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portfolio analyst - fixed income Jobs in Boston

portfolio analyst - fixed income

portfolio analyst fixed income

Selby Jennings

<div>
 <p>
  Global liquid markets platform managing a large, multi-asset fixed income portfolio across rates, credit, and structured products. The team is responsible for both liability-aware portfolio construction and return-oriented strategies.
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Conduct fundamental and quantitative analysis across fixed income sectors including corporates, structured credit, government bonds, and derivatives
  </li>
  <li>
   Build and maintain analytical models, dashboards, and tools to assess risk, relative value, and portfolio construction
  </li>
  <li>
   Partner closely with portfolio managers and traders to evaluate investment ideas and optimize positioning
  </li>
  <li>
   Analyze credit spreads, yield curves, and macroeconomic indicators impacting fixed income markets
  </li>
  <li>
   Leverage data and technology to enhance research, portfolio analytics, and investment processes
  </li>
  <li>
   Prepare investment materials, analysis, and reporting for senior leadership and investment committees
  </li>
 </ul>
 <p>
  <strong>
   Requirements
  </strong>
 </p>
 <ul>
  <li>
   1-5 years of experience in fixed income research, trading, or portfolio analytics
  </li>
  <li>
   Strong understanding of fixed income instruments, derivatives, and cross-asset market structure
  </li>
  <li>
   Quantitative mindset with experience in market and risk analytics
  </li>
  <li>
   Bachelor's degree in Finance, Economics, STEM, or related field; CFA or advanced degree preferred
  </li>
  <li>
   Experience with Python, SQL, or similar tools a plus
  </li>
  <li>
   Detail-oriented, self-directed, and capable of operating in a fast-paced investment environment
   <br/>
  </li>
 </ul>
 <p>
 </p>
</div>


Portfolio Analyst - Fixed Income

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p><b>
The Role:</b></p><p>
The Equity Trade Support Analyst provides a very broad range of support functions to various sales and trading desks within Fidelity Capital Markets. With advances in technology, it is important that you have an aptitude for understanding complex (and changing) workflows. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e. customers, colleagues, traders, etc.) We would like you to feel empowered to be proactive and creative when it comes to solving business problems. In support of the various desks and clients, we expect you to work closely with other middle office, back office, and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
</p><ul><li><p>Monitoring and ensuring timely and accurate allocations for equity trades, including blocks, electronic, SAM, and Program trades
</p></li><li><p>Resolving issues with unallocated trades, incorrect allocations, money differences, trades that are not settling, clearing, or comparing, problem with confirms and bad account instructions, closed accounts, P&amp;S trade breaks, DVP/RVP Fails, and step-outs
</p></li><li><p>Building and maintaining contacts with clients, contra brokers, floor brokers, and other parties involved with trade execution, allocation, clearance, and settlement
</p></li><li><p>Monitoring error accounts, including assisting sales/traders with running, covering, and documenting errors, as well as providing timely reporting on all errors
</p></li><li><p>Analyzing internal operations, seeking ways to improve work flows through automation</p></li><li><p>
Minimizing operational, monetary, and reputational risk to the firm by building and supporting a thoroughly procedurally-compliant environment
</p></li></ul><p><b>The Expertise and Skills You Bring:</b></p><ul><li><p>
Brokerage industry experience, preferably in trading or middle/back-office operations
</p></li><li><p>Bachelor's Degree
</p></li><li><p>Series 7 and 63 Licenses (if not currently registered, such exams must be successfully passed within six months of hire)
</p></li><li><p>You have strong analytical and project management capabilities
</p></li><li><p>You can work independently with little direct supervision with recognition of when to partner and collaborate to gain consensus across multiple business divisions
</p></li><li><p>You offer detailed knowledge of custody operations: such as DVP/RVP flows
</p></li><li><p>You bring proven understanding of comparison, clearance and settlement for domestic equity and options
</p></li><li><p>The ability to balance trading risks and the escalation process effectively and timely
</p></li></ul><p><b>The Team</b>
</p><p>Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity&rsquo;s own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.
</p><p><b>Note: Fidelity will not provide immigration sponsorship for this position.</b></p>
The base salary range for this position is - per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
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.
</p><p>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.</p><p>
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.</p><p>
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. Please consult with your recruiter for the specific expectations for this position.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3><h3 class="jobSectionHeader"><b>
Category:</b></h3>
Brokerage Operations</div>

