AVP Compliance Officer New Valley Bank & TrustAVP Compliance OfficerSpringfield, MA$73,200–$128,100 / yearFull timeThe Compliance Officer works independently and collaboratively to oversee compliance policies, procedures, and risk assessments; the internal monitoring and complaint programs; and the compliance training program detailed within the Compliance Management Systems of New Valley Bank & Trust. The Compliance Officer will serve as liaison with regulators and auditors on compliance-related exams and audits and will ensure the accuracy and effectiveness of internal controls related to compliance programs.
NewMortgage Loan Officer North Easton Savings BankMortgage Loan OfficerPlymouth, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.
Commercial Loan Servicing Supervisor New Valley Bank & TrustCommercial Loan Servicing SupervisorSpringfield, MAFull timeExperience in commercial loan processing preferred 3 - 5 years' experience in Loan Operations with demonstrated knowledge of all types of commercial, consumer, and residential loan servicing functions and of loan accounting/bookkeeping practices. 1 - 3 year supervisory and training experience required preferred. Responsible for the loan servicing activities through the administration and coordination loan servicing activities; including such areas as accurate and efficient servicing loans, purchased mortgages, participated/sold loans, escrows, and customer relations.
Credit Officer, Vice President - Technology, Disruptive Commerce & Internet JPMorgan Chase & CoCredit Officer, Vice President - Technology, Disruptive Commerce & InternetBoston, MAAs a Credit Officer, Vice President in the Technology, Disruptive Commerce & Internet Group, you will be at the heart of our cross-functional team, delivering credit solutions to a diverse range of high-growth industries, including Software, Applied Technology, Digital Infrastructure, and high-growth Consumer. Utilize excellent credit analysis skills to appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
Credit Officer II Bank of America CorpCredit Officer IIBoston, MA$125,000–$200,000 / yearCredit Officer I/II - Middle Market Commercial BankingBank of America's Regional Middle Market Commercial Banking team is seeking a Credit Officer I/II to support a diverse portfolio of middle market clients across Northern New England (primarily Massachusetts). Partnering closely with Relationship Managers (RMs), Treasury Solutions Officers (TSOs), and underwriting teams, the CO contributes to delivering comprehensive, client-centric financial solutions.
Credit Officer II-Dealer Financial Svs Bank of America CorpCredit Officer II-Dealer Financial SvsBoston, MA$99,000–$225,000 / yearResponsibilities:Oversees and assesses the credit worthiness of borrowers based on due diligence findings, financial statement analysis, forecasting, analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, Investment Banking, Global Markets, and TreasuryExercises Delegated Approval Authority using sound judgment and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and renewals, risk ratings, and breach actionsActs as a senior coverage team resource supporting ongoing credit matters and asset quality, maintaining adherence to the bank's risk appetite and risk strategies to mitigate losses while identifying opportunities to responsibly growing the loan portfolioLeads new credit originations in coordination and collaboration with the coverage teams including Relationship Managers, Risk, Syndications, Treasury, and all other product partnersNegotiates and structures legal documentation related to loans and derivativesEstablishes appropriate internal risk ratings for clients and implements accurate adjustments throughout the client's credit life cycleTrains, coaches, and mentors Credit Analysts and AssociatesServes as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and that the bank is in a position to expand the relationship. Interacts with clients and prospects to understand their financial goals and objectives, current and future financial performance, and their needs and desires for their banking relationshipWorking closely with the client team, the role of the Credit Officer in the credit process is the guidance and oversight of underwriting, structuring, and documentation of credit requests on an assigned portfolio Includes an evaluation of the financial standing of the client or prospect and the appropriateness of the existing or proposed credit structure, and suggestion of any changes to help optimize the relationshipUnderwrite and structure complex credit transactions with minimal oversightSome travel time with face-to-face interaction with our dealer clientsInvolved in the negotiation and closing process for transactions in portfolioOversees the monitoring of their assigned portfolio to maintain credit quality, and to ensure timely recognition and management of any changes via the use of the bank's proprietary risk rating tool, and the review of various compliance, exception and past due reportsRequired Qualifications:Minimum of 7 years commercial credit underwriting and analysis with a commercial bank or OEM captive finance organization.
