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senior financial analyst financial planning analysis

Apogee Therapeutics

<div><div><div>About Apogee Therapeutics</div>
<div>
Founded in 2022, Apogee Therapeutics, Inc. (Ticker: APGE) is a well-funded, Nasdaq listed company that offers the opportunity to work in a fast-paced, highly dynamic environment. At Apogee, you can actively contribute to shaping the company culture, take on various roles and responsibilities, and grow professionally.

Apogee Therapeutics is a clinical-stage biotechnology company advancing novel biologics with potential for differentiated efficacy and dosing in the largest I&amp;I markets, Apogee's antibody programs are designed to overcome limitations of existing therapies by targeting well-established mechanisms of action and incorporating advanced antibody engineering to optimize half-life and other properties. Zumilokibart (APG777), the company's most advanced program, is being initially developed for the treatment of atopic dermatitis (AD), which is the largest and one of the least penetrated I&amp;I markets, as well as asthma. With four validated targets in its portfolio, Apogee is seeking to achieve best-in-class efficacy and dosing through monotherapies and combinations of its novel antibodies. Based on a broad pipeline and depth of leadership and expertise, the company believes it can deliver value and meaningful benefit to patients underserved by today's standard of care.

We are a fast-paced company committed to building an exceptional culture, founded on our C.O.R.E. values: Caring, Original, Resilient and Egoless and a commitment to refusing to stop at &quot;good enough&quot;.
If this sounds like you, keep reading!</div></div><div> 
<div>
Role Summary</div>
</div>
<div>We are seeking a Senior Financial Analyst in FP&amp;A. In this role, you will be an integral member of the Finance team as we continue to build and enhance our FP&amp;A capabilities. This position understands the business well, is highly analytical, and provides financial and strategic insights to enable the company to make well-informed decisions. This position requires the ability to effectively partner, communicate, and collaborate across the Finance team and with various levels of management and program/functional teams across the company. This requires the ability to thrive in team-oriented environments and ensuring a high degree of accountability, transparency, and understanding as it relates to the forecasting, reporting, accounting and operational performance of the organization. The successful candidate will be self-motivated, resourceful, have strong analytical skills and can thrive in a fast-paced biotech company. 


Key Responsibilities
<ul>
<li>Enhance and maintain reports, models, and data integrations within Adaptive Planning (Adaptive Insights)</li>
<li>Serve as a hands-on contributor supporting annual budgeting and forecasting cycles with Adaptive Planning, ensuring data accuracy, modeling consistency, and reporting logic</li>
<li>Help enhance and standardize FP&amp;A processes, reporting packages, and financial analysis as the company scales</li>
<li>Support month-end reporting activities, including preparation of actuals, cost trend analysis, variance analysis, and business partner reporting for G&amp;A functional areas</li>
<li>Collaborate across G&amp;A functional teams to compile budgets, forecasts, and long-range plans</li>
<li>Act as liaison between business partners and Accounting, supporting monthly and quarterly accruals in accordance with GAAP and SOX requirements</li>
<li>Support broader organization through ad hoc projects and financial analyses, as needed</li></ul> 


Ideal Candidate
<ul>
<li>Bachelor's degree in finance or accounting, or related field</li>
<li>3 to 5 years finance/FP&amp;A experience with increasing levels of responsibility</li>
<li>Prior employment at a publicly traded biotech company preferred</li>
<li>Proficiency with excel, financial modelling, PowerPoint, and financial planning tools required (Adaptive Planning preferred)</li>
<li>Knowledge of US GAAP and SOX principles required</li>
<li>A natural curiosity to understand the business further, a sense of ownership for their work and an ability to develop strong working relationships</li>
<li>Highly motivated, with ability to think strategically and prioritize, including a demonstrated ability to organize work effectively to meet deadlines</li>
<li>Excellent communication skills; ability to work collaboratively with other parts of the business, including key internal and external stakeholders and executive management</li>
<li>Ability to be flexible and work analytically in a dynamic, fast-paced environment</li>
<li>Successfully exhibit Apogee's C.O.R.E. values: Caring, Original, Resilient and Egoless</li>
<li>Position requires up to 15% travel including mandatory in-person attendance at All Hands meetings typically held twice per year</li></ul> 


