Senior Finance Manager

Linedata; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Linedata, a global financial technology company, is seeking a Senior Finance Manager to join the North America Finance team in Boston. You will lead monthly reporting, budgeting, and analytics, partnering with the NA CFO and global FP&A teams to drive insights and performance.

In this hands-on role, you will streamline processes, enhance automation, and influence strategic decision-making. The ideal candidate has strong financial fundamentals and a track record in FP&A, translating complex data

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• Strong experience in financial reporting, FP&A, budgeting, and modeling.
• Solid understanding of financial statements and KPIs.
• Advanced Excel skills and financial systems experience.
• Analytical mindset and ability to communicate insights.
• Independent work style with cross-functional collaboration.

Responsibilities

• Lead monthly financial reporting and analysis across P&L, balance sheet, and cash flow.
• Support annual budgeting, forecasting, and driver analysis.
• Coordinate with Paris FP&A to ensure consolidated reporting in Tagetik.
• Develop financial presentations and reviews for senior leadership.
• Identify opportunities to automate reporting and improve processes.
• Collaborate with revenue and cost teams and offshore accounting for accuracy.
• Support internal and external audits and tax-related activities.
• Contribute to real estate, insurance, and other finance initiatives as needed.

Skills

Financial reporting

FP&A

Budgeting

Financial modeling

Excel

Analytics

Cross-functional

Education

Bachelor's degree in Finance/Accounting/Business

MBA or CPA (preferred)

Tools

Tagetik

Microsoft Dynamics GP

Job description

Linedata is a global financial technology company providing innovative software and services to the investment management and lending communities in more than 50 countries. Our North America Finance team plays an important role in supporting business performance and strategic decision-making. At Linedata, you'll have the opportunity to work closely with senior leadership, contribute ideas, improve processes, and further develop your finance expertise in an international environment that values collaboration, initiative, and continuous improvement.

About the Opportunity

Linedata is seeking a Senior Finance Manager to join our North America Finance team in Boston. This is an opportunity for a hands-on finance professional who enjoys working with data, improving financial processes, and turning complex financial information into meaningful business insights. Working closely with our North America CFO, you'll play an important role in financial reporting, planning, and analytics while partnering with finance and business leaders across our global organization. We're looking for someone who brings strong financial fundamentals, a proactive mindset, and an interest in leveraging technology and automation to improve how financial information is analyzed and reported. This is an individual contributor position offering broad exposure to the business, meaningful ownership, and opportunities for professional growth.

What You'll Do

• Lead monthly financial reporting and analysis, providing accurate and actionable insights into business performance across the P&L, balance sheet, and cash flow.
• Support the annual budgeting process, financial planning, and analysis of key business drivers.
• Partner with our Paris-based FP&A team to coordinate financial updates and ensure accurate consolidation and reporting in Tagetik.
• Work closely with the North America CFO to develop financial presentations, business reviews, and ad hoc analysis for senior leadership.
• Identify opportunities to streamline reporting, improve financial processes, and enhance business insights through automation, systems optimization, and AI-enabled tools.
• Collaborate with North America Revenue and Cost Controllers and our offshore accounting team to ensure timely and accurate financial reporting.
• Support internal and external audits, including preparation of financial schedules and supporting documentation.
• Coordinate with external tax advisors on annual filings and related tax activities.
• Contribute to additional finance initiatives, including real estate, insurance, and other business projects as needed.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• Strong experience in financial reporting, financial planning and analysis, budgeting, and financial modeling.
• Solid understanding of financial statements, accounting principles, and key business performance metrics.
• Advanced Excel skills and experience working with financial reporting and accounting systems.
• Strong analytical and problem-solving skills, with the ability to interpret financial data and communicate meaningful insights.
• Ability to work independently, manage competing priorities, and collaborate across functions and geographies.
• A proactive, hands-on approach with an interest in improving processes and leveraging technology.

Preferred Qualifications

• Experience in a SaaS, financial technology, or other global business environment.
• Familiarity with Tagetik financial reporting and Microsoft Dynamics GP (Great Plains) accounting or similar enterprise financial reporting/general ledger systems.
• Experience with financial reporting automation, analytics tools, or AI applications.
• MBA or CPA designation is a plus, but not required.

Why Join Linedata?

Linedata is a global financial technology company providing innovative software and services to the investment management and lending communities in more than 50 countries.

Our North America Finance team plays an important role in supporting business performance and strategic decision-making.

At Linedata, you'll have the opportunity to work closely with senior leadership, contribute ideas, improve processes, and further develop your finance expertise in an international environment that values collaboration, initiative, and continuous improvement.

No Agencies, Please: Linedata is managing recruitment for this position directly and is not accepting submissions from staffing agencies or third-party recruiters. Unsolicited resumes will not be considered, and no agency fees will be paid without a prior written agreement.

Commitment to Diversity:

We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.

Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.