Banking and Financial Services Jobs in Milton Massachusetts

The Position:

A top AM law firm is seeking a talented associate with three to seven years of experience to join its internationally recognized Banking & Finance practice based in Boston.

This practice represents both lenders and borrowers in a broad range of sophisticated domestic and cross-border debt financings. Matters include private credit transactions, receivables financings, structured credit, distressed financings, syndicated credit facilities, and growth capital financings. Associates work on complex, market-leading transactions within a collaborative, fast-paced environment and play a meaningful role in client-facing deal teams.

About the Practice:

The team is known for its innovative approach and deep industry knowledge. The firm offers top-tier training and mentoring programs, retreats and academies, and structured shadowing opportunities. Associates are encouraged to build meaningful peer and mentor relationships while contributing to innovative, high-impact work in a dynamic environment Attorneys are fully integrated into deal teams and benefit from hands-on responsibility, close mentorship, and access to cutting-edge matters across a wide spectrum of financing structures.

Qualifications

• Three to seven years of relevant law firm experience in banking and finance
• Experience representing lenders and/or borrowers in debt financings
• Strong drafting, analytical, and negotiation skills
• Highly motivated with superior client service skills
• Massachusetts bar required

How to apply:

Thank you for your interest in the role. To complete an application and submit your resume, please click "apply now."

Credit Investment Associate / Analyst

• Conduct in-depth credit research and financial analysis across companies, industries, and capital structures.
• Build and maintain detailed financial models to support underwriting, valuation, and investment decisions.
• Support deal execution, including structuring terms, drafting investment materials, and coordinating diligence.
• Monitor portfolio performance, identify emerging risks, and evaluate follow-on or cross-sell opportunities.
• Collaborate with management teams, advisors, and internal stakeholders throughout the investment process.

Requirements:

• 2+ years of experience in credit investing, private credit, special situations, or restructuring.
• Strong financial modeling, analytical, and presentation skills.
• Entrepreneurial, resourceful, and comfortable working in lean, collaborative teams.

The Opportunity

Join our team as an Enterprise Architect in an industry leading EA function that creates alignment between technology and business strategy. You will have an opportunity to guide the process of planning and designing capabilities to maximize the value of IT and enable the company to make high impact, long-term decisions supporting the Corporate Technology Organization in Investment Management(Portfolio Management, Derivatives, Credit & Market Risk functions). This will be accomplished through architecture strategies, blueprints and road maps that standardize technology stacks which create engineering speed and agility through the innovative use of data science, data analytics, cloud and API's. The EA will work with a team that embrace diversity in all of its forms, respect and have fun.

The Team

The MassMutual Enterprise Architecture team in the Enterprise Technology and Experience organization is seeking an outstanding Enterprise Architect (Application) to join our team. Enterprise Architecture is composed of Business, Application, Technology & Design and Security architecture domains. Joining this team will give the Application EA a unique perspective and opportunity to partner with best-in-class architects on enterprise wide technology initiatives.

The Impact:

This role will work with Corporate Technology Finance & Investment Management line of business delivery teams, engineers, application operations, product managers, and enterprise stakeholders to help deliver innovative, data-driven systems aimed at transforming the insurance industry. As part of the application architecture team, incumbents may be responsible for any of the following:

• Technical evaluations and benchmarking of core application platforms, frameworks and technologies
• Specification and publication of standards around application design and software engineering best practices
• Thought leadership and active participation in conferences and research with strategic partners and academic institutions
• Partner with senior leaders to develop and maintain the Technology strategies & roadmap
• Partner with business executives and senior architects to identify data and process issues, then provide solution options and recommends options
• Provide recommendations on system options, risks, cost/benefit analysis, and impact on cross-domain systems, business strategy, goals and processes
• Engage in SA problem solving, snapshots and full architecture documents
• Actively publish deliverables, and utilizes multi-media to educate and engage with federated solution architecture community members
• Collaborate with extended enterprise architecture, business, and IT support teams to communicate architecture strategies, standards, and direction
• Stay abreast of emerging technologies

The Minimum Qualifications

• Bachelors degree in Computer Science, Engineering or related Technical degree
• 8+ years of related IT Solutions Architecture or Technical Lead experience

