accounting/finance student Jobs in Boston

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analyst - business generation Jobs in Boston

analyst - business generation

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budget & reporting analyst Jobs in Boston

budget & reporting analyst

business analyst

finance analyst

Ryder System

<div>Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .
Job Description :
Summary
The Finance Data Analyst role is to deliver business solutions to finance operations teams using modern reporting software platforms. Technical skills will be tested as they capture, shape and present data in easy-to-understand graphic dashboards and table formats. The Finance Data Analyst will become an expert in the data required for effective and efficient Order-to-cash and Procure-to-pay processes and will assist in projects to improve these critical finance business processes
Essential Functions
<ul><li>Engage with business leaders to understand and define their requests, prioritizeeffortsand schedule project deliverables</li>
<li>Integrate and interpret data from multiple source systems into standardized formats and measurements</li>
<li>Create dashboards to summarize and clearly track KPI understanding business needs</li>
<li>Develop a knowledge of future technology to improve business processes including agentic AI, RPA and Service Now ticketing systems</li>
</ul>Additional Responsibilities
<ul><li>Performs other duties as assigned.</li>
</ul>Skills and Abilities
<ul><li>Experiencein developing solutions with tools such as Power BI</li>
<li>Exposure to toolslike SQL/ MS-Access DB / Snowflake</li>
<li>Strong verbal and written communication skills with ability to express complextechnical concepts in business terminology</li>
<li>Working knowledgeof Lean Six Sigmatools and methods</li> 
</ul>Qualifications
<ul><li>Bachelor&rsquo;s Degree Data Analytics, Business, Accounting</li>
<li>Zero (0) to one (1)year of applied project experience</li>
<li>Zero (0) to (1) year experience increating dashboards for analysis in a business setting</li>
</ul>Travel:
DOT Regulated: None
Job Category: Data Science &amp; Analytics
Compensation Information :
The compensation offered to a candidate may be influenced by a variety of factors, including the candidate&rsquo;s relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:
Pay Type :
Salaried
Minimum Pay Range:
$58,000.00
Maximum Pay Range:
$65,000.00
Benefits Information :
For all Full-time positions only : Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.
For more information about benefits, click here (https://ryder.icims.com/icims2/servlet/icims2?module=AppInert&amp;action=download&amp;id=4022345&amp;hashed=256118533) to download the comprehensive benefits summary.
Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Important Note :
Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.
Security Notice for Applicants:
Ryder will only communicate with an applicant directly from a [@ryder.com] email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through www.ryder.com/careers .
Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at careers@ryder.com .
Current Employees :
If you are a current employee at Ryder, please click here (http://wd5.myworkday.com/ryder/d/task/1422$3.htmld) to log in to Workday to apply using the internal application process.
Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .
\#wd</div>

Finance Data Analyst - REMOTE

Clearway Health

<div>Welcome to Clearway Health - At Clearway Health, we&rsquo;ve been recognized as a Great Place to Work&reg; for three years in a row&mdash;and we&rsquo;re just getting started. We&rsquo;re redefining specialty pharmacy by improving access to care, delivering personalized support, and helping patients navigate complex medication needs. Our award-winning culture is built on empowering our people to grow, contribute, and make a difference every day. If you&rsquo;re driven to create meaningful change and thrive in a collaborative, purpose-driven environment, you&rsquo;ll fit right in. If you&rsquo;re looking for a role where you can truly make an impact, keep reading below! 
POSITION SUMMARY:

The Senior Analyst, Corporate Finance plays a critical role within Clearway Health&rsquo;s Finance organization, supporting corporate financial planning and analysis activities in a fast-paced, growth-oriented environment. Reporting to the Manager, Corporate Finance, this role is responsible for independently owning defined components of Clearway&rsquo;s budgeting, forecasting, and financial analysis processes. This position requires strong analytical judgment, comfort operating with ambiguity, and the ability to translate complex financial data into clear, actionable insights. The Senior Analyst operates with increasing autonomy, proactively identifying risks and opportunities, supporting executive-level decision making, and partnering cross-functionally while remaining execution-focused and non-managerial in scope. 
ESSENTIAL RESPONSIBILITIES:

