KBW Financial Staffing & Recruiting
Overview
Financial Analyst role at KBW Financial Staffing & Recruiting Location: Boston, MA Type: Temp - 1 year assignment | Compensation: 30-40/hr Responsibilities
Assist with monthly forecasting for operating and restricted accounts Update and maintain financial dashboards and budget tracking tools Support the review and reconciliation of transactional data Generate journal entries and assist with documentation for internal fund transfers Collaborate with department leads to track discretionary spending and ensure alignment with approved budgets Monitor commitments as needed Support data entry, reporting, and cleanup within financial systems (e.g., SAP, Excel models, Power BI) Help prepare materials for financial reviews Provide backup support for Concur invoice processing Perform ad hoc financial analysis and reporting projects as assigned Qualifications
Bachelor\'s degree in Finance, Accounting, or a related field 3+ years of relevant experience Proficiency in Microsoft Excel (pivot tables, formulas, charts) Application
Interested candidates may contact: jalercio@kbwfinancial.com Job Details
Seniority level: Mid-Senior level Employment type: Contract Job function: Finance and Sales Industries: Staffing and Recruiting
#J-18808-Ljbffr
Financial Analyst role at KBW Financial Staffing & Recruiting Location: Boston, MA Type: Temp - 1 year assignment | Compensation: 30-40/hr Responsibilities
Assist with monthly forecasting for operating and restricted accounts Update and maintain financial dashboards and budget tracking tools Support the review and reconciliation of transactional data Generate journal entries and assist with documentation for internal fund transfers Collaborate with department leads to track discretionary spending and ensure alignment with approved budgets Monitor commitments as needed Support data entry, reporting, and cleanup within financial systems (e.g., SAP, Excel models, Power BI) Help prepare materials for financial reviews Provide backup support for Concur invoice processing Perform ad hoc financial analysis and reporting projects as assigned Qualifications
Bachelor\'s degree in Finance, Accounting, or a related field 3+ years of relevant experience Proficiency in Microsoft Excel (pivot tables, formulas, charts) Application
Interested candidates may contact: jalercio@kbwfinancial.com Job Details
Seniority level: Mid-Senior level Employment type: Contract Job function: Finance and Sales Industries: Staffing and Recruiting
#J-18808-Ljbffr