Financial Analyst

Jec Llc; Worcester (MA); On-site; USD 60,000 - 80,000; Full time

Job summary

A recognized tax advisory firm based in Worcester, MA, is seeking a Financial Analyst. The ideal candidate will perform financial forecasting, analyze data, and assist in client decision-making. A degree in Accounting, Finance, or Economics is required, along with strong Excel skills. The role involves working closely with clients to enhance financial performance and reporting.

Qualifications

• 0-3+ years of business finance or relevant experience.
• Strong analytical and data gathering skills.
• Willingness to learn and strong problem-solving skills.

Responsibilities

• Perform financial forecasting, reporting, and operational metrics tracking.
• Analyze financial data and create models for decision support.
• Report on client financial performance.

Skills

Fluency with Excel

Analytical skills

Problem-solving

Communication skills

Education

BA, BS, or B.Com degree in Accounting/Finance/Economics

Tools

Excel

Job description

About Us

Cunningham & Associates is a nationally recognized Tax Advisory Firm based in Worcester, MA, with over 30 years of experience providing top-tier advisory services for small to mid-sized businesses and high net worth individuals. At C&A we create measurable value for our clients through proactive tax planning and strategy. We serve as holistic strategic advisors, helping our clients reduce their taxes and navigate the complexities of their financial landscapes.

Position Overview

The following are all aspects of a financial analyst’s duties:

• Perform financial forecasting, reporting, and operational metrics tracking for clients
• Analyze financial data and create financial models for client decision support
• Preparation of business valuation reports to support business exit and estate planning decisions
• Creation of pre-diligence quality of earnings reports to support transaction planning
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Work closely with the client’s accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide the cost analysis process by establishing and enforcing policies and procedures
• Provide analysis of trends and forecasts and recommend actions for optimization
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
• Increase productivity by developing automated reporting/forecasting tools
• Perform market research, business intelligence, and valuation comps
• Report on client financial performance and prepare for regular leadership reviews
• Maintain a strong financial analysis foundation creating forecasts and models

Basic Qualifications

• 0-3+ years of business finance or other relevant experience
• Strong fluency with Excel formulas and functions
• BA, BS, or B.Com degree required (Accounting/Finance/Economics)
• Strong analytical and data gathering skills
• Good business acumen
• Willingness to learn, good attitude, strong problem solving skills

Preferred Qualifications

• 3-5+ years of business finance or other relevant experience
• Proven work experience with client / stakeholder facing responsibilities
• MBAs are preferred
• Finance, Accounting, Economics, or Statistics are preferred major fields
• Strong quantitative and analytical competency
• Self-starter with excellent interpersonal communication
• Advanced knowledge of Excel
• High proficiency in financial modeling techniques

Interpersonal Skills

• Ability to streamline functions and passion to learn and grow
• Strong interpersonal skills, including written and oral communication skills
• Comfort dealing with ambiguity and the ability to work independently
• Experience working with, and presenting to, senior executives
• Excellent communication and presentation skills; be comfortable interacting with executive-level management
• Strong financial modeling experience

Key Responsibilities

• Grow financial performance through analysis of financial results, forecasts, variances, and trends
• Create recommendations to be presented to management and executives
• Develop financial models to support valuation, planning, and forecasting
• Aid in the capital budgeting and expenditure planning processes
• Reconcile existing transactions through cross-referencing of incoming and outgoing data
• Conduct comparables analysis and market research to support internal financial analysis
• Maintain up-to-date technical knowledge of financial instruments, market conditions, and trends

Apply now >