Top Hybrid Finance Jobs in Boston, MA

Supports portfolio management and credit underwriting for sponsor-backed technology clients. Responsibilities include transaction due diligence, financial analysis and modeling, credit monitoring, industry analysis, enterprise valuation, credit memo preparation, client relationship management, loan documentation review, legal diligence, presentations to leadership and risk committees, and strategic initiatives.

Supports capital planning and governance across investments, including financial modeling, business case development, investment analysis, capital proposal reviews, performance tracking, and post-investment reporting. Partners with Finance, Real Estate, Technology, and business teams to validate assumptions, assess returns, prepare recommendations, and improve capital approval and reporting processes. The role provides financial insights to business partners and senior leaders.

The Tax Manager manages global tax compliance, ASC 740 tax provision calculations, SEC tax disclosures, account reconciliations, international tax filings, cash tax reconciliations, and tax-related journal entries. The role partners with finance teams, external advisors, auditors, and tax authorities; supports tax audits and BEPS requirements; and contributes to global tax planning, process improvements, forecasting, and tax controllership activities.

Provides tax preparation, planning, compliance, and advisory support for high-net-worth individuals and privately owned businesses. Responsibilities include preparing tax returns and trust and estate documents, analyzing financial data, identifying tax-saving opportunities, supporting partnership and corporate tax planning, reviewing tax legislation, and assisting with due diligence and compliance activities.

The FP&A Manager partners with Wholesale leadership to manage budgeting, forecasting, re-forecasting, financial modeling, margin management, and channel economics. The role analyzes revenue, units, gross margin, pricing, promotions, product mix, and retailer profitability to guide commercial decisions. It also supports EPM implementation and improves finance processes, reporting, and infrastructure while delivering actionable insights and maintaining forecast accuracy.

Entry-level rotational actuarial program involving reserving, pricing, modeling, and analytics across personal and commercial insurance lines. Participants complete three 18-month rotations, receive technical training and mentoring, and develop skills for solving business problems involving risk and uncertainty. Candidates need a relevant bachelor’s degree, strong analytical and communication skills, leadership experience, commitment to the ACAS designation, and at least one passed actuarial exam.

Two-year Finance Rotation Program involving assignments across FP&A, accounting, internal audit, treasury, and business partnering. Participants support functions including Sales, Marketing, R&D, Product, Supply Chain, and Automotive while developing global finance, technical, and business skills. Successful participants are expected to transition into a longer-term finance role.

Analyzes advisor loan programs and recruit or practice acquisition candidates through financial assessments, loan structures, break-even analysis, sensitivity analysis, reporting, and KPI development. Produces decision-support reports, dashboards, presentations, and governance materials; interprets profitability requirements; advises data users; coordinates with cross-functional partners; and supports system testing and enhancements.

Own global cash positioning, liquidity forecasting, FX exposure monitoring, hedging support, treasury reporting, bank administration, transfers, investments, and reconciliations. Build financial models, improve treasury systems and banking processes, and partner with Accounting, FP&A, Tax, Legal, banks, auditors, and senior leadership. The role requires strong analytical, communication, modeling, and multi-currency cash management skills, with opportunities to grow into treasury management.

Oversee global controllership, including accounting operations, technical accounting, financial reporting, consolidation, close processes, internal controls, tax, financial systems, and audits. Lead US GAAP and statutory audits, support M&A, improve automation and AI adoption, prepare audit committee materials, partner with FP&A, and mentor a global finance team. The role requires global leadership, risk mitigation, process improvement, and accurate, timely financial statements.