Top Hybrid Finance Jobs in Boston, MA

Independently underwrites complex environmental site pollution insurance accounts, evaluating environmental, legal, financial, and technical risks. Determines coverage, pricing, exclusions, limits, and policy terms within underwriting authority. Manages broker and client portfolios, develops profitable business, maintains senior market relationships, supports underwriting process improvements, explains coverage differences, monitors regulatory developments, and mentors underwriters and internal partners.

Build and maintain production forecasting models for recognized revenue and COGS, connecting product usage, pricing, infrastructure costs, and unit economics. Partner with Finance, Product, Engineering, Data Science, and Go-to-Market teams on planning, scenario analysis, variance investigations, and model governance. Establish forecasting standards, monitor accuracy and drift, develop scalable data foundations, and communicate insights to technical stakeholders and executives.

Manage quarterly and annual financial statements, footnote disclosures, technical accounting research, and public company readiness. The role oversees U.S. GAAP compliance, SEC reporting, SOX-aligned controls, stock-based compensation accounting, audits, and technical accounting memoranda. It also drives financial reporting process improvements and automation using Workiva, business intelligence, and AI solutions while partnering with FP&A, Legal, People, and external auditors.

Manages SaaS revenue recognition, journal entries, accruals, deferred revenue, account reconciliations, and month-end and quarter-end close activities. Supports financial statement preparation, audits, contract validation, and compliance with accounting standards. The role also improves revenue reporting, analyzes SaaS metrics, and develops scalable accounting processes while collaborating with sales, operations, and finance teams.

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 memorandum preparation, client relationship management, loan-document review, legal diligence, facility negotiation, and presentations to leadership and risk committees. The role also contributes to strategic initiatives and uses internal generative AI platforms to improve efficiency.

Leads financial modeling, incentive plan analysis, quota setting, sales commission processes, and executive reporting. Partners with Sales, Finance, and GTM leaders to evaluate compensation strategies, identify performance trends, improve commission systems, strengthen SOX controls, and resolve payout issues. Provides technical leadership for CaptivateIQ and manages cross-functional projects involving financial planning, forecasting, and business recommendations.

Provides advisory services in corporate finance, treasury management, and working capital optimization. Analyzes client financial needs, capital structures, liquidity, cash flow, and working capital performance; supports mergers, acquisitions, and divestitures; develops financial models and forecasts; presents insights to stakeholders; builds client relationships; and mentors junior team members.

Execute fund servicing transactions, validate security prices used for mutual fund NAV calculations, analyze pricing movements, resolve exceptions, and collaborate with operations and vendors. The role also supports client needs, cybersecurity practices, continuous improvement, and process efficiency while requiring critical thinking and independent decision-making.

The role focuses on business development, managing a portfolio, and coordinating loan transactions while ensuring compliance with bank policies.

Leads Bose’s enterprise FP&A organization, overseeing consolidated performance reporting, annual operating plans, three-year planning, forecasting, executive and Board reporting, scenario modeling, capital allocation, KPI development, and strategic financial analysis. Partners with the CEO, CFO, business-unit leaders, Accounting, Treasury, and IT to improve decision support, systems, reporting, and process efficiency. Manages and develops the Corporate FP&A team while driving consistent enterprise planning standards.