Senior Financial Analyst

3 weeks ago


Boston, Massachusetts, United States Peter Holtz CPA Full time
Job Title:

Senior Financial Analyst

About the Role:

We are seeking a highly skilled Senior Financial Analyst to join our team at Peter Holtz CPA. This individual will be responsible for managing payroll, preparing tax returns, maintaining accurate records of transactions, and providing exceptional customer service.

Key Responsibilities:
  • Payroll Processing: Manage payroll for clients, including calculations, deductions, and compliance with federal and state regulations.
  • Tax Preparation: Assist in preparing tax returns for individuals and businesses, ensuring compliance with all tax laws and regulations.
  • Accounts Payable/Receivable: Maintain accurate records of transactions, process invoices, and follow up on outstanding payments.
  • Financial Reporting: Assist in preparing monthly, quarterly, and annual financial statements and reports.
Qualifications:
  • A minimum of 2 years of experience in accounting, preferably in a CPA or similar environment.
  • Familiarity with accounting software (e.g., QuickBooks, XERO).
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
Benefits:
  • $65,000 - $80,000 per year salary, depending on experience.
  • Health, dental, and vision insurance.
  • Retirement plan options.
  • Professional development opportunities.


  • Boston, Massachusetts, United States Grand Circle LLC Full time

    Job SummaryThe Senior Financial Analyst will play a pivotal role in elevating Grand Circle's Front-End Finance Team by spearheading the delivery of comprehensive weekly financial reports and analyses.This individual will not only manage ad-hoc financial reporting and analytical requests but also serve as a key financial partner to our Brand Marketing Team,...


  • Boston, Massachusetts, United States Grand Circle LLC Full time

    **Job Title:** Senior Financial Analyst**Overview:** At Grand Circle LLC, we seek a highly skilled Senior Financial Analyst to enhance our Financial Planning & Analysis (FP&A) Team. This role will play a vital part in delivering comprehensive financial reports and analyses, guiding strategic decisions, and fostering financial excellence.**Key...


  • Boston, Massachusetts, United States Wellington Management Company, LLP Full time

    About the PositionThe Senior Accountant position will be a key member of the Global Accounting department of Wellington's Finance department. This role will be responsible for overseeing accounting duties related to the monthly accounting close, as well as internal and external financial reporting requirements and financial analysis.ResponsibilitiesPerform...


  • Boston, Massachusetts, United States Tiger Group Full time

    Job DescriptionWe are seeking a talented Financial Analyst to join our team at Tiger Valuation Services, LLC. As a Financial Analyst, you will be responsible for all quantitative analysis in the appraisal report, working closely with project leaders and editors to develop a complete valuation of a company's assets.The ideal candidate should have strong...


  • Boston, Massachusetts, United States AlixPartners, LLP Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Investigations, Compliance & Privacy practice within Risk Advisory. As a key member of our team, you will apply accounting, financial, and data analysis expertise to assist our clients in addressing critical issues.Job DescriptionYour responsibilities will include:Conducting...


  • Boston, Massachusetts, United States BCforward Full time

    About this Opportunity: BCforward is seeking a highly skilled Lead Financial Services Analyst to join our team as a Senior Financial Reporting Specialist.Responsibilities:Manage the financial statement reporting process for hedge fund clients, including coordinating efforts with clients, fund accounting, legal, auditors, and fund administration...

  • Senior Analyst

    4 weeks ago


    Boston, Massachusetts, United States Prospect Rock Partners Full time

    Life Sciences Investment Banking OpportunityWe are seeking a talented Investment Banking Analyst 2/3 to join our life sciences team in Boston. This role offers significant responsibility and advancement opportunities, including direct exposure to senior bankers, CEO, CFO, and Board level contacts.The successful candidate will support senior bankers in...