Interim CFO - Banking/Credit Union Industry Charles River CFOInterim CFO - Banking/Credit Union IndustryBoston, MAWe provide a comprehensive suite of services, including financial leadership for strategic transactions such as IPOs, mergers and acquisitions, and divestitures, as well as financial management, cloud accounting, and tax services. About Us: Charles River CFO, Inc. is a premier FAO (Fractional, Interim, Outsourced), firm serving companies since 2003, across the life sciences, high technology, manufacturing, professional services, and nonprofit sectors.
Private Credit Fund Accounting and Administration, Officer State StreetPrivate Credit Fund Accounting and Administration, OfficerBoston, MassachusettsIFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds. Employees interact daily with functional teams including; trade operations, investor services, custody, tax, and financial reporting locally and in globally diverse locations.
Private Credit, Fund Accounting & administration, Officer State StreetPrivate Credit, Fund Accounting & administration, OfficerQuincy, MassachusettsShare responsibility with: Individuals on the team and other internal/external teams as needed to resolve issues/discrepancies and ensure client satisfaction; and local, regional or global working groups to advance and assist projects or committees as required. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Credit Risk Oversight Officer Rockland Trust CompanyCredit Risk Oversight OfficerNorwood, MAPartner with senior management in reviewing Credit Risk Management comprehensively including but not limited to credit approval, credit policy, portfolio monitoring and analytics, special assets management, conducting risk assessments, and advising on risk framework and oversight. • Ensure appropriate identification, measurement, monitoring, and reporting of credit risk exposures across all lending portfolios, ensuring alignment with the Bank's ERM Policy, Risk Appetite, credit-related governance documents, and the risk taxonomy.
Commercial Credit Approval Officer Rockland Trust CompanyCommercial Credit Approval OfficerBrockton, MAResponsibilities and Essential Functions: Utilize financial analysis, industry evaluation, credit underwriting guidelines, and superior judgment to efficiently underwrite and decision commercial business and real estate loan proposals within assigned lending authority or recommend decisions for requests exceeding individual lending authority. Competency Areas: Strong credit and financial analysis skills, including the ability to evaluate debt service coverage, analyze collateral, discern key financial trends and ratios, UCA cash flow, understand impact of emerging technology, trends, etc.
NewCredit Officer II-Asset Based Lending Bank of AmericaCredit Officer II-Asset Based LendingBoston, MassachusettsBank of America’s Asset Based Finance (“ABF”) group provides asset-based loans to clients in the Global Commercial and Global Corporate and Investment Banks, partnering closely with relationship management and product partners. The target candidate would be expected to handle more complex client relationships, as well as take a leadership role in managing bank groups and relationships with legal counsel, financial advisors, and financial sponsors.
Commercial Loan Credit Analyst New Valley Bank & TrustCommercial Loan Credit AnalystSpringfield, MAWorks with Loan Officer on New Loan requests including but not limited to an initial financial analysis and obtaining a complete financial package to prepare, summarize, presents facts, and offers opinions concerning credit worthiness of commercial customers; reviews and analyzes criteria to assign an overall risk to credit. Qualified candidates will have seasoned credit underwriting background with a proven ability to evaluate and determine the credit risks of commercial clients and appropriate structure of loan requests through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt service.
Credit Portfolio Manager II - Metro CRE TD BankCredit Portfolio Manager II - Metro CREBoston, MassachusettsTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer.
Credit UW I-II Bank of AmericaCredit UW I-IIBoston, MassachusettsRequired Skills: 3+ years of solid experience in financial analysis, structuring, underwriting and portfolio management, strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring in Commercial Banking in Middle Market or Large Corporates or Leverage Finance or other complex market. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Senior Credit Manager Bank of AmericaSenior Credit ManagerBoston, MassachusettsThe CCM focuses on product and policy expertise while managing a credit team of Credit Officers, Underwriters, and Analysts responsible for driving the end-to-end credit process, growing and retaining loans, generating revenue, driving profitability, and delivering solutions that will lead to client satisfaction and loyalty. The Commercial Credit Manager (CCM) functions as the credit team leader for Global Commercial Banking’s Transformative Healthcare Group, providing national leadership in partnership with the Market Executives (MEs) and Treasury Solutions Managers (TSMs).
Credit Portfolio Manager II - Metro CRE The Toronto-Dominion BankCredit Portfolio Manager II - Metro CREBoston, MA$115,440–$186,160 / yearTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Depth & Scope: Manages complex credit activities to ensure performance quality, consistency of underwriting and timeliness meets or exceeds Customer expectations; may manage overall analytical support and workflow production needs for a department.
