Banking and Financial Services Jobs in Chelsea, MA

A well-established public accounting firm is seeking a Tax Manager to manage complex engagements and mentor staff.

The ideal candidate will have over 6 years of public accounting experience and an active CPA license.

This role offers a hybrid work style, competitive compensation ranging from $120,000 to $175,000 plus bonuses, and the opportunity for professional growth in a supportive team environment.

The firm values work-life balance and provides a comprehensive benefits package.
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Remote working/work at home options are available for this role.

About Our Client

Our client is a global leader in the technology sector, specializing in the development of artificial intelligence and machine learning solutions for a wide range of industries, including healthcare, finance, and defense. Their mission is to harness the power of AI to solve complex business challenges and drive innovation. With a portfolio of cutting-edge solutions and a commitment to R&D, they have established themselves as a trusted partner to some of the world's most innovative companies.

The Opportunity

Our client is seeking a visionary and results-driven Director of Tax to lead all tax-related financial functions and spearhead the next phase of company growth. This pivotal role is focused on managing all aspects of the firm's tax operations, including tax planning, compliance, and strategy. You will be responsible for defining and executing a comprehensive tax strategy to accelerate profitability and ensure full compliance with all regulations.

You will be instrumental in driving sustainable financial growth, building a high-performing, data-driven finance team, and making a direct impact on the company's trajectory in a highly visible role. This is a unique opportunity for a senior leader who thrives on building and scaling teams and wants to make a direct impact on the company's trajectory in a highly visible role.

What You Will Do

• Develop and execute a comprehensive tax strategy to achieve ambitious growth targets and expand market leadership.
• Lead and mentor the tax team, fostering a culture of accountability and high performance.
• Drive the entire tax cycle, from planning and compliance to reporting and filings.
• Identify new opportunities and strategic partnerships to diversify revenue streams.
• Collaborate with executive leadership to align financial goals with overall business objectives and resource allocation.
• Utilize data and analytics to forecast performance, measure returns, and optimize tax effectiveness.
• Act as a key internal representative, engaging with top-tier clients and industry leaders to strengthen brand presence and close key deals.

Who You Are

• A Strategic Leader: You have a proven ability to develop and execute multi-year financial strategies that drive significant top-line growth. You think holistically about the financial process and how different functions can align to create a seamless experience.
• A Team Builder: You are skilled at recruiting, developing, and inspiring high-performing teams. You lead by example and empower your direct reports to achieve their full potential.
• Results-Oriented: You have a verifiable track record of exceeding financial targets in a competitive B2B environment, with a strong focus on both new business acquisition and client expansion.

Ideal Candidate Profile

We are seeking a Tax Director with extensive experience in the technology, SaaS, or professional services industries. Candidates with a successful history of leading and scaling finance teams in parallel sectors—such as public accounting, M&A, or B2B services—will also be strongly considered.

Why Join This Team?

This is your chance to play a key role in a company that is at the forefront of the technology industry. If you are a strategic leader who thrives on building and scaling financial organizations, you will have the opportunity to shape the future of the company and earn significant equity and commissions. You'll be part of a supportive executive team and backed by cutting-edge solutions that are in high demand across the globe.

About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Executive Search, Contingent Workforce Solutions, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges.

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A rare disease therapeutics company in Boston is seeking a Vice President, Controller to oversee global accounting operations and ensure the integrity of financial reporting.

The ideal candidate will have over 10 years of experience in accounting within the biopharma industry, strong leadership skills, and a thorough understanding of U.S.

GAAP.

This role will support strategic decision-making and drive operational excellence within the finance function.
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Description

Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY.

LMI has a clear purpose: drive economic growth, build enduring businesses side‑by‑side with our partners, and generate superior risk‑adjusted returns that secure Liberty’s promises.

LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long‑term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.

Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology—with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI

The Position:

As a member of the Risk Management Team, the Associate will assist with risk analysis, monitoring, and framework development across Liberty Mutual Investments with a focus in Analytics. This individual will help develop and/or automate new analytics and existing processes.

In addition to wide‑ranging contributions to risk management and monitoring, this Risk Management professional will help to elevate the firm's risk culture of constructive inquiry and advocate for the broader risk framework, which forms an integral part of LMI's investment process.

