Finance Associate

Posted 10/25/2023 By Jennifer Keane

Our client is a well-established financial services firm located in the picturesque Cape Cod region of Massachusetts. We are seeking a dedicated and detail-oriented Finance Associate to join our team. This is an excellent opportunity for an individual with a strong financial background who is looking to contribute to our company's success and grow within the organization.


  1. Financial Analysis: Conduct in-depth financial analysis to assess investment opportunities, portfolio performance, and risk management.
  2. Data Management: Manage and maintain financial data and records, ensuring accuracy and compliance with regulations.
  3. Budgeting and Forecasting: Assist in budget preparation and long-term financial planning, providing insights to improve financial efficiency.
  4. Reporting: Generate financial reports, including income statements, balance sheets, and cash flow statements for internal and external stakeholders.
  5. Compliance: Stay up to date with industry regulations and ensure that financial operations comply with legal requirements.
  6. Reconciliation: Perform regular account reconciliations to identify discrepancies and resolve financial discrepancies.
  7. Investment Support: Assist in investment strategy and analysis, evaluating potential investments and monitoring portfolio performance.
  8. Ad-Hoc Projects: Collaborate with the finance team on special projects, financial modeling, and process improvement initiatives.


  • Bachelor's degree in Finance, Accounting, or a related field.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial software and Microsoft Excel.
  • Excellent communication and presentation skills.
  • Detail-oriented with a high level of accuracy.
  • Knowledge of financial regulations and compliance.
  • Ability to work both independently and as part of a team.
  • Prior experience in financial analysis or a related role is a plus.


  • Competitive salary of $65,000 per year.
  • Health, dental, and retirement benefits.
  • Opportunities for professional development and growth.
  • A supportive and collaborative work environment.
  • The opportunity to work in the beautiful Cape Cod region.

If you're interested in this Finance Associate position and meet the qualifications, please submit your resume and a cover letter detailing your relevant experience. We look forward to welcoming a new member to our finance team on Cape Cod!

Please note that job descriptions and salaries may vary over time and based on the specific company's needs and location. It's a good idea to verify the most up-to-date job listings through job search websites or the company's official website.

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