Senior Financial Analyst- Investment Management- Boston, MA

Our client is seeking candidates for a Senior Financial Analyst position located in Boston, MA 02111. This role is with an industry leading financial services firm and will work closely within the marketing organization. The ideal candidate will have 2+ years of experience in FP&A or Corporate Finance. Qualified candidates that are 100% REMOTE will be considered.

This is a 12-month contract position that will pay $36/hr within a 40-hour workweek.


  • Coordinate the planning, accruals, vendor payments, and executive financial reporting within marketing organization
  • Utilize MarkTrak database to manage various team commitments, spending, and funding allocations
  • Support the bottoms up budget and forecast by regions, functions, service, and trusts
  • Support the PDR framework governance for PDR percentage splits
  • Calculate PDR Non-Overhead funding
  • Support PO creations and train the business on best practices
  • Provide your subject matter expertise for the PO and invoicing setup for larger and more complex vendor relationships
  • Provide high level reporting for quarterly business reviews
  • Lead review of A/P and monthly accrual process
  • Review unpaid invoices with A/P for timeline of payment
  • Support business on the split invoice function that allows the owner to allocate an invoice for different funding sources, in line with the budget approved category


  • Bachelor’s degree
  • 2 – 4 years of experience in FP&A or Corporate Finance
  • Excellent analytical and communication skills
  • Self-motivation and natural curiosity towards detail
  • Fast learner with demonstrated success in fast-paced environment
  • Intermediate PPT, Word, Excel, and Project skills


If you are interested in learning more about the position, please email your resume to Olivia at



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