Top Hybrid Finance Jobs in Boston, MA

Maintain books and records for hedge, hybrid and private equity funds; review governing documents; prepare and review NAVs, management fee and carried interest calculations; manage capital calls/distributions and investor communications; coordinate with internal and external stakeholders to meet SLA timelines and control framework requirements.

Provide comprehensive, goals-based financial planning and advice to individuals and families, build client relationships and a book of business, educate clients on digital tools, and collaborate with partners to deliver personalized investment and insurance solutions.

Provide dedicated business and operational support to Financial Advisors and ultra-high-net-worth clients, including onboarding, account maintenance, trade execution, product support, client communications, and liaison work across compliance and firm partners.

Provide independent credit oversight and approval for complex asset-based lending portfolios. Monitor and mitigate portfolio risk, lead approval discussions, design risk controls, advise senior leaders, resolve challenged credits, and mentor credit professionals to ensure prudent underwriting and consistent risk-based decisions across the organization.

Own tax accounting for a diverse investment portfolio including illiquid assets, track tax basis, recognize income, and analyze gains/losses. Prepare and review U.S. income tax provisions, forecasts, and workpapers. Support PFIC/CFC and foreign information reporting, maintain controls and documentation, lead recurring tax processes, drive process improvements using technology, and communicate findings to senior tax management while partnering with Tax Counsel and cross-functional teams.

The CRE Lender will manage a self-sourced portfolio focusing on business development, loan processing, and credit management, while building strong client relationships.

Lead and manage monthly, quarterly, and annual close cycles; prepare and review complex financial statement schedules and audit support; research and apply accounting policy; establish internal controls; improve processes; mentor teammates and participate in department projects to ensure accurate, timely financial reporting.

Support annual budgeting, monthly forecasting, consolidation, and executive reporting. Build and maintain financial and cash-flow models, perform variance analysis, and improve FP&A systems and reporting automation across global teams.

Lead month-end close, oversee transactional finance operations, manage reconciliations and complex journals, prepare year-end audit deliverables, improve internal controls and automation, oversee cash forecasting and payment runs, and provide financial analysis and ad hoc modeling to support strategic growth.

Process semi-monthly US payroll for 3,000+ employees using Workday; handle new hires, terminations, tax and 401(k) feeds, garnishments, retro adjustments, and timesheets. Resolve discrepancies, run audits, support SOX and 401(k) audits, process equity transactions (RSUs/options), respond to payroll and government inquiries, and provide administrative support for Canada and LATAM while partnering with People and Finance teams.

Provide tax planning and compliance services for high-net-worth individuals and privately-owned businesses. Prepare and review tax returns, trust and estate documents; analyze financial statements and trends to identify tax opportunities and risks; draft tax documentation; uphold PwC technical standards; build client relationships and collaborate with internal teams to deliver strategic tax advice.

The Manager, Corporate Accounting will oversee all aspects of corporate accounting, technical accounting issues, internal controls, financial reporting, and manage a team while collaborating with cross-functional departments.