SB Financial Services Manager jobs in Framingham, MA

SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Financial Services – Manager
  • CFGI
  • Boston, MA FULL_TIME
  • Financial Services – Manager


    Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.


    Take ownership of your career at CFGI:


    • Gain exposure to a wide range of industries and/or projects.
    • Make a true business impact with your clients.
    • Own projects from start to finish.
    • Experience client interaction and thrive in a client-facing role.
    • Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
    • Enjoy the flexibility of office/remote/client site work locations (engagement specific).
    • Create your own path.
    • Enjoy what you do!

    What you might expect:


    • Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.
    • Lead liquidity capital planning and management efforts to ensure the client’s financial stability.
    • Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and debt raises, IPO’s).
    • Accounting projects focused on carving out business units/subsidiaries.
    • Oversee and implement remodeling initiatives following regulatory evaluations.
    • Review of Consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).
    • Research and documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606, ASC 326).
    • Draft cost decisions and provide recommendations to boost the company’s capital position.
    • Process improvement projects and implementation of changes.
    • Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultant’s overall experience.
    • Participate in the firm’s recruiting efforts, client relationship building and business development efforts.

    Who you are:


    • Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
    • Six to eight years’ experience in public accounting and/or industry accounting/finance.
    • Preferred background in the Insurance and/or Banking space.
    • Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.
    • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
    • Proactive in identifying client needs and effective in building a strong relationship with clients.
    • Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.
    • Effective analytical and critical thinking abilities.
    • Entrepreneurial nature, self-motivated, ethical, and dependable.
    • High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.

  • 4 Days Ago

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Account Manager - Financial Services
  • Centric Consulting
  • Boston, MA FULL_TIME
  • Account Manager - Financial Services Job Location: Boston, MA Join our team Centric Consulting is an international management consulting firm with expertise in digital, business and technology. We are...
  • 29 Days Ago

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Store Manager
  • PLS Financial Services, Inc.
  • Roxbury, MA FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 12 Days Ago

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Store Manager
  • PLS Financial Services, Inc.
  • East Boston, MA FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • Just Posted

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Assistant Store Manager
  • PLS Financial Services, Inc.
  • Medford, MA FULL_TIME
  • Overview PLS®: People. Location. Service PLS—which stands for People – Location - Service—is a leading retail provider of alternative financial services. The PLS Group, headquartered in Chicago, is co...
  • 1 Month Ago

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Senior Audit Manager - Financial Services
  • Crowe
  • Boston, MA FULL_TIME
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are wi...
  • 12 Days Ago

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0 SB Financial Services Manager jobs found in Framingham, MA area

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Temporary Part-Time Finance Administrative Support
  • Walker Development & Construction Management
  • Marlborough, MA
  • Job Description Job Description Walker Development & Construction Management is seeking an energetic, well-organized ind...
  • 4/20/2024 12:00:00 AM

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Accounts Payable
  • Complete Staffing Solutions, Inc.
  • Canton, MA
  • Job Description Job Description We are seeking an Accounts Payable Administrator! You will be responsible for the effect...
  • 4/19/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Southborough, MA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/19/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Southborough, MA
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/19/2024 12:00:00 AM

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Director, Managed Account Investment Product
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Role As key members of the Managed Account Investment Product team we are responsible for partnerin...
  • 4/18/2024 12:00:00 AM

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Supv Internal Revenue Agent (Special Enforcement Grp Mgr) MSP TEMP NTE 1 YR MBE, MBMP 12 Mo. ROSTER
  • Department Of The Treasury
  • Southborough, MA
  • Duties WHAT IS THE SBSE - Small Business Self Employed DIVISION? A description of the business units can be found at: ht...
  • 4/18/2024 12:00:00 AM

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Senior Financial Analyst, Property Development
  • The TJX Companies, Inc.
  • Marlborough, MA
  • 300 Value Way Marlborough MA 01752 Senior Financial Analyst, Property Development The Opportunity: Contribute To The Gro...
  • 4/18/2024 12:00:00 AM

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Financial Analyst III, Urology
  • Boston Scientific
  • Marlborough, MA
  • Additional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance A...
  • 4/18/2024 12:00:00 AM

Framingham is located at 42°17′59″N 71°25′35″W / 42.29972°N 71.42639°W / 42.29972; -71.42639 (42.299795, −71.426627). According to the United States Census Bureau, the city has an area of 26.4 square miles (68.5 km²). 25.1 square miles (65.1 km²) of it is land and 1.3 square miles (3.4 km²) of it (4.99%) is water. Framingham is in eastern Massachusetts, 20 miles (32 km) west of Boston, midway between Boston and Worcester. It is bordered by Southborough and Marlborough on the west; Sherborn and Ashland on the south; Natick on the east; Wayland on the northeast; and Sudbury on the north. The ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$183,073 to $249,385
Framingham, Massachusetts area prices
were up 2.5% from a year ago

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Visit the SB Financial Services website to access your investment accounts or for more information on SB Financial Services.
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