The Cabot Wealth Network is part of Cabot Heritage Group. For more than 50 years Cabot’s investment advisory publications have helped hundreds of thousands of investors make more money. Cabot’s high standards of research, time-tested investment strategies and systems, and expert analysts are why Cabot has won accolades and awards for its publications and most importantly, why we have so many loyal customers. And, our focus on attracting and retaining a diverse and talented team is what enables our success. Any currently open positions are listed below.

And, we are ALWAYS in the market for new ideas, new products and services, new partnerships and new analysts so please feel free to email us at


Manager of Finance & Human Resources


The Finance & Human Resources Manager (FHRM) will be responsible for bookkeeping, HR administration as well as be a strategic thought-partner and report to, and work closely with, the Vice President of Operations, as well as the President. The successful candidate will be hands-on and participative with entrepreneurial spirit and will lead efforts to support the following areas: finance, business planning and budgeting, and human resources administration.

The DFHR will play a critical role in partnering with the leadership team in strategic decision making and operations as Cabot Wealth Network continues to grow. This is a tremendous opportunity for a leader to maximize and strengthen the internal capacity of a well-respected, high-impact organization.


  1. Financial Management
  • Analyze and present financial reports in an accurate and timely manner
  • Oversee and lead budgeting, planning, and tax process
    • monitor progress and changes
    • keep senior leadership team abreast of the company’s financial status
  • Manage organizational cash flow and forecasting
  • Oversee contract management
  • Update and implement all necessary business policies and accounting practices
  • Create and maintain finance department’s overall policy and procedure manual
  • Oversee accounts receivable, accounts payable, payroll and other financial functions
  • Coordinate specified risk management activities and appropriate insurance coverage
  • Work with key departments to maintain appropriate financial transaction procedures
  • Work with outside accounting firm to prepare financial statements and ad hoc reports
  • Coordinate and lead annual audit process, liaise with external auditors/evaluators
  • Manage bank accounts, CDs, and money market funds
  • Perform day-to-day financial operations including oversight of accounts payable and receivable, and maintenance of the general ledger in conjunction with company’s outside accounting firm
  • Handle payroll and 401(k) contributions in conjunction with company’s PPO
  • Handle invoices, reimbursement and check writing activities
  • Review tax filing for independent contractors (Form 1099 and 1096 to the IRS)
  • Review and submit the form 5500 (Employee benefits) and tax returns
  • Prepare and submit all federal and state reporting requirements
  1. Human Resources
  • Develop and maintain HR policies & procedures, benefits administration, and compensation and payroll
  • Maintain HR records
  • Prepare and submit payroll, including following up on missing timecards
  • Work closely and transparently with external HR partners/vendors
  • Liaise with healthcare, retirement and other benefits brokers
  • Ensure compliance with applicable federal, statewide, and local law requirements
  • Oversee all areas associated with the administration of staff benefits to include, but not limited to: 401(k) retirement plan, severance, health insurance, dental, disability, basic and voluntary life insurance, workers compensation and commercial insurance
  • Maintain employee leave/vacation time; provide the annual leave balance report to staff members on a scheduled basis
  • Prepare and submit advertisements for vacant positions on career websites

Such other tasks and responsibilities as are necessary or may arise from time to time

What a strong candidate looks like

  • Bachelor’s Degree (or MBA) in finance, accounting or business
  • 3-5 years similar work experience
  • Full accounting qualification i.e. CPA, ACCA or equivalent will be a plus
  • Proven track record of success
  • High proficiency with QuickBooks
  • Proficient with Microsoft Office and Excel
  • Experience with PayChex or other similar payroll/HR software/service
  • Knowledge of digital tools commonly used in financial and HR management
  • Flexible and team-oriented
  • Strong attention to detail and creative problem-solver
  • Ability to work independently as well as within a team environment
  • Track record of ethics with regard to confidentiality and fiscal management
  • Curiosity and passion for learning, with an excitement for new challenges
  • Ability to meet deadlines, use time effectively and manage multiple tasks simultaneously
  • Excellent written, verbal and in-person communication skills

Reports to: Vice President of Operations
Classification: Manager of Finance & HR is a part-time, exempt management position


All applications should be submitted through Indeed:

Headquartered in Salem, Mass., Cabot is a short walk from the T train/bus station.  Cabot Heritage Corp. is an equal opportunity employer.

 Cabot Wealth Network 50th anniversary ribbon

Cabot Wealth Network
176 North Street, Salem MA 01970

 Cabot Wealth Network