Corporate Financial Planning &amp; Analysis
<ul>
<li>Own and execute defined workstreams of Clearway&rsquo;s annual budget, monthly forecast, and long-range planning processes, including assumptions, modeling, and documentation.</li>
<li>Prepare and deliver monthly close variance analysis for assigned functional areas, independently developing clear explanations of results and key drivers.</li>
<li>Develop and maintain financial models supporting labor and headcount planning, corporate operating expenses, vendor costs, capital investments, and new initiatives.</li>
<li>Proactively identify financial risks, opportunities, and emerging trends, recommending data-supported actions or trade-offs to Finance leadership.</li>
<li>Support capital and IT investment planning through ROI analysis, cost comparisons, and scenario modeling, without owning the end-to-end capital planning process.</li>
<li>Provide analytical support for strategic and operational decisions, ensuring financial implications are clearly articulated.</li></ul> 


Executive &amp; Cross-Functional Partnership
<ul>
<li>Partner closely with Accounting, People &amp; Culture, IT, Operations, and other functional teams to align financial plans with operational execution.</li>
<li>Prepare analyses, exhibits, and financial narratives that inform executive-level discussions and support downstream Board-level reporting.</li>
<li>May present analysis to senior leaders on an as-needed basis.</li></ul> 


Reporting, Systems &amp; Process Improvement
<ul>
<li>Contribute to the development and continuous improvement of FP&amp;A reporting packages, dashboards, and analytical tools.</li>
<li>Support the effective use and evolution of FP&amp;A systems and planning tools, ensuring accuracy, consistency, and scalability.</li>
<li>Drive process improvements that enhance efficiency, transparency, and analytical rigor across budgeting, forecasting, and reporting workflows.</li>
<li>Handle sensitive and confidential information, particularly related to headcount, labor planning, and compensation assumptions, with discretion and sound judgment.</li>
<li>Lead or support special projects as assigned.</li>
<li>Utilize Clearway&rsquo;s High-5 values&mdash;Collaboration, Curiosity, Optimism, Respect, and Excellence&mdash;as the foundation for decision-making and day-to-day work.</li></ul> 


Required Education and experience:
<ul>
<li>Bachelor&rsquo;s degree required, with a concentration in Finance, Accounting, Economics, or a related field preferred.</li>
<li>MBA or other advanced degree a plus.</li></ul> 


Preferred Education or experience:
<ul>
<li>4+ years of progressive experience in FP&amp;A, corporate finance, or related financial roles.</li>
<li>Demonstrated experience contributing meaningfully to budgeting, forecasting, variance analysis, and financial modeling in a complex or growth-stage organization.</li>
<li>Experience working cross-functionally, particularly in support of labor, headcount, and cost planning.</li>
<li>Healthcare, managed services, or outsourcing experience preferred.</li></ul> 


TECHNICAL &amp; PROFESSIONAL SKILLS:
<ul>
<li>Advanced financial modeling, forecasting, and analytical capabilities.</li>
<li>Expert proficiency in Excel and strong working proficiency in PowerPoint for executive-level communication.</li>
<li>Experience working with ERP systems and modern FP&amp;A platforms; comfort adapting to evolving tools and technologies.</li>
<li>Strong ability to translate complex data into actionable insights and clearly communicate assumptions, risks, and implications.</li>
<li>High attention to detail, with the ability to operate effectively under deadlines and shifting priorities.</li></ul> 


KNOWLEDGE, SKILLS &amp; ABILITIES:
<ul>
<li>Advanced analytical judgment &ndash; Ability to independently evaluate complex financial information, identify key drivers, and recommend thoughtful, data-supported actions.</li>
<li>Ownership without people management &ndash; Ability to own defined analytical workstreams end-to-end while operating within a broader team structure.</li>
<li>Executive-ready communication &ndash; Ability to prepare clear, concise financial narratives suitable for senior leadership consumption</li>
<li>Comfort with ambiguity &ndash; Ability to work effectively with incomplete information and evolving assumptions in a growth-oriented environment.</li>
<li>Collaboration and influence &ndash; Ability to partner cross-functionally and influence outcomes through analysis rather than authority.</li>
<li>Continuous improvement mindset &ndash; Curiosity and initiative to improve processes, tools, and analytical approaches over time.</li></ul> 


This information is being provided to promote pay transparency and equal employment opportunities at Clearway Health. The current annual compensation range for this position is $92,000 - $115,000. The actual rate within this range that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. 
The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job. The above is not intended to represent an exhaustive list of accountable duties and responsibilities required. External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.</div>

