Banking and Financial Services Jobs in Dedham Massachusetts

SourcePro Search has a fantastic opportunity for an experienced Management Associate with:

• strong document drafting experience, negotiating and interpersonal skills, and experience in fund and investment adviser formation, both domestic and international;
• formation of separately managed accounts and single investor funds;
• Investment Company Act and Investment Advisers Act compliance;
• investment adviser state registration requirements;
• and representation of investors (pensions, endowments, institutional investors, family offices, and high net worth individuals).
• Large law firm experience is preferred.
• Strong academics are required.

Your Impact

Axon is seeking a dynamic and experienced Vice President of Financial Reporting and Strategic Investments to spearhead our SEC reporting, accounting policy and consulting, ESG reporting, strategic investments due diligence and accounting, and stock compensation administration areas. This role is pivotal in ensuring the accuracy, compliance, and robust controls over our SEC filings, technical accounting policies, and overall accounting and reporting processes.

We are looking for a thought leader with a unique blend of experience from both Big 4 accounting firms and industry roles within complex, large accelerated filers. The ideal candidate has a proven track record of leading transformation in fast-paced, high-growth environments, with a knack for innovation and process optimization to meet the evolving demands of our business and stakeholders.

In this role, you will not only dive into the details when necessary but also maintain a strategic outlook to steer the organization towards its long-term objectives. The successful candidate will bring a positive, energetic attitude and thrive in a dynamic, rapidly evolving environment.

Location: US based Axon hub sites (Atlanta, Boston, Denver, San Francisco, Scottsdale, Seattle, or Washington DC metro areas), 2 days per week in-office

What You’ll Do

1. SEC Reporting:
   • Lead the preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, proxy and other required filings.
   • Ensure timely and accurate financial disclosures in compliance with U.S. GAAP, SEC regulations, and SOX requirements.
   • Partner with internal and external auditors to manage the audit and review process, ensuring high-quality reporting standards.
   • Oversee the monitoring of relevant FASB projects and emerging SEC trends to ensure the company remains ahead of regulatory changes and industry developments.
   • Collaborate closely with Investor Relations and Legal to provide transparent and valuable information for external investors, ensuring communications are compliant with regulatory requirements while effectively supporting business decision-making.
2. Technical Accounting Policy:
   • Provide leadership and oversight on complex technical accounting issues, ensuring the company's accounting and reporting policies are in compliance.
   • Serve as the subject matter expert for the organization on technical accounting matters, providing guidance and training to the finance team and other stakeholders.
   • Lead and/or oversee the implementation of new accounting standards and assess their impact on the company’s financial statements.
3. ESG Reporting:
   • Partner with key functional leaders to lead the development and execution of Axon’s ESG reporting strategy, ensuring alignment with regulatory requirements and industry best practices.
   • Collaborate with cross-functional teams to gather and analyze ESG data, ensuring the integrity and transparency of global ESG-related disclosures.
   • Stay ahead of emerging trends in global ESG reporting.
4. Leadership and Transformation:
   • Drive transformation initiatives to streamline and optimize the financial reporting process, leveraging technology and best practices.
   • Build and mentor a high-performing team, fostering a culture of continuous improvement, innovation, and accountability.
   • Collaborate with executive leadership to align financial reporting strategies with the company’s overall business objectives.
   • Work closely with cross-functional teams to drive process improvements and build scalability across financial reporting, strategic investments due diligence and integration initiatives.
   • Provide insights and recommendations to key senior stakeholders based on analysis of financial data, trends, and regulatory changes.
5. Stock Compensation Administration:
   • Oversee the administration and accounting for stock compensation plans, ensuring compliance with relevant regulations and accurate financial reporting.
   • Collaborate with HR and provide strategic input on stock compensation programs, aligning them with the company's overall compensation philosophy and business goals.

What You Bring

• Bachelor’s degree in Accounting, Finance, or related field; CPA required, MBA or other advanced degree preferred.
• 17+ years of relevant experience, including a mix of Big 4 public accounting and industry experience within a large, complex, and fast-growth environment.
• Experience in a National Office or in capital markets/transaction support at a Big 4 firm is highly preferred.
• Preferred experience in M&A integration and managing global consolidations.
• Deep expertise in SEC reporting, U.S. GAAP, SOX compliance, and technical accounting in key areas such as revenue recognition, business combination and stock compensation, with a strong understanding of ESG reporting frameworks.
• Proven track record of leading transformation initiatives in financial reporting and accounting functions.
• Strong track record of collaborating with cross-functional teams to drive process improvement and build scalability.
• Strong leadership and people management skills, with a focus on developing talent and driving high performance.
• Exceptional communication skills and strong business acumen, with the ability to translate complex accounting concepts into plain English for senior leadership and cross-functional teams.
• Strategic thinker with the ability to anticipate challenges, proactively develop solutions, and bring best practices to the organization.

