Financial Analyst

Boston, MA



  • The Financial Analyst will partner with areas of the business, to carry out a variety of financial reporting and analysis functions.
  • This position will be responsible for analyzing financial and operational data, and preparing various reporting packages and summaries of results to be used at various levels within the organization.
  • Responsible for the preparation of monthly and quarterly financial reports
  • Responsible for the review of the affiliates’ monthly operational data upon submission, and perform thorough analysis of the data
  • Assist in the development of the annual financial business plans and forecast
  • Participate in special projects, provide value added Ad-Hoc Analysis
  • Provide support for the creation of quarterly and other management reports to executive team and external audience
  • Review and submit monthly/quarterly Affiliates operational data
  • Work as part of a team to ensure operational data from each firm is accurately reflected in the systems, and report assets and client flows data for earnings presentation and 10Q/10K
  • Assist in the preparation of financial forecasts; this includes working on the forecast model and summaries on variance analysis
  • Assist in the development of the annual operating plans, including consolidation of financial projections from Affiliates and internal cost centers




  • Bachelor’s degree in finance, accounting, economics or mathematics
  • MBA preferred
  • 1-6 years’ experience in finance
  • High level of knowledge with Excel and PowerPoint
  • Financial services industry knowledge a plus





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 5/13/2020
Salary $70,000 - $85,000 + bonus

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