Senior Analyst, Equity Trade Support

Brown Brothers Harriman

<div><div>At BBH, Partnership is more than a form of ownership&mdash;it&rsquo;s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what&rsquo;s next, this is the right place to build a fulfilling career.</div><div></div><div>
Brown Brothers Harriman is currently recruiting a Systems Business Analyst to join our Capital Partners Technology Team. The Systems Business Analyst acts as a liaison between Capital Partners' Systems and Capital Partners business groups. The individual is responsible for defining and documenting business needs and functional requirements and ensuring technology solutions enhance and support the business operations. The individual also identifies technology alternatives and recommends system solutions to business and technical audiences. The Systems Business Analyst participates in all phases of the systems development life cycle.</div><div></div><div>
JOB DUTIES: Duties include, but are not limited to as applicable under local laws</div><ul><li><div>
The Systems Business Analyst acts as a liaison between Capital Partners' Systems and Capital Partners business groups. The individual is responsible for defining and documenting business needs and functional requirements and ensuring technology solutions enhance and support the business operations. The individual also identifies technology alternatives and recommends system solutions to business and technical audiences. The Systems Business Analyst participates in all phases of the systems development life cycle.</div></li><li><div>
Key Responsibilities</div></li><li><div>
Develop clear, concise methodology documents, which requires proficiency in interviewing skills, workflow analysis, dataflow diagramming, screen design, etc.</div></li><li><div>
Review and assist in development of project plans, project workflows and resource assignments as requested by Project Manager.</div></li><li><div>
Facilitate the definition of functional requirements by working with programmer analysts and users in prototyping and design sessions.</div></li><li><div>
Translate and present project concepts into effective visual images which clarify design elements and issues for both business and technical audiences</div></li><li><div>
Manage distinct efforts either via waterfall or more iterative development process as assigned by the Project Manager.</div></li><li><div>
Ensure methodology is followed for efforts and overall projects; provide meaningful feedback in accordance with departmental standards and guidelines.</div></li><li><div>
Maintain issue log; coordinate and support communications surrounding both systems and user acceptance for assigned effort(s).</div></li><li><div>
Identify, mediate, resolve and eliminate miscommunications between business and technical project team members.</div></li><li><div>
Conduct user training.</div></li><li><div>
Use SQL or reporting/BI tools (such as Qlik Sense) to perform data analysis, validate report requirements and confirm test results.</div></li><li><div>
Participate in development of test strategy, test plans and test cases</div></li><li><div>
Translate system workflows into system configuration</div></li><li><div>
Participate in test execution and document results</div></li></ul><div></div><div>
EXPERIENCE:</div><ul><li><div>
5-7 years&rsquo; experience at a financial services company - preferably with Private Banking and/or Investment Management experience</div></li><li><div>
4 years of relevant work experience</div></li><li><div>
Working directly with business counterparts to clarify their requests, translate them to workable functional requirements, and coordinate acceptance testing</div></li><li><div>
Working directly with development teams to describe requirements, answer questions, and perform integration/QA testing</div></li><li><div>
Proven business analysis skills, including business requirements, product proposals and business and technical workflows</div></li><li><div>
Ability to analyze current workflows and identify opportunities for improvement</div></li><li><div>
Ability to manage multiple tasks simultaneously, while meeting deadlines</div></li><li><div>
Professional communication skills</div></li><li><div>
Able to use standard desktop tools effectively, including Microsoft Office</div></li><li><div>
Ability to use wide range of office software, such as more advanced Excel techniques, PowerPoint presentations, etc.</div></li></ul><div></div><div><br>
Salary Range</div><div>
MA: $80,000-120,000</div><div>
NJ: $95,000-130,000</div><div></div><div><i>
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck&mdash;providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.</i></div><div></div><div><br>
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn&rsquo;t followed a traditional path, includes alternative experiences, or doesn&rsquo;t meet every qualification or skill listed in the job description, please do go ahead and apply.</div><div></div><div>
About BBH:</div><div>
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.</div><div></div><div>
We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development&mdash;so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice&mdash;creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.</div><div></div><div>
We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often&mdash;pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.</div><div></div><div>
Go to BBH.com to learn more about our <div>rewards and benefits</div>, <div>philanthropy</div>, approach to <div>sustainability</div> or how we support you to <div>thrive personally, physically and financially</div>.</div>
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.</div>