The anticipated salary range for candidates for this role will be $110,000-$120,000. The final salary offered will depend on several factors, which may include, but is not limited to relevant years of experience, educational background, and geography.</div><div> 
<div>
What We Offer
</div><div><ul><li>A great culture, grounded in our C.O.R.E. values: Caring, Original, Resilient and Egoless</li>
<li>Opportunity to work in a fast-paced, highly dynamic environment where you help shape the culture and company, wear multiple hats, and learn quickly</li>
<li>Market competitive compensation and benefits package, including base salary, performance bonus, equity grant opportunities, health, welfare &amp; retirement benefits</li>
<li>We provide competitive time off, including three weeks PTO, two one-week company-wide shutdowns a year and dedicated paid sick leave</li>
<li>Commitment to growing you professionally and providing access to resources to further your development</li>
<li>Apogee offers regular all team, in-person meetings to build relationships and problem solve</li>
</ul>
</div><div></div><div>E-Verify Participation: As part of the I9 verification of authorization to work in the US, Apogee participates in E-Verify. To learn more about E-Verify please review this poster.</div>
<div></div>
<div>Apogee Therapeutics is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.</div>
<div></div>
<div>To review our privacy policy, click here</div>
<div></div>
<div>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.</div></div></div>

Senior Financial Analyst, Financial Planning & Analysis

Codex

<div>
 
 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.
 
 
 
 
 
 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.
 
 
 
 
 
 
 
 
 
 As a Senior Financial Analyst you will:
 
 
 <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>
 
 
 
 
 
 As a high level candidate you will have:
 
 
 <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>
 
 
 
 <ul>
 <li>
 They are looking to speak to candidates ASAP, so if you are interested in this position as a
 
 Senior Financial Analyst
 
 in Boston, apply now!!!!
 </li>
 </ul>
</div>

Senior Financial Analyst

Santander Consumer Bank

<div>It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what&rsquo;s possible. This is more than a strategic shift. It&rsquo;s a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make
The Sr. Analyst, Treasury supports day-to-day operations in Capital Planning and provides senior analysis in support of operations.
The team manages Risk Weighted Asset (RWA) and capital generation forecasting under US GAAP and IFRS, including monthly, quarterly, and year-end forecasts communicated regularly to the CFO and CEO. The role works closely with business finance partners to support the 3-year plan and budget for capital generation and RWA.
Position Summary
This role supports US GAAP and IFRS capital and RWA forecasting, monitors and forecasts key ratios, and investigates drivers of changes in capital using databases/SQL and large datasets. Strong MS Excel and SQL skills are required; Power BI is a plus.<ul><li>
Execute day-to-day operations in Management Processes</li><li>
Validate accuracy of internal financial and operational reporting</li><li>
Perform variance, reconciliation, and forecasting analysis of key financial data</li><li>
Monitor key ratios</li><li>
Ensure adherence to established standards and risk limits</li><li>
Execute and report on SOX controls to support a strong internal control environment</li><li>
Perform required accounting entries and reporting</li><li>
Ensure treasury policies, practices, and procedures are followed</li><li>
Communicate effectively with internal stakeholders</li></ul> 
What You Bring: 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
Education:
Bachelor's Degree: Finance, Economics, Business or equivalent field. - Required.
Professional Experience:
3+ Years Financial planning, analysis or related experience - Required 
3+ Years Experience in Capital Management
Language:
English &ndash; Required
Hard Skills:<ul><li>
Excellent analytical skills</li><li>
Excellent organizational skills</li><li>
Strong project management skills</li><li>
Detail oriented with ability to research, organize and analyze financial data</li><li>
Advanced in MS Word, MS Excel, SQL, Power BI, MS Outlook, and working with large sets of data</li></ul>
Soft Skills:<ul><li>
Ability to work well within a team</li><li>
Ability to prioritize tasks and handle numerous assignments simultaneously</li><li>
Ability to convey a sense of urgency and drive</li><li>
Strong verbal and written communication skills in interacting with internal stakeholders</li><li>
Strong interpersonal skills</li><li>
Customer service skills</li></ul> 
Certifications:<ul><li>
CTP : (Certified Treasury Professional) - Preferred.</li></ul> 
It Would Be Nice For You To Have:<ul><li>
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.</li><li>
Experience in Microsoft Office products.</li></ul>
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$61,875.00 USD<div><div><div><div><div><div><div>
Maximum:</div></div></div></div></div></div></div>
$100,000.00 USD 
We Value Your Impact:
Your contribution matters and it&rsquo;s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. 
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. 
 