Senior Analyst, Corporate Finance

Boston Children's Hospital

84752BR Finance-VP Finance and CFO Job Posting Description Position Summary/ Department Summary: Senior Treasury Analyst (remote) Key Responsibilities: 1. Cash Management and Liquidity Operations <ul><li>Manage daily operating cash balances across multiple bank accounts to ensure sufficient</li></ul>liquidity while maintaining targeted collected balance levels. <ul><li>Prepare and analyze daily cash position reports including monitoring inflows, outflows, and</li></ul>short-term liquidity requirements across the organization. <ul><li>Execute money market investment purchases and redemptions in accordance with the</li></ul>organization&rsquo;s cash optimization and liquidity management strategy. <ul><li>Initiate and monitor electronic funds transfers (EFTs), wires, and other treasury</li></ul>transactions in accordance with internal controls and established treasury policies. <ul><li>Support enterprise liquidity management by monitoring daily cash activity and coordinating</li></ul>with internal stakeholders to anticipate cash needs. 2. Treasury Systems and Banking Platforms <ul><li>Administer and maintain the Treasury Management System (TMS) and online banking</li></ul>platforms to support daily treasury operations. <ul><li>Ensure the integrity, accuracy, and completeness of treasury system data including bank</li></ul>account structures, reporting configurations, and transaction activity. <ul><li>Support treasury technology initiatives, including system enhancements, integrations with</li></ul>ERP platforms, and automation of treasury processes. <ul><li>Assist in maintaining documentation and internal controls related to treasury systems and</li></ul>banking access. 3. Cash Forecasting and Financial Planning <ul><li>Assist the Treasury Manager in developing and maintaining short-term and long-term cash</li></ul>flow forecasts to support organizational liquidity planning. <ul><li>Analyze cash flow trends, forecast variances, and operational drivers to improve forecast</li></ul>accuracy and support financial planning activities. <ul><li>Perform bank fee analysis and other cash-related financial reviews to ensure efficient</li></ul>banking structures and cost-effective services. <ul><li>Support development of reporting used in organizational financial planning and treasury</li></ul>strategy discussions. 4. Treasury Reporting and Data Analytics <ul><li>Develop and maintain automated treasury dashboards and executive reports using Power</li></ul>BI, Tableau, or similar analytics tools. <ul><li>Prepare monthly treasury reporting packages for senior management highlighting liquidity</li></ul>trends, banking activity, investment balances, and key treasury metrics. <ul><li>Enhance treasury reporting capabilities through improved data visualization, automation,</li></ul>and integration of financial data sources. 5. Financial Analysis and Treasury Initiatives <ul><li>Perform financial analysis to evaluate the cost and benefit of cash management initiatives,</li></ul>banking services, payment technologies, and treasury operational improvements. <ul><li>Support treasury-related projects including improvements to cash collection processes,</li></ul>disbursement methods, and payment technologies. <ul><li>Assist with monthly reporting and analytical support related to debt management,</li></ul>investment balances, and liquidity trends. 6. Debt Administration and Accounting Support <ul><li>Support the administration of debt service payments and derivative valuations.</li><li>Assist with treasury-related month-end close activities including preparation of journal</li></ul>entries and reconciliation of treasury-related accounts. Additionally Banking Relationship Management and Treasury Innovation and process improvement Minimum Qualifications Education: Bachelor's Degree, Finance, Accounting, Business Administration, or a related field required. Certification Preferred: Certified Treasury Professional (CTP) Experience required: Minimum of 5 years of relevant experience in treasury, corporate finance, banking, or healthcare finance, with an emphasis on cash management. Preferred: Experience working with Treasury Management Systems (TMS). Experience with data analytics and visualization Status Full-Time Regular, Temporary, Per Diem Regular Standard Hours per Week 40 Pay Range $88,241-$141,186 Annually Office/Site Location Boston Job Posting Category Finance Remote Eligibility Full-Time Remote