Sr Credit Underwriter/Underwriter II-Global Leasing/Large Corporates Bank of America CorpSr Credit Underwriter/Underwriter II-Global Leasing/Large CorporatesBoston, MA$110,000–$200,000 / yearCredit Underwriter or Credit Underwriter IIResponsibilities:Evaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facilityPartners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutionsMonitors the client's operating performance and financial condition, proactively identifying issues and opportunitiesDelivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making processEnsures adherence to credit policies, guidelines, procedures, and applicable regulatory requirementsEvaluates new end-user credit opportunities including identification and assessment of risks and identifies mitigating factorsPartners with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the clientUnderwrites new transactions, analyzes credit risk, negotiates and closes deals, while adhering to internal policy, procedures and regulatory requirementsStructures the terms of a lease/loan with respect to the various aspects that make up a lease/loan (e.g. pricing, rates, payment, term, collateral)Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client's compliance with financial covenants, confirming the accuracy of risk ratings, and recommending changes as warrantedRequired Qualifications:Minimum 5+ yrs Leasing, Equipment Finance or Commercial Credit ExperienceMust have proficient credit and risk analysis skills.
Manager, Credit Review First Tech Federal Credit UnionManager, Credit ReviewMarlborough, MA$130,000–$150,000 / yearThis role delivers a rigorous "second line" review by leading a team of credit professionals responsible for challenging risk ratings, review and approve highly complex transactions and oversee the remediation and rehabilitation of problem credits. Through strong credit governance, disciplined portfolio surveillance, and an embedded culture of constructive challenge and collaboration, the role supports sustainable balance sheet growth while safeguarding asset quality and long-term credit performance.
Credit Risk Lead, Vice President State Street CorpCredit Risk Lead, Vice PresidentBoston, MA$120,000–$202,500 / yearThe team manages Credit, Market, and Model Risk as the First Line of Defense across SSM's business units, including Financing Solutions, FX Sales & Trading, Portfolio Solutions, and Global Link. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.
Manager, Credit Review First Technology Federal Credit UnionManager, Credit ReviewMarlborough, MA$131,000–$157,000 / yearFull timeThis role delivers a rigorous “second line” review by leading a team of credit professionals responsible for challenging risk ratings, review and approve highly complex transactions and oversee the remediation and rehabilitation of problem credits. Through strong credit governance, disciplined portfolio surveillance, and an embedded culture of constructive challenge and collaboration, the role supports sustainable balance sheet growth while safeguarding asset quality and long-term credit performance.
Senior Credit Manager Amrize LtdSenior Credit ManagerMiddleton, MAEmployees that are required to wear respirators must be clean shaven where the respirator seal meets the face in order to pass the qualitative and quantitative fit test. Successful candidates must adhere to all safety protocols and proper use of Amrize approved Personal Protection Equipment ("PPE"), including but not limited to respirators.
NewAssociate, Sponsor Credit - Technology Finance Wells Fargo BankAssociate, Sponsor Credit - Technology FinanceBoston, MassachusettsThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Regularly present credit and financial analysis to business leadership and independent risk management (IRM) in a variety of forums, including recurring portfolio reviews, pre-screen discussions and credit/approval committees.
NewDirector of Credit Risk Relay Financial Technologies IncDirector of Credit RiskBoston, MAWe own our users' core banking and deposits through a powerful suite of checking, saving, and debit offers presented with a software layer that enables granular compartmentalization and provides precise financial clarity to the business owners. Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money-bringing clarity, confidence, and control to every dollar earned, so they can turn hard work into lasting success.
Part-Time Remote Accountant (Credit Union Industry) Charles River CFOPart-Time Remote Accountant (Credit Union Industry)Boston, MARemoteQualifications: Bachelors degree in accounting (required) Minimum of 3 years of accounting experience Prior experience in the banking or credit union industry strongly preferred Proficiency with QuickBooks and Microsoft Excel Strong communication and interpersonal skills Ability to meet deadlines and deliver high-quality work Adherence to client policies and procedures Team-oriented and client-focused approach. Responsibilities: Perform general ledger accounting, accounts payable, and accounts receivable functions Research and reconcile discrepancies Audit and verify financial documents Follow and maintain internal controls Conduct financial analysis as requested Work collaboratively under the clients Controller to support daily accounting operations.
