business data analyst

financial reporting analyst Jobs in Boston

financial reporting analyst

financial analyst

Kforce Inc

<div>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 Kforce has a client in Boston, MA that is seeking a Financial Reporting Analyst. Responsibilities:
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 <br/>
 <ul>
  <li>
   Assist in the preparation of annual and quarterly financial reports in compliance with US GAAP, SEC and other financial reporting requirements
  </li>
  <li>
   Prepare required supporting schedules and documents and assess financial reporting information received from other functional areas and service providers
  </li>
  <li>
   Draft financial statement footnotes
  </li>
  <li>
   Assist in implementation and compliance with new and proposed accounting and reporting standards
  </li>
  <li>
   Complete account reconciliations on complex areas of accounting
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   5+ years of Mutual Fund Financial reporting experience
  </li>
  <li>
   To be considered for this position, candidates must have experience in a similar role, or they must possess significant knowledge, experience, and abilities to successfully perform the responsibilities listed
  </li>
  <li>
   Relevant education and/or training will be considered a plus
   <br/>
   <br/>
  </li>
 </ul>
 The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
 <br/>
 <br/>
 We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability &amp; ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
 <br/>
 <br/>
 Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
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 <br/>
 This job is not eligible for bonuses, incentives or commissions.
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 <br/>
 Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
 <br/>
 <br/>
 By clicking &ldquo;Apply Today&rdquo; you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
</div>


Financial Reporting Analyst

Tufts University

<div>Overview:
<p>
In conjunction with the Trustee Investment Committee, the Investment Office manages the University's long term investment assets. The Office is responsible for all investment and operational aspects of this function including asset allocation, portfolio construction, investment manager due diligence, monitoring, and performance measurement.</p>
What You'll Do:
<p><b>
This is a 2-year limited term position that will commence in June 2026 and end June 30, 2028, with possibility for extension.</b></p><p>
The Investment Analyst will support the investment team in the due diligence and monitoring of investment managers as well as asset class and portfolio construction research. The Analyst will have the opportunity to work with all team members across all asset categories (i.e., marketable securities, private equity/venture capital, private diversifiers, and impact investments) and thereby develop a broad understanding of the investment management industry.</p><p><b>
Essential Functions:</b></p><ul><li>
Maintain, enhance, and document current manager performance and risk monitoring systems.</li><li>
Conduct quantitative due diligence on potential manager performance and risk metrics.</li><li>
Support investment staff in landscape of investment opportunities, review of investment proposals, asset allocation, and investment white papers.</li><li>
Conduct research on market conditions and macroeconomic outlook and present findings to staff.</li><li>
Participate in and contribute to investment staff portfolio planning meetings and analyst group meetings.</li></ul>
What We're Looking For:
<p><b>
Basic Requirements:</b></p><ul><li>
Bachelor&rsquo;s degree, preferably in a quantitative field of study</li></ul><p><b><br>
Preferred Qualifications:</b></p><ul><li>
Strong computer and systems skills, including excellent skills in the Microsoft Office suite; knowledge of various computer languages and statistical programs, as well as investment monitoring programs (eVestment, Caissa, Burgiss, Backstop).</li><li>
Superior organizational skills and attention to detail.</li><li>
Strong work ethic that combines accuracy and speed; high productivity is a must.</li><li>
Proven capacity to multi-task, deliver results and respond quickly and effectively to requests.</li><li>
Strong academic record exhibiting excellent analytical ability, strong financial modeling, and quantitative skills.</li><li>
Excellent written, verbal communication and presentation skills. Superior ability to present and communicate quantitative information.</li><li>
Willingness to share ideas in a group setting; creative thinker, quick learner, with initiative and drive.</li><li>
Highest ethical standards: maturity and integrity required to work with sensitive/confidential information.</li></ul><ul><li>
Strong team player, collegial attitude; willing to perform a wide range of tasks.</li><li>
Willingness to remain in the role for two years with the possibility of extension/promotion after that time.</li></ul><p></p><p><b><br>
Special Work Schedule Requirements:</b></p><ul><li>
Travel between campuses and occasional domestic travel.</li></ul>
Salary Range: Minimum $65,900.00, Midpoint $82,300.00, Maximum $98,800.00</div>

