible supervisory and management experience in financial systems. - Must have proven capabilities and communication skills to successfully interact with clients and attorneys. - Demonstrated ability to manage numerous complex and time‐critical support activities simultaneously. - Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent management skills. - Requires knowledge of the Government's data processing environment in which the work is to be performed, including office automation networks, PC‐based databases and other applications, and internet and server‐based databases and other applications. - Must be a US Citizen - Must be able to obtain a Public Trust security clearance. - Must have an undergraduate degree - Law Degree desirable. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $90,000 - $100,000 Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client, • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer., • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance., • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance., • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry., • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations., • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Up-to-date FINRA Series 7 & 63/66 documents are a bonus, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed, • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport., • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship., • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions., • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives., • Education: a bachelor's degree in finance, business, economics, or a related field is preferred. Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

Job Description Job Location: New York, Boston or Atlanta Office Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: • Financial modeling and analysis across a wide range of industries, • Drafting descriptive memoranda for sale and financing assignments, • Creating materials for advisory assignments, including fairness and valuation opinion presentations, • Identifying, evaluating and contacting potential targets or acquirers, • Organizing and coordinating due diligence sessions with transaction counterparties, • Preparing presentations and pitch material for the solicitation of new business Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

Job Description From our nation’s earliest days, ABCorp has been a trusted force in security and innovation. In 1795, the federally chartered Bank of the United States entrusted American Bank Note Company with the critical mission of producing counterfeit-resistant currency for the young Republic. This early history established our company, now known as ABCorp, as a pioneer in secure printing, with innovations that served not only American banks but also international clients, a legacy that shaped our evolution into a global leader in secure manufacturing. What began with protecting America’s financial foundation now drives cutting-edge solutions that safeguard organizations worldwide. Today, ABCorp sits at the intersection where authentication, payments, and secure access embrace next-gen (including additive 3D) manufacturing to meet the demands of a digitally driven world. We have built 230 Years of Expertise – no one knows secure manufacturing and authentication better, and no one has done it longer. We maintain global reach and compliance with eight locations around the world, and we’ve been trusted by fintechs, financial institutions, healthcare companies, governments, and brands across 120+ countries. We deliver end-to-end innovation through high-security, state-of-the-art facilities that are incubators for advancements in payments, secure access, and additive manufacturing. The Team At ABCorp, we know that our legacy and decades of achievement are powered by an exceptional team that embodies a true startup mindset. The Project Management Team serves a critical role driving implementation and onboarding projects for clients and driving internal business and digital transformation projects across the company. We serve as the voice of the customer and partner with key internal stakeholders across Business Development, Client Success, Product, Engineering, Finance and Operations. Learn more about ABCorp's story at abcorp.com. The Role ABCorp is seeking a highly skilled and experienced Project Manager to drive key customer onboarding & implementation engagements with customers, and business transformation projects across our organization. The ideal candidate will possess a strong background in project management, excellent client management abilities, and a proven track record of delivering projects on time, within scope, and within budget. The ideal candidate will bring an intense customer focus, an eye for driving business transformation, and a willingness to tackle complex problems. The candidate will be adept at building relationships and managing end-to-end onboarding efforts for our well-known clients in the financial services industry. As a Project Manager, you will drive major impact at global scale – our products reach millions of people in their everyday lives across fintech, commercial, healthcare, and government industries worldwide. This is an in-person role with our team based in the Dedham/Needham/West Roxbury area! How You’ll Make a Difference: • Project Planning and Execution:, • Develop comprehensive project plans, including timelines, milestones, resource allocation, and budget management., • Oversee the execution of customer implementation and business transformation projects, ensuring adherence to established plans and timelines., • Monitor project progress and performance, identifying and mitigating risks and issues as they arise., • Stakeholder Engagement:, • Collaborate with internal and external stakeholders to define project requirements, objectives, and deliverables., • Maintain effective communication with stakeholders throughout the project lifecycle, ensuring transparency and alignment., • Facilitate project meetings, providing regular status updates and addressing any concerns or questions., • Process Improvement:, • Identify opportunities for business and digital transformation, process improvements and implement best practices to enhance project efficiency and effectiveness., • Develop and maintain project management standards, methodologies, and tools., • Conduct post-project evaluations, capturing lessons learned and applying them to future projects., • Reporting and Documentation:, • Prepare and present detailed project reports to business leadership and stakeholders highlighting progress, challenges, and successes., • Ensure accurate and comprehensive project documentation is maintained and accessible., • Define and implement success measures to track optimal customer and business transformation project outcomes. Who You Are • Bachelor’s degree in Business Administration, Engineering, or a related field., • PMP (Project Management Professional), equivalent certification or experience is highly desirable., • Minimum of 3-4 years of project management and/or management consulting experience., • Proven track record of successfully managing complex projects in a manufacturing, technology or related industry., • Excellent communication, negotiation, and stakeholder management abilities., • Highly self-motivated and able to work through ambiguity with a strong ability to know when to escalate and de-escalate issues to management., • Proficiency in project management software and tools (e.g., Asana, MS Project, Jira, Trello)., • Strong analytical and problem-solving skills, with a keen attention to detail. Why Join ABCorp? • Unique opportunity to solve complex customer problems on a global scale., • Ability to shape secure payment, authentication, identity and additive manufacturing products that impact people’s everyday lives., • Opportunity to work with a market leader at the intersection of fintech, security, and digital products., • Company with rich legacy of innovation and trust., • Incredible global team with collaborative work environment., • Competitive salary and benefits package.