PT Remote Controller (Credit Union Industry) Charles River CFOPT Remote Controller (Credit Union Industry)Boston, MARemoteKey Responsibilities: Lead all accounting operations in support of executive management Ensure compliance with GAAP, NCUA, and other regulatory reporting requirements Coordinate annual financial audits and quarterly reviews with external auditors Implement and maintain effective accounting and internal control frameworks Manage internal control audits and risk assessments Analyze and report monthly, quarterly, and annual financial results Prepare materials and presentations for management and board meetings Oversee treasury management, liquidity, and cash flow forecasting Assist with budgeting, financial planning, and performance analysis. Qualifications: Bachelor's degree in Accounting, Finance, or related field (required) CPA strongly preferred Minimum of 10 years of progressive experience in senior finance or controller roles Prior credit union or banking experience required Strong knowledge of ERP systems and experience with conversions or implementations Excellent analytical, communication, and leadership skills Client-service focus with the ability to build trusted partnerships.
Credits & Incentives Tax Director Baker Tilly Advisory Group, LPCredits & Incentives Tax DirectorTewksbury, MassachusettsBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Our C&I Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating, documenting and transferring eligible federal and state credits including federal and state credits related to affordable housing, historic rehabilitation, domestic manufacturing and workplace hiring.
Lead Product Manager - Private Credit State Street CorpLead Product Manager - Private CreditBurlington, MA$110,000–$188,750 / yearEducation & Preferred Qualifications Great communication skills and ability to work with people from a variety of backgrounds 8-10 years in private credit, capital markets, asset management, or financial services technology Bachelor's degree required MBA, CFA, CAIA, or equivalent preferred Demonstrated domain understanding of institutional lending and credit investment workflows Experience delivering enterprise-scale product initiatives Strong cross-functional leadership across business, technology, and servicing teams Familiarity with operating within regulated financial institutions A bias for action, and a willingness to make it work in situations where you may have more or fewer resources at your disposal A portfolio that showcases your track record and dedication to continuous improvement Desire to work in a high-growth environment Experience with user research initiatives as part of product discovery Experience working within a component library system, and a demonstrated critical eye toward system maintenance and improvement Private markets experience is a plus Additional requirements Ability to travel as required for client engagements (-20%), including internationally About State Street What we do. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Credit Analyst Berkshire BankCredit AnalystBoston, MA$52,000–$90,489 / yearAnalyze and underwrite credit requests in a timely fashion by using some or all of the following resources: applications, spreads, financial statements, tax returns, credit bureaus, meetings with customers/prospects, appraisals, web research and other resources as necessary. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
Senior Director - External Investment Management - Private Credit Factory Mutual Insurance CoSenior Director - External Investment Management - Private CreditBoston, MAThe externally managed private credit portfolio has investments across a very wide range of styles and strategies, across investment grade, higher yielding and other opportunistic investments including, but not limited to, asset backed, direct lending, distressed, special situations strategies. This is a mid to senior level role, working closely with VP, Private Alternative Investments and collaborating with colleagues, including other mid to senior level Investments staff, especially with Fixed Income, Asset Allocation, and Investment Operations.
Commercial Credit Manager, Large Corporate Manufacturers and Traders TrustCommercial Credit Manager, Large CorporateBoston, MassachusettsResponsible for the day-to-day activities of a Commercial Credit team to include the quality and efficiency of the underwriting of commercial loan analyses, including the accuracy of risk ratings, and quality and efficiency of the CCM activities of the team enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Bachelor’s degree in Accounting, Finance, or related discipline with 9 years’ related experience with three years’ work leadership/supervisory experience, or in lieu of degree, a combined minimum of 13 years’ higher education and work experience to include a minimum 9 years’ related experience with three years’ work leadership/supervisory experience.
Credit Products Specialist I - ESOP Finance Flagstar Bank NACredit Products Specialist I - ESOP FinanceFoxboro, MA$83,426.25–$136,922 / yearDemonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Candidate would be joining the newly established ESOP Finance Group, which is involved in ESOP-related leveraged buyouts of privately held companies throughout the United States.
