Junior Treasury & Financial Analyst Job at Massachusetts Municipal Wholesale, Ludlow, MA

aXFMdEU2ekk2U01jV3U5MkhrUDFVdDE4Q1E9PQ==
  • Massachusetts Municipal Wholesale
  • Ludlow, MA

Job Description

JOB SUMMARY

Assist with financial tasks including reporting, data entry, and analysis to support the MMWEC organization and Member systems. Help maintain financial records, prepare reports, and support cash flow and investment tracking. Work closely with Treasury department and other MMWEC departments to ensure timely and accurate financial information.

Develop basic knowledge of financial tools and software. Support day-to-day Treasury activities, including tracking balances, preparing simple reports, and organizing data. Learn and follow MMWEC policies and industry standards as applicable.

RESPONSIBILITIES

A) (35%) Financial Analysis Support & Planning

1. Contribute to collection and organization of financial data for reports.

2. Prepare spreadsheets and assist with updating financial models.

3. Participate in team meetings and assist with follow-up items.

4. Support database updates related to financial or compliance data.

5. Assist with Member outreach for data gathering or report sharing.

6. Help with cash position reviews and financial reconciliations.

7. Perform financial analysis under guidance.

B) (30%) Cash & Treasury Functions 

1. Assist with tracking and processing payments and fund transfers.

2. Contribute to preparation of documents for financial processes.

3. Perform reconciliations under guidance.

4. Support vendor payment processing.

5. Assist with organizing Treasury related records and documents.

6. Prepare reports for internal treasury review.

C) (20%) Investment Support

1. Help track investment activity and update records.

2. Contribute to investigation of variances

3. Support creation and management of investment portfolio models and analysis.

4. Contribute to investment performance reporting. Assist with daily investment management processes.

5. Assist with resolution of investment activity discrepancies. 

D) (5%) Team Support

1. Provide backup to Treasury staff for tasks as needed.

E) (5%) Other Duties as Assigned

SKILLS

• Good attention to detail and willingness to learn.

• Excel and Microsoft Office skills.

• Ability to follow instructions and meet deadlines.

• Willingness to learn financial tools and systems.

• Strong communication and organizational skills.

• Ability to travel occasionally for meetings or training.

EDUCATION/TRAINING

• Bachelor's degree in Finance or Accounting Required 

EXPERIENCE/REQUIREMENTS

• 1 to 10 years’ relevant experience in finance or accounting.

• Interest in learning about finance, cash management, or investments.

• Exposure to financial concepts through coursework, internships, or prior work experience preferred. 

WORKING CONDITIONS

Work Environment:

• Professional office environment.

• Regular use of standard office equipment.

Physical Demands:

• Must be able to remain in a stationary position 50% of the time.

• Frequently move from sitting to standing positions effortlessly.

• Occasional filing would require the ability to frequently move files, open filing cabinets and bend or stand as necessary. 

• Occasionally lift 5-10 pounds. 

BENEFITS

  • Comprehensive medical and dental benefits with low employee cost from day one.
  • Retirement savings plan with a 6% company contribution and up to an additional 3% company match.
  • Earned vacation time, sick time, and 11 paid holidays.
  • Professional development and tuition reimbursement opportunities.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. So, if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply. You may be just the right candidate for this or other roles.

Massachusetts Municipal Wholesale Electric Company (MMWEC) eagerly accepts applications for employment from all qualified persons without regard to race, color, religious creed, national origin, sex, sexual orientation, GINA, marital status, gender identity, age, ancestry, veteran status, mental or physical disability, and political belief or affiliation.

Job Tags

Holiday work, Work experience placement,

Similar Jobs

Ursi Technologies Inc

Senior ServiceNow Developer Job at Ursi Technologies Inc

 ...Position Senior ServiceNow Developer Location Atlanta, GA (Local candidates only) Duration Full-Time Job Description: Job Summary: We are seeking a highly experienced Senior ServiceNow Developer to join our team in Atlanta, GA. The ideal candidate... 

Giant Eagle

Personal Shopper Job at Giant Eagle

Job Summary Nothing beats the exceptional, one-to-one service our Personal Shoppers can provide. Providing unparalleled service with a smile, your efforts, and helpfulness will help brighten our guests day while helping to build greater customer loyalty with every interaction... 

The UPS Store # 4797

The UPS Sales Associate Job at The UPS Store # 4797

 ...complaints and ensure maximum client satisfaction. To be successful as a Sales associate, you should stay up-to-date with product features and maintain our stores visual appearance in high standards. Ultimately, the duties of a sales associate are to achieve excellent... 

Epic

Network Engineer Job at Epic

 ...an opportunity for you.Infrastructure Engineers specialize in different areas. Experience...  .../Computer EngineeringCybersecurity/NetworkingComputer ScienceExperience Levels:Entry...  ...in Computer Science, IT/Systems, or internships in Infrastructure EngineeringMid-senior... 

Konikoff Dental Associates Battlefield

Registered Dental Hygienist Job at Konikoff Dental Associates Battlefield

*Position Overview:* Konikoff Dental is looking for a *full-time Dental Hygienist* to join our clinical team in our *Battlefield office located at 684 North Battlefield Blvd, Suit A, Chesapeake, Virginia 2332* . We are committed to providing exceptional patient care in...