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. 
 
Employer Rights:
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs.</div>

Capital Management, Treasury – Senior Analyst

Pearson

<div>Lead, Finance Business Partner &ndash; Global Operations
Pearson Professional Assessments
Pearson Professional Assessments (PPA), formerly known as Pearson VUE, is dedicated to delivering high-stakes exams for professionals and industries across the globe, utilizing an extensive network of test centers and strategic partnerships. Through Pearson PPA, millions of individuals are empowered to attain certifications and licenses in a wide range of industries, supporting their personal and professional advancement.
About the Role
We are seeking a Finance Business Partner who will provide vital financial, commercial, and strategic insights to the PPA leadership team. In this role, you will work closely with the Global Operations functions to drive performance, champion innovation, optimize investment, and enable sustainable business growth.
This is a highly collaborative and visible position, ideal for someone who thrives in a dynamic environment and enjoys influencing key decisions that underpin growth and operational excellence. The role reports to the Executive Partner, Finance Business Partner &ndash; Professional Assessments and is supported by Pearson Financial Services (PFS). You will be responsible for managing a portfolio of approximately $200M in global operations spend, supporting a $900M revenue business.
The position offers excellent career progression within Pearson&rsquo;s global finance organization and is suited to individuals aspiring toward Finance Director or Chief Financial Officer roles.
Location
We welcome applications from candidates based in London, UK, with a hybrid working arrangement from our central London office. US-based candidates are considered for remote opportunities.
Key Responsibilities
Financial Planning &amp; Analysis
<ul><li>Lead financial planning, budgeting, and forecasting for the operations business within Pearson Professional Assessments.</li>
<li>Develop financial models to support new product launches, investments, and market expansion opportunities.</li>
<li>Support month-end close activities, including variance analysis and preparation of corporate-level reporting packages.</li>
<li>Analyse performance against targets, identify key variances, and recommend corrective actions where necessary.</li>
<li>Deliver the Annual Operating Plan (AOP) and Long Range Plan (LRP) processes, ensuring risks are mitigated and opportunities are maximised.</li>
</ul>Strategic Business Partnering
<ul><li>Work closely with PPA leadership to align financial objectives with overall business strategy.</li>
<li>Act as a trusted advisor by providing commercial insight and challenging underlying assumptions.</li>
<li>Evaluate business cases for new investments, partnerships, and product development initiatives.</li>
<li>Advise on investment allocation to foster sustainable growth.</li>
</ul>Performance Management
<ul><li>Track and report on financial performance, key performance indicators (KPIs), and return on investment (ROI).</li>
<li>Identify opportunities for cost optimisation, efficiency improvements, and revenue growth.</li>
<li>Present clear, actionable insights to senior leadership and cross-functional teams.</li>
</ul>Project &amp; Initiative Support
<ul><li>Provide financial support for key projects and growth initiatives.</li>
<li>Conduct financial due diligence and assess potential ROI for new ventures.</li>
<li>Partner with project managers to ensure strong financial discipline throughout the project lifecycle.</li>
<li>Support acquisition integration, value creation, and process transformation initiatives.</li>
</ul>Reporting &amp; Insights
<ul><li>Prepare and deliver timely financial reports, dashboards, and presentations.</li>
<li>Synthesise data from multiple sources to uncover trends, risks, and opportunities.</li>
<li>Ensure compliance with internal controls, policies, and regulatory requirements.</li>
</ul>What We Are Looking For
<ul><li>Bachelor&rsquo;s degree in finance, Accounting, or a related field.</li>
<li>Demonstrable experience in business financial analysis or relevant finance roles.</li>
<li>Strong financial modelling and analytical skills.</li>
<li>Experience evaluating both organic and inorganic investment opportunities.</li>
<li>Advanced proficiency in Microsoft Office applications, including Excel, PowerPoint, Word, Access, and Outlook.</li>
<li>Experience with Oracle, Hyperion Essbase/SmartView, and Planning is highly desirable.</li>
<li>Excellent interpersonal, communication, and presentation skills, with the ability to engage with senior leadership.</li>
<li>Strong analytical, problem-solving, and cost-benefit evaluation capabilities.</li>
<li>Ability to thrive in a fast-paced environment, effectively balancing multiple priorities with a disciplined and detail-oriented approach.</li>
</ul>Compensation
Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows:
The minimum full-time salary range is between $125,000 - $150,000.
This position is eligible to participate in an annual incentive program, and information on benefits offered is here.
Applications will be accepted through Friday, March 6, 2026. This window may be extended depending on business needs.
Who we are:
At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.
Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act.
If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing TalentExperienceGlobalTeam@grp.pearson.com.
Job: Finance
Job Family: ENTERPRISE
Organization: Assessment &amp; Qualifications
Schedule: FULL\_TIME
Workplace Type:
Req ID: 22462
\#location</div>