Responsibilities:

• 
  
• Overseeing and advancing LMI's risk management framework
  
• Develop and/or enhance risk models and the risk framework to effectively manage risks and to improve risk management capabilities.
  
• Prepare monthly and quarterly portfolio risk review material, as well as providing ad hoc portfolio and risk analysis as necessary.
  
• Monitoring global market developments and identifying major risks to our portfolio
  
• Relating market conditions, industry and regulatory developments to investment execution
  

Qualifications

A degree in Computational Finance, Economics, or technical field and 3-5 years of relevant work experience is required. A graduate degree would be a plus.

The ideal candidate must also bring the following qualifications:

• 
  
• A strong quantitative background, including statistics, computational or numerical simulation methods, and econometrics
  
• Programming experience in dynamically typed languages, including Python, Excel VBA, SQL
  
• Familiarity with generative AI models
  
• Demonstrated capability to drive projects to successful completion through cross‑functional collaboration
  
• Must be a self‑starter with ambition and intellectual curiosity, as well as exceptional problem‑solving skills, strategic thinking
  
• Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments
  
• Familiarity with Bloomberg, Aladdin and other standard financial databases and tools preferred
  
• Ability to work independently as well as thrive in a team environment
  
• A passion for risk management and a desire to learn about the field
  
• Strong communication/interpersonal skills, and the ability to interact with a variety of investments and support professionals
  

About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well‑being. To learn more about our benefit offerings please visit: Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

• 
  
• California
  
• Los Angeles Incorporated
  
• Los Angeles Unincorporated
  
• Philadelphia
  
• San Francisco
  

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The Associate Director, Institutional Distribution is a key leader in driving sales and relationship development within the North American institutional prospect and client channel. This position partners closely with Managing Directors in the field to manage driving capital raising initiatives across public and private market investment products. This role spearheads strategic lead generation, orchestrates conference and event initiatives, fosters cross-functional partnerships with internal stakeholders, and serves as an ambassador for the Manulife Investment Management brand to ensure flawless execution and exceptional client results.

Position Responsibilities:

1. Strategic Lead Generation

• Proactively leverage industry databases to identify new leads, manage territory strategy, and conduct industry research for Manulife Investment Management’s institutional products (public equity, public fixed income, real assets, private equity, private credit).
• Maintain expertise in industry databases to uncover and evaluate marketplace opportunities. Lead internal trainings when requested.

2. Internal Operations

• Oversee and coordinate the development and timely submission of quarterly and ad hoc client and prospect requests (RFI, DDQ, RFP), ensuring accuracy and responsiveness. Provide constructive feedback and regular updates to stakeholders to drive continuous improvement.
• Lead CRM system (Salesforce) reporting, data integration, and updates for external partners. Provide strategic insights to better utilize CRM system.
• Monitor key performance indicators (KPIs) and pipeline progress. Share and represent Managing Director’s (and potentially individual) relevant business development activities in biweekly update calls.

3. Meetings, Conferences & Events

• Oversee and ensure stakeholder preparation for field meetings, onsite client visits, and due diligence sessions.
• Lead conference and industry event strategy, including speaker selection, deliverables, and marketing materials.
• Represent the firm and the Manulife Investment Management brand at key industry events and prospect/client meetings. Build and maintain relationships with institutional prospects and clients for designated territory.

4. Internal Collaboration

• Ensure strategic alignment and seamless coordination among Managing Directors, distribution groups, and territories to maximize the impact of outreach initiatives such as roadshows and conferences.
• Drive synergy with marketing partners to integrate sales priorities into various initiatives and maximize prospect/client engagement through newsletters, webinars, and social media.

5. Product & Marketplace Expertise

• Maintain expertise in institutional channels (public plans, corporate retirement plans, endowments & foundations, insurance, sub-advisory) and consistently evaluate marketplace opportunities and trends.
• Stay current on Manulife Investment Management’s investment portfolio performance, competitive positioning, and industry developments.

6. Professional Development

• Pursue ongoing professional development, including advanced financial licenses, certifications, and relevant coursework.
• Mentor and develop junior team members, including Senior Associates.

Required Qualifications:

• Minimum of five years’ relevant experience in asset management, institutional sales, or client relations.
• Bachelor’s Degree required; advanced degree (MBA, MSF, etc.) preferred.
• FINRA Licenses: Securities Industry Essentials (SIE), Series 7, Series 63/65/66 (must be obtained within one year if not already held).
• Demonstrated leadership experience and ability to manage complex client relationships.

