Financial Planning and Analysis

• Build revenue forecasting models connecting pipeline to recognized revenue, considering contract type, milestones, and performance obligations
• Establish controls and system workflows that reduce manual handoffs and create an auditable trail from opportunity to cash receipt
• Design and implement a scalable procure-to-pay process covering requisitions, purchase orders, vendor onboarding, invoice processing, and payment
• Partner with Legal, Accounting, and business owners to implement and maintain a tiered approval framework based on spend risk
• Build operating expense forecasting and accrual processes
• Support implementation of financial planning tools and systems with Finance and IT
• Create monthly and quarterly operating cadences, including actuals reviews, variance analysis, and reforecasting
• Support the annual operating plan and budget
• Drive continuous improvement by identifying bottlenecks, eliminating manual work, and automating processes
• Assume full P&L ownership for an assigned product line, including revenue, gross margin, and operating expense, long-term
• Build financial infrastructure connecting customer commitments to recognized revenue and vendor relationships to recorded expenses

Manager, Strategic Finance

• Perform detailed financial analysis to define and understand monthly variances to budget and the EAC position
• Perform quarterly Estimates at Completion and monthly Latest Revised Estimates
• Use metrics and tools to support successful program execution
• Prepare Earned Value reporting of cost/schedule and financial analysis using standard company tools and processes
• Provide weekly, monthly, and quarterly variance and data analysis
• Update financial reports and presentations for program leadership
• Develop and support Quarterly EAC and monthly LRE
• Process approved Budget Change Requests and incorporate changes into control systems
• Support the FP&A monthly cadence as needed
• Interact with management at various levels and cross-functional teams
• Support the Global Patriot PAD and Netherlands Patriot program

Finance Principal Specialist, Program Controls

• Assess and verify patient demographic, financial, and insurance information for scheduled medical services
• Collect co-pays, deductibles, coinsurances, down payments, and other patient liabilities
• Provide estimates for services and explain liability variables to patients
• Receive and process payments for current and past balances
• Contact insurance companies to verify eligibility and obtain accurate billing information
• Perform collections on outstanding accounts receivable
• Ensure pre-certification authorization and/or referrals are in place before services are rendered
• Refer patients to Financial Counselors or the Business Office as appropriate
• Reschedule appointments when requested or when financial circumstances require postponement
• Enter clear notes about financial clearance status in the system
• Apply Financial Clearance policies and procedures consistently
• Assess coverage gaps and determine patient financial exposure
• Reprioritize work as needed and perform other assigned duties

Financial Clearance Specialist

• Lead implementations and optimization initiatives for Yardi Commercial modules
• Configure properties, leases, tenants, recoveries, budgets, and operational workflows
• Analyze business processes and design leading-practice Yardi solutions
• Support commercial lease administration, CAM reconciliations, accounting, and financial reporting
• Lead requirements gathering, solution design, configuration, testing, and deployment for Yardi Construction Manager and Job Cost
• Configure job structures, cost codes, budgets, commitments, contracts, change orders, forecasts, and draws
• Support construction and development accounting processes, controls, and reporting
• Design and optimize workflows for project managers, development teams, and accounting users
• Implement and support Yardi PayScan invoice processing and approval workflows
• Configure approval hierarchies, routing rules, vendor processes, and Accounts Payable integration
• Automate invoice processing and strengthen procurement and payment controls
• Develop operational reporting and KPIs for invoice processing and approvals
• Configure and support Yardi Fixed Assets functionality
• Support capitalization, depreciation, transfers, disposals, reporting, reconciliation, data conversion, and audit activities
• Lead discovery workshops, requirements sessions, and solution design meetings
• Prepare process documentation, configuration workbooks, test scripts, and training materials
• Lead system testing, UAT, deployment, and post-go-live stabilization
• Provide client training, knowledge transfer, and executive-level status reporting
• Manage workplans, risks, issues, deliverables, and project team coordination
• Mentor junior team members and contribute to practice development and growth initiatives
• Support report specifications, financial and operational reporting, data validation, migration, conversion, reconciliation, cutover, and third-party integrations
• Identify reporting and analytics improvements through Yardi, Power BI, or related tools

Senior Associate, Finance Automation, Yardi

• Manage the $124M budget of the college’s academic division
• Assist and advise the Provost and Deans with information and analysis for decision-making
• Develop and oversee all Provost’s Office budgets and funds
• Collaborate with department chairs and administrators on budgeting
• Serve as liaison between the Provost’s Office, academic departments, and the Office of Finance and Administration
• Ensure appropriate use of more than 200 gift funds supporting the academic mission
• Conduct financial and data analysis and develop data-driven recommendations
• Advise academic cost center managers on budget questions, policies, procedures, and deadlines
• Support faculty through internal faculty award committees and train new department chairs on budgeting processes
• Collaborate on budget development and year-end close processes
• Submit Provost’s Office budget and capital requests
• Represent the academic division on the Capital Budget Committee
• Budget and oversee endowments and gifts under the Provost’s Office
• Track gift and endowment balances and review accumulated balances with the Provost and Deans
• Develop proposals for use of new gifts in consultation with the Development Office
• Manage annual administrative salary increase and bonus processes
• Supervise and mentor the Academic Budget and Financial Operations Analyst
• Respond to tickets in the Provost Finance ticketing system as needed