Commercial Credit Underwriter/Portfolio Manager - Fund Banking M&T Bank CorpCommercial Credit Underwriter/Portfolio Manager - Fund BankingBoston, MA$81,500–$135,900 / yearEducation and Experience Required: Bachelor's degree in Accounting, Finance, Economics or related field and a minimum of one year's work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including of one year work experience in commercial credit, public accounting, financial statement preparation/analysis or other financial analysis. Manage the ongoing credit risk of existing loan portfolios through continuous credit monitoring (CCM) activities enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating.
Commercial Credit Manager, Large Corporate M&T Bank CorpCommercial Credit Manager, Large CorporateBoston, MA$194,500–$324,100 / yearResponsible for the day-to-day activities of a Commercial Credit team to include the quality and efficiency of the underwriting of commercial loan analyses, including the accuracy of risk ratings, and quality and efficiency of the CCM activities of the team enabling the timely identification of emerging credit risk so that appropriate actions can be taken to manage the risk, minimize losses and assign an accurate risk rating. Education and Experience Required: Bachelors degree in Accounting, Finance, or related discipline with 9 years related experience with three years work leadership/supervisory experience, or in lieu of degree, a combined minimum of 13 years higher education and work experience to include a minimum 9 years related experience with three years work leadership/supervisory experience.
Private Credit Fund Accounting and Administration, Assistant Vice President State Street CorpPrivate Credit Fund Accounting and Administration, Assistant Vice PresidentBoston, MA$90,000–$157,500 / yearRecruit, hire, train, motivate, and develop staff to realize their full What we value These skills will help you succeed in this role Strong critical thinking, problem solving, and decision making skills Good interpersonal skills Attention to detail Effective time management Education & Preferred Qualifications Bachelor's degree in Accounting or Finance At least 5 to 6 years of Private Market experience Experience with alternative investment asset classes, complex fund structures and fee calculations desired Highly effective communication and management skills Ability to thrive and function in a high pressure deadline driven environment CPA qualification is favourable but not required * Experience with Investran or Geneva favourable but not required Salary Range: $90,000 - $157,500 Annual The range quoted above applies to the role in the primary location specified. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds.
EVP/Chief Financial Officer GFA Federal Credit UnionEVP/Chief Financial OfficerGardner, MAGFA Federal Credit Union has an exceptional opportunity for an experienced EVP/Chief Financial Officer(EVP/CFO) who will lead and partner with senior leaders to sustain their growth momentum while ensuring long-term stability and success. Through the convenient technology-based services offered to their membership, the credit union continues to serve many members who have moved to other parts of the country or abroad – taking comfort in the knowledge that they can still rely on the credit union's values, fiscal soundness, and service.
Senior Underwriting Officer, Risk Management Liberty Mutual Holding Company IncSenior Underwriting Officer, Risk ManagementBoston, MAOther professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. The Senior Underwriting Officer will concentrate on our Major Risk Management portfolio, which serves some of the largest companies in the U.S. This role involves collaborating with the leadership team, delivering technical expertise, and acting as the point of contact for frontline underwriting teams regarding questions, key decisions, or referrals.
Chief Financial Officer - HRI Hospital University Health Services IncChief Financial Officer - HRI HospitalBROOKLINE, MAOperating acute care hospitals, behavioral health facilities, outpatient facilities and ambulatory care access points, an insurance offering, a physician network and various related services located all over the U.S. States, Washington, D.C., Puerto Rico and the United Kingdom. Must be skilled at interpreting financial analysis and performance information; preparing schedules and reports, using source data and compiling reports from others' schedules; using electronic spreadsheets and ability to manipulate data within proprietary and acquired databases.
Senior Director, Finance Technology & Data Enablement | Office of the CFO | Corporate Finance FTI ConsultingSenior Director, Finance Technology & Data Enablement | Office of the CFO | Corporate FinanceBoston, MassachusettsBackground in delivering ERP and EPM Solutions with a Finance & Accounting led approach: The candidate will have functional knowledge and understanding of the data structure for one or more ERP and EPM solutions and ability to leverage ERP and EPM data sets to drive data-drive insights. Hands on Finance and Accounting Delivery: Execute complex projects for our CFO clients that leverage data enablement to deliver bespoke solutions in functional areas that include, but not limited to, technical accounting, accounting close & reporting, billing & collections, A/P management and FP&A reporting and planning.
Commercial Credit Analyst Bluestone BankCommercial Credit AnalystRaynham, MA$70,000–$100,000 / yearAn employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Analyzes loan data and financial information on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions and Bank files.