Benefits that Benefit You

• Competitive salary and 401k with employer match
• Discretionary paid time off
• Paid parental leave for all
• Medical, Dental, Vision plans
• Fitness Programs
• Emotional & Mental Wellness support
• Learning & Development programs
• And yes, we have snacks in our offices

Benefits listed herein may vary depending on the nature of your employment and the location where you work.

The Pay: Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The starting base pay for this role is between USD 216,000 in the lowest geographic market and USD 324,000 in the highest geographic market. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit J-18808-Ljbffr

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• Job Identification 4339
  
• Posting Date 11/09/2025, 06:05 AM
  
• Locations 53 State Street, 17th Floor, Boston, MA, 02109, US 9 Executive Park Drive, Ste 100, Merrimack, NH, 03054, US 555 Long Wharf Dr, 8th Floor, New Haven, CT, 06511, US 185 Asylum St, 25th Floor, Hartford, CT, 06103, US 35 Mason St, Ste 1D, Greenwich, CT, 06830, US One Citizens Plaza, FL 9, Providence, RI, 02903, US (Hybrid)
  
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section
  
• Base Range $140,000 - $210,000
  

Our Private Client Services practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of multi‑generation family clients that make use of some of the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our PCS clients maintain their own multi‑employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law firms, both locally and nationally. It is our goal to develop strong and long lasting relationships with our clients, as a trusted advisor.

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• Regarded as a Subject Matter Expert within business unit and shares knowledge
  
• Make recommendations on internal department procedures
  
• Recognize business opportunities for our clients and for CBIZ
  
• Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  
• Manage staff on engagement deliverables (such as financial statements, tax returns, workpapers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
  
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
  
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
  
• Understand client’s Qualified Plan needs (as applicable)
  
• Supervise, train and mentor staff; listen and communicate effectively
  
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
  
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
  
• Additional responsibilities as assigned
  

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• Bachelor's degree required
  
• 8 years experience in public accounting or related field
  
• 5 years supervisory
  
• Must have active CPA or equivalent certification
  
• Ability to manage all aspects of client engagements
  
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  
• Proficient use of applicable technology
  
• Must be able to travel based on business needs
  

#LI-DE1 #LI-Hybrid

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844‑558‑1414 (toll free) or send an email to

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

About the role As an Inland Marine Underwriter on the GRS Inland Marine team, you will underwrite a diversified book of inland marine with a focus on Builder’s Risk and Construction Property. You’ll partner with agents, brokers, risk engineers and claims to evaluate complex, high-value placements (e.g., contractors’ equipment, builders’ risk, and other construction property risks). Using analytics and underwriting judgment, you’ll price risk, set terms and conditions, negotiate deals, and manage account performance to maximize profitability and achieve strategic growth.

• Manage a portfolio of inland marine accounts, with emphasis on Builder’s Risk, including project-based policies (single project and Master Builder’s Risk programs.
• Analyze construction schedules, project values, contract types (GC/CM, Design-Build, EPC), contractor/subcontractor quality, site conditions, testing & commissioning exposures, soft-costs and delay-in-start-up exposures to develop appropriate pricing and terms.
• Underwrite a full range of inland marine products (e.g. builders’ risk, contractors’ equipment, installation/erection and tailor coverage forms, limits, sublimits, and endorsements to client needs.
• Partner with risk engineers to identify loss drivers and actionable loss-control recommendations (security, temporary protections, hot-work controls, commissioning protocols) and incorporate these into bind conditions.
• Use data, analytics and field intelligence to set premiums, monitor portfolio profitability, and identify cross-sell and diversification opportunities
• Maintain clear, responsive relationships with brokers and agents; present proposals, obtain approvals and close business
• Document underwriting rationale and comply with underwriting guidelines, authority limits and governance processes.

• 5 + years of relevant experience
• Experience with Inland Marine or multi-line insurance products
• A desire to interact with brokers, agents and Liberty customers

• Analytical, problem-solving capabilities
• Strong territory management skills
• Excellent communication skills
• The ability to develop a marketing plan to travel and meet regularly with key business contacts both internal and external
• An aptitude for building rewarding relationships with agents and brokers, peer underwriters and underwriting assistant

• Command of insurance finance and actuarial concepts
• Thorough knowledge of commercial insurance products, underwriting, risk selection, pricing and marketplaces, as well as regulatory issues in relevant territories
• Understanding of contract language, including regulatory and policy differences among applicable states
• Familiarity with continuous improvement processes and tools

• A bachelor’s degree in a related field

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, RESTRICTION, DISABILITY, VETERANS’ STATUS, PREGNANCY, GENETIC INFORMATION OR ON ANY BASIS PROHIBITED BY FEDERAL, STATE OR LOCAL LAW.

