Top Hybrid Finance Jobs in Boston, MA

Lead financial reporting, US GAAP financial statement preparation, complex consolidations, technical accounting, financial close, controls, and external audits. Prepare technical accounting memos, journal entries, disclosures, workpapers, and accounting policies. Support separately audited venture fund reporting, coordinate with auditors and third-party administrators, and partner with Legal, Business Development, R&D, and Clinical Operations. The role begins as a senior individual contributor with potential to build a reporting team.

Conducts securities-market surveillance reviews to identify unusual trading activity and potential violations of federal, FINRA, MSRB, and client rules. Analyzes trading activity, documents investigations, drafts regulatory updates, presents findings, and supports the development and enhancement of surveillance analytics, tools, and processes. The role also participates in cross-functional initiatives and special projects within Regulatory Operations.

Lead nonprofit audit engagements from planning through completion, supervise and mentor staff, perform attest procedures for trade/membership organizations, manage multiple engagements and budgets, resolve client accounting and regulatory issues, and support professional development and training.

Supports financial planning, budgeting, forecasting, reporting, and analysis for Harvard’s Faculty of Arts and Sciences. Responsibilities include managing operating and capital budgets, quarterly close and monthly reporting, journal entries, cost transfers, expense coding, reconciliations, lease payments, and financial-system data management. The role partners with building managers and department leadership to ensure policy compliance and accurate budget oversight, including major capital projects and sustainability initiatives.

The Senior Accountant will manage daily accounting operations, cash and loan transaction reconciliations, accounts payable, financial reporting, month-end close, balance sheet analysis, audits, and internal controls. The role also supports ERP implementation, process automation, documentation, and continuous improvement initiatives. The position requires advanced ERP expertise, strong U.S. GAAP knowledge, and experience with complex transactions, preferably in lending, mortgage, banking, or related industries.

The Vice President will lead nationwide community development lending for affordable housing, charter schools, healthcare facilities, and grocery stores. Responsibilities include business development, opportunity screening, credit analysis, underwriting, loan structuring, approval presentations, transaction closings, borrower technical assistance, portfolio relationship management, and external representation. The role also contributes to product development, grant writing, policy planning, and CDFI activities.

Leads BlueHub Loan Fund’s national education lending program, focused on real estate financing for nonprofit K–12 public charter schools. Responsibilities include sourcing opportunities, underwriting and structuring loans, presenting credit recommendations, closing complex transactions, managing borrower relationships, providing technical assistance, developing products, representing the organization publicly, and supporting CDFI policy and planning. The role requires strong commercial lending, financial analysis, business development, leadership, and charter school facilities experience.

Leads program cost controls and financial analysis for the Patriot program. Responsibilities include earned value reporting, budget and schedule variance analysis, financial forecasting, quarterly Estimates at Completion, monthly Latest Revised Estimates, financial planning, and leadership reporting. The role requires collaboration with program teams, strong analytical and communication skills, and experience using SAP-based finance tools.

Process, monitor, research and analyze transactions; resolve complex inquiries; perform custodian reconciliations, portfolio valuation, NAV and account-level pricing, cash management and reporting; maintain trade static data, handle trade exceptions and monthly close and client statement workflows while coordinating with internal and external stakeholders.

Underwrites contract surety accounts by analyzing financial condition, credit quality, risk acceptability, and management capability. Develops and manages a profitable book of business, markets to agencies and producers, builds strategic relationships, monitors account compliance, and recommends corrective actions. Collaborates with CPAs, bankers, attorneys, architects, subcontractors, and engineers to gather underwriting information. Supports internal reporting, regional business planning, and budgeting.

Assists with commercial loan insurance compliance by reviewing newly closed loans, tracking insurance policies, monitoring expirations, supporting analysts, completing data-entry and filing tasks, and communicating with clients, vendors, and internal stakeholders. The role also contributes to compliance cleanup projects and other administrative work while maintaining accuracy and timely processing.

Oversee tax planning, compliance, consulting, and complex return reviews for ultra-high-net-worth individuals, families, and financial-services clients. Supervise and develop staff, manage client relationships, pursue new business, review technical tax work, and collaborate with partners and tax professionals. Requires expertise in hedge fund K-1s, trusts, estates, gifts, charitable entities, and current tax laws. Occasional local client travel is required.