The Ideal Qualifications

• 10+ years of related IT Architecture or IT consulting experience
• 5 years of Investment Management and/or Finance experience
• Emerging Technologies in Investment Management including AI/ML
• Experience with IM Platforms: Eagle, Aladdin, Calypso, Murex or similar
• Experience in data management platform design and integrations, ABOR/IBOR data layer, data modeling for IM domain, data framework adoption, mastering solution design.
• Excellent communication, presentation, influencing and reasoning skills
• A team-focused mentality with proven ability to work effectively with diverse stakeholders
• Strong interpersonal skills, with an emphasis on the ability to effectively influence others, collaborate and partner.
• Understanding of the impact of IT on business results
• Demonstrated experience using Architecture Methodology (TOGAF, Archimate)
• Strong decision-making capabilities, with a proven ability to weigh the relative costs and benefits of potential actions and identify the most appropriate one
• Experience in Public Cloud platforms (preferably AWS), solution design and development using Cloud-native services, and understanding of cost rationalization.
• AWS/Azure Cloud Certification
• Strong experience in Architecture and Design patterns
• Developed acumen in Domain Driven Design
• Strong experience with event streaming design and implementation using Kafka, along with web service protocols and patterns like SOAP, REST, JSON, XML/XSDs.
• Experience with REST API for data interchange and API-driven systems integration decoupling digital and backend systems.
• Track record of designing architectural reference material

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Enterprise Architecture team
• Focused one-on-one meetings with your manager
• Access to mentorship opportunities
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical nosiness with industry leading pay and benefits

#LI-RK1

The Core Tax Services Senior Manager /Senior Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager /Senior Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager /Senior Director will be a critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner.

Tax Compliance

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).

o Manages engagements to achieve engagement management metrics

o Responsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc)

Research

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports

the analysis.

o Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process

o Technical reviewers of WTAs in an area of expertise, as applicable to role

Tax Consulting

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.

o Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the Firm

o Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution

Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

o Has expert knowledge of application of standards

o Recognized as industry expert in specialized field of taxation

o Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.

o Depending on specific role, may be required to present complex strategies to clients and prospective clients

Other duties as required

Supervisory Responsibilities:

• Ability to supervise associates, senior associates and managers, as the situation dictates

• Reviews work prepared by associates and senior associates and provide review comments

• Acts as a Career Advisor to associates, senior associates and managers

• Schedules and manages workload of associates, senior associates and managers

• Provides verbal and written performance feedback to associates, senior associates and managers

Essential Duties/Functions

*Qualifications

Education:

- Bachelors degree in Accounting or other relevant field required

- Masters degree in Accounting beneficial, masters degree in taxation preferred

Experience:

- Eight (8) or more years of prior experience

- Industry expertise in one or more tax specialty

- Prior supervisory experience required

License/Certifications:

- CPA certification preferred

- Possession of other professional degrees or certifications applicable to role beneficial

Software:

- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat

- Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers

Other Knowledge, Skills & Abilities:

- Superior verbal and written communication skills

- Ability to effectively delegate work as needed

- Strong analytical, research and critical thinking skills as well as decision-making skills

- Capacity to work well in a team environment

- Capable of developing and managing a team of tax professionals

- Ability to compose written tax advice

- Capable of effectively developing and maintaining client relationships

- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

IDEAL CANDIDATE

Ideal candidates will have experience at Big 4, McGladrey or Grant Thornton

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc

We are a rare disease therapeutics company leading with science to make life‑changing therapeutics available to patients with significant unmet needs. We involve key thought leaders, physicians, patients, care partners, and advocacy groups in all of our clinical and regulatory development strategies.

With a keen understanding that drug development often requires creative solutions, we have the insight and expertise to forge new pathways to success that others have missed. By following the data without bias, our transparent narratives and common‑sense perspective have successfully overcome complex development challenges to make much‑needed therapies available to patients.

Nimble and dauntless, we push boundaries beyond what is thought to be possible and advance new therapies that have the potential to bring meaningful improvement to patients’ lives.