Investment Analyst - Investment Office

Orix

<div></div><div><div>Purpose and Job Summary</div><div>
The Stabilized Analyst supports the Asset Management functions of a large and diverse multi-family apartment portfolio. You will be assigned to a regional team and support a group of Asset Managers. The Analyst will be exposed to many aspects of the property&rsquo;s life cycle, from its initial operations to loan conversion and stabilized operations. The Asset Management Analyst&rsquo;s duties are varied.</div><div>
This position is located at the Boston Financial headquarters in Boston, MA.*</div><div></div><div><br>
Essential Duties and Responsibilities</div><ul><li>
Timely processing of capital releases. Review and analyze collected documentation. Seek approval of benchmark documentation from other departments as required. Update capital installment application and prepare wire form for review by Asset Manager. Electronically file all documentation;</li><li>
Establishing and maintaining relationships with General Partners and management agents; Researching rental market trends and operational or other property issues and preparing analytical materials for management plans;</li><li>
Analyzing performance deficiencies and developing projections and workout scenarios for troubled properties. Performing comparable analysis for properties targeted as high value assets.</li><li>
Preparing reports and analytics of real estate performance for Asset Management staff and Senior Management</li><li>
Reviewing partnership documents to determine benchmark requirements</li><li>
Travel required: 10 %</li></ul><div></div><div>
Education, Skills and Experience</div><div>
Required</div><ul><li>
Bachelor&rsquo;s Degree in business, finance, real estate or related field, preferred</li><li>
2+ years of real estate or related financial experience</li><li>
Strong analytical skills</li><li>
Strong verbal and written communication skills</li><li>
Ability to work in a fast-paced work environment while managing conflicting priorities</li><li>
Ability to work independently and as part of a high performing team</li><li>
Excellent problem-solving skills are critical for success in this role</li><li>
Highly proficient with MS Office, including Word, Excel (preferably expert), PowerPoint and Access</li></ul><div></div><div><br>
Preferred</div><ul><li>
Real estate underwriting experience</li><li>
Understanding of partnership agreements</li><li>
LIHTC experience</li><li>
Market analysis skills</li></ul><div></div><div>
Annual base salary gross: $70,000 - $80,000 (MA only). The base salary range represents the estimated low and high end of ORIX&rsquo;s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate&rsquo;s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX&rsquo;s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our <div>Benefits</div> page for additional information.</div><div></div><div>
Life at ORIX</div><div></div><div>
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.</div><div></div><div><br>
You Time</div><div></div><div><br>
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.</div><div></div><div><br>
Family Care</div><div></div><div><br>
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.</div><div></div><div><br>
Flexible Work Arrangements</div><div></div><div><br>
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.</div><div></div><div>
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.</div></div>