Systems Business Analyst II

Beacon Communities LLC

Regional Property Manager - Boston, MA
<br><b>General Statement of Duties:</b> The Regional Property Manager is a result driven leader responsible for achieving satisfactory financial performance goals and maintaining the physical condition and marketability of the communities. Effectively develops and leads strong property management, compliance, leasing, maintenance and resident services teams to accomplish short and long-term objectives for assigned portfolio. This individual will be supporting properties mainly located in the Boston area up to the North Shore.
<br><b>Supervision Received:</b> Reports to the Regional Vice President of Property Management.
<br><b>Direct Reports:</b> Property Managers, Senior Property Managers.
<br><b>Essential Functions of the Position:</b> (Any one position may not include all of the duties listed, nor do the listed examples include all duties that may be found in positions of this class).
<br><ul>
<li>Responsible for achieving financial performance objectives and managing the portfolio’s financial operations following company and government agency rules, regulations and guidelines.</li>
<li>Oversees preparation of annual operating budgets and performs budget projections for all properties.</li>
<li>Analyzes actual income and expenses against approved budget guidelines.</li>
<li>Ensures accurate and timely withdrawal of all reserve funds.</li>
<li>Conducts financial results reviews with Senior Property Managers and Property Managers, on a routine basis.</li>
<li>Forecasts and identifies problems with the Regional Vice President and implements corrective action.</li>
<li>Oversees revenue management and pricing processes.</li>
<li>Oversees preparation of rent increase packages and timely submissions.</li>
<li>Ensures timely collection of resident and agency rents and/or subsidy payments.</li>
<li>Implements appropriate collection practices.</li>
<li>Provides support for information required by owners, investors, lenders and agencies for their region.</li>
<li>Assesses and recommends changes to current policies and operational practices.</li>
<li>Sets operational goals for each property and establishes company standards for property operations, sales and leasing, collections, and customer service.</li>
<li>Enforces and adheres to company policies, rules and regulations.</li>
<li>Preserves and respects resident and applicant confidentiality.</li>
<li>Monitors and ensures program and regulatory compliance with the LIHTC and/or HUD program(s).</li>
<li>Represents Beacon Communities to the public and collaboratively develops a partnership with public officials, businesses and agencies.</li>
<li>Acts as liaison to external and internal parties for all property-related emergencies.</li>
<li>Leads, manages, trains and develops a strong management team to drive the company’s growth.</li>
<li>Determines staffing needs and directs the hiring process.</li>
<li>Manages, trains and develops Senior Property Managers and Property Managers.</li>
<li>Assist in succession planning for region.</li>
<li>Oversees the physical condition and security of all communities within the portfolio.</li>
<li>Maintains knowledge of the physical condition of all properties and ensures inspection readiness.</li>
<li>Conducts physical site inspections.</li>
<li>Makes recommendations for exterior and interior apartment improvements.</li>
<li>Assists other Beacon properties outside the region as requested by the Regional Vice President.</li>
<li>Establishes a good working relationship with Regional Maintenance Directors and supports their efforts to standardize and streamline processes and efficiencies.</li>
<li>Fosters a positive, active and collaborative relationship with residents and ensures residents are being serviced appropriately.</li>
<li>Collaborates with Area Resident Services Manager to ensure program and service commitments are being met.</li>
