Current jobs related to Strategic Financial Analyst - Boston, Massachusetts - The Million Dollar Solution

  • Strategic Business Analyst

    3 weeks ago

    Boston, Massachusetts, United States HexaQuEST Global, Inc. Full time

    Job Title: Strategic Business AnalystJob Summary:We are seeking a highly skilled Strategic Business Analyst to join our team at HexaQuEST Global, Inc. The ideal candidate will have a strong background in business analysis, project management, and IT management, with a proven track record of driving financial efficiency and strategic cost reduction within an...

  • Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States InsideHigherEd Full time

    Job Title: Finance and Administration AnalystInsideHigherEd is seeking a highly skilled Finance and Administration Analyst to join our team. As a key member of our Enrollment and Student Affairs department, you will be responsible for performing a variety of financial and administrative duties.Key Responsibilities:Provide oversight of financial functions and...

  • Strategic Project Analyst

    2 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Title: Senior Analyst, Project ManagementJob Summary:The Business Management & Strategy team at Fidelity Investments provides operational and strategic support across the Compliance, Risk & Business Operations (CRBO) functions and the broader Asset Management (AM) organization. We are seeking a highly skilled Senior Analyst, Project Management &...

  • Senior Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Grand Circle LLC Full time

    Job SummaryGrand Circle LLC is seeking a highly skilled Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) Team. The ideal candidate will possess a strong background in financial planning, forecasting, and analysis, with a proven ability to manage multiple projects and deliverables.The Senior Financial Analyst will play a pivotal role...

  • Senior Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Plymouth Rock Assurance Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Plymouth Rock Assurance. As a Senior Financial Analyst, you will play a critical role in supporting the company's strategic business planning and financial analysis. Your primary responsibilities will include generating various reports of revenue and spend, maintaining a...

  • Senior Financial Reporting Analyst

    4 weeks ago

    Boston, Massachusetts, United States Children's Hospital Boston Full time

    Senior Financial Reporting AnalystBoston Children's Hospital is seeking a highly skilled Senior Financial Reporting Analyst to join our Finance Department. As a key member of our team, you will be responsible for leading analytical support for long-term strategic programs, conducting complex analyses, and preparing detailed financial reports.Key...

  • Cybersecurity Business Analyst

    3 weeks ago

    Boston, Massachusetts, United States Eliassen Group Full time

    Cybersecurity Business AnalystWe are seeking a highly skilled Cybersecurity Business Analyst to join our team at Eliassen Group. As a Cybersecurity Business Analyst, you will play a critical role in helping our clients achieve their business objectives by analyzing and improving their existing business processes.Key Responsibilities:Engage with stakeholders...

  • Senior Financial Reporting Analyst

    3 weeks ago

    Boston, Massachusetts, United States Boston Children's Hospital Full time

    Senior Financial Reporting AnalystBoston Children's Hospital is seeking a highly skilled Senior Financial Reporting Analyst to join our Finance Department. As a key member of our team, you will be responsible for leading analytical support for long-term strategic programs, serving as a point person for assigned projects, and engaging with stakeholders to...

  • Senior Financial Reporting Analyst

    4 weeks ago

    Boston, Massachusetts, United States Children's Hospital Boston Full time

    Job Title: Senior Financial Reporting AnalystAt Boston Children's Hospital, we are committed to delivering exceptional patient care and advancing medical research. Our Finance Department plays a critical role in supporting these efforts, and we are seeking a highly skilled Senior Financial Reporting Analyst to join our team.Key Responsibilities:Lead...

  • Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States US Tech Solutions Full time

    Financial Analyst Role OverviewUS Tech Solutions is seeking a skilled Financial Analyst to join our team in Boston, MA. As a Financial Analyst, you will be responsible for supporting the month-end accounting process, preparing journal entries, balance sheet reconciliations, and financial reports. You will also analyze financial data, provide variance...

  • Strategic Project Analyst

    3 weeks ago

    Boston, Massachusetts, United States Fidelity Investments Full time

    Job OverviewThe Business Management & Strategy team at Fidelity Investments is seeking a highly skilled Senior Analyst, Project Management & Strategic Initiatives to assist in the execution of efforts related to strategic support and program management for key CRBO initiatives. This role is ideal for someone who thrives in a dynamic, unpredictable...

  • Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Brigham & Women's Hospital(BWH) Full time

    Job SummaryThe Financial Analyst will support the core finance function by providing financial analysis and project support. This role will work closely with the Finance Manager and Senior Grant Managers to understand and evaluate financial performance and issues facing Neurosurgery and Psychiatry.Key Responsibilities• Support the development of the...

  • Financial Manager

    4 weeks ago

    Boston, Massachusetts, United States Strategic Employment Full time

    Job OverviewStrategic Employment is seeking a seasoned Financial Manager to oversee property operations. As a key member of our team, you will be responsible for reviewing and understanding transactions, general ledger, and monthly budget and cash management. Your expertise will also be instrumental in enforcing policies and procedures for reporting to...

