Junior Treasury & Financial Analyst

Junior Treasury & Financial Analyst

Ludlow, MA

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

Contribute to collection and organization of financial data for reports.

Prepare spreadsheets and assist with updating financial models.

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

Support database updates related to financial or compliance data.

Assist with Member outreach for data gathering or report sharing.

Help with cash position reviews and financial reconciliations.

Perform financial analysis under guidance.

B) (30%) Cash & Treasury Functions

Assist with tracking and processing payments and fund transfers.

Contribute to preparation of documents for financial processes.

Perform reconciliations under guidance.

Support vendor payment processing.

Assist with organizing Treasury related records and documents.

Prepare reports for internal treasury review.

C) (20%) Investment Support

Help track investment activity and update records.

Contribute to investigation of variances

Support creation and management of investment portfolio models and analysis.

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

Assist with resolution of investment activity discrepancies.

D) (5%) Team Support

• Provide backup to Treasury staff for tasks as needed.

E) (5%) Other Duties as Assigned

SKILLS

EDUCATION / TRAINING

EXPERIENCE / REQUIREMENTS

WORKING CONDITIONS

Work Environment :

Physical Demands :

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.