Senior Treasury Analyst

Vista Higher Learning

<div><div>WHO ARE YOU? You are a financial analyst that loves to uncover valuable insights from the data in front of you and utilize it to help the business grow. You excel at problem-solving, have an eye for the details and can communicate your findings clearly and effectively.</div><div></div><div> 
WHO ARE WE? We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities.</div><div> 
</div><div>WHAT IS THIS ROLE ABOUT? As a Financial Analyst you will work closely with the Financial Manager and other stakeholders by helping provide timely and valuable insights into budgets, investments, and financial risks related to organizational goals, ultimately helping to drive strategic planning and operational efficiency.</div><div></div><div> 
IN THIS ROLE YOU WILL:
</div><ul><li>Utilize financial models and scenario analysis for planning and investment decisions.</li><li>
Help develop budgets, forecasts, and long-term financial plans.</li><li>
Provide variance analysis and insights for performance improvement.</li><li>
Assess financial impacts of initiatives and pricing changes.</li><li>
Prepare concise presentations and dashboards for management.</li><li>
Turn complex data into actionable reports and visualizations.</li><li>
Create templates and automate reporting to boost efficiency.</li><li>
Monitor key metrics to evaluate business health.</li><li>
Support performance scorecards and KPI dashboards.</li><li>
Work with other teams to link financial and operational plans.</li><li>
Join business case development, offering financial guidance.</li><li>
Ensure compliance with internal policies and external regulations.</li><li>
Document assumptions and methods in financial models for transparency.</li></ul><div></div><div> 
YOU MUST HAVE (MINIMUM REQUIRED SKILLS &amp; EXPERIENCE):</div><ul><li>
Bachelor&rsquo;s degree in accounting or finance.</li><li>
3+ years of experience in a financial analysis role.</li><li>
Solid foundation in financial reporting and analysis, with the ability to interpret and synthesize key financial metrics</li><li>
Experience preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements</li><li>
Experience building and refining financial models and conducting scenario analyses to support planning and decision-making</li><li>
Experience performing ratio analysis to evaluate liquidity, profitability, and solvency metrics</li><li>
Working knowledge of accounting standards (e.g., GAAP, IFRS), including journal entries, accruals, and revenue recognition practices</li><li>
Experience conducting variance analysis, identifying performance drivers, and assisting in developing accurate forecasts and budgets</li><li>
Experience independently analyzing financial data to uncover trends, assess performance, and highlight opportunities for cost optimization or revenue growth</li><li>
Solid understanding of financial principles and their application to support departmental goals and contribute to strategic discussion</li><li>
Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders</li><li>
Support budgeting, forecasting, and variance analysis processes, ensuring accuracy and timeliness of financial information</li><li>
Proficient in financial and accounting platforms (i.e. QuickBooks, NetSuite, or similar)</li><li>
Familiarity with ERP systems including Microsoft Great Plains</li><li>
Strong Microsoft Excel capabilities, including pivot tables, charting, conditional formatting, data validation, and lookup functions</li><li>
Skilled in using productivity tools such as Microsoft Office and Google Workspace</li><li>
Effective in leveraging digital communication and collaboration platforms to support team and project efficiency</li></ul><div></div><div> 
IDEAL IF YOU HAVE or ARE (PREFERRED SKILLS &amp; EXPERIENCE):</div><ul><li>
Experience working in a similar or the education industry.</li></ul><div></div><div> 
LOCATION: Boston-Hybrid
</div><div>Position requires current residence within the United States of America and willingness to work a Tuesday/Wednesday/Thursday Hybrid schedule in our Boston, MA office location. Relocation assistance is not available.</div><div> 
</div><div>SALARY: $65k-$80k annual
</div><div>This position is salaried and is eligible for an annual incentive based on employee and organizational performance.</div></div>

Financial Analyst

Steer

<div>
 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 &mdash; 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 &mdash; 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
 
 
 
 <ul>
 <li>
 A "Close Owner": You don't just tick off a checklist &mdash; you understand why each entry matters and how it flows into the financial statements.
 </li>
 <li>
 Process-Oriented: You proactively identify gaps in workflows and find ways to reduce manual effort without sacrificing accuracy.
 </li>
 <li>
 Detail-Obsessed but Fast: You can maintain extreme precision across high-volume transactions while keeping pace with month-end deadlines.
 </li>
 <li>
 A Trusted Partner: Employees, managers, and vendors alike know they can count on you for clear, professional communication and timely follow-through.
 </li>
 <li>
 Proactive and Accountable: You flag issues before they escalate and take full ownership of your book of work.
 
