drjobs Junior Treasury Financial Analyst

Junior Treasury Financial Analyst

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1 Vacancy
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Job Location drjobs

Ludlow, MA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

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 daytoday 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 followup 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

Bachelors 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 510 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.

Dont 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 youre excited about this role but your experience doesnt 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.


Required Experience:

IC

Employment Type

Full Time

Company Industry

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