Finance Operations

Senior Executive Assistant to the Chief Financial Officer | Boston, MA

Location: Boston, Massachusetts 02118

Work Arrangement: 100% onsite

Employment Type: Full-time, permanent

Experience Level: Senior Executive Support

Reports To: Administrative Manager

Primary Executive: Chief Financial Officer

Base Salary: $70,000–$98,000

Travel: Not required

Relocation Assistance: Not available

Visa Sponsorship: Not available

Position Overview

A prominent healthcare organization is seeking an accomplished Senior Executive Assistant to provide high-level support to its Chief Financial Officer and designated Vice Presidents across the Finance leadership team.

This highly visible enterprise role requires exceptional judgement, discretion, organization and anticipatory thinking. The successful candidate will be a trusted partner who protects executive time, resolves challenges and supports complex Finance, Board and governance priorities.

Key Responsibilities

• Serve as the primary administrative partner to the CFO.

• Support designated Vice Presidents and senior Finance leaders.

• Manage complex calendars and competing internal and external priorities.

• Coordinate meetings with executives, Board members, auditors, investors, advisers and financial institutions.

• Align schedules with monthly and quarterly close, forecasting, budgeting, audits and Board reporting.

• Coordinate briefing materials, reports, agendas and follow-up actions.

• Maintain visibility of critical Finance deadlines, dependencies and deliverables.

• Support Board and Audit Committee meetings and governance processes.

• Consolidate and distribute accurate, confidential Board materials.

• Draft and edit executive correspondence, presentations and summaries.

• Coordinate domestic and international travel, expenses and logistics when required.

• Handle sensitive financial and organizational information with discretion.

• Build strong relationships across the executive office and wider organization.

• Improve administrative processes and anticipate issues before they affect priorities.

Required Qualifications

• Significant experience supporting C-suite or senior enterprise executives.

• Experience supporting a CFO, Finance leadership team or similarly complex function.

• Expert calendar, meeting and priority-management skills.

• Board, committee, governance or executive-meeting support experience.

• Excellent written communication, editing and presentation skills.

• Exceptional discretion, judgement and attention to detail.

• Ability to manage multiple urgent priorities independently.

• Strong Microsoft Office and collaboration-platform skills.

• Ability to work onsite in Boston.

• Current U.S. work authorization without sponsorship.

Preferred Qualifications

• Healthcare, hospital or regulated-industry experience.

• Experience supporting financial close, budgeting, forecasting or audit cycles.

• Experience coordinating Board and investor-facing activity.

Benefits may include medical, dental and vision insurance, retirement benefits, paid time off, wellness programs and professional development.

Equal Opportunity

The organization is an Equal Opportunity Employer and considers qualified applicants without discrimination based on any status protected by applicable law.

Senior Finance Solutions Specialist – Hybrid (Chicago, New York, Boston, Louisville, Phoenix, Urbandale or London)

Senior Finance Solutions Specialist

📍 Locations: Chicago, IL | New York, NY | Boston, MA | Louisville, KY | Phoenix, AZ | Urbandale, IA | London, UK
🏠 Work Arrangement: Hybrid (3 Days Office / 2 Days Remote)
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: No
💰 Compensation: $131,000 – $200,000

Overview

A global professional services organization is seeking a Senior Finance Solutions Specialist to serve as the techno-functional lead for enterprise finance systems, helping drive the evolution, integration, and optimization of cloud-based ERP and Professional Services Automation (PSA) platforms.

This role is ideal for someone who can bridge the gap between finance, technology, and business stakeholders—combining deep functional knowledge of financial processes with strong technical and solution architecture capabilities.

Key Responsibilities

Finance Systems & Solution Design

  • Partner with Finance, Business, and Technology teams to gather requirements and define solutions.

  • Translate business needs into user stories, functional requirements, and acceptance criteria.

  • Design end-to-end ERP and PSA solutions.

  • Conduct fit-gap analysis and provide recommendations on functionality, risks, and implementation approaches.

ERP & PSA Administration

  • Serve as the subject matter expert for finance applications.