 
 </li>
 </ul>
 
 You Will
 
 
 
 <ul>
 <li>
 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.
 </li>
 <li>
 Manage Cash &amp; Banking: Review bank transactions daily and perform monthly cash reconciliations with precision.
 </li>
 <li>
 Drive AP &amp; AR Operations: Manage vendor communications and ensure timely bill payment; support customer billing and collections to keep cash flow healthy.
 </li>
 <li>
 Support Investor Reporting: Assist in the preparation of monthly financial reports that communicate company performance to investors and leadership.
 </li>
 <li>
 Be the Employee Finance Resource: Serve as the go-to point of contact for expense compliance, travel reimbursements, and 401(k) questions &mdash; ensuring every employee interaction reflects professionalism and trust.
 </li>
 <li>
 Support External Partners: Partner with our audit and tax teams to ensure timely, accurate deliverables.
 </li>
 <li>
 Analyze Vendor Contracts: Review renewal terms and proactively surface insights to department heads ahead of negotiations.
 
 
 </li>
 </ul>
 
 You Have
 
 
 
 
 Must Have
 
 
 
 <ul>
 <li>
 Academic Foundation: Bachelor's degree in Accounting or Finance.
 </li>
 <li>
 Accounting Experience: 0&ndash;2 years in public or corporate accounting, with hands-on exposure to full-cycle accounting processes.
 </li>
 <li>
 Technical Proficiency: Advanced Excel skills (VLOOKUPs, Pivot Tables) and a strong command of US GAAP.
 </li>
 <li>
 Operational Rigor: Proven ability to manage high-volume transaction processing with accuracy and consistency.
 </li>
 <li>
 Communication Skills: Comfortable interfacing with employees, vendors, and cross-functional stakeholders.
 
 
 </li>
 </ul>
 
 Nice To Have
 
 
 
 <ul>
 <li>
 Experience in a high-growth or scaling SaaS organization.
 </li>
 <li>
 Familiarity with QuickBooks Online, Chargebee, or HubSpot.
 </li>
 <li>
 Experience with Bill.com or Rippling HRIS.
 </li>
 <li>
 Exposure to automated reconciliation software.
 
 
 </li>
 </ul>
 
 Interview Process
 
 
 
 <ul>
 <li>
 Wonderlic Assessment
 </li>
 <li>
 Initial Screen (30 min)
 </li>
 <li>
 Take Home Assignment
 </li>
 <li>
 Hiring Manager Interview (45 min)
 </li>
 <li>
 CFO Interview (30 min)
 </li>
 <li>
 References
 
 
 </li>
 </ul>
 
 We Offer
 
 
 
 <ul>
 <li>
 100% employer-paid medical insurance
 </li>
 <li>
 FSA and HSA options
 </li>
 <li>
 Flexible PTO
 </li>
 <li>
 Generous Parental Leave
 </li>
 <li>
 401(k)
 </li>
 <li>
 Growth &amp; Wellness Stipend
 </li>
 <li>
 WFH Equipment
 </li>
 <li>
 Access to the latest tools and technology
 </li>
 <li>
 A collaborative, high-ownership culture where your work is seen and valued
 </li>
 <li>
 Clear pathways for development and career growth
 
 
 </li>
 </ul>
 
 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&rsquo;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.
</div>

