What are the responsibilities and job description for the Corporate Finance Analyst position at The Bolton Group?
The Bolton Group is engaged on a search for a strong finance professional in Greater Boston. Hybrid schedule (3 in, 2 out).
The Opportunity
We are seeking an FP&A Analyst to own two critical and interconnected mandates: (1) financial planning and analysis, and (2) the company's procurement function by developing processes and controls on vendor management, ROI, and aligning purchasing decisions with business strategy. This is a dual-mandate, high-ownership role that suits an analyst who thrives in an entrepreneurial environment and wants to move beyond spreadsheets into impactful business influence.
Key Responsibilities
Corporate FP&A Coverage
- Own the budgeting, forecasting, and variance analysis for all corporate cost centers, including Technology, Operations, Finance, Recruiting, and all CapEx spend
- Build and maintain monthly reporting packages that surface actionable insights—not just actuals vs. budget, but the story behind the numbers
- Partner with cost center owners to build business cases and driver-based models for headcount plans, vendor spend, and discretionary spend drivers
- Support the annual operating plan process by preparing corporate cost center templates, challenging assumptions, and consolidating submissions
- Conduct ad hoc analyses as directed by the Head of FP&A, CFO, and senior leadership
Procurement & Vendor Management
- Serve as the FP&A point of contact for all corporate vendor spend; own spend visibility, categorization, and rationalization
- Lead or support vendor negotiations on key contracts (software, HR tech, professional services, travel, benefits) with a focus on cost reduction and value optimization
- Build and maintain a vendor ROI framework: define metrics, track utilization, and provide periodic scorecard reporting to leadership
- Monitor contract terms, renewal timelines, and usage data to flag risks and opportunities proactively
- Work cross-functionally with internal teams to ensure procurement decisions follow policy and are financially sound
- Identify and implement improvements to the procurement process—workflow, approval governance, documentation standards, and vendor onboarding
- Evaluate purchase requests and vendor proposals for financial viability and alignment with operating plan targets
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 2–4 years of experience in FP&A, corporate finance, or related analytical role
- Strong financial modeling skills; advanced Excel proficiency (formulas, pivot tables, scenario modeling)
- Experience with budget/forecast processes, variance analysis, and management reporting
- Demonstrated ability to communicate financial findings clearly to non-finance stakeholders
- High attention to detail with a mindset for building scalable, repeatable processes
Preferred
- Prior exposure to procurement, strategic sourcing, or vendor management
- Familiarity with ERP or FP&A platforms (e.g., Adaptive Insights)
- Experience with BI tools (Power BI, Tableau, or similar)
- Understanding of contract structures, SLAs, and vendor performance frameworks
- CPA or CFA certification
Salary : $85,000 - $110,000