The Vice President, Controller is a key member of the finance leadership team responsible for overseeing the company’s global accounting operations, supporting financial reporting, and maintaining the effectiveness of the internal control environment.

This role ensures the integrity of financial information, compliance with U.S. GAAP and applicable regulatory requirements, and supports strategic decision‑making. The VP, Controller is instrumental in driving operational excellence, automation, and scalability within the finance function.

• 
  
• Lead the accounting function, including general ledger, revenue recognition, accounts payable/receivable, payroll, fixed assets and consolidations.
  
• Ensure timely and accurate monthly, quarterly, and year‑end financial close processes and reporting.
  
• Support the preparation of internal and external financial statements in compliance with GAAP, DK GAAP and SEC regulations, as applicable.
  
• Support a strong internal control environment by maintaining and enhancing internal control over financial reporting (ICOFR) over general ledger activities.
  
• Provide financial analysis and insights that support strategic business decisions.
  
• Coordinate with external auditors for the annual audit and manage related inquiries and deliverables.
  
• Assist in the development of technical accounting guidance and in the implementation of new standards.
  
• Lead and develop a high‑performing accounting team; promote continuous learning, cross‑training and career development.
  
• Evaluate and implement systems and process improvements to streamline operations, enhance reporting capabilities and promote efficient cross‑functional collaboration.
  
• Collaborate with FP&A, tax, treasury, legal, and business unit leaders to ensure alignment and effective communication of financial data.
  
• Support M&A due diligence and integration efforts as needed.
  

• 
  
• Bachelor’s degree in Accounting, Finance, or related field required.
  
• 10+ years of progressive experience in accounting and financial leadership roles within the biopharma industry.
  
• Public accounting experience (Big 4 or large regional firm) combined with corporate accounting experience within a public biopharma company preferred.
  
• Solid understanding of U.S. GAAP, DK GAAP (or IFRS), COSO internal control framework, and financial reporting.
  
• Strong leadership, team development, and communication skills.
  
• Experience with ERP systems (e.g., MS Dynamics Business Central, Oracle NetSuite, or similar) and other report writer and/or FP&A software a plus.
  
• Ability to lead change, manage complexity, and drive process improvements in a dynamic environment.
  
• Monthly travel may be required (up to 20%).
  

Zevra is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

Zevra does not accept unsolicited resumes from agencies or search firms. Recruiters are requested not to contact employees or hiring managers. All candidate submissions must be coordinated through our Human Resources team and require a prior written agreement. Any resumes sent without such an agreement will not create any implied obligation.

Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings.

We manage approximately $68bn for a client base that includes many of the world’s most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO’s Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate.

GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results.

Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO.

Working with the Developed Fixed Income team, in partnership with Asset Allocation, the Developed Fixed Income Rates Strategist will generate and represent investment ideas in the bond markets. They will work closely with researchers and portfolio managers within the teams and take primary ownership of duration positioning for existing and new portfolios. This role will report to the Head of Developed Fixed Income, but work very closely with Portfolio Managers in Asset Allocation. The role is Boston based with a hybrid schedule (minimum of three days in the office).

• 
  
• Generate investment ideas and opinions in the bond markets – specifically focused on the government or risk‑free parts of the market throughout the developed space (US, UK, Japan and Europe).
  
• Generate creative relative value trade ideas in the interest rate space that could be used in Developed Fixed Income or Asset Allocation portfolios.
  
• Develop an investment thesis on duration and curve positioning for existing Developed Fixed Income portfolios, as well as any new portfolios.
  
• Stay up to date on interest rate and currency markets, highlight noteworthy changes to the Fixed Income Quant team, as well as Asset Allocation.
  
• Leverage a fundamental framework while considering quantitative inputs to develop fundamental views to complement and improve our existing interest rate models.
  
• Research and propose duration positioning within all developed markets (both US and overseas) within Asset Allocation Fixed Income portfolios.
  
  • 
    
  • Understand the objectives, constraints and positioning for each of the Asset Allocation strategies.
    
  • Partner with Asset Allocation to determine duration and key rate targets.
    
  • Translate model output into positioning and trades.
    
  • Ensure proper positioning and risk targets.
    
  • Provide detailed performance and attribution reporting.
    
