Services Operations Finance Analyst - NAM Portfolio
Jobtailor
Responsibilities Manage all financial aspects of project accounting for HD Services CSA projects including project setup, actuals booking, revenue recognition, manual journal entries and reconciliations, monthly / quarterly closing and reporting for the contracts assigned Review and reconcile periodic balance sheet accounts related to projects & prepare and present balance sheet reviews as required Perform Margin Review (CMR) and CONFIRM reconciliation Download & prepare SONIC data as part of the pacing process Monitor intercompany transactions related to projects & partner with central IBS team to problem solve rejects & holds Identify and execute on Lean / AI projects with global impact on CSA portfolio and partner with ERP finance on ERP deployments and continuous improvement ideas Ensure compliance with internal controls, accounting policies, and contract terms Requirements BS in Finance, Accounting or Business Administration, or equivalent international degree Prior experience in Finance and/or Operations At least 2 years experience in a finance role (FMP, OFLP, other internal GEV role) ATS Optimization Keywords Hard Skills project accounting revenue recognition journal entries reconciliations financial reporting margin review data preparation Lean projects AI projects ERP deployments Soft Skills problem solving presentation skills collaboration continuous improvement #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Services Operations Finance Analyst - NAM Portfolio in Cambridge, MA vacancy
- ...Company Overview LIM Portfolio Operations Analyst – Longfellow Investment Management Co., LLC (LIM) is... ...with custodians, counterparties, and service providers; effectively managing and resolving... ...Experience Bachelor’s in accounting, finance, or business. Experience in portfolio...Suggested
Longfellow Investment Management
Boston, MA14 hours ago $75k - $120k
...Valuation Advisory Industry Portfolio Valuation Financial and Valuation... ..., across a wide range of services, including the Transaction... ...market knowledge. Financial Analyst Role Financial Analysts within... ...capacity. Bachelor’s degree in Finance, Accounting, Business, or...SuggestedWork experience placementWorldwide- ...growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios to support analytical and operational needs. The role can be remote or hybrid and based out of Wakefield...SuggestedRemote work
Vestmark
Boston, MA1 day ago - STATE STREET CORPORATION in Quincy, MA seeks a Loan Services Operations SA to oversee daily maintenance for Syndicated Bank Loans within mutual fund portfolios. The candidate will process trades, manage cash reconciliations, and respond to client queries. A Bachelor's degree...SuggestedWork at office
$60k - $90k
...Management, is seeking an Analyst to support the Client... ...Group (CRG). The role operates in a hybrid working... ...requests, and providing portfolio analyses, while also... ...preferably in economics, finance, marketing, or a... ...working with financial services advisors or money managers...SuggestedHourly payTemporary workWork experience placementRemote workFlexible hours3 days per week$93.5k - $110k
...Cushman & Wakefield is seeking a Senior Analyst in Boston, MA. This hybrid role combines financial management with operational support to key verticals within C&W Services. The ideal candidate will work closely with various teams to ensure accurate financial reporting...Cushman & Wakefield
Boston, MA4 days ago$129.5k - $186.1k
...millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and... ...strategy for premium learning, enablement, and adoption services. You’ll package and launch scalable offerings such as certifications...$200k - $250k
## Portfolio Manager, Alternative Risk PremiaApplylocations: Boston,... ...manager to support investment, operational, and commercial success.How... ...support marketing efforts, client service, and distribution... ...experience in a systematic or quant finance role, with 5+ years managing...- ...Portfolio Manager III Boston, Massachusetts To proceed with your... ...- whether shaped by military service, community college education,... ...investments, tax, legal and operations necessary to service clients... ...Qualifications: Bachelor’s Degree in Finance, Accounting, Economics or...Work experience placementWork at officeFlexible hoursShift workDay shift
Bank of America
Boston, MA4 days ago $82k - $107.6k
...Client Portfolio Analyst Private Wealth Custom Portfolio Solutions Team Full-time, Boston or Springfield The Opportunity... ...Qualifications ~ Bachelor's degree ~2+ years of operational or customer service experience in the financial services industry,...Full timeTemporary workMassachusetts Mutual Life Insurance Company
Boston, MA7 hours ago$70k - $90k
...passively interested in pursuing a new position in the financial services industry to serve as a catalyst for continued career growth... ..., an investment firm located in Boston, is seeking a Portfolio Analyst. This individual will be tasked with supporting a small team...Masis Professional Group
Boston, MA3 days ago$225k - $325k
...Client Portfolio Manager SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will... ...liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly...Full timeSCS Financial
Boston, MA7 hours ago$78k - $140k
...Associate Portfolio Manager Manages structured equity portfolios maximizing tax efficiency... ..., Research, Marketing, Client Service, Operations, and participating in process improvement... ...'s (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative...Temporary workLocal areaMorgan Stanley
Boston, MA14 hours ago- ...Vice President, Portfolio Manager, Credit Evergreen About the Company Renowned private markets investment specialist... ...1001-5000 Categories Consulting & Professional Services Venture Capital Finance Financial Services Investing Financial Advisers...