Preferred Qualifications:

• Deep understanding of financial markets and institutional investment products.
• Exceptional interpersonal, presentation, and client-facing skills.
• Ability to communicate complex information clearly and persuasively.
• Proven track record of working independently and collaboratively within a team.
• Strong analytical thinking, strategic mindset, and curiosity.
• Progress toward professional designations (CFA, CIMA, MBA, MSF, or similar) highly desirable.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$90,225.00 USD – $162,405.00 USD

If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights Family & Medical Leave Employee Polygraph Protection Right to Work E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Tagged as: Hybrid

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A national destination management company is seeking a Market Director in Boston, Massachusetts.

This role involves overseeing business success in the region, creating opportunities through sales efforts, and managing programs from proposal to billing.

Candidates should have 3-5 years of experience in destination management, proven sales skills, and the ability to lead a team effectively.

The position requires flexibility in scheduling to meet client needs, including possible work on weekends and holidays.
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Remote working/work at home options are available for this role.

Senior Tax Manager - $150,000 + Bonus

Join a dynamic public accounting firm as a Senior Tax Manager. In this leadership role, you’ll oversee tax engagements, review complex returns, mentor junior staff, and provide strategic advisory services. This is a prime opportunity for a CPA looking to expand their impact in a collaborative, high‑performing environment.

Employee Benefits Include:

• 
  
• Competitive salary of up to $150,000 + bonus
  
• Competitive PTO package (Vacation, Sick Time, and Holidays)
  
• 401(k) retirement plan with company match and Health Savings/Flexible Spending Accounts
  
• Comprehensive Health, Dental, and Vision insurance
  
• Group Life, AD&D, and Long- & Short-Term Disability coverage
  
• Hybrid schedule with flexible hours and a shortened summer work week (Fridays off)
  
• Sign‑on, client referral, and employee referral bonuses, plus fun team activities year‑round
  

Key Responsibilities:

• 
  
• Review and prepare complex tax returns, including 1040, 1041, 1065, 1120, 1120S, and 990 filings
  
• Lead and mentor junior tax professionals, including work review and on‑the‑job training
  
• Advise clients on tax strategies, compliance, and long‑term business planning
  
• Stay current on changes in tax laws and implement relevant updates in client engagements
  
• Collaborate with audit teams and support clients during audit processes
  

Required Experience:

• 
  
• 4+ years in public accounting with direct experience in tax preparation and reviewDemonstrated leadership in managing or mentoring tax teams
  
• CPA license (or in the process of obtaining)
  

Required Skills:

• 
  
• Tax preparation and review (individual, corporate, partnership, and nonprofit)
  
• Staff supervision and team leadership in a public accounting environment
  
• Client advisory in tax compliance and strategic planning
  

ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as aCommercial Banker is for you.

As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.

The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world’s most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.

Job Responsibilities

• 
  
• Manage and develop relationships with non-profit clients whose annual revenue ranges from $50 million to $150 million.
  
• Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
  
• Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
  
• Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
  
• Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
  
• Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
  

Required Qualifications, Capabilities and Skills

• 
  
• 5 plus years’ direct lending or credit support related experience, with a focus on business relationships
  
• Understanding of Commercial Banking products and services
  
• Knowledge of the local market
  
• Ability to collaborate with internal partners and resources
  
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
  
• Sales management and business development skills
  

Preferred Qualifications, Capabilities and Skills

• 
  
• Bachelor’s degree and formal credit training preferred
  
• Excellent verbal, written and listening communication skills
  
• Strong creative solution and problem solving abilities
  
• Proficiency in building and maintaining positive client relationships
  

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients—including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

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Director Academic Finance Tufts Medical Center page is loaded## Director Academic Finance Tufts Medical Centerlocations: Tufts Medical Centertime type: Full timeposted on: Posted Todayjob requisition id: R22120
**About Tufts Medicine
**Tufts Medicine is an innovative, mission-driven health system that unites the best of academic and community medicine to deliver exceptional, connected, and accessible care.