  
  
  
• Act as an effective sounding board, engage in intellectual debate with Asset Allocation to result in the best outcome for the portfolios.
  
• Partner with the Fixed Income Quant Research team to think critically about model output:
  
  • 
    
  • Evaluate and assess any hidden risks that would make the model vulnerable in the market environment.
    
  • Consider and propose what research or enhancements would be most helpful for the portfolios.
    
  • Evaluate if the portfolio construction process provides the right balance of risk contribution.
    
  
  
  
• Communicate effectively across Developed Fixed Income and Asset Allocation.
  

• 
  
• 8+ years of industry experience, including relevant Fixed Income investment experience.
  
• The individual should be a self-starter with a demonstrated passion for investing.
  
• A strong understanding of financial markets, and an understanding of Fixed Income analytics is required.
  
• The individual should have the ability to both generate and effectively communicate portfolio ideas through effective spoken communication, across both Developed Fixed Income and Asset allocation, as well as with other investment teams.
  
• Demonstrated experience generating and implementing high conviction investment ideas in G10 rates and FX.
  
• Deep understanding of individual risk factors—including duration, curve, and liquidity risks—with a demonstrated ability to identify, quantify, and mitigate exposures through both analytical tools and market intuition.
  
• Extensive knowledge of G10 sovereign bond markets, macroeconomic drivers, and their impact to underlying investment strategies.
  
• Expertise in the technical structure and market dynamics of FX and interest rate related securities, including forwards, futures, swaps, options, and sovereign bonds. Experience with inflation linked products a plus. Trading experience a plus.
  
• Effective oral and written communicator with the ability to work closely with Portfolio Management, Research, and Trading to integrate views and refine strategies across fund vehicles.
  
• Ability to work in a collaborative, intellectually rigorous environment.
  
• Experience with Python, Matlab, or related programming languages a plus.
  

$150,000 - $175,000 a year

This is a reasonable, good faith estimate of the current salary range for this role. GMO’s salary range accounts for a wide array of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs.

In addition, this position is eligible for a discretionary annual bonus award, which award may be determined by individual, team, department and firm performance, and is subject to the terms of GMO’s compensation plan. This position is also benefits eligible. GMO’s comprehensive benefits program includes medical insurance, dental insurance, life insurance, long‑term disability coverage, a 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.

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• Medical insurance, dental insurance, life insurance, long‑term disability coverage, 401(k)/profit‑sharing retirement plan, open paid time off, leaves of absences, dependent care resources, tuition reimbursement, charitable gifts matching, flexible spending accounts, and commuter benefits.
  

GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

Specialty/Competency: Deals Tax
Industry/Sector: Not Applicable
Time Type: Full time
Travel Requirements: Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in mergers and acquisition tax at PwC will focus on providing tax advice and guidance during mergers, acquisitions, and other business transactions. Your work will involve analysing the tax implications of such transactions, developing tax structures, and assisting clients in navigating complex tax regulations to optimise tax outcomes.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• 
  
• Lead in line with our values and brand.
  
• Develop new ideas, solutions, and structures; drive thought leadership.
  
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  
• Balance long-term, short-term, detail-oriented, and big picture thinking.
  
• Make strategic choices and drive change by addressing system-level enablers.
  
• Promote technological advances, creating an environment where people and technology thrive together.
  
• Identify gaps in the market and convert opportunities to success for the Firm.
  
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
  

As part of the Federal M&A team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Director, you are responsible for setting the strategic direction and leading business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. This role is crucial in driving business growth, shaping client engagements, and mentoring the future leaders.

• 
  
• Define and communicate the strategic vision for the Federal M&A team.
  
• Drive business growth through innovative tax advisory services.
  
• Oversee multiple projects maintaining client satisfaction and quality.
  
• Build and maintain executive-level client relationships.
  
• Mentor and develop the future leaders of tax.
  
• Utilise technology to enhance tax processes and efficiencies.
  
• Maintain PwC's reputation for quality, integrity, and inclusivity.
  
• Collaborate with other PwC teams to deliver integrated solutions.
  

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• Bachelor's Degree in Accounting.
  