Assistant Director of Academic Budget & Financial Operations

• Review and interpret payment terms from Federal, state, local government, and industry sponsors to ensure invoice compliance
• Serve as the primary administrative contact for faculty and researchers regarding financial aspects of outgoing subawards
• Facilitate communications with subrecipients
• Conduct subrecipient monitoring in accordance with Federal regulations
• Liaise with Procurement, Accounts Payable, Finance, and other Northeastern stakeholders
• Assist faculty, researchers, and administrators with financial aspects and regulatory monitoring of subawards
• Provide operational support, including data management and reporting
• Process and track incoming subcontract invoices through the Research Invoice Inbox
• Obtain payment approval from Northeastern faculty, administrators, and subrecipients
• Update and maintain relevant information in databases
• Contact subcontract sites regarding issues and inquiries
• Prepare and submit FFATA subaward reports
• Collaborate annually with Research Finance to ensure compliance with Uniform Guidance requirements
• Support NU-RES team members and interface with KRI, Research Finance, Accounts Payable, Office of General Counsel, Procurement, and Research Compliance
• Create processes, procedures, and best practices for subaward invoice management and intake
• Identify and implement process changes that reduce risk and increase automation
• Develop tools and relevant resources for NU Research Enterprise Services
• Support management with ad hoc assignments

Subaward Finance Administrator

• Develop M&A strategies and decision-support analysis for senior leadership
• Identify, research, analyze, and value potential acquisitions, joint ventures, investments, and other strategic growth opportunities
• Support M&A strategy objectives, including tracking acquisition opportunities and all phases of transaction execution
• Analyze industry dynamics and competitive landscapes for valuation purposes
• Build, review, and present financial models, including valuation and pro forma M&A analysis
• Perform and lead due diligence processes
• Develop and communicate strategic cases to obtain corporate leadership support for M&A initiatives
• Support transaction negotiation and closing processes
• Assist in executing corporate divestitures
• Support strategic planning and business development, including evaluating new business opportunities and developing M&A strategy
• Work closely with and oversee Analyst- and Associate-level professionals
• Provide competitive intelligence for senior management
• Execute inorganic growth strategies for Thermo Fisher business units worldwide

Corporate Development Manager, Investment Strategy

• Develop and grow a client base and new business opportunities
• Introduce company services via video, telephone and in-person meetings with new and existing clients
• Expand utilization of company services
• Recruit, evaluate and place finance and accounting professionals in full-time positions with clients
• Deliver outstanding customer service to clients and candidates
• Provide consistent communication and career guidance to candidates
• Participate in industry trade associations to increase presence within the local finance and accounting community

Recruiting Manager – Financial Services

• Generate new, recurring license revenue by securing deals for Vichara’s solutions
• Lead generation and opportunity creation for Vichara’s products and consulting services through networking and sales relationships
• Prospect new opportunities within the financial services market, including broker-dealers, hedge funds, fund-of-funds, and asset managers
• Build relationships with qualified prospects through regular check-ins, solution presentations, and prompt responses to questions
• Entertain prospects and clients as necessary to promote the company’s brand and reputation
• Handle sales activities, including negotiating and closing contracts
• Work with internal contacts to ensure a seamless implementation process
• Represent Vichara at C-level meetings, industry forums, and exhibitions
• Manage the sales process end to end

Head of Sales – Financial Technology Services

• Serve as the senior Investments business owner for Artificial Intelligence
• Identify where AI can improve investment outcomes, decision-making, and workflows across research, portfolio management, trading, investment oversight, client portfolio management, and investment operations
• Define and steward the use of AI across the investment lifecycle
• Shape the future investment process and AI-enabled operating model
• Define the Investments’ AI strategy, vision, priorities, and roadmap
• Translate investment workflow needs into AI opportunities and ensure use cases solve real investment problems
• Lead intake, prioritization, sequencing, and governance of Investments AI use cases
• Apply product-oriented use-case management to frame trade-offs based on value, risk, feasibility, reuse, adoption readiness, and lifecycle maturity
• Partner with investment teams to embed AI practices into day-to-day workflows and drive adoption
• Align investment, technology, data, architecture, risk, and governance stakeholders around a shared roadmap
• Facilitate decisions, resolve dependencies, and escalate issues requiring senior leadership attention
• Measure adoption, workflow improvements, risk management, and business value realization
• Work with CIOs, asset class leaders, portfolio managers, research leaders, and trading leaders
• Report to the Head of Strategy & Operations, Investments
• Mobilize cross-functional capacity across Investments, Technology, Data, Architecture, Risk, Governance, and Operations

Financial Planning and Analysis jobs in Massachusetts