<li>Collaborates with Regional Marketing Manager and Regional Vice President to ensures all marketing initiatives are executed in accordance with the company’s marketing strategy and guidelines.</li>
</ul>
<b>Minimum Qualifications:</b><br>
<b>Education:</b> Bachelor’s Degree in business or related field, advanced degree and/or professional certification preferred.
<br><b>Experience:</b> Minimum five years property management experience including staff management and development, budgeting/ financial analysis. Multi-community, mixed income residential property management experience preferred.
<br><b>Qualifications and Skills:</b> Solid property management operational experience. Proven expertise in affordable housing programs. Ability to manage projects from conceptualization to implementation. Strong interpersonal skills that include conflict management and employee motivation. Excellent analytical and problem-solving skills. Knowledge of Microsoft Word, Excel and Yardi. Excellent verbal and written communication skills. Entrepreneurial, flexible, creative and detail oriented. Ability to handle emergency situations and pressure due to complexity and time sensitivity. On call 24/7 for emergencies.
<br><b>Beacon Core Competencies required for all positions:</b> Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility.
<br>Beacon Management Competencies required for all Management positions: Decision-Making/Judgment, Communication, Budgets/Cost Control, Managing for Results, People Development.
<br>Assistant Regional Vice President Functional Job Competencies required: Job Knowledge, Organizational Savvy, Managing Diversity, Leadership.
<br><b>Compensation:</b> $125,000 - $140,000 annual salary
<br>Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
<br><br>
<b>Company Overview:</b><br>
Founded in 2004, Beacon Communities LLC is a privately-owned real estate firm that develops, acquires, invests in, and manages a wide range of multifamily housing. Beacon currently owns and manages approximately 150 properties including affordable housing, market rate housing, and mixed income-housing. Its developments range from new construction, to historic adaptive reuse, to the renovation of existing housing.
<br>At Beacon, we strive to make a difference in our residents’ lives. We build outstanding communities that make enduring contributions to the vitality of our cities and towns. We create communities that serve a diverse cross section of our society. Our communities are healthy and vibrant. Why? Because they are planned with care, consideration, and compassion.
<br><br>
<b>Benefits Offered:</b><br>
At the core of Beacon Communities is the talent on our teams, and we are committed to taking care of our team members so they can deliver great experiences to our residents. That is why we are proud to provide competitive compensation and comprehensive benefits that support a healthy life for you and your family when you join our team.
<br><br>
<b>As a regular, full time employee at Beacon you can expect:</b><br>
<ul>
<li>Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available.</li>
<li>Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays.</li>
<li>Retirement planning. We offer a 401k program with a company match.</li>
<li>100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage.</li>
<li>Access to an Employee Assistance Program (EAP),Childcare & Eldercare Support, Career Development and Advancement Opportunities… and more!</li>
</ul>
Beacon Communities LLC is an Equal Opportunity Employer that seeks a diverse pool of candidates. We are committed to a policy of equal employment opportunity without regard to race, color, ancestry, national origin, religion, disability, gender, gender identity, sexual orientation, age, veteran status or other protected class. All qualified applicants are encouraged to apply. Beacon Communities LLC participates in the E-Verify program.