• 6 years of experience.
  
• A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study considered in lieu of a Bachelor's Degree in Accounting.
  
• CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
  

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• Juris Doctorate preferred.
  
• Proficiency in tax consulting and planning.
  
• Proficiency in transaction structuring for tax issues.
  
• Proven skills in financial modelling.
  
• Experience in leading tax technical teams.
  
• Proven record in generating new business.
  
• Utilising automation and digitisation in tax services.
  
• Evaluating and negotiating contracts.
  
• Working with large, complex data sets.
  

Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: J-18808-Ljbffr

Department: Program

Reports To: Vice President & Chief Program Officer

FLSA Classification: Exempt

FTE: 1

Supervises: None

Hybrid Schedule (subject to change): 2 days per week in office preferred, with flexibility as needed.

Position Budgeted: $100,000.00 - $110,000.00

The Boston Foundation is seeking to strengthen its impact investment program and expand its use of impact investing as a powerful tool for driving positive impact in Greater Boston. This is a cross-functional role, reporting to the Vice President & Chief Program Officer and working in close collaboration with the Senior Director, Impact Investing and the Chief Financial Officer.

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• Investment Research & Analysis
  
• Support Due Diligence on Mission First Pool (MFP) opportunities;
  
• Support sector level (CDFI and Impact Funds) research;
  
• Assist Philanthropy Group with ad hoc requests from DAF holders to act as thought partners and research specific impact investment opportunities; and
  
• Reporting and Presentations
  
• Track impact measurement metrics;
  
• Collect and organize data for required reporting for the Recoverable Grants program, Business Equity Fund, Catalyst Pool and the Mission First Pool; and
  
• Support the Impact Investments Team in creation of presentations.
  
• Field Building
  
• Support the Philanthropy Group in meetings with DAF holders to discuss co-investment opportunities and act as a thought partner; and
  
• Participate as a TBF speaker and panelist to expand the field of impact investing and the TBF brand.
  

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• Individuals assigned to this position may perform other duties as assigned
  

• 
  
• Bachelor’s degree or equivalent experience; and
  
• 2-3 years relevant work experience in consulting or professional financial services.
  
• Demonstrated experience analyzing business models;
  
• Proficiency in financial modeling to support debt and equity investment analysis;
  
• Proficiency creating presentations;
  
• Excellent written and oral communication skills;
  
• Experience with legal concepts associated with private investing;
  
• Familiarity with affordable housing trends and investment considerations;
  
• Familiarity with CDFIs and other intermediaries such as Impact Investing Funds;
  
• Understanding of and commitment to the Foundation’s mission;
  
• Demonstrated interest and analytical skills used to learn about impact investing broadly and be part of building this powerful tool with The Boston Foundation;
  
• Demonstrated ability to organize and coordinate simultaneous, sometimes competing tasks; and
  
• Willing/able to support colleagues in a wide range of activities to further TBF’s vision to advance equity in Greater Boston.
  

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• Ability to work for long periods of time at a workstation.
  
• Ability to use a computer monitor and keyboard for long periods of time
  
• Ability to work onsite and remotely, as required
  

The content is intended to describe the general nature and level of work being performed by persons assigned to this job. It is not intended to constitute an exhaustive list of all responsibilities and duties required.

External and internal applicants, as well as position incumbents, who are or become disabled as defined under the Americans with Disabilities Act or applicable state law, must be able to perform the essential functions of the job (including those listed above) either with or without reasonable accommodation. Reasonable accommodation, if any, will be determined by management in consultation with the employee on a case-by-case basis.

This job description is intended to be general and may be revised from time to time. At management’s discretion, the employee may be assigned different or additional duties from time to time.

JVS is a non-profit, non-sectarian agency. Our mission is to empower individuals from diverse communities to find employment, build careers, and partner with employers to hire, develop, and retain productive workforces.

JVS provides a broad range of services, including adult education, skills training, job readiness training, job placement and support, and access to post-secondary education. JVS assists employers in their search for well-qualified job applicants and their initiatives to upgrade the skills of their incumbent workforce.