Our system includes Tufts Medical Center, the principal teaching hospital of Tufts University and Tufts University School of Medicine, as well as Lowell General Hospital, Lowell General Hospital – Saints Campus, MelroseWakefield Hospital, Lawrence Memorial Hospital of Medford, Tufts Medicine Behavioral Health Hospital (opening Fall 2025), Tufts Medicine Care at Home, Tufts Medicine Integrated Network, and a network of 2,300 physicians across Massachusetts and southern New Hampshire.

We treat the most complex conditions, keep our communities healthy, and bring research breakthroughs to life.
**Onsite at Tufts Medical Center Boston, MA.
****Job Overview
**This position serves as a strategic partner in advancing the academic and research missions across Tufts Medicine (TM), Tufts University School of Medicine (TUSM), and Tufts Medical Center (TMC).

Responsible to align and oversee funds flow across the academic enterprises, implement efficiencies in current processes, and establish standardized sponsored fund accounting structures across the health system.

Collaborate with academic, research, and clinical leaders to ensure fiscal accountability, regulatory compliance, and long-term sustainability of academic and research priorities.
**Job Description
****Minimum Qualifications:
**1.

Bachelor’s degree in Accounting, Finance, Business Administration, or related field.2.

Ten (10) years of progressive financial management experience, including leadership in a complex academic healthcare environment, research and education, budget development, funds flow, and sponsored program financial management.
**Preferred Qualifications:
**1.

Master’s degree in related field.2.

CPA, CMA, or CFA credential.3.

Experience in an Academic Medical Center, medical school, or integrated health system.4.

Experience with research finance, philanthropy finance, and academic budgeting (UME, GME, endowed positions, faculty appointments).5.

Experience with federal funding structures, e.g., CTSI funding, NIH funding mitigation strategies, and federal indirect cost/F&A structures.
**Duties and Responsibilities:
** The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list.

Other duties and responsibilities may be assigned.1.

Oversee and integrate the research and education (academic) budgets across TM and TMC.2.

Support budget development and ongoing management of Dean/CAO office budgets, incorporating research, Undergraduate Medical Education (UME), Graduate Medical Education (GME), and faculty development.3.

Support execution of Tufts Medicine–Tufts University research priorities, including CTSI, research/education initiatives, and cluster hire funding.4.

Provide strategic oversight for research funds flow, including clinical trials (central vs.

departmental models).5.

Direct funds flow between TM/TMC and TUSM, to support the research and education mission, including support for research infrastructure, shared services, educational roles including site directors, joint appointments, per-student fees, and named positions (e.g., coaches, clerkship directors).6.

Oversee faculty funding streams including endowed professorships, directorships, and joint appointments.7.

Lead development, review, and updates to research and special fund financial policies in alignment with system priorities and federal guidelines.8.

Develop financial models for NIH/F&A funding decreases and lead F&A Joint Allocation Group (JAG) processes.9.

Drive Medicare cost report optimization to maximize education-related reimbursements.10.

Support educational agreements between Tufts Medicine, TUSM, and partner institutions (including Children’s Hospital).11.

Manage resident funding, and expansion planning at Lowell, Melrose, and future sites.12.

Develop and implement funds flow models that balance academic incentives with strategic investment in system-wide research and education.13.

Establish infrastructure for research and philanthropic fund accounting across the system, including F&A assessment and allocation.14.

Oversee sundry fund management and philanthropic fund compliance, ensuring optimal utilization and alignment with institutional goals.15.

Partner with TU and internal stakeholders to establish policies and processes for research and education philanthropy.16.

Ensure compliance, maximize resource utilization, and align philanthropic funding with academic and research priorities.
**Physical Requirements:
**1.

This is largely a sedentary role, which involves sitting most of the time, but may involve movements such as walking, standing, reaching, ascending/descending stairs, and operating office equipment.2.

Frequently required to speak, hear, communicate, and exchange information.3.

Ability to see and read computer displays, read fine print, and/or normal type size print and distinguish letters, numbers and symbols.4.

Requires manual dexterity using fine hand manipulation to operate computer keyboard.
**Skills & Abilities:
**1.

Strong leadership and team management skills and the ability to direct senior-level staff.2.

Deep knowledge of academic and research finance within a healthcare system.3.

Strong knowledge and understanding of federal research and academic funding regulations and funding mechanisms (e.g., NIH, Medicare cost reporting).3.

Strategic thinker with ability to design sustainable funds flow and financial models.4.

