Finance Manager

Our client, a prestigious investment firm, is seeking an experienced Executive Assistant to support senior-level investment professionals during a medical leave coverage. This is a hybrid role based in Boston, requiring three days onsite, and two remote. The position runs 3+ months, hours are 8:30 AM-5:00 PM, and pay is low $40s/hour. This is a temporary, full-time opportunity within a professional, fast-paced corporate environment. Responsibilities: Provide executive-level administrative support including complex calendar management across time zones. Coordinate global travel logistics, itineraries, and meeting arrangements. Prepare and distribute meeting materials, handle board meeting scheduling. Process and track expenses in Workday, ensuring timely submission. Liaise with internal teams and external stakeholders with professionalism and discretion. Manage competing priorities, maintain organization, and anticipate team needs. Qualifications: 5+ years of experience as an Executive Assistant in investment banking, private equity, or professional services. Strong command of Microsoft Office (Outlook, Word, Excel, PowerPoint). Excellent written and verbal communication skills with the ability to engage across senior levels. Highly organized, detail-oriented, and proactive with exceptional time management. Strong judgment, discretion, and the ability to perform under pressure. Bachelor's degree preferred. Qualified and interested candidates are encouraged to apply today for immediate consideration. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

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About the Role We are seeking a detail-oriented and reliable Accountant / Office Manager to manage our day-to-day accounting operations and support general office administration. This is a key role as we transition accounting responsibilities from our offshore team to our Boston headquarters. The ideal candidate will have hands-on experience with QuickBooks Online, a strong understanding of reconciliation and financial reporting, and the ability to manage administrative tasks efficiently in a small-business environment. Key Responsibilities Accounting & Finance Manage Accounts Payable (A/P) and Accounts Receivable (A/R) including vendor invoices, payments, and collections. Conduct monthly bank and credit card reconciliations—ensuring all transactions are matched, discrepancies resolved, and accounts tied out accurately. Prepare and maintain accurate general ledger entries, journal postings, and supporting schedules. Generate and deliver monthly financial statements, including Balance Sheet and Income Statement, ensuring accuracy and timeliness. Provide summary reports with notes on outstanding items, discrepancies, or required follow-up actions. Collaborate with external CPA for tax filings, payroll review, and compliance documentation. Maintain QuickBooks Online in a clean, reconciled, and auditable state at all times. Manage expense reports, reimbursements, and petty cash. Office Administration Handle general office management tasks (supplies, mail, vendor coordination, scheduling). Support HR administration (new hire paperwork, timesheets, benefits coordination). Assist the CEO with vendor contracts, renewals, and internal document organization. Monthly Deliverables For each monthly cycle, the Accountant / Office Manager will provide: ✅ Fully reconciled QuickBooks Online file ✅ PDF exports of the Balance Sheet and Income Statement ✅ Summary of issues found and actions taken ✅ Notes on any outstanding or unreconciled items Qualifications Bachelor’s degree in Accounting, Finance, or related field. Minimum 3–5 years of accounting experience (preferably in small business or IT/professional services). Proficiency in QuickBooks Online and Microsoft Excel. Understanding of GAAP accounting principles and monthly closing procedures. Experience with tax filings, reconciliations, and vendor management. Strong organizational and analytical skills with keen attention to detail. Ability to work independently, meet deadlines, and maintain confidentiality. Preferred Attributes Experience working in a technology or consulting firm environment. Familiarity with multi-entity or international accounting (India/US reconciliation a plus). Excellent communication skills for coordination with internal teams and external accountants. Compensation

This is a temporary Executive Assistant opportunity with a leading finance and investment management firm in Boston, MA. The role will run for approximately 14-18 weeks, with a target start date in late October to allow for cross-training. The position offers $40/hour and a Monday-Friday schedule (9:00 AM - 5:30 PM). Key Responsibilities: Manage complex calendars, coordinate meetings, and handle scheduling needs. Arrange domestic and international travel, including flights, hotels, ground transportation, and itineraries. Process and manage expense reports via Concur. Provide administrative support for four investment professionals (Partner, Managing Director, Vice President, Senior Associate). Collaborate with other Executive Assistants to complete in-office tasks. Maintain a high level of discretion and professionalism in a fast-paced environment. Candidate Qualifications: Minimum of 3 years of Executive Assistant experience in a finance or investment setting. Proficiency with Concur for expense management and travel arrangements. Strong organizational skills and excellent written/verbal communication abilities. Experience booking international travel and coordinating across time zones. Ability to work both independently and as part of a collaborative team. Comfortable working in a hybrid schedule (3-4 days onsite). Qualified and interested candidates are encouraged to apply today for immediate consideration. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