As the Vice President of Disability and Refugee Services, reporting to the Senior Vice President, you will play a pivotal role in overseeing and managing the various functional areas of both departments. Your responsibilities will include ensuring high-quality services are delivered effectively to individuals with disabilities, refugees and other immigrants coordinating and collaborating with other departments and external stakeholders.

• 
  
• Workforce Development Management:
  
• In collaboration with the Senior Vice President, evaluate the workforce requirements of employers and clients to determine program needs.
  
• Develop and implement education and training programs to help clients pursue desired careers.
  
• Ensure effective communication with program partners, staff, and community members to lead project goals and deliverables.
  
• Develop and execute plans to improve the quality and availability of JVS services for people with intellectual and physical disabilities, refugees, and individuals referred by the Department of Transitional Assistance (DTA).
  
• Assist programmatic team leaders in assessing and evaluating individuals for Disability and Refugee Service Programs to determine their needs and eligibility for services.
  
• Collaborate externally and internally to forge meaningful partnerships with community organizations and government agencies to provide comprehensive and compassionate services that empower individuals with disabilities and refugees to thrive and succeed.
  
• Disability & Refugee Services Program Oversight:
  
• Oversee all Employment Programs in Disability Services & Refugee Services
  
• Empowering both areas of focus is one of the most impactful ways to help with our mission and values.
  
• Ensure that these services are implemented and delivered with excellence.
  
• Assist senior leaders in effectively managing programs, partnerships, and deliverables, including communication with staff, partners, and the community.
  
• Enhance the visibility of programs both internally and externally.
  
• Team Management and Development:
  
• Offer leadership, coaching, mentoring, and support to staff and program directors within the Disability and Refugee Services department.
  
• Cultivate a culture at JVS that values collaboration, innovation, diversity, equity, and inclusion.
  
• Recognize and support the career development of the entire team and each team member individually.
  
• Reporting and Performance Tracking:
  
• Create and maintain a system to monitor and measure performance results.
  
• Deliver monthly, quarterly, and annual reports on program performance.
  
• Provide accurate and timely financial reporting.
  
• Strategic Planning and Collaboration:
  
• Participate in strategic planning activities that help align program goals with the organizational objectives.
  
• Collaborate cross-functionally to develop agency-wide standards for divisional engagement.
  
• Leverage employer relationships better to serve JVS clients, staff, and the organization.
  
• Responsibilities and duties may be adjusted or expanded in response to changing business priorities and organizational needs.
  

• 
  
• Bachelor's degree in a relevant field (such as social work, public administration, or workforce development) or equivalent experience. Master’s degree is preferred.
  
• A minimum of 7 years of experience in leadership roles focusing on disability and refugee services is preferred.
  
• Strong knowledge of disability and refugee policies, regulations, and best practices.
  
• Demonstrated experience in program development, implementation, and evaluation.
  
• Excellent communication, interpersonal, and leadership skills.
  
• Proven ability to build and maintain effective relationships with diverse stakeholders with staff and clients from diverse cultural, socio-economic, ethnic, and educational backgrounds.
  
• Strong analytical and problem-solving abilities.
  
• Ability to manage and support multiple priorities and ensure deadlines in a fast-paced environment.
  

• 
  
• Business Acumen: Strong business acumen and industry knowledge, including trends, best practices, and emerging technologies.
  
• Communication Proficiency: Excellent communication skills, convey complex ideas clearly and concisely, build relationships with stakeholders, and represent the organization effectively in public.
  
• Donor/Funder Relationship Building: Prove n ability to develop and maintain relationships with donors and funders, including experience with grant writing, reporting, and stewardship.
  
• Ethical Conduct: Demonstrated commitment to ethical conduct and integrity, including adherence to organizational policies and procedures and compliance with legal and regulatory requirements.
  
• Leadership: Proven leadership skills, leading and inspiring teams to achieve organizational goals and providing direction and support as needed.
  
• Problem Solving/Analysis: Excellent problem-solving skills, able to define issues, gather data, and push the team to come up with practical solutions—the ability to make difficult decisions when necessary and have the confidence to move the team forward.
  
• Personal Effectiveness/Credibility: Demonstrated personal effectiveness and credibility, including the ability to build trust, maintain confidentiality, and handle sensitive issues with tact and diplomacy.
  