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

The Director of Financial Planning & Analysis (FP&A) plays a key leadership role in Noble’s Finance organization, responsible for developing and managing the company’s budgeting, forecasting, and strategic financial planning processes. Reporting to the Chief Financial Officer, the Director leads Noble’s FP&A function to provide insightful financial analysis and decision support to executive leadership, helping drive growth, profitability, and efficiency.

This role manages one FP&A Manager and partners closely with the CFO, Corporate Controller, and business unit leaders across the Company’s Sales, Capture/Strategy, Business Development, Operations, Fulfillment, and Program Management functions to enhance visibility into performance and inform data‑driven decisions.

Reasonable Accommodations Statement: In order to perform this job successfully, an individual must be able to perform the essential duties outlined below. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform these essential functions.

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• Lead the annual operating plan, long‑range plan, and quarterly forecast processes across business units.
  
• Consolidate departmental inputs and produce accurate, actionable forecasts.
  
• Analyze performance versus budget and provide clear recommendations to leadership.
  

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• Prepare monthly and quarterly management reporting packages with key performance indicators (KPIs), variance analysis, and trend insights.
  
• Develop and maintain financial models to support scenario planning, capital allocation, and margin optimization.
  
• Support reporting and presentations for the Board of Managers and external stakeholders.
  

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• Collaborate with Sales, Capture/Strategy, Operations, Fulfillment, and Program Management to align financial forecasts with operational realities.
  
• Serve as a key advisor to the Controller and CFO on profitability improvement and working‑capital strategies.
  
• Support pricing and profitability analysis for government contracts and bids, ensuring compliance with DCAA and related standards as required.
  

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• Manage, coach, and develop the FP&A Manager to ensure analytical excellence and career growth.
  
• Lead continuous improvement initiatives for financial planning systems, tools, and processes.Enhance automation and data accuracy in reporting systems (e.g., Tableau, Netsuite, Power BI, Adaptive Insights, or equivalent).
  

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• Exceptional analytical and financial modeling skills; advanced proficiency in Excel.
  
• Strong communication and presentation abilities with both financial and non‑financial audiences.
  
• Demonstrated leadership ability to guide and develop a small, high‑performing team.
  
• Strategic mindset with attention to detail and execution discipline.
  
• Proficiency in FP&A and BI tools such as Tableau, Adaptive Insights, Power BI, or Hyperion.
  
• In‑depth understanding of GAAP, forecasting, and P&L analysis.
  
• Knowledge of Netsuite (Oracle) preferred.
  

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• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA preferred.
  
• Minimum of 8 years of progressive financial experience, with at least 3 years in a leadership role overseeing FP&A.
  
• Experience within distribution, manufacturing, or government contracting environments strongly preferred.
  
• Proven ability to partner with executive teams and translate business results into actionable insights.
  

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• Work Arrangement: Hybrid — combination of remote work and regular presence at Noble’s Boston, MA corporate office.
  
• Travel: Limited, typically quarterly, to support business unit reviews or leadership meetings.
  
• Physical Requirements: Prolonged periods of sitting and computer work; must be able to communicate effectively in virtual and in‑person settings.
  

Noble provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other protected category in accordance with applicable federal, state, and local laws. Noble complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Our client is a premier private equity firm with a portfolio of high-growth companies across various sectors, including technology, healthcare, and consumer goods. Their mission is to deliver superior financial returns by identifying and investing in disruptive businesses and providing strategic guidance to accelerate their growth. With a commitment to innovation and client-centric service, they have established themselves as a trusted partner in the financial services market.

Our client is seeking a visionary and results-driven Interim Chief Financial Officer to lead all financial functions as part of a Contingent Workforce Solution. This pivotal contingent role is focused on managing all aspects of the firm's financial operations, including strategic financial planning, capital allocation, and investor relations during a period of transition. You will be responsible for defining and executing a comprehensive financial strategy to accelerate profitability and ensure a smooth leadership handoff.

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. This is a temp-to-perm opportunity for the right candidate.

• Develop and execute a comprehensive financial strategy to achieve ambitious growth targets and expand market leadership.
• Lead and mentor the finance team, fostering a culture of accountability and high performance.
• Drive the entire financial cycle, from due diligence and portfolio management to investor relations and financial reporting.
• Identify new investment 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 financial effectiveness.
• Act as a key external representative, engaging with top-tier clients and industry leaders to strengthen brand presence and close key deals.

• 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.

We are seeking an Interim Chief Financial Officer with extensive experience in the private equity, financial services, or investment 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.

This is your chance to play a key role in a company that is at the forefront of the financial services 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.

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.