Excellent communication and interpersonal skills and the ability to influence stakeholders at all levels.5.

Analytical and problem-solving skills and ability to improve processes.6.

Ability to navigate a complex, matrixed organization with competing priorities.
**Job Profile Summary
**This role focuses on performing a variety of financial activities, including accounting, financial analysis, audit, tax, and collections, while ensuring compliance with regulatory standards.

In addition, this role focuses on performing the following Finance Leadership duties: Controls, directs, and participates in the activities of the organization through a hierarchy of managers and supervisors.

Responsibilities also include long-term strategic planning, determining the policies of the organization, and allocating its resources and making decisions regarding organization growth and diversification to accomplish entity's vision.

A management role that supervises employees focusing on tactical, operational activities within a specified area, with the majority of time spent overseeing area of responsibility, planning, prioritizing and/or directing the responsibilities of employees.

Goal achievement is typically accomplished through performance of direct and/or indirect reports.

A role that manages experienced professionals who exercise latitude and independence in assignments.

Responsibilities typically include: policy and strategy implementation for short-term results (1 year or less), problems faced are difficult to moderately complex, and influences others outside of own job area regarding policies, practices and procedures.At Tufts Medicine, we want every individual to feel valued for the skills and experience they bring.

Our compensation philosophy is designed to offer fair, competitive pay that attracts, retains, and motivates highly talented individuals, while rewarding the important work you do every day.The base pay ranges reflect the minimum qualifications for the role.

Individual offers are determined
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A leading nonprofit organization in Boston is seeking a Vice President of Disability and Refugee Services to oversee and manage essential functional areas.

This role requires strong leadership and communication skills, alongside a Bachelor's degree in a relevant field.

The ideal candidate has a minimum of 7 years of experience in leadership roles focused on disability and refugee services, ensuring high-quality service delivery to diverse populations.

Compensation ranges from $120,000 to $125,000 annually.
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At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm

KPMG is currently seeking a Senior Manager to join our Business Tax Services practice.

Responsibilities:

• Provide tax compliance and advisory services to corporations for a variety of clients from Fortune 100 to emerging businesses
• Participate with accounting for income taxes including ASC 740
• Work as part of a multi-disciplinary team helping to provide industry knowledge and experience; manage a portfolio of clients of varying size and scope and act as the first point of contact for internal and external clients
• Build and maintain client relationships, monitor teams of tax professionals and assistants working on client projects; involve and contribute to market and business activities external to the firm
• Oversee risk and financial performance of engagements including billing, collections and the project budgets
• Advise clients and be responsible for delivering high quality tax service and advice

Qualifications:

• Minimum eight years of recent corporate tax experience in an accounting firm, corporation and/or law firm
• Bachelor's degree from an accredited college/university; licensed CPA, EA or JD/LLM with strong knowledge of ASC 740, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Must have recent experience and strong knowledge of ASC 740
• Experience with corporate taxation and consolidations
• Prior experience managing multiple client engagements and client service teams
• Excellent advisory, compliance, verbal and written communication skills, with the ability to articulate complex information

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at “Benefits & How We Work”.

Follow this link to obtain salary ranges by city outside of CA:
LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. Theattached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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A prominent healthcare organization in Boston is seeking a Director of Academic Finance.

This role will oversee budgets across academic and research missions, ensuring fiscal accountability and compliance while collaborating with leaders in the healthcare sector.

The ideal candidate will have over ten years of experience in financial management within an academic healthcare environment and hold at least a bachelor's degree in accounting or finance.

The position requires strong leadership and analytical skills for effective strategic oversight and management.
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Chief / VP of Actuary

The Champlain Insurance Group (“CIG” or “the Company”) is a fast-growing, specialty, surplus and excess lines insurance enterprise, which through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, offers primary and excess general liability insurance solutions and claims administration throughout the United States. We are seeking a an Actuary Leader in our Boston, MA office to set the pace and outcomes for the company from a pricing and reserving perspective, while helping to guide new markets that can be explored.

The Vice President of Actuary is a senior executive responsible for overseeing all actuarial functions within the organization, including pricing, reserving, risk management, and financial reporting. This role ensures the integrity of actuarial models, compliance with regulatory standards, and alignment of actuarial strategy with the company’s overall financial and growth objectives. This role serves as a key advisor to executive leadership, providing insight and guidance on the financial implications of business decisions and long-term strategic planning.

