Top Finance Jobs in Boston, MA

Support industry-aligned investment banking team on business development and execution for public and private clients. Build valuation analyses and financial models, prepare pitch and marketing materials, conduct due diligence, manage data rooms, and assist with legal documentation throughout transaction processes.

Support financial reporting, forecasting, budgeting and variance analysis; build dashboards and presentations; analyze financial and operational data; design reporting process improvements and automations; ensure data integrity and support ad-hoc analysis and cross-functional stakeholder needs.

Lead and grow a regional team of ~20 Financial Advisors, develop sales and marketing strategies, ensure FINRA supervision/compliance, recruit and mentor advisors, manage budgets, and drive sales of investment and insurance products.

Sell and advise corporate and middle-market clients on treasury management and working capital/payment solutions, grow portfolio through new business, partner internally to ensure strong client experience.

Design and deliver wealth advisor training programs, assess capability gaps, partner with Accenture, lead systems and product training (Salesforce, account processes), coach advisors and leaders, measure program impact with KPIs, and present results to senior leadership to improve advisor proficiency and operational efficiency.

Lead design and execution of enterprise FX risk management: identify and quantify FX exposures, develop hedging strategies, execute hedges, maintain hedge accounting and controls, produce analytics/reporting, and partner across Treasury, Risk, Controllers, and business lines.

Lead Consumer Banking strategy operations, manage annual planning, executive presentations, and cross-functional initiatives. Deliver competitive analysis, M&A support, financial and qualitative analyses, KPI tracking, and stakeholder engagement. Build and motivate a high-performing team to translate complex data into actionable strategy and business cases to drive growth and profitability.

Manage an Asset Based Lending portfolio through transaction structuring, underwriting, credit approval, monitoring, and problem-loan identification. Prepare and approve credit requests; assess credit issues, structure, and compliance; onboard new ABL credits; mentor junior staff; coordinate with credit risk, workout, product, and operations to mitigate risk, maximize revenue, and meet compliance and review targets.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.