Job Description

If interested, please attach your resume in WORD

Seeking an experienced Portfolio Analyst to join its Boston office.  This position will report to the Assistant Controller and will be responsible for month end functions, reporting and other ad-hoc projects. This is a hybrid role between accounting & finance. This individual will have the opportunity for future growth and development amongst a group of high achieving and fun professionals. We are seeking a driven, dedicated, and enthusiastic professional to join our dynamic team.



  • Assist with the reporting and general accounting of the corporate and project companies, which includes (but not limited to) preparing financials (balance sheet, P&L, equity statement and cash flow statement), maintaining monthly schedules and covenant calculations and recording journal entries.
  • Prepare and assist in the creation of financing packages to lenders for projects in construction.
  • Maintain budget-to-actuals for all projects on a monthly and quarterly basis.
  • Assist and own tasks related to the implementation of processes relating to the ERP system.
  • Assist and cross-train other staff accountants.
  • Prepare ad hoc reports for management – including various department requests.
  • Prepare annual audit schedules, support and interfaces with auditors.
  • Support reporting and analysis of monthly and quarterly results.


Ideal candidate must be enthusiastic, self-motivated, results-oriented and operate well in a collaborative, team environment.  The ideal candidate should be prepared for increased responsibilities as they relate to the role and in a rapidly growing company.

  • Bachelor’s degree in Accounting or Finance.
  • 2 years of Public Accounting experience highly encouraged.
  • Solid understanding of generally accepted accounting principles and the ability to do research to find solutions for accounting issues.
  • Experience with accounting systems; NetSuite strongly preferred.
  • Ability to communicate effectively with the accounting team, executive management and all departments across the organization.
  • Strict attention to detail.
  • Willing and able to adapt to a high energy, fast paced environment.
  • Highly motivated, proactive, and efficient.
  • Robust analytical, organizational, and problem-solving skills.
  • Strong Microsoft Office and overall computer skills.
  • Enthusiastic and eager to learn and grow.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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