Accounting Associate

Newmark

<div>Our Boston Capital Markets team specializes in investment sales, recapitalization, and strategic advisory of office, life science, industrial, retail, multifamily and data center assets across the Greater Boston Metro and throughout New England. The group has completed over $80 billion in transactions over the past decade and operates as a high-performance, deal-intensive team with a strong track record advising institutional owners, developers, and private investors on their most complex dispositions and recapitalizations.
This is a demanding, high-output role suited for someone who thrives under pressure, takes pride in the quality of their work, and is energized by a fast-paced deal environment. The team works hard and expects the same from everyone on it.</div>
 <div>QUALIFICATIONS
Required:
<ul><li>Bachelor&rsquo;s degree in Real Estate, Finance, Economics, Mathematics, or a related quantitative field (MBA a plus)
</li><li>Proficiency in Argus Enterprise is required - candidates without Argus experience will not be considered
</li><li>2&ndash;5 years of relevant experience in commercial real estate, investment banking, private equity, or corporate finance
</li><li>Prior investment banking or corporate finance experience is strongly preferred, as it reflects the analytical rigor and work ethic this role demands
</li><li>Expert-level Excel modeling skills with strong command of financial metrics including IRR, NPV, cash-on-cash returns, cap rates, and residual valuations
</li><li>Ability to produce clean, accurate, and institutional-quality work product under tight deadlines
</li><li>Strong written and verbal communication skills; proficient technical writing
</li><li>Full-time, in-office presence at our 225 Franklin Street, Boston location - this role does not accommodate remote or hybrid arrangements
</li></ul>Preferred:
<ul><li>Knowledge of CoStar, Real Estate Capital Analytics, or comparable data platforms
</li><li>Familiarity with AI-powered research, writing, and productivity platforms; candidates who have meaningfully incorporated these tools into their workflow will stand out
</li><li>Proficiency in Word, PowerPoint, Outlook, and Microsoft Teams 
</li></ul>WORKING CONDITIONS
This is an in-office position based at 225 Franklin Street, Boston, MA, five days per week . Given the deal-driven nature of the business.. Candidates should expect and embrace a high-effort environment tied to transaction timelines.</div>
 <div>ESSENTIAL DUTIES
<ul><li>Build, own, and stress-test complex financial models for individual assets and portfolios including office, life science, and mixed-use investments
</li><li>Run Argus Enterprise models as the primary underwriting tool for all assignments - this is a non-negotiable requirement for this role
</li><li>Assist with full-scope due diligence including lease abstracting, rent roll analysis, income/expense review, title, appraisals, PCAs, and environmental reports
</li><li>Develop institutional-quality offering memoranda, pitch books, and marketing materials
</li><li>Research comparable sales, submarket statistics, competitive inventory, lease rates, and capital markets trends across Greater Boston and New England
</li><li>Coordinate financial analysis with internal teams across departments, markets, and divisions
</li><li>Support client meetings, property tours, and transaction negotiations
</li><li>Assist with public records research to identify and qualify prospective assignment opportunities
</li><li>Perform other duties as assigned in support of the team&rsquo;s deal activity</li></ul></div>

Analyst, Financial

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
The Role
This role will require you to establish yourself as the Securities Finance point person for the Fidelity client base across the enterprise. The candidate will manage the relationships as well as provide education &amp; support to internal counterparts and channel clients on all Securities Finance related matters. The business management side of the role touches several aspects within Prime Services - risk, margin, tax, capital efficiency. The role related to these areas will vary on an as needed basis but will include:
<ul><li>Serve as a trusted point of contact for internal risk management functions</li><li>
Collaborate with product teams and project managers across the organization to align business strategy, drive towards streamlined solutions, and improve client experience</li><li>
Management of locates, short positions, their rates and profitability</li><li>
Work towards a thorough understanding of the products and offerings within Prime Services &ndash; Examples include Portfolio Margin, Cash Sweep, and Arranged Finance</li><li>
Execute daily and monthly supervisory tasks for Prime Services and Family Office</li><li>
Work with business partners across Fidelity&rsquo;s distribution channels to evaluate new business opportunities</li></ul>
The Expertise and Skills You Bring
<ul><li>Bachelor&rsquo;s degree in Finance, Economics, or related field required; current/previous roles in Corporate Finance or Accounting</li><li>
4-6+ years work experience in a related field</li><li>
Series 7, 24 &amp; 63 and/or progress toward obtaining necessary licenses</li><li>
Knowledge and understanding of Securities Finance and Prime Brokerage required</li><li>
Understanding of capital structure, cost of capital, liquidity management, and securities and prime brokerage financing products - margin lending and repo</li><li>
Experience evaluating counterparty risk, market risk, and liquidity risk in financing transactions</li><li>
Working knowledge of brokerage regulatory regimes and margin rules</li><li>
Proficiency building financing models, scenario analyses, and client profitability assessments</li><li>
Experience working with Trading, Risk, Legal, Treasury, and Operations to deliver client solutions</li><li>
Ability to work in a deadline-oriented environment managing multiple responsibilities/projects simultaneously</li></ul>
The Team
The Prime Services Business Management group&rsquo;s responsibilities range from overseeing clients&rsquo; Securities Lending / Prime Brokerage activity across the Fidelity enterprise, to management and supervision of the Prime Services business &ndash; including operational risk, controls, margin, audit, exception processing, capital usage and exploration of new initiatives
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $110,000 - $185,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 04 - FINRA, Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Capital Markets Prime</div>

Prime Services Business Management

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