Regional Property Manager

CGS Federal (Contact Government Services)

<div>
 Java Developer Employment Type: Full-Time Department: Information Technology CGS is seeking a Java developer/programmer to join a team working on the enhancement of data utilization for a large, state-run project. The developer will be asked to aggregate data from several different existing sources and prepare plans for how this data can be collected, processed, stored, and reported on. The candidate for this position should have a strong understanding of large-scale enterprise systems and have a demonstrated expert knowledge of Java coding and web applications including Java Server Faces Framework. 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 that 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:
 <br/>
 <br/>
 <ul>
  <li>
   Collaborate with business analyst and developers to produce software designs
  </li>
  <li>
   Provide work estimates to project manager, provide frequent status updates and track progress against the project work plan
  </li>
  <li>
   Formulate program specifications and basic prototypes
  </li>
  <li>
   Transform software designs and specifications into high functioning code in the appropriate language
  </li>
  <li>
   Integrate individual software solutions to higher level systems
  </li>
  <li>
   Use web-based tools to create and advance applications
  </li>
  <li>
   Test code periodically to ensure it produces the desirable results and perform debugging when necessary
  </li>
  <li>
   Collaborate with business, development, and QA teams to develop testing and acceptance procedures
  </li>
  <li>
   Perform upgrades to make software and systems more secure and efficient
  </li>
  <li>
   Collaborate with business analyst to provide training, knowledge transfer, and documentation for user support Qualifications:
  </li>
  <li>
   Three (3) Years of experience developing Java web applications using the Java Server Faces Framework
  </li>
  <li>
   Five (5) Years of experience in Java web application user interface design and implementation including HTML, CSS, and Javascript
  </li>
  <li>
   Three (3) Years of experience integrating Java web applications with SQL databases using Hibernate
  </li>
  <li>
   Three (3) Years of SQL relational database design and coding experience
  </li>
  <li>
   Five (5) Years of experience developing software both independently and in a team environment
  </li>
  <li>
   Ability to demonstrate superior organizational skills with an acute attention to detail
  </li>
  <li>
   Ability to work effectively under pressure in time-sensitive situations and prioritize multiple projects with similar deadlines 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 clients' 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:
  </li>
  <li>
   Health, Dental, and Vision
  </li>
  <li>
   Life Insurance
  </li>
  <li>
   401k
  </li>
  <li>
   Flexible Spending Account (Health, Dependent Care, and Commuter)
  </li>
  <li>
   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 meaningful government innovation! Explore additional job opportunities with CGS on our Job Board: https://cgsfederal.com/join-our-team/ For more information about CGS please visit: https://www.cgsfederal.com or contact: Email: [email protected] #CJ $140,000 - $220,000 a year 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.
  </li>
 </ul>
</div>


Java Developer with Security Clearance

Codex

<div>
 <p>
  Our client, a growing SaaS company in the Boston area, is looking for a technical minded Senior Financial Analyst to join their team! In this position you will be responsible for forecasting and variance analysis along with developing commentary on these deliverables and presenting findings to high level executives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Reporting into the Senior Director of Finance, you will need to show the ability to collaborate with leadership teams and work cross functionally throughout the organization.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   As a Senior Financial Analyst you will:
  </strong>
 </p>
 <ul>
  <li>
   Execute monthly operational and financial close processes, while driving continuous process improvements.
  </li>
  <li>
   Contribute to quarterly business and product reviews by developing clear, executive-ready presentations.
  </li>
  <li>
   Utilize automation and reporting tools to enhance accuracy, streamline workflows, and improve overall efficiency.
  </li>
  <li>
   Translate financial data into clear, actionable insights for cross-functional, non-financial stakeholders.
  </li>
  <li>
   Independently manage competing priorities and deliver high-quality work with minimal oversight.
  </li>
  <li>
   Deliver weekly cash flow reporting and forward-looking forecasts, including product-level P&amp;L analysis, to support strategic decisions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   As a high level candidate you will have:
  </strong>
 </p>
 <ul>
  <li>
   3+ years of FP&amp;A experience in a SaaS/tech organization
  </li>
  <li>
   A deep understanding of SaaS metrics and how they effect an organizations Financial processes
  </li>
  <li>
   Strong financial modelling skills
  </li>
  <li>
   A quantitative and detail oriented approach to FP&amp;A
  </li>
  <li>
   Experience using Workday Adaptive Planning
  </li>
  <li>
   A passion for utilizing cutting edge technology and Artificial Intelligence to optimize processes
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   They are looking to speak to candidates ASAP, so if you are interested in this position as a
   <strong>
    Senior Financial Analyst
   </strong>
   in Boston, apply now!!!!
  </li>
 </ul>
</div>