  • Financial Analyst

    4 weeks ago

    Boston, Massachusetts, United States CBRE Full time

    Job Title: Finance AnalystCBRE is seeking a highly skilled Finance Analyst to join our team. As a Finance Analyst, you will play a critical role in preparing, evaluating, maintaining, and delivering complete and accurate financial reports for a portfolio of clients and properties.Key Responsibilities:Complete accounting transactions in preparation of client...

  • Senior Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Mass General Brigham Full time

    Job SummaryThe Senior Financial Analyst will provide financial analysis and planning support to the Department of Radiation Oncology at Mass General Brigham. This role will work closely with the Finance Director and Vice President to develop and manage budgets, analyze financial performance, and identify areas for improvement.Key ResponsibilitiesDevelop and...

  • Senior Financial Analyst

    2 weeks ago

    Boston, Massachusetts, United States Professional Staffing Group Full time

    Our client, a leading organization in the industry, is seeking a highly skilled Senior Financial Analyst to join their finance department. As a key member of the team, you will be responsible for supporting the CFO in all areas of the month-end close, financial tracking, analysis, processing, and reporting requirements.The ideal candidate will possess a...

  • Strategic Liaison Analyst

    4 weeks ago

    Boston, Massachusetts, United States Green Cell Consulting Full time

    Job SummaryGreen Cell Consulting is seeking a highly skilled Liaison Analyst to provide strategic analysis and advice on joint training capabilities. The ideal candidate will have a strong background in military operations and a proven track record of providing expert advice to senior leaders.Key ResponsibilitiesSupport the planning and conduct of joint...

  • Financial Planning and Analysis Analyst

    4 weeks ago

    Boston, Massachusetts, United States Zixi Full time

    About the RoleZixi is seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. As a key member of our finance team, you will play a critical role in providing financial insights, forecasting, budgeting, and strategic planning to support the company's rapid growth.ResponsibilitiesDevelop and maintain...

  • Senior Financial Analyst

    3 weeks ago

    Boston, Massachusetts, United States Liberty Mutual Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Liberty Mutual. As a Senior Financial Analyst, you will be responsible for analyzing financial statements and related filings for a diverse group of policyholders and prospective customers.Key ResponsibilitiesAnalyze financial statements and related filings for a diverse...

  • Chief Financial Officer

    3 weeks ago

    Boston, Massachusetts, United States Social Finance Ltd Full time

    About UsSocial Finance Ltd is a national nonprofit and a registered investment advisor. We work with the public, private, and social sectors to create partnerships and investments that measurably improve lives. Our organization is built upon five core values: people, performance, integrity, collaboration, and inclusion. Our work spans four areas:...

Strategic Financial Analyst

2 months ago

Boston, Massachusetts, United States The Million Dollar Solution Full time
Job Title: Strategic Financial Analyst

We are seeking a highly skilled Strategic Financial Analyst to join our team at The Million Dollar Solution. As a key member of our financial operations team, you will be responsible for coordinating all accounting functions for multiple small businesses.

Key Responsibilities:

  • Coordinate daily, weekly, and monthly bookkeeping needs for multiple companies.
  • Set up recurring charges to post automatically, such as membership fees.
  • Reconcile monthly bank statements with QuickBooks.
  • Review account discrepancies weekly with the Business Financial Analyst.
  • Process accounts payable through appropriate channels and record timely in QuickBooks.
  • Ensure timely receipt of AR and resolve discrepancies in charges.
  • Review monthly credit card statements and obtain receipts for all expenses.
  • Maintain proper expense coding and set up vendor information.
  • Run specified reports weekly and monthly, including P&L, Cash Flow Statement, and Balance Sheet.
  • Set up accounts in states where there are taxable products.
  • Coordinate accounting functions for PPS, JDS, JELD, and Million Dollar Solution.
  • Comply with federal, state, and company policies and procedures.
  • Perform member customer service related to payment of membership fees, conference registrations, and products.
  • Follow up with members to obtain expired credit card information.
  • Cancel or set up payments when members join or cancel.
  • Liaise with Infusionsoft consultant to ensure products are set up correctly.
  • Process bi-weekly payroll and retirement contributions.

Financial Consulting:

  • Assist the Business Financial Analyst with financial consulting needs and reports.
  • Prepare accurate financial statements, including balance sheets, income statements, and cash flow statements.
  • Conduct detailed financial analyses to identify trends, discrepancies, and opportunities for improvement.
  • Develop and implement robust financial systems and controls to enhance accuracy and efficiency.
  • Engage in budget preparation and financial forecasting, offering insights that guide decision-making processes.
  • Participate in special projects as assigned.

Requirements:

  • High School Diploma or equivalent experience with at least two years of bookkeeping or related experience.
  • Associates degree in accounting preferred.
  • Proficient in general accounting knowledge.
  • Excellent organizational skills.
  • High degree of accuracy and attention to detail.
  • Sound verbal and written communication skills.
  • Ability to learn, understand, and fully utilize various technology for efficiency and productivity.

About Us:

The Million Dollar Solution is a coaching group that helps estate planning and elder law attorneys across the country effectively manage and grow their law firms. We are a people-first company that strives to improve the quality of services for our aging population by working with those who serve them.