About Us YouLend is the preferred global embedded financing platform for many of the world’s leading e-commerce sites, tech companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our software platform and APIs enable our partners to offer flexible financing products, in their desired branding, to their merchant base. With YouLend's AI-driven credit risk assessment solutions, more merchants and SMEs than ever can receive fast, flexible and affordable funding. We operate in 9+ geographies across the UK, EU and the US. We believe that the future of financial services will be delivered by customer-oriented tech companies that embed financing in their customer journeys, and we are building the solutions that will power that future. The Role: We are seeking a highly detail-oriented and driven Funding Specialist to join our production team. In this role, you will be responsible for reviewing financial deals to ensure accuracy and compliance before initiating merchant financing. The ideal candidate will thrive in a fast-paced environment, possess strong interpersonal and communication skills, and maintain a positive, solutions-focused attitude. As a Junior Funding Analyst at YouLend, you will play a vital role in the production line serving thousands of merchants per month. Key Responsibilities: Carefully review and verify deal documentation and requirements prior to funding. Ensure all components of the deal are correctly set up and meet compliance standards. Coordinate with internal departments to clarify and resolve any discrepancies or missing information. Accurately set up merchant financing according to approved terms and conditions. Communicate clearly and effectively with stakeholders to facilitate a smooth funding process. Manage multiple tasks and deadlines under pressure while maintaining a high level of accuracy. Contribute to continuous improvement efforts by identifying process gaps and suggesting solutions. Requirements Strong attention to detail and accuracy is essential. Proven ability to work effectively under pressure and meet tight deadlines. Excellent interpersonal and communication skills (both written and verbal). Demonstrated problem-solving ability and initiative. Team-oriented with a collaborative approach to work. Positive attitude, reliability, and a strong work ethic. Proficient in Microsoft Office Suite; experience with financial systems or CRM tools is a plus. Previous experience in a funding, finance, or operations role is an advantage but not required. Benefits We offer comprehensive benefits package that includes: Health Care Coverage. YouLend covers 80%; employee contribution is 20% of the premium. Medical Plan (medical insurance and prescription drug coverage)- Choice of 5 different plans through United Healthcare. Dental plan coverage Vision plan coverage Benefits can be for: Employee only; Employee & Spouse; Employee & Child; Employee & Family Retirement - 401K match. Employee match $1 for $1 up to 5% of salary. Basic Life & AD&D Insurance. International travel insurance covered if traveling abroad for work purposes. Paid Time Off (PTO)- 20 working days (4 weeks) + US public holidays Paid Office Parking Why join YouLend?  At YouLend, we are actively creating an equitable and inclusive environment for every YouLender to thrive. We champion diversity and embrace equal opportunity employment practices. Our hiring, transfer, and promotion process are exclusively based on qualifications, merit, and business requirements, free from any discrimination based on race, gender, age, disability, religion, nationality, or any other protected basis under applicable law.    Salary: $50,000 to $50,000 + up to 20% annual Bonus

NOTE: THIS IS NOT A REMOTE POSITION Hi, my name is Jeff & I manage a number of short term rental properties. I am looking for someone to help me catch up with some bookkeeping (i.e. Microsoft Excel). For instance, I need help tracking expenses, mainly determining what was purchased & which rental property it was for. As long as you have at least a basic understanding of Excel, that's good enough since essentially you'd start with my spreadsheet which has a list of credit card transactions & you'd just have to find the receipts etc for those & fill in the missing blanks (this will allow me to categorize the expenses correctly). I am way too ADD to look up thousands of old receipts myself, so with your help I can finally get caught up & then we can focus on keeping things organized going forward. My office is located in downtown Tiburon. The only requirements are knowing how to use Excel for simple bookkeeping tasks, & living within a close proximity to Tiburon, since THIS IS NOT A REMOTE POSITION. Having someone in close proximity is important since the hours vary. For instance, some days I may need you to help me for an hour, while other days you may be able to work as many hours as you'd like. Often times I can be flexible around your schedule, except I do not work in the mornings. I'm usually at the office between noon & midnight. If you are interested, please submit your resume along with these additional details: Your location (so I can shortlist you if you are located very close) Your experience with Bookkeeping & Excel Your availability in the near future Confirmation that you're ok with the hourly rate & variable hours Pay $30/hr & you would be paid as an independent contractor (1099 if you're paid $600 or more)