Senior Financial Analyst

American Heart Association

<div><p><b>Overview</b></p>
<p>Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today&rsquo;s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.</p>
<p>The <b>National Director, Government Funding in the Office of Funded Programs</b> , serves as the OFP&rsquo;s principal advisor and center of expertise on federal and other government funding. This role does not own pre-award proposal development or post-award grants administration. Instead, it functions as an internal consultant and governance leader&mdash;offering enterprise-level insight on the federal landscape, regulatory changes, risk/benefit considerations, and strategic options to support informed decision-making and compliance execution across the grant lifecycle.</p>
<p>Reporting to the National VP, Funded Programs, the National Director, Government Funding partners closely with Finance, Legal, Mission Advancement, Research, various implementation leadership, and the Sr. Director, Grants Administration. The role oversees institutional registrations and compliance infrastructure, including SAM.gov annual renewal, and develops policies, procedures, training, and tools that strengthen readiness for government funding. Critical responsibilities include reviewing grant budgets during the pre-award phase and enabling a seamless transition from pre-award to grants administration for government grants by ensuring strong alignment and documentation.</p>
<p>This position can be home-based.</p>
<p>The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.</p>
<p>\#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.</p>
<p><b>Responsibilities</b></p>
<p><b>Role Boundaries &amp; Collaboration</b></p>
<ul><li>Pre-Award (Mission Advancement owns): This role advises on regulatory requirements and compliance. It does not write or submit proposals, own budgets, or lead negotiations.</li>
<li>Post-Award (OFP Grants Administration owns): This role advises on federal requirements and institutional controls.</li>
<li>Operations Management (supervises OFP Grants Analyst, Govt Grants): Provides oversight for award management including &ndash; budget planning, prior approval requests, compensation compliance, expense review, cost transfers, subrecipient &amp; contract management, and reporting. The Grants Analyst provides operational support for a small portfolio of federal awards, typically 3-5 awards.</li>
<li>OFP Integration: This role serves as a thought partner at the pre-award table to anticipate requirements and coordinates a complete, documented handoff to the Sr. Director, Grants Administration for post-award execution.</li>
</ul><p><b>Key Responsibilities:</b> <b>Compliance Coordination</b></p>
<ul><li>Coordinate education, documentation standards, and communication for federal compliance topics.</li>
<li>Create standardized SOPs, templates, and checklists that support federal compliance.</li>
<li>Develop and maintain a federal funding policy and procedures library.</li>
<li>Establish education and communication programs to strengthen internal federal funding literacy.</li>
<li>Identify and help resolve emerging compliance risks.</li>
<li>Provide advisory support for critical issues including but not limited to human subjects research compliance.</li>
</ul><p><b>Cross-Functional Partnership</b></p>
<ul><li>Partner with MA, Legal and implementation teams to help identify early issue-spotting to prevent downstream compliance challenges through a collaborative approach.</li>
<li>Model collaboration and support organizational capacity-building in federal funding expertise.</li>
<li>Review budgets for government funding applications during the pre-award phase.</li>
<li>Support consistent interpretation of various government funding rules across Finance, Legal, Research, Programs, and Grants Administration.</li>
</ul><p><b>Federal Landscape &amp; Risk Advisory</b></p>
<ul><li>Serve as the OFP&rsquo;s principal advisor on government funding standards, including 2 CFR 200, federal cost principles, federal acquisition regulations (FAR), other transactions (OTA) negotiations, and agency-specific regulations.</li>
<li>Monitor, interpret, and communicate regulatory updates, OMB guidance, and federal policy changes.</li>