• Presentation Skills: Strong presentation skills, presenting complex information compellingly and engagingly to diverse audiences.
  
• Strategic Thinking: Ability to think strategically and develop innovative solutions to complex problems using data-driven insights and creative thinking.
  
• Technical Capacity: Having a strong technical background and knowledge of relevant tools and systems is essential for effective program delivery and management.
  

$120 - $125 a year

Compensation Commensurate with Experience

JVS is strongly committed to diversity and a workplace environment that respects, appreciates, and values employee differences and similarities. By providing and supporting a work culture that fosters and builds upon diversity and its strengths, JVS will better serve our local communities and continue to deliver quality services.

JVS is an employment-at-will organization and an equal opportunity employer committed to maintaining a work and learning environment free from discrimination based on sex, race, color, religion, national origin, pregnancy, gender identity, sexual orientation, marital/civil union status, ancestry, place of birth, age, citizenship status, veteran status, political affiliation, genetic information or disability, as defined and required by state and federal laws.

MHP is a seasoned public, nonprofit organization with 70+ employees established by state legislation in 1990 and whose board is appointed by the governor. MHP finances affordable rental housing, provides mortgage financing for first‑time home buyers through banks and credit unions, provides technical assistance for housing and neighborhood development, and is a major contributor to state housing policy. MHP has delivered financing or technical assistance in nearly every city and town in Massachusetts, including financing for more than 33,500 affordable rental housing units and more than 25,700 affordable homes for low‑income first‑time buyers. MHP has $1.2 billion in assets currently under management and has delivered $6.5 billion in below‑market financing either directly or through participating banks.

Location: Boston, Massachusetts (Hybrid)

Reports to: Executive Director

Direct Reports: Director of Finance, Human Resources Director, Director of Engagement & Inclusion, Director of IT, Treasury Manager, and F&A Executive Assistant

The Chief Financial and Operating Officer (CFOO) will succeed a long‑tenured, well‑respected leader and will inherit an exceptional team of committed and experienced staff. The CFOO will join MHP’s five‑member Steering Committee (senior management team) and will ensure that MHP has the infrastructure and systems in place to achieve its mission effectively, be financially and operationally sustainable, and mitigate risk.

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• Oversee short‑ and long‑term budget planning, forecasting, and resource management in alignment with MHP’s mission and strategic plan; identify opportunities to increase net income, unrestricted net assets, and to secure program funding where appropriate and as opportunities arise.
  
• Regularly undertake business modeling, planning and stress testing; and align resources to meet agreed upon organizational objectives.
  
• Regularly assess organizational performance against the annual budget and financial forecasts and make recommendations on financial strategy, staffing, and business goals.
  
• Provide strategic and people‑centered leadership by empowering and managing direct reports, aligning team goals with organizational priorities, delivering clear and data‑driven feedback, and fostering professional growth and succession readiness.
  
• Regularly update the board on financial performance, operational effectiveness, and staff engagement. Generate reports and develop tools to provide critical financial, operational, and staff information to the ED, Steering Committee, and board.
  
• Responsible for the Finance, Audit and HR & Compensation Committees of the board.
  
• Monitor financial performance and make recommendations to ensure MHP’s financial health. Oversee MHP’s annual budget, endeavor to maximize income, manage costs, and secure funding where appropriate and as opportunities arise.
  
• Ensure that MHP maintains current and accurate financial records, has sound documented internal controls, continuously improves its financial systems, and meets its debt service and other financial obligations on a timely basis and in accordance with loan agreements and other contractual agreements.
  
• Ensure that timely and accurate financial reporting is provided to the board, Executive Director, Steering Committee, and senior managers.
  
• Facilitate the selection and engagement of auditing firms by the Audit and Risk Management Committee and ensure that annual audits are timely completed in accordance with Generally Accepted Auditing Standards.
  
• Recommend investment policies for board approval and manage MHP’s relationship with its external investment advisor. Oversee cash flow and investments to ensure appropriate cash balances are maintained and investment returns are maximized consistent with policy.
  

