Financial Analyst
JEC
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 > #J-18808-Ljbffr
$65k - $80k
...Location North Grafton, Massachusetts, United States of America Purpose Responsible for understanding and interpreting Plant financial information and analysis, including actuals, plans, forecasts, and capital analysis. Take lead role in forecasting, planning, and project...SuggestedRelocation- ...senior leaders to projects that engage all your skills. As an Analyst in the International Private Bank, you will work with our team... ...skills and ability to multitask Genuine interest in financial markets and macro‑level economic trends Desire to ultimately...Suggested
$85k - $90k
...Brief Summary of Purpose Seeking a motivated and detail-oriented analyst to join our team. This position is ideal for candidates who... ...external sources Support the preparation of actuarial components of financial reports, regulatory submissions, and risk adjustment analyses...SuggestedPermanent employmentLocal area$85k - $90k
...Fallon Health is seeking a motivated actuarial analyst in Worcester, Massachusetts. This role involves developing actuarial models and performing data analysis to support key business functions. The ideal candidate will have passed at least two actuarial exams, possess...Suggested$75.2k - $90.3k
...inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating at...SuggestedFull timeWork experience placementRemote workWork from homeFlexible hours- ...to projects that engage all your skills. As a Lending Advisory Analyst in Wealth Management, you will provide day-to-day analytical and... ...for credit packages (e.g., credit documents, client financial information/PFS where applicable). Assist Lending Advisors with...Internship
$100k - $120k
...Lead Financial Analyst Location: Worcester Department: Budget & Operations Division: Worcester Polytechnic Institute - WPI The Lead Financial Analyst will sit within the Division of Finance & Operations and work closely with colleagues across the institution...3 days per week- ...changing lives. About the Role This is not a back-office finance role—it’s a true business partnership. As a Senior Financial Analyst – Operations FP&A Business Partner , you will sit at the intersection of finance and operations, directly supporting...Worldwide
- ...Employee recognition and awards And much more! Position Summary We are seeking a highly analytical and detail‑oriented Senior Financial Analyst to support USA financial reporting, expense analysis, and executive reporting in partnership with FP&A managers and cross‑functional...Live inWork at officeImmediate startMonday to Friday
- ...help physicians make informed clinical decisions and improve patient outcomes worldwide. About the Role We are seeking a Senior Financial Analyst