</ul><p><b>Institutional Registrations &amp; Infrastructure</b></p>
<ul><li>Oversee SAM.gov registration and annual renewal.</li>
<li>Support documentation of internal controls and institutional compliance infrastructure.</li>
</ul><p><b>Pre- to Post-Award Transition for Government Funding</b></p>
<ul><li>Lead the transition protocol for government funding, consolidating commitments and compliance terms into a transition dossier.</li>
<li>Facilitate handoff meetings with the Sr. Director, Grants Administration to align on post-award execution.</li>
</ul><p><b>Team Leadership</b></p>
<ul><li>Supervise the Government Grants Analyst, providing coaching and oversight.</li>
</ul><p><b>Qualifications</b></p>
<p><b>Education</b></p>
<ul><li>Bachelor&rsquo;s degree or equivalent work experience required; advanced degree in Public Administration, Public Policy, Public Health, Business, Nonprofit Management, Law, or similar preferred.</li>
</ul><p><b>Experience</b></p>
<ul><li>8 years of experience in government grants policy, compliance, or advisory roles.</li>
<li>Demonstrated fluency with Uniform Guidance, federal procurement standards, and agency-specific federal regulations.</li>
<li>Experience developing policies, SOPs, training, or compliance frameworks.</li>
<li>Experience supporting both pre-award and post-award stakeholders.</li>
<li>Three (3) years of people leadership experience preferred.</li>
<li>Experience in public health, nonprofit management or government strongly preferred.</li>
</ul><p><b>Knowledge, Skills &amp; Abilities</b></p>
<ul><li>Collaborative style that supports partner ownership while providing guidance.</li>
<li>Demonstrated fluency with regulatory frameworks (especially 2 CFR 200/Uniform Guidance.</li>
<li>Experience interacting with government program officers and grants management specialists.</li>
<li>Expert ability to interpret and operationalize federal grant and contract regulations.</li>
<li>Familiarity with federal funders such as CDC, HRSA, and NIH.</li>
<li>High judgment and issue-spotting capability.</li>
<li>Strong communication skills with ability to simplify complex requirements.</li>
<li>Strong organizational and project management skills.</li>
</ul><p><b>Other Requirements</b></p>
<ul><li>Ability to travel overnight up to 10.</li>
</ul><p><b>Compensation &amp; Benefits</b></p>
<p>The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards &amp; Benefits to see more details.</p>
<ul><li><b>Compensation</b> &ndash; The expected pay range is $84,400 to $124,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range. Our goal is to ensure you have a competitive base salary. That&rsquo;s why we regularly review the market value of jobs and make adjustments, as needed.</li>
<li><b>Performance and Recognition</b> &ndash; You are rewarded for achieving success through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position.</li>
<li><b>Benefits</b> &ndash; We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.</li>
<li><b>Professional Development &ndash;</b> You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association&rsquo;s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.</li>
<li><b>Work-Life Harmonization &ndash;</b> The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.</li>
<li><b>Tuition Assistance</b> - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.</li>
</ul><p>The American Heart Association&rsquo;s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.</p>
<p><b>At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.</b></p>
<p><b>This position not a match with your skills?</b> Click here to see other opportunities.</p>
<p>In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.</p>
<p>EOE/Protected Veterans/Persons with Disabilities</p>
<p>\#LI-Remote</p>
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<p><b>Default: Location : Location</b> <i>US-TX-Dallas</i></p>
<p><b>Posted Date</b> <i>38 minutes ago</i> <i>(3/12/2026 4:11 PM)</i></p>
<p><b><i>Requisition ID</i></b> <i>2025-16559</i></p>
<p><b><i>Job Category</i></b> <i>Individual &amp; Institutional Giving</i></p>
<p><b><i>Position Type</i></b> <i>Full Time</i></p></div><p></p>

National Director, Government Funding

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