Associate, Credit Risk Professional II MUFG Americas Holdings CorpAssociate, Credit Risk Professional IIBoston, MA$110,000–$140,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Coordinate and communicate critical account information independently and directly to various related parties throughout the bank, business line, product groups and credit divisions.
Co-Founder & CEO - AI Reverse Logistics Orchestration Platform FutureSightCo-Founder & CEO - AI Reverse Logistics Orchestration PlatformBoston, MAStrategy — Refine the ICP, pricing model, and product positioning, including the choice of execution path between consumer returns–led (B2C commerce) and warranty & credit–led (B2B supply chains). The platform enforces policy at intake, captures evidence at the source, determines the optimal path for each return — recovery, resale, exchange, credit, refurbishment, or return to inventory — and tracks outcomes through to financial closure.
Credits & Incentives Tax Director Baker Tilly Virchow KrauseLLPCredits & Incentives Tax DirectorTewksbury, MA$210,380–$398,850 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Our C&I Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating, documenting and transferring eligible federal and state credits including federal and state credits related to affordable housing, historic rehabilitation, domestic manufacturing and workplace hiring.
Private Credit Fund Accounting & Administration, Assistant Vice President State StreetPrivate Credit Fund Accounting & Administration, Assistant Vice PresidentQuincy, MassachusettsWe truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds.
Private Credit Fund Accounting & Administration, Vice Presiden State StreetPrivate Credit Fund Accounting & Administration, Vice PresidenQuincy, MassachusettsAs an Alternative Investment Services Bank Loans Operations Vice President, the ideal candidate will need to have an in depth knowledge of the Bank Loan asset class and the multiple internal and external dependencies required to successfully manage the end client delivery executed by multiple staff under your oversight. Experience in or exposure to Fund Accounting, Custody, Financial Reporting, Recon, Fund Operations, Trade Processing, Middle Office, Risk Oversight, Relationship Management, Automation and Management Reporting are a required.
Chief Financial Officer JVS BostonChief Financial OfficerBoston, Massachusetts$220,000–$280,000 / yearWith an annual operating budget exceeding $20 million and diverse funding streams—including government contracts, private grants, and philanthropic support, JVS provides comprehensive employment, education, and training services to thousands of individuals annually. Reporting directly to the President & CEO and working closely with the Board of Directors, the CFO provides strategic financial leadership and oversight for all aspects of financial management, planning, reporting, and compliance.
Senior Credit Analyst – Commercial and Industrial Lending Needham BankSenior Credit Analyst – Commercial and Industrial LendingWellesley, MA$75,247.15–$105,346.01 / yearPrepare or assist in the preparation of various written loan reports including loan presentations, modifications, annual reviews, credit file comments and classified asset reports as needed in accordance with the Bank’s loan policy and procedures . Assist the commercial lenders by interacting with select existing and new customers of the commercial lending team with new loan requests and maintenance of existing customers.
Senior Credit Analyst – Commercial Real Estate Lending Needham BankSenior Credit Analyst – Commercial Real Estate LendingWellesley, MA$75,247.15–$105,346.01 / yearPrepare various written loan reports including: loan presentations, loan modifications, and credit file comments as needed in accordance with the Bank’s loan policy and procedures and state and federal banking regulations . At least five years of bank credit experience or related bank experience in underwriting and analyzing business financial statements and tax returns is preferred.
Senior Credit Analyst - Commercial and Industrial Lending Needham BankSenior Credit Analyst - Commercial and Industrial LendingWellesley, MA$75,247.15–$105,346.01 / yearPrepare or assist in the preparation of various written loan reports including loan presentations, modifications, annual reviews, credit file comments and classified asset reports as needed in accordance with the Bank's loan policy and procedures. Assist the commercial lenders by interacting with select existing and new customers of the commercial lending team with new loan requests and maintenance of existing customers.
Senior Credit Analyst - Commercial Real Estate Lending Needham BankSenior Credit Analyst - Commercial Real Estate LendingWellesley, MA$75,247.15–$105,346.01 / yearPrepare various written loan reports including: loan presentations, loan modifications, and credit file comments as needed in accordance with the Bank's loan policy and procedures and state and federal banking regulations. Write detailed narrative reports regarding the relationship, including the history of the relationship, a review of financial data, collateral coverage, ability to service debt and the risks.