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Financial Analyst - board reporting (Boston, MA)

Westbrook Maple Financial Group · Boston, MA · part time

Westbrook Maple Financial Group is looking for a Financial Analyst. The job centres on board reporting for account servicing, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Build and update budgets and rolling forecasts with department leads. • Support pricing and investment decisions with careful analysis. • Automate recurring reports so they take hours, not days. • Model the cost of account servicing and recommend where to save. • Prepare board and lender packs with clear charts. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. • Advanced Excel skills; SQL or BI experience helps. Nice to have • Experience with loan applications. • A relevant degree or certification. Working arrangement • Part-time, about 28 hours a week, with flexible days. • On site in Boston. • Applications are reviewed on a rolling basis.

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