  • Manage system enhancements, configuration, optimization, and troubleshooting.

  • Support financial processes including:

    • Revenue Recognition

    • Billing & Invoicing

    • Time Entry

    • Work-in-Progress (WIP)

    • Backlog Reporting

    • Month-End Close

Integration & Technical Leadership

  • Define integration architecture and data flows.

  • Support API and system integrations.

  • Guide development teams and troubleshoot complex issues.

  • Ensure solution quality and scalability.

Stakeholder Management

  • Act as liaison between business users and technical teams.

  • Lead User Acceptance Testing (UAT) and change management initiatives.

  • Deliver training, documentation, and ongoing support.

  • Communicate effectively with both technical teams and senior leadership.

Required Qualifications

Education

  • Bachelor's Degree in:

    • Computer Science

    • Information Systems

    • Related Technical Field

Experience

  • 5+ years of ERP, finance systems, or finance technology experience.

  • Strong enterprise finance and accounting process knowledge.

  • Experience delivering solutions in Agile (Scrum/SAFe) environments.

  • Experience working directly with business leaders and senior stakeholders.

Required Functional Expertise

✔ Revenue Recognition

✔ Billing & Invoicing

✔ Work-in-Progress (WIP)

✔ Backlog Reporting

✔ Month-End Close

✔ Enterprise Finance / ERP Systems

✔ Business Process Analysis

✔ Solution Design

Strongly Preferred

Certinia (formerly FinancialForce)

  • 3–4+ years supporting:

    • Certinia ERP

    • Certinia PSA

    • Project Accounting

    • Resource Management

    • Financial Management

    • Time & Expense

    • Billing

    • Multi-Currency Environments

    • Project Economics

Note: Certinia is highly desired but not mandatory.

Candidates with strong experience in:

  • Salesforce Platform

  • ERP Implementations

  • Financial Systems

  • Revenue Recognition

  • Billing Solutions

  • Finance Transformation

will also be considered.

Technical Skills

✔ Salesforce Platform

✔ Enterprise ERP Systems

✔ Certinia / FinancialForce (Preferred)

✔ Jira

✔ ServiceNow

✔ Azure DevOps

✔ API & Data Integrations

✔ Agile Delivery Methodologies

✔ Solution Architecture

✔ UAT & Change Management

Ideal Candidate

The ideal candidate is a highly technical, hands-on finance systems expert who can both solve complex system problems and communicate effectively with executive stakeholders.

They will possess:

  • Strong finance ERP implementation experience.

  • Deep understanding of accounting processes and revenue recognition.

  • Ability to work independently and "get into the weeds" technically.

  • Strong troubleshooting and analytical skills.

  • Ability to explain technical concepts in business language.

  • Experience leading discussions with Finance leadership and C-suite stakeholders.

  • Strong techno-functional consulting background.

Candidate Profile

Requirement

Details

Experience

5+ Years

Seniority

Mid-Senior

Education

Bachelor's Degree

Work Arrangement

Hybrid

ERP Experience

Required

Revenue Recognition

Required

Billing & WIP

Required

Certinia

Strongly Preferred

Salesforce

Preferred

Sponsorship

Not Available

Screening Questions

  1. What ERP or finance systems have you implemented or supported?

  2. Describe your experience with revenue recognition, billing, WIP, and backlog reporting.

  3. Have you worked with Certinia (FinancialForce) ERP or PSA solutions?

  4. What role have you played in finance system implementations or transformations?

  5. Have you worked directly with senior business stakeholders or executives?

  6. What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?

  7. Can you describe a complex finance systems issue you personally diagnosed and resolved?

What Makes Someone Successful in This Role?

  • Strong blend of technical and functional finance expertise.

  • Ability to lead discussions with both developers and executives.

  • Deep understanding of ERP systems and accounting processes.

  • Hands-on problem solver, not purely a project manager.

  • Comfortable designing solutions, troubleshooting issues, and driving adoption.

  • Able to translate business requirements into scalable technology solutions.