Responsibilities:Actuarial Leadership & Management

• Oversee all actuarial departments and supervise actuarial teams to ensure efficient and timely execution of daily, monthly, and annual deliverables.
• Lead, mentor, and develop actuarial staff, fostering a culture of analytical excellence and accountability.
• Establish and maintain best practices for actuarial operations and reporting processes.

Risk Management

• Identify, evaluate, and manage financial risk exposures related to accidents, illnesses, liabilities, and market fluctuations.
• Collaborate with executive leadership to develop strategies for maintaining profitability and capital adequacy under various risk scenarios.

Strategic Leadership

• Serve as a key member of the executive team, contributing to corporate strategy and long‑term financial planning.
• Align actuarial strategies and insights with business objectives, supporting organizational growth and sustainability.
• Provide executive‑level insight into emerging market trends, risk exposures, and financial projections.

Pricing and Product Development

• Develop and validate pricing models for insurance products to ensure competitiveness and profitability.
• Partner with product development and underwriting teams to design innovative insurance solutions aligned with customer needs and market trends.
• Monitor portfolio performance and adjust assumptions or models as needed to meet financial targets.

Regulatory Compliance and Governance

• Ensure all actuarial methodologies, models, and assumptions comply with applicable laws, regulations, and industry standards.
• Maintain transparency and integrity in actuarial reporting to internal and external stakeholders, including auditors and regulators.
• Oversee the preparation and submission of actuarial statements and certifications required by regulatory agencies.

Financial Reporting and Analysis

• Oversee actuarial input into financial statements and ensure the accuracy of reserves, loss ratios, and related projections.
• Collaborate with finance, underwriting, and investment departments to provide comprehensive financial analysis.
• Support executive and board‑level reporting with data‑driven insights into financial performance and risk exposure.

Qualifications:

• Education: Bachelor’s degree in mathematics, Actuarial Science, Statistics, Finance, or a related analytical discipline; Master’s degree preferred.
• Experience: Minimum 10+ years of progressive actuarial experience in a Fortune 100 company or equivalent large‑scale enterprise.
• Professional Designations: Minimum U.S. actuarial qualifications such as Fellow of the Casualty Actuarial Society (FCAS) or equivalent designation (FSA, MAAA).
• Technical Skills: Advanced proficiency in actuarial software, statistical modeling tools, data analytics platforms, and Microsoft Office Suite.
• Leadership Skills: Proven record of leading actuarial teams, managing large‑scale projects, and influencing executive decision‑making.
• Business Acumen: Strong strategic and financial insight with the ability to balance profitability, growth, and regulatory obligations.
• Communication: Exceptional verbal and written communication skills with the ability to convey complex technical concepts to non‑technical stakeholders.

Compensation:

We offer a competitive compensation package, including bonus opportunity, health, dental, vision, life, disability insurance, matching 401k, paid time off and holidays.

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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• 
  
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  
• Generate business results and acquire new assets, both from existing client base and new client acquisition
  
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  

Required Qualifications, Capabilities, Skills

• 
  
• Six plus years of work experience in Private Banking or Financial Services
  
• Bachelor’s Degree required
  
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  
• Proven sales success and strong business acumen
  
• Strong community presence with an established network
  
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  
• Focuses on the client experience and works tirelessly on the client’s behalf
  

Preferred Qualifications, Capabilities, Skills

• 
  
• Proactive, takes initiative, and uses critical thinking to solve problems
  
• MBA, JD, CFA, or CFP preferred
  
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
  

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About Catalant

As the pioneer of Consulting 2.0, Catalant gives the world’s leading companies on-demand access to a community of highly vetted independent consultants and former operators. From individual consultants to full project teams, we deliver the right expertise to solve our clients’ most important challenges. Our clients include more than 30% of the Fortune 500, top private equity firms, and global consultancies, all seeking a more flexible, cost-effective way to get high-impact work done.

We’ve reimagined consulting for today’s world: it’s digitally enabled, fit-for-purpose, and designed to deliver outcomes, not just hours. Our proprietary platform powers our ability to connect companies with Catalant Experts and Teams who’ve solved similar problems before. Backed by world-class venture investors, we’re building the team that will take Catalant and the future of consulting to the next level.

