Top Hybrid Finance Jobs in Boston, MA

Supports underwriting and portfolio management 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, credit presentations, and strategic initiatives. The role partners with senior portfolio managers, banking teams, leadership, and risk management while maintaining regulatory and compliance obligations.

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.

Manages routine to moderately complex insurance claims from investigation through resolution. Evaluates coverage, liability, compensability, reserves, and damages; develops action plans; conducts investigations; negotiates settlements; and coordinates with claimants, policyholders, appraisers, attorneys, and other parties. Requires bodily injury and commercial claims experience, knowledge of claims investigation, medical terminology, and legal claims considerations.

Lead Klaviyo’s corporate development activities, including acquisitions, strategic investments, partnerships, valuation, financial modeling, diligence, negotiation, approvals, and integration planning. Develop inorganic growth strategies, evaluate emerging technologies and markets, build executive recommendations, manage cross-functional deal teams, expand the transaction pipeline, and drive post-transaction value creation. The role requires strong financial, strategic, commercial, relationship-building, and negotiation skills, with significant autonomy in executing complex technology transactions.

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

Conduct enterprise information technology audits and assessments focused on cybersecurity, cloud technologies, systems infrastructure, applications, and internal controls. Plan audit scopes, test control design and effectiveness, evaluate technology risks, perform fieldwork, and provide value-added recommendations. Advise audit associates and technology and business management while collaborating with stakeholders to mitigate risks and meet project timelines.

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.

The Accounts Payable Associate manages vendor invoice entry, general ledger coding, payment coordination, invoice approvals, cash reconciliations, journal entries, and month-end close support. The role also prepares vendor spending and fixed asset analyses, reviews customer machine returns, and partners with FP&A to compare monthly results against budgets and prior periods.

Leads global revenue accounting, including IFRS 15 policy governance, monthly close, journal entries, reconciliations, variance analysis, technical accounting guidance, SOX controls, SEC filings, consolidation support, and external auditor relationships. Serves as the enterprise subject matter expert for complex revenue recognition matters while partnering cross-functionally with international teams and managing accounting improvement projects.