Analyst II - Stabilized

Boston Financial Investment Management

<div><p>Our world is transforming, and PTC is leading the way. Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.</p><p></p><p>
Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow &ndash; all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible.</p><p><b>
Specialist Analyst, Corporate Development</b></p><p><b><br>
Location:</b> Hybrid - Boston, MA</p><p><b>
Reports to:</b> Corporate Development VP</p><p></p><p>
In this role, you will be a key contributor to PTC&rsquo;s Corporate Development team, with a focus on sourcing. Your primary responsibility will be researching companies and new technology relevant to PTC&rsquo;s business.</p><p></p><p>
Candidates will also have the opportunity to participate in due diligence, financial modeling, and market evaluation. You will work closely with Corporate Strategy and PTC&rsquo;s Business Segments to understand and influence PTC&rsquo;s strategy.<br>
<br>
To excel in this role, you must have intellectual curiosity and an investor&rsquo;s mindset when evaluating business opportunities and risks. You will be expected to work in a dynamic, collaborative, cross-functional team environment. You should be detail-oriented and enjoy conducting thorough research and data analysis. This role will require technical <b>and</b> business understanding of PTC&rsquo;s products and solutions.</p><div><br>
<br>
<b>Responsibilities</b><br>
<ul><li>Research potential acquisition targets and conduct in-depth company research</li></ul></div><ul><li>Follow and understand industry trends and new technology relevant to PTC&rsquo;s business</li><li>Conduct research and financial analysis to support business model and the negotiation of deal terms.</li><li>Assist in due diligence processes, coordinating with cross-functional teams and external advisors</li><li>Create material for presentations to Management and Board level audiences</li><li>Become a trusted advisor to Corporate Development, Corporate Strategy, and PTC management</li></ul>
<br>
<b>Key Qualifications</b><br>
<ul><li>Bachelor&rsquo;s degree; MBA a plus</li><li>1-2 years in a Corporate Development, private equity, management consulting, product management, or investment banking role a plus; 2+ years of business experience</li><li>Ability to think strategically and tactically with a attention to detail and a problem-solving mentality</li><li>Ability to cooperate with experts to develop a working knowledge of complex technical topics</li><li>Excellent written and verbal communication and interpersonal skills</li><li>Ability to create Management Presentations and Board materials</li><li>Comfortable dealing with ambiguity and uncertainty</li><li>Ability to build and cultivate strong cross-functional relationships</li><li>Able to earn trust and to influence and motivate others without authority</li><li>Fluent with MS PowerPoint, Excel, and Word</li></ul><p></p><div><p>
PTC carefully considers a wide variety of factors when determining compensation. The anticipated annual salary range for this position is between $87,600 - 115,000. The salary range reflects a good-faith estimate of compensation at the time of posting. Actual compensation may vary based on a candidate's skills, qualifications, experience, and location. Additionally, candidates may be eligible for a performance-based bonus. Employees also have the opportunity to become a PTC shareholder through our employee share purchase program (ESPP), which allows for the purchase of discounted PTC stock. Certain roles may also be eligible for participation in our equity programs. Employees may be eligible for medical, dental and vision insurance, paid time off and sick leave, tuition reimbursement, 401(k) contributions and employer match, flexible spending accounts, life insurance, disability coverage and, if you are an office-assigned employee, a generous commuter subsidy. All total rewards and benefits programs are subject to applicable plan eligibility and other terms and conditions.</p></div><div><p>
For more information about PTC&rsquo;s comprehensive benefits, please visit our Careers Page.</p></div><div><p>
Applications will be accepted on an on-going basis.</p></div><p></p>
At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic information, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 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.<p></p>
PTC endeavors to make ptc.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact PTC's Talent Acquisition team at TalentAcquisition@ptc.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.<p></p><p><br>
Life at PTC is about more than working with today&rsquo;s most cutting-edge technologies to transform the physical world. It&rsquo;s about showing up as you are and working alongside some of today&rsquo;s most talented industry leaders to transform the world around you.</p><p></p><p>
If you share our passion for problem-solving through innovation, you&rsquo;ll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us?</p><p></p><p>
We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. Review our Privacy Policy.&quot;</p></div>

Analyst, Corp Dev

Everest Search Partners

<div><p><b>SUMMARY:</b> Everest Client seeks a Controller to join a growing organization where you will play a key role in shaping financial visibility, operational performance, and strategic decision-making. This role is ideal for a finance professional who thrives in a hands-on environment, enjoys partnering with cross-functional teams, and wants to directly influence cost efficiency, production performance, and overall business results. You will own key financial processes&mdash;including costing, monthly closings, budgeting, and project analysis&mdash;while serving as a trusted advisor to both local leadership and Group HQ.</p>
<p><b>
JOB RESPONSIBILITIES</b></p>
<p><b>
Financial Analysis &amp; Reporting</b></p>
<ul>
<li>Drive the development and enhancement of financial analyses used by local management and Group headquarters.</li>
<li>Oversee industrial costing by validating BOM, labor, and overhead data, ensuring accurate costing within the ERP system.</li>
<li>Monitor performance against standards and targets, highlighting variances and leading follow-up on improvement initiatives, including outsourcing projects and long-term costing enhancements.</li>
</ul>
<p><b>Monthly Closing &amp; Performance Review</b></p>
<ul>
<li>Conduct detailed analyses of production KPIs, inventory valuation, and monthly accruals.</li>
<li>Review SG&amp;A cost trends and variances, presenting insights in clear, actionable formats.</li>
<li>Prepare cost, gross margin, and EBITDA bridge analyses, aligned with Group reporting requirements.</li>
<li>Partner with Credit Management and Accounting on working capital and cash analysis.</li>
</ul>
<p><b>Budgeting &amp; Forecasting</b></p>
<ul>
<li>Manage budget processes and cost evolution across multiple operational lines.</li>
<li>Develop standard margin calculations by product and contribute to Group transfer pricing processes.</li>
<li>Forecast production volumes, inventory levels, and support cash-flow projections with Accounting.</li>
</ul>
<p><b>Project Analysis &amp; Process Improvement</b></p>
<ul>
<li>Deliver financial insights for product development and new product launches.</li>
<li>Document, refine, and implement procedures to support local operations and meet Group internal control standards.</li>
</ul>
<p><b>QUALIFICATIONS</b></p>
<ul>
<li>Bachelor&rsquo;s degree in Finance, Controlling, Business Administration, or related field.</li>
<li>Experience in Finance or Controlling within industrial, manufacturing or service-oriented environments.</li>
<li>Strong proficiency with ERP/CRM platforms and advanced Excel or similar analytical tools.</li></ul></div>