Role Description

Catalant is growing rapidly, with strong unit economics, top-tier clients, and a profitable, scalable business model. As we enter our next phase of growth — deepening enterprise partnerships, launching new productized services, and expanding globally — we’re seeking a strategic, hands-on Chief Financial Officer to lead our financial strategy and operations.

The CFO will be a key member of the executive leadership team, partnering directly with the CEO and President to shape Catalant’s growth trajectory and ensure financial discipline as we scale. This leader will oversee all aspects of finance — including FP&A, accounting, capital markets, strategic finance, and risk management — and play a pivotal role in strategic planning, investor relations, and corporate development.

This is both a strategic and operational role: Catalant is a lean, fast-moving organization, and the CFO will be expected to roll up their sleeves while providing thought leadership on long-term financial and company strategy.

What you'll do

• Strategic & Financial Leadership
• Serve as a thought partner to the CEO and leadership team in defining and executing Catalant’s financial and strategic roadmap.
• Lead the annual and long-range financial planning process, aligning financial goals with company objectives and investor expectations.
• Develop strategic insights into Catalant’s business model, platform dynamics, and margin structure to guide pricing, investment, and capital allocation decisions.

• Financial Operations & Controls
• Oversee accounting, reporting, and financial operations, ensuring GAAP compliance and operational excellence.
• Strengthen Catalant’s financial infrastructure, systems, and controls to support scalability and speed of insight.
• Lead FP&A to provide forward-looking, data-driven decision support to business leaders.
• Develop and implement the right reporting cadence to help drive performance and accountability and to inform changes to how we operate and to our strategy.

• Capital Markets & Investor Relations
• Manage banking relationships, including debt facilities, covenants, and refinancing strategies.
• Lead board and investor communications, ensuring transparency and credibility.
• Evaluate capital structure and financing opportunities to support growth, including potential M&A or strategic investments.

• Leadership & Culture
• Build, mentor, and develop a high-performing finance team.
• Foster a culture of accountability, curiosity, and continuous improvement consistent with Catalant’s values.
• Collaborate cross-functionally with Product, Sales, and Operations leaders to drive operational efficiency and alignment.

What you'll bring

• 15+ years of progressive finance experience, including at least 5 years in a senior leadership capacity (CFO, VP Finance, or equivalent).
• Proven experience leading finance in a high-growth, technology-enabled services or marketplace business.
• Deep understanding of services business models, unit economics, and working capital dynamics.
• Experience managing debt facilities, investor relations, and board communications.
• Strong analytical and strategic thinking skills — able to move fluidly between details and long-term vision.
• Hands-on leadership style: thrives in a lean, fast-moving environment.
• MBA preferred, but not required.

Benefits

At Catalant, we strive to offer a work environment where employees can bring however much of their full, authentic self as they desire. With this in mind, we are happy to offer our employees:

• Flexible paid time off
• 13 company holidays + a week off from Christmas through New Year’s
• Twelve weeks of paid parental leave regardless of how you choose to grow your family
• Generous health insurance coverage as well as optional vision and dental
• 401k to save for retirement
• Pre-tax commuter and flexible spending accounts
• A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
• Wellness stipend for your mental, emotional, or physical wellbeing needs and support
• Work from Home stipend

Equal Employment Opportunity Policy

Catalant is proud to be an equal opportunity workplace. Catalant makes employment decisions on the basis of merit and business objectives and does not discriminate against applicants or employees on the basis of age, race, color, religion, national origin, ancestry, gender (including gender nonconformity and status as a transgender individual), sexual orientation, pregnancy, marital status, military or veteran status, qualified physical or mental disability, genetic condition or predisposition, or any other status protected by law. All Catalant employees are prohibited from engaging in any form of discrimination.

We have a flexible hybrid work model, where employees local to our Boston headquarters come into our office on a flexible basis, and other employees are fully remote. We are hiring and conducting interviews and onboarding either virtually or in person if local to Boston, depending on what makes most sense based on the specific candidate and new hire. Talk to our People Team to learn more!

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A leading financial institution is looking for a Commercial Banker specializing in Healthcare, Higher Education & Non-Profit sectors in Boston.

This role involves managing client relationships, mentoring junior team members, and understanding industry trends.

Candidates should have 5+ years of experience in direct lending and be proficient in commercial banking products.