$200k - $250k
...intuition, market intelligence, modern finance, and scientific methods. We are committed... ...Role Overview The quantitative Investment Portfolio Manager is responsible for researching... ...the following principles: Team, Research, Service, and Transparent communication with...$109.3k - $180.2k
...General Agent (MGA) team, you will be responsible for comprehensive portfolio management and underwriting oversight across all MGA lines of... ...with internal stakeholders across Product, Pricing, Customer Service Center, and Insights teams to drive program profitability,...Permanent employmentTemporary workWork experience placement$160k - $200k
...seeking a collaborative, client-focused Portfolio Manager to join our growing wealth management... ...to support coordinated client service. Serve as a trusted investment advisor... ...portfolios. Education: Bachelor's degree in Finance, Economics, Business, or related field required...- A financial services company in Boston is looking for a qualified analyst to handle portfolio accounting and reconciliation. The position requires 3-5 years of experience in financial services and strong Excel skills. The role involves analyzing discrepancies between internal...Contract work
- ...per week. The role focuses on portfolio accounting and... ...strong audit documentation. The analyst will collaborate with multiple... ...to enhance data quality and operational efficiency. Ideal candidates... ...with 3-5 years of financial services experience, particularly in...Contract workBank staff
- A leading financial institution is seeking an Analyst III for its Leveraged Finance team based in Boston. This role focuses on credit underwriting and portfolio management within a deal team environment. Key responsibilities include assisting in acquisition financing,...
$120k - $202.5k
...skilled and motivated Securitized Portfolio Manager to join our Global... ...in the world, that provides services to the world’s governments,... ...closely with securitized research analysts, multi-sector PMs and asset... ...Master’s degree in finance, economics, mathematics, or other...Temporary workFlexible hours$175k - $200k
## Vice President, Portfolio Manager - Credit EvergreenApplylocations: Bostontime type: Full... ...build purpose‐built tools, streamline operations, and deliver transparent insights that support... ...audiences### Fundraising & Client Service* Support fundraising meetings alongside...Permanent employmentFull timeLocal area- About Us BNY is a leading global financial services company headquartered in Boston that uses advanced technology to create transformative... ...of the world’s investible assets. We’re seeking a Director, Portfolio Manager to join our Newton team at BNY Investments. This role...Work experience placementWork at officeFlexible hours
$82k - $107.6k
Dormont Manufacturing Co is seeking a Client Portfolio Analyst to join their expanding wealth management team in Boston... ...The ideal candidate will have a Bachelor’s degree, operational experience in financial services, and strong analytical and communication skills. The...- ...Associates, LLC in Boston is seeking a Portfolio Investment Analyst to join our team on a hybrid schedule. You will support the investment operations and assist with reporting, due... ...candidate has 1+ year in investment services, strong Excel skills (Pivot Tables, Macros...
- ...prowess in combination with portfolio management. As an integral member... ...& Portfolio Management, Finance, and/or functional teams in order... .... Partners with other analysts and portfolio managers to drive... ...Has a high regard for customer service, able to drive others to get...Work at officeLocal areaFlexible hours
$70k - $90k
Masis Professional Group is seeking a Portfolio Analyst in Boston. The ideal candidate will provide support to a small team of Senior Advisors... .... Requirements include 2+ years of experience in financial services and strong analytical skills. The compensation for this role...$80k - $100k
Title: Portfolio Investment Analyst Location: Boston (Hybrid) Compensation: $80-$100K base salary Type: Permanent An investment services company in Boston is seeking a Portfolio Investment Analyst... ...of experience in an investment operations role who is looking to advance...Permanent employmentWork at office- Jobtailor in Boston seeks a client operations specialist in wealth management to support onboarding and ongoing relationships... .... You will help create efficiencies, ensure excellent service, and monitor portfolios against investor objectives and market conditions. The role...
$90k - $115k
...generation, risk management, portfolio construction and... ...The Senior Portfolio Analyst role puts you at the intersection... ..., technical, and operational challenges... ...coursework in accounting, finance, statistics, computer... ...parental leave and long-service leave. Equal Employment...Local areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Services Operations Finance Analyst - NAM Portfolio. Be the first to apply!
Related searches
- capital market analyst Cambridge, MA
- program finance analyst Cambridge, MA
- commercial finance analyst Cambridge, MA
- financial crimes analyst Cambridge, MA
- finance analyst Cambridge, MA
- financial analyst Cambridge, MA
- construction financial analyst Cambridge, MA
- senior financial data analyst Cambridge, MA
- strategic finance analyst Cambridge, MA
- entry level financial analyst no experience Cambridge, MA