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Cash Flow Analyst – Hybrid / Needham or Boston, MA
Our client, a large organization within the financial services industry, is seeking a Cash Flow Analyst to support daily operational processes related to cash activity across multiple investment accounts. This role involves coordinating with internal teams, managing high‑volume inquiries, and ensuring accurate processing within a fast‑paced environment.
Responsibilities
- Oversee daily cash-related activity across various accounts, ensuring transactions are processed accurately and on time
- Collaborate with internal teams, including offshore partners, as well as external parties to confirm contributions, withdrawals, and other cash movements
- Review and resolve variances or discrepancies by researching transactional issues and coordinating resolutions
Qualifications
- Bachelor’s degree required
- 1+ year of experience in investment operations, fund accounting, custodial operations, or a related financial services function
- Cash flow processing experience a plus
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