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• Pursue continuous improvements in systems and practices that increase efficiency and improve the delivery of programs and services, including potential uses of artificial intelligence.
  
• Drive the effective use of IT across the organization by ensuring that employees at all levels are trained and supported in fully leveraging available tools and systems to enhance productivity, communication, and collaboration.
  
• Develop, implement and maintain a robust contract management system that supports contractual compliance, operational efficiency, and accurate invoicing. Ensure that all new contracts are aligned with MHP’s budget and internal policies.
  
• Ensure that MHP has adequate systems and procedures in place to maintain compliance with state and federal requirements, to properly manage organizational risk and to support effective program implementation.
  
• Strengthen decision‑making processes to ensure MHP takes well informed, calculated risks in all areas of operations.
  
• Oversee the leasing and management of MHP’s office space including the relationship of current and potential future space to hybrid office policies, leases, broker relationships, and make recommendations to the ED on lease options.
  
• Manage MHP’s corporate insurance, with support from an outside insurance advisor, to ensure that coverage is cost‑effective and adequately mitigates MHP’s risk.
  

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• Align staffing and HR planning with current priorities, new program demands, budgets, and future operational needs.
  
• Ensure that HR policies are equitable and benefits are competitive to foster retention of top talent.
  
• In collaboration with HR Director, oversee annual variable compensation recommendations, merit increases, salary adjustments, and promotions to the Executive Director, HR & Compensation Committee, and Board.
  
• Advise and support Director of Engagement and Inclusion in conducting periodic belonging surveys and in designing and implementing strategies to enhance staff engagement and cultivate a sense of belonging.
  

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• 10+ years of enterprise‑level experience managing finance and/or operations in a complex organization, with a preference for experience at a public or nonprofit organization.
  
• Extensive experience with financial management, budgeting, accounting and investment at a scale comparable to MHP.
  
• Experience reporting to a CEO and being part of a senior management team.
  
• Demonstrated and deep experience with direct management responsibility for staff across key functions, including finance, human resources, IT and operations with adjacency to some those functions in a senior management role considered.
  
• Strong working knowledge of technology and information systems with the ability to organize and prioritize work using knowledge of current and emerging office technology and business methods.
  
• Extensive cross‑departmental organizational leadership providing support in problem solving, resource management, outcome accountability, and program efficiencies.
  
• Ability to work effectively with external constituents including public officials, financial institutions, customers and vendors.
  

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• A history of success both as a hands‑on, multitasking individual performer and as a leader and supervisor of professional staff.
  
• Effectiveness in delegating responsibilities and holding staff accountable while fostering a team atmosphere and promoting individual employees’ development and advancement.
  
• A track record of professional integrity and strong motivation to be part of a mission‑driven organization.
  
• Commitment to the principles of equity and inclusion in the workplace and in affordable housing.
  
• An inclusive and people‑centered leadership style with the ability to attract, develop, inspire, and retain high‑performing staff in a multidisciplinary team.
  
• Proven ability to manage complexity, solve problems, anticipate disruption, and make tough decisions when necessary.
  
• An inquisitive management style that is unafraid to challenge assumptions.
  
• Skilled written and verbal communication skills, including presentation skills.
  
• Expertise in Excel and familiarity with the Office 365 suite including Outlook, Teams, Word, etc.
  
• Knowledge of Sage Intacct, Workday Adaptive, and Paylocity is a plus.
  
• Kind, empathetic, and grounded: bringing warmth, humility, and a sense of humor to the role.
  

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• Bachelor’s degree required, preference for a master’s degree in a related field (e.g., finance, accounting, public administration, business administration) or equivalent knowledge, skills, and experience.
  

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• Travel throughout Massachusetts will occasionally be expected.
  

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• The budgeted salary for this role is $230,000 to $250,000. Salary is just one component of MHP's total compensation package. Any final offer will be based on various factors including job‑related knowledge, skills, competencies, and experience.
  

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• MHP is an equal opportunity employer and is committed to creating an inclusive environment for all employees. MHP does not make hiring decisions based on age, race, gender, religion, disability, or any other characteristic protected by applicable law.
  

Candidates will be considered on a rolling basis. We urge your prompt consideration of this impactful leadership role.