A bachelor's degree is preferred.

The role offers competitive compensation and benefits, including health care coverage, retirement savings, and tuition reimbursement.
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Vaco by Highspring has partnered with a reputable food and beverage organization and they are looking for hire a Sr. Manager of Finance to their team.

Key Responsibilities

• 
  
• Lead financial planning, forecasting, and budgeting processes for assigned business units or functions
  
• Partner closely with commercial, supply chain, and operations leaders to evaluate performance, manage costs, and drive margin improvement
  
• Develop and present monthly financial reviews, variance analyses, and actionable insights to senior management
  
• Support long-range strategic planning, including scenario modeling and investment analysis
  
• Oversee financial modeling for new initiatives, pricing strategies, capital investments, and productivity programs
  
• Ensure accuracy and integrity of financial data, reporting, and internal controls
  
• Coach and develop finance team members, fostering a high-performance and collaborative environment
  
• Contribute to continuous improvement of financial processes, systems, and analytics
  

Qualifications

• 
  
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)
  
• 8–12+ years of progressive finance experience
  
• Strong background in FP&A, business partnering, and financial modeling
  
• Proven ability to translate complex financial data into clear business recommendations
  
• Experience working cross-functionally with senior stakeholders
  
• Advanced Excel skills; experience with ERP and planning systems strongly preferred
  
• Strong leadership, communication, and presentation skills
  

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.

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INFUSE is looking for a highly organized and driven individual to join our amazing Team!

As a key member of the executive team, the CFO drives INFUSE’s financial strategy, performance, and scalability. This role blends precision and agility, managing today’s numbers while shaping tomorrow’s growth.

What You’ll Do

• 
  
• Lead all financial operations: forecasting, reporting, treasury, risk, tax, and compliance.
  
• Design data-driven systems that enable clarity and fast, informed decisions.
  
• Partner with leadership to evaluate investments, partnerships, and strategic initiatives.
  
• Ensure lean, transparent financial processes that support rapid growth.
  
• Oversee audits, tax filings, and legal entity management across global operations.
  
• Continuously refine financial models and tools for smarter planning and real‑time insights.
  

What You Bring

• 
  
• Proven experience in senior finance leadership (ideally in a fast‑scaling, global or tech‑enabled company).
  
• Knowledge of NetSuite Platform
  
• Expertise in accounting, forecasting, compliance, and strategic planning.
  
• Analytical precision, operational discipline, and a bias for action.
  
• Comfort with change, innovation, and AI‑driven business environments.
  

Why INFUSE

You’ll join a global team that moves fast, values clear thinking, and thrives on measurable impact. This is a hands‑on leadership role for someone who sees finance not as reporting, but as a growth engine.

We are an Equal Opportunity Employer. We make hiring decisions based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristic protected under applicable law. We welcome applicants from all backgrounds and believe that diversity of experience, culture, and perspective makes us stronger.

Apply for this Job

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Our Hiring Process

• 
  
• We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human. We do not think machines can evaluate your application quite like our seasoned recruiting professionals—every person is unique. We promise to give your candidacy a fair and detailed assessment.
  
• We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team.
  
• At this point, we will invite you to interview with our hiring manager and/or the interview team. Please note: We do not conduct interviews via text message, Telegram, etc., and we never hire anyone into our organization without having met you face‑to‑face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team.
  
• From there on, it’s decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer. We do not make offers without giving you the opportunity to speak with us live.
  

INFUSE is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy.

The process may vary depending on the role and location.

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A leading financial advisory firm in Boston is seeking a Digital Assets Tax Senior Manager to provide tax compliance and consulting for clients in the blockchain and cryptocurrency sectors.

The ideal candidate will have over 8 years of experience, including team management and expertise in tax regulations.

This role requires effective communication and analytical skills to manage complex client engagements and minimize tax liabilities.

Opportunities for career advancement and a flexible work environment are part of the offer.
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A leading financial services provider in Boston is seeking an Associate Director for Institutional Distribution.

This role focuses on driving sales and relationship development within the North American institutional channel.

The ideal candidate will have at least five years of experience in asset management or institutional sales, possess strong leadership skills, and be capable of managing complex client relationships.

A hybrid work environment is offered, along with competitive compensation ranging from $90,225 to $162,405 annually.
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