Lead, Finance Business Partner

Beacon Communities LLC

Regional Property Manager - Boston, MA
 General Statement of Duties: 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.
 Supervision Received: Reports to the Regional Vice President of Property Management.
 Direct Reports: Property Managers, Senior Property Managers.
 Essential Functions of the Position: (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).
 <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>
Minimum Qualifications: 
Education: Bachelor’s Degree in business or related field, advanced degree and/or professional certification preferred.
 Experience: Minimum five years property management experience including staff management and development, budgeting/ financial analysis. Multi-community, mixed income residential property management experience preferred.
 Qualifications and Skills: 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.
 Beacon Core Competencies required for all positions: Teamwork, Integrity/Ethics, Dependability, Customer Focus, Adaptability/Flexibility.
 Beacon Management Competencies required for all Management positions: Decision-Making/Judgment, Communication, Budgets/Cost Control, Managing for Results, People Development.
 Assistant Regional Vice President Functional Job Competencies required: Job Knowledge, Organizational Savvy, Managing Diversity, Leadership.
 Compensation: $125,000 - $140,000 annual salary
 Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
 
Company Overview: 
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.
 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.
 
Benefits Offered: 
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.
 
As a regular, full time employee at Beacon you can expect: 
<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

Morgan Stanley

<div>
 
 
 POSITION SUMMARY:
 
 
 
 
 
 
 Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
 
 
 
 
 
 
 DUTIES and RESPONSIBILITIES:
 
 
 
 
 Client Support:
 
 
 <ul>
 <li>
 As a senior member of the service team, provide coverage for an FA/PWA/team including:
 </li>
 <li>
 Cultivating relationships with business partners and colleagues internally and externally
 </li>
 <li>
 Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
 </li>
 <li>
 Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
 </li>
 <li>
 Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
 </li>
 <li>
 Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
 </li>
 <li>
 Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members
 </li>
 </ul>
 
 
 Business Development &amp; Operational Support:
 
 
 <ul>
 <li>
 Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
 </li>
 <li>
 At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
 </li>
 <li>
 At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
 </li>
 </ul>
 
 
 
 
 Qualifications
 
 
 
 EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
 
 
 
 
 
 
 
 
 Education and/or Experience
 
 
 
 <ul>
 <li>
 At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
 </li>
 <li>
 Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
 </li>
 </ul>
 
 
 
 
 
 
 
 Knowledge/Skills
 
 
 
