SB Financial Services Manager jobs in Arlington, 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.

  • 8 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...
  • 1 Month 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...
  • 4 Days Ago

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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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Program Manager of Career and Financial Services
  • HEADING HOME INC
  • Boston, MA OTHER
  • Job Details Job Location: Administrative - Boston, MA Position Type: Full Time Education Level: 4 Year Degree Salary Range: $60,000.00 - $68,000.00 Salary/year Travel Percentage: Up to 25% Job Shift: ...
  • 5 Days Ago

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Program Manager of Career and Financial Services
  • HEADING HOME INC
  • Boston, MA OTHER
  • Job Details Job Location: Administrative - Boston, MA Position Type: Full Time Education Level: 4 Year Degree Salary Range: $60,000.00 - $68,000.00 Salary/year Travel Percentage: Up to 25% Job Shift: ...
  • 5 Days Ago

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

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Manager Financial Services - Banking Transformation Payments
  • BDO Belgium
  • Gloucester, MA
  • This job in a nutshell: We live in a fast changing world, full of challenges and opportunities. To succeed as a business...
  • 4/24/2024 12:00:00 AM

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Senior Manager Financial Services - Finance Transformation
  • BDO Belgium
  • Gloucester, MA
  • This job in a nutshell: We live in a fast changing world, full of challenges and opportunities. To succeed as a business...
  • 4/24/2024 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...
  • 4/23/2024 12:00:00 AM

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Senior Audit Manager - Financial Services
  • Crowe Global
  • Boston, MA
  • Your Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex ...
  • 4/23/2024 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...
  • 4/23/2024 12:00:00 AM

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Financial Services Representative - Cambridge, MA
  • Fidelity TalentSource LLC
  • Cambridge, MA
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
  • 4/23/2024 12:00:00 AM

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Client Services Associate- Investment
  • Atlantic Group
  • Boston, MA
  • The Atlantic Group has partnered with a top investment firm in Boston, MA that is in search of a Client Service Associat...
  • 4/22/2024 12:00:00 AM

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Client Services Associate- Investment
  • Atlantic Group
  • Boston, MA
  • The Atlantic Group has partnered with a top investment firm in Boston, MA that is in search of a Client Service Associat...
  • 4/21/2024 12:00:00 AM

Arlington is a town in Middlesex County, Massachusetts, United States, six miles (10 km) northwest of Boston. The population was 42,844 at the 2010 census. Arlington covers 3,517.5 acres (14 km2), or 5.5 square miles, of which 286.2 acres (1.2 km2) are covered by water. There are 210.52 acres (0.9 km2) of parkland. Elevation ranges from 4 feet (1.2 m) above sea level (along Alewife Brook) to 377 feet (114.9 m) near Park Avenue and Eastern Avenue. Arlington borders on the Mystic Lakes, Mystic River, and Alewife Brook. Within its borders are Spy Pond, the Arlington Reservoir, Mill Brook, and Hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Manager jobs
$189,147 to $257,660
Arlington, Massachusetts area prices
were up 2.5% from a year ago

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On average, an Associate Degree is the highest level of education for a SB Financial Services Manager.
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This data is intended to be an estimate, not prescriptive financial or tax advice.
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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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