Westborough, MA

Finance Jobs in Westborough, MA

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Today

Senior Vice President, Financial Reporting Team Manager

BNY Westborough, MA

Westborough, MA

Today

Full time Finance Director Manager Senior

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Job Description

Senior leadership role overseeing financial reporting teams, ensuring accurate, compliant reporting for assigned clients and funds on an onsite basis in Westborough, MA.

Responsibilities

Oversee and set priorities for multiple teams producing and reviewing financial reports for assigned clients and funds
Support initiatives to transform existing processes by identifying improvement areas and implementing best practices to increase efficiency and effectiveness
Manage team performance and establish area priorities across the reporting organization
Provide guidance on processes that validate completeness and accuracy of financial statement disclosure
Resolve complex, escalated issues raised by team members
Maintain oversight of relationships with senior-level auditors and clients to ensure reporting meets expectations and depicts fund performance accurately
Ensure financial reporting aligns with Corporate requirements and applicable regulatory standards
Lead analysis of changes in accounting and disclosure standards and drive required process updates to support compliance
Present fund reports to the Board of Directors, supporting strong governance and clear communication of complex or difficult concepts
Recruit, direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork
Manage the Fund Reporting area primarily through subordinate managers
Own financial reporting area goals, talent management, and supervision of teams

Requirements

10+ years of experience managing small to medium sized professional teams, ideally within a fund administrator or a Big 4 firm with exposure to fund investments
Strong accounting knowledge across relevant accounting standards and regulations, including US GAAP and investment fund structures (Mutual funds, hedge funds, etc.)
Bachelor’s degree in accounting or an equivalent combination of education and experience
Experience in accounting and/or finance required

Location

Westborough, MA 01581 (onsite)

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8mo ago

Financial Planner

NYL - Boston Westborough, MA

Westborough, MA

8mo ago Closed

$80k - $150k/yr Full time Financial Planning Planner Sales

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Are you a strong listener with a talent for turning analytics into practical financial strategies? We are seeking a money-minded individual ready to launch a career in the financial services industry. Our entry-level financial planner candidate is passionate about building long-term relationships and has an interest in financial data, estate planning, business administration, mutual funds, and more. If you have excellent communication skills and strong attention to detail, this opportunity could be a great fit.

Compensation

$80,000 - $150,000 yearly

Responsibilities

Provide strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Be coachable, organized, and engaged as a team member pursuing training development and educational opportunities
Develop tailored financial plans by considering clients’ life stage, professional circumstances, and evolving financial needs
Proactively seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Assess cash flow, income, financial status, financial goals, monetary assets, and all other wealth-management considerations to help clients define and achieve their objectives

Qualifications

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products
Superior communication, relationship-building, and math skills to establish a strong foundation of customer service for all clients
Requires a Bachelor's degree in business administration, finance, or another related field
A Bachelor's degree in finance, business administration, or alternate related analytical field is preferable, but not required

Location

Westborough, MA

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Finance Jobs in Westborough, MA

Senior Vice President, Financial Reporting Team Manager

Financial Planner

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