  • Financial Analyst

    2 weeks ago


    Boston, Massachusetts, United States Deerpath Capital Management Full time

    Job DescriptionThe Financial Analyst role at Deerpath Capital Management is an exciting opportunity for a talented individual to join our team. As a key member of our finance and accounting department, you will be responsible for managing the day-to-day accounting matters of our management company and general partner entities.You will work closely with...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Expert to join our team at Baystate Financial in Falmouth, Maine. This is a full-time hybrid role that offers flexibility for remote work.About the RoleThe Senior Financial Advisor will provide financial planning advice, finance expertise, and investment recommendations to clients. They will work...


  • Boston, Massachusetts, United States Tiger Group Full time

    Job OverviewWe are seeking a skilled Senior Financial Project Manager to lead our asset appraisal team in Boston, MA. The ideal candidate will have 8+ years of experience in asset-based lending, trading, distressed debt, equity research, finance, business valuation, or related fields.The estimated salary for this role is $120,000 + annual bonus. Our company...


  • Boston, Massachusetts, United States Tiger Group Full time

    Job OverviewTiger Valuation Services, LLC is a leading provider of inventory appraisal and valuation services. Our team of experts develops valuations for financial institutions, enabling major banks and lenders to issue asset-based loans for retailers, distributors, and manufacturers.We are seeking a highly skilled Financial Analyst to join our team. As a...


  • Boston, Massachusetts, United States Meaden & Moore Full time

    At Meaden & Moore, we offer a challenging and rewarding opportunity for an intern to join our team of experienced forensic accountants. As a Financial Analyst Intern, you will assist in conducting investigations and analyzing financial data to identify potential issues. This role is ideal for students pursuing a degree in accounting or a related field.Job...


  • Boston, Massachusetts, United States PTY TECH LLC Full time

    Senior Systems Analyst - Join our dynamic team at PTY TECH LLC and embark on an exciting career journey as a Senior Systems Analyst! In this role, you will play a vital part in delivering high-quality systems and applications that meet the evolving needs of our clients.The ideal candidate will possess a deep understanding of business analysis, project...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Job SummaryWe are seeking a Senior Financial Advisor to join our successful practice in Falmouth, Maine. This full-time hybrid role offers flexibility for remote work and requires expertise in finance, investments, and retirement planning strategies. As a key member of our team, you will provide financial planning advice, guidance, and support to clients to...


  • Boston, Massachusetts, United States Baystate Financial Full time

    About UsBaystate Financial is a dedicated financial services provider based in Boston, MA. With 16 office locations throughout New England, we focus on fostering a collaborative culture and supporting personal and professional development. Our team of experts specializes in financial planning, business and estate planning, retirement planning, and various...


  • Boston, Massachusetts, United States Costello Medical Full time

    About the RoleWe are seeking a skilled Senior Analyst to join our team in Boston. The ideal candidate will have experience delivering market access, health economics, and literature review projects, with a strong background in building and maintaining client relationships.This is a fantastic opportunity to work with a growing company that offers excellent...


  • Boston, Massachusetts, United States Baker Newman Noyes LLC Full time

    Join Baker Newman Noyes LLC, a top 100 tax, assurance, and advisory firm in the U.S., as we seek a skilled Senior Accountant to join our Client Accounting and Advisory Services team. This role provides an exciting opportunity for an enthusiastic individual to assist in conducting month-end closes for small and medium-sized companies in various industries.The...

  • Financial Analyst

    2 days ago


    Boston, Massachusetts, United States Allspring Global Investments Full time

    Role Overview: The Business Analyst will be responsible for partnering with the Engineering and Technology organization to drive strategic initiatives and meet business objectives. This role will require collaboration with key stakeholders across departments to ensure smooth operations and help to align technology solutions with business...


  • Boston, Massachusetts, United States Boston University Full time

    The Chobanian & Avedisian School of Medicine at Boston University is seeking a highly skilled Financial Analyst to join its Finance & Administrative Operations team. The selected candidate will play a key role in the budget and operations process, working closely with finance leads under the Associate Dean of Finance.In addition to their financial expertise,...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company committed to empowering our investment professionals with cutting-edge technology. Our Equity Technology organization serves a prominent user base, offering great solutions to help our customers meet their financial objectives.About the RoleWe are seeking a skilled Senior Computer...