 <ul>
 <li>
 Strong leadership skills
 </li>
 <li>
 Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
 </li>
 <li>
 Technically proficient and quick learner of new and updated platforms
 </li>
 <li>
 Detail oriented with superior organizational skills and ability to prioritize
 </li>
 <li>
 Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
 </li>
 <li>
 Exceptional writing, interpersonal and client service skills
 </li>
 <li>
 Strong time management skills
 </li>
 <li>
 Team player with the ability to collaborate with others
 </li>
 <li>
 Ability to work in a fast-paced, evolving environment
 </li>
 <li>
 Adaptable and ability to multi-task
 </li>
 <li>
 Goal oriented, self-motivated and results driven
 </li>
 </ul>
 
 
 
 
 
 
 
 
 REPORTS TO:
 
 
 <ul>
 <li>
 Business Service Officer
 </li>
 </ul>
 
 
 
 
 
 
 
 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
 
 
 
 
 
 It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
 
 
 
 
 
 Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
 
 
 
 
 
 Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
 
</div>

PWM Wealth Management Associate

Appex Innovation

We have a job opportunity as a Guidewire Business Analyst (Policy/Billing/Claim) with our partner in Boston, MA (Hybrid).Role Overview As a Guidewire Business Analyst, you will be the vital link between our insurance business units and the technical delivery team. You will be responsible for eliciting requirements, defining business rules, and designing functional solutions within the Guidewire InsuranceSuite (PolicyCenter, BillingCenter, or ClaimCenter). Working in our Boston-based Agile lab, you will help modernize our core systems by translating complex underwriting, billing, or claims workflows into clear, actionable user stories for our developers.Key Responsibilities<ul><li>Requirement Elicitation: Conduct workshops with underwriters, adjusters, and finance leads to capture &quot;as-is&quot; and &quot;to-be&quot; business processes.</li><li>Functional Design: Map business requirements to out-of-the-box (OOTB) Guidewire capabilities, performing Gap Analysis to identify where custom configuration or integration is required.</li><li>User Story Stewardship: Author detailed User Stories and Acceptance Criteria in Jira, ensuring they meet the &quot;Definition of Ready&quot; for the sprint team.</li><li>UI/UX Collaboration: Work with developers to design Screen Configurator (PCF) mockups and ensure a seamless user journey using the Jutro Design System.</li><li>Product Backlog Management: Assist the Product Owner in prioritizing the backlog based on business value, regulatory deadlines, and technical dependencies.</li><li>UAT Leadership: Lead User Acceptance Testing (UAT) sessions, coordinate bug triaging, and ensure the final product meets the high standards of our Boston-based stakeholders.</li></ul>Technical &amp; Domain QualificationsRequired:<ul><li>8+ years as a Business Analyst, with at least 5 years specifically on the Guidewire platform.</li><li>Deep functional knowledge of at least one core module: PolicyCenter, BillingCenter, or ClaimCenter.</li><li>Proven experience with Guidewire Cloud (specifically the &quot;Resort&quot; releases: Niseko, Olos, etc.).</li><li>Strong understanding of P&amp;C Insurance concepts (e.g., Quoting, Bound, Endorsements, Subrogation, or Statutory Reporting).</li><li>Expertise in Agile/Scrum methodologies and tools like Jira and Confluence.</li></ul>Preferred:<ul><li>Guidewire Business Analyst Certification.</li><li>Experience with Inland Marine, Workers' Comp, or Commercial Auto lines of business.</li><li>Familiarity with Guidewire Digital Portals or Explore for data analytics.</li></ul>Soft Skills for the Boston Market<ul><li>Communication: Ability to facilitate high-stakes meetings with executive leadership in the Boston insurance hub.</li><li>Negotiation: Skilled at managing &quot;scope creep&quot; by steering stakeholders toward OOTB Guidewire features to reduce long-term maintenance costs.</li><li>Analytical Thinking: Capacity to visualize how a single change in PolicyCenter impacts downstream systems like BillingCenter or DataHub.</li></ul>Pay: $50.00 - $55.00 per hourWork Location: Hybrid remote in Boston, MA 02133

Guidewire Business Analyst

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