Controller - Onsite

Maryville Consulting Group

<div><div><div><b>About the Job</b></div>
<div>Interested in seeing how a passion for finance, accounting, product management, or data analytics can translate into a consulting career? As an Associate Consultant in our Strategic Portfolio Management (SPM) practice, you will learn how organizations use technology to transform their business strategy and optimize their execution and operations. As an SPM Associate Consultant, you will get the opportunity to make an impact immediately as you assist organizations of all sizes and industries in addressing their most technologically demanding challenges. As a member of the SPM team, you will have the opportunity to collaborate with finance, product, and technology experts whose diverse backgrounds and skills help bring the most prescriptive, comprehensive, and sustainable solutions to our clients.</div>
<div>Our SPM consultants work in close-knit teams, playing an active role in multiple aspects of client engagements. Your responsibilities may include data gathering and analytics, workshop facilitation, activity-based cost modeling, business case and return on investment justifications for technology investments, managing projects &amp; stakeholders, and governing teams. You'll partner with key stakeholders to analyze, prepare and present results and recommendations to clients and implement solutions in collaboration with the client and our internal teams. The ideal candidate has an outstanding academic record in Business, Finance, Business Technology Management (BTM), Accounting, Economics or other related majors, an appreciation for Information Technology, and a desire for problem-solving.</div><br>
<div></div>
<div><b>About Maryville Consulting Group</b></div>
<div>Maryville Consulting Group is a nationally recognized consulting firm headquartered in St. Louis (MO), with an office in Boston (MA), and remote teams across the country. For over 29 years, we have helped organizations of all sizes and industries embrace technology-enabled strategies to improve their business. By design, we remain a boutique consulting firm aiming to expand our selective group of impactful individuals. At Maryville, you are encouraged and enabled to take on challenges every day of your career.</div>
<div>Maryville is committed to promoting a diverse environment where people want to join, stay, and do their best work. Maryville is proud to be an equal opportunity employer. We are focused on hiring qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.</div><br>
<div></div>
<div><b>Additional Information</b></div>
<div>This is a US based full-time position that may require up to 40% of domestic or international travel to client sites.</div>
<div>Maryville is currently not supporting work visa sponsorships for non-US citizens or residents.</div>
<div>To learn more about our work, client portfolio, and ways in which you can contribute to delivering business impact, visit maryville.com.</div><br>
<div></div>
<div><b>Key Qualifications</b></div>
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Business, Data Analytics, or related field with a graduation date on or before May 2026.</li>
<li>Strong academic course load and performance.</li>
<li>Excellent written and verbal communication skills with the ability to compile and present complex information.</li></ul><br>
<div><b>
</b></div><div><b>Preferred Qualifications</b></div>
<ul><li>Relevant experience in consulting, financial planning and analysis (FP&amp;A), data analysis or a related function. Familiarity with financial procedures including budgeting, financial analysis, and cost optimization.</li>
<li>Familiarity with IT and/or Information Systems concepts such as Cloud, On Prem Infrastructure, and Agile Delivery.</li>
<li>Experience with spreadsheet tools, financial modeling, and/or financial software solutions (SAP, Oracle Financial System, or other).</li>
<li>Experience in Agile Management Systems (ADO, Jira, Aha, or other)</li>
<li>Experience in data analysis, reporting and/or visualization software solutions (Power BI, Tableau, or other).</li>
<li>Demonstrated leadership and collaboration skills.</li></ul></div></div>

Associate Consultant - Strategic Portfolio Management

Explore 88+ Financial analyst in Boston this December. Find roles across top companies and apply now to boost your career.

88 financial analyst jobs IN Boston

Financial Reporting Analyst

Investment Analyst - Investment Office

Analyst II - Stabilized

Analyst II - Stabilized

Analyst, Corp Dev

Controller - Onsite

Associate Consultant - Strategic Portfolio Management