192 Senior Financial Analyst Jobs in Boston, MA
Income Research + Management is Hiring a Senior Financial Analyst Near Boston, MA
Income Research Management
Income Research Management is a Boston-based, privately owned, fixed income asset management firm. IR M delivers strong performance and consistent results through a rigorous, bottom-up security selection process and strives to provide best-in-class client service to our 800 institutional and private wealth clients.
Founded in 1987 and located in the heart of Boston’s financial district, IR M employs 200 full time professionals and currently manages $95 Billion in assets. We offer industry-leading benefits, as well as a challenging, collegial, and rewarding workplace with high levels of employee engagement.
We operate a hybrid work model that will mix days with your team in the office and remote work, leveraging first class technology solutions.
Job Description:
The Senior Financial Analyst reports to the Head of Finance and will be responsible for supporting the company’s financial planning and analysis activities, including budgeting, forecasting, variance analysis and financial modeling. This role will have responsibility, along with the Head of Finance, for maintaining the periodic reporting package. This position will also require close collaboration with the rest of the Finance team to support the daily operations of the business and the monthly close process. The ideal candidate will have a strong background in finance and accounting, as well as excellent analytical and communication skills.
Responsibilities:
Partner with senior team leaders to understand their team expenses, analyze trends and highlight variances to improve forecast accuracy
Create and refine detailed financial models for forecasting and analyzing revenue and expenses to fully understand sources of variance and, ultimately, improve forecast accuracy
Partner with AP Manager to reconcile and summarize variances between forecasted and actual expenditures each month
Partner with Billing Manager to refine our revenue model and enable us to communicate sources of variance and the downstream impacts to our financial reports
Work with teammates to improve processes for efficiency while ensuring accuracy
Partner with Head of Finance to prepare monthly reporting package for our Board and Management Committee
Monitor cash balances alongside forecasted expenses and propose recommendations for reallocation in partnership with the VP, Accounting Manager
From time to time will be expected to participate in executing broader team processes in order to support building the inputs of FP&A reports
Collaborate with Senior Leaders to prepare management reports that aid in decision-making during annual business planning process, follow up with analysis to summarize key decisions made
Establish and maintain operational KPIs and collaborate with leaders to provide ROI and ad hoc analysis to support decision-making
Develop relationships, establish trust, and gain a deep understanding of relevant drivers by embedding yourself with business partners throughout the organization
Finance transformation lead with touchpoints to technology and other finance team members
Will be primarily responsible for leading the team build out and implementation of Sage Planning
Required Skills and Experience:
5 years FP&A, Accounting or Finance Experience preferably in asset management
Strong interpersonal skills and professional presence with proven ability to build relationships at all levels of the organization
Proven ability to work within, automate and transform processes, complex data sets, and exhibits strong capabilities with Microsoft Office, especially Excel
Experience with QuickBooks or Sage Intacct preferred, but not required
Team player who is a self-motivated leader, with proven ability to support others
Ability to prioritize multiple tasks, set goals, and meet deadlines
Education Requirement:
Bachelor’s degree, preferably in Accounting or Finance, CPA, CFA or Masters degree a plus
What we offer you:
Joining the IR M team is an opportunity to experience a unique and exciting culture and work environment. On a daily basis our employees are encouraged to personify our Core Values; working in a manner that emphasizes investment, respect, positivity, and motivation across the business and in delivering results for our clients.
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
·Hybrid work environment allowing individuals to build strong bonds with colleagues in the office mixed with remote work capability
·Medical, dental, vision and life insurance
·Retirement savings – 401(k) plan with a safe harbor contribution (3%), a company discretionary contribution (12%), and a broad investment lineup
·Tuition reimbursement up to $15,000/year
·$5,000 Referral bonus for employees who refer new hires
·Business-casual environment that includes the option to wear jeans
·Generous paid time off upon hire – including 20 days of vacation, 2 wellness days, unlimited sick time plus eight paid company holidays and 2 floating days each calendar year
·Paid volunteer time — 2 days per calendar year
·Leave of absence programs – including paid parental and family leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
·Fitness, health, and composting reimbursements
In addition to the opportunity to participate in a discretionary bonus program, the salary range below describes the estimated minimum to maximum base salary range for a position of this level. Compensation decisions are dependent on the facts and circumstances of each candidate and may vary based upon but not limited to relevant experience, licensure requirements, certifications, skill set, and other business and organizational needs.
Base Salary Range:
$120,000 - $170,000
Annual Performance Bonus:
This role is eligible for an annual performance-based bonus
Job Summary
Full Time
$80k-98k (estimate)
02/09/2024
05/05/2024
The job skills required for Senior Financial Analyst include Analysis, Accounting, Planning, Budgeting, Forecasting, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Financial Analyst positions, which can be used as a reference in future career path planning. As a Senior Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Analyst. You can explore the career advancement for a Senior Financial Analyst below and select your interested title to get hiring information.
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