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Associate Finance Analyst Jobs in Springfield, MA

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

With more than 31,000 associates nationwide, Morrison uses the Power of Food to create personalized ... A.) from four-year College or University in Accounting or Finance or Masters degree preferred ...

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

With more than 31,000 associates nationwide, Morrison uses the Power of Food to create personalized ... A.) from four-year College or University in Accounting or Finance or Masters degree preferred ...

SR SYSTEM FINANCIAL ANALYST

Hartford, CT · On-site

$86K - $107K/yr

With more than 31,000 associates nationwide, Morrison uses the Power of Food to create personalized ... A.) from four-year College or University in Accounting or Finance or Masters degree preferred ...

Financial Crime Review Analyst

Hartford, CT · On-site

$18.75 - $35.75/hr

The Financial Crime Review Analyst is responsible for performing transaction activity reviews ... Associate's degree and/or Bachelor's Degree. * Certified Anti-Money Laundering Specialists (CAMS ...

Investment Analyst

Hartford, CT · On-site

$80 - $100/hr

... Associates must disclose political contributions given within the past 2 calendar years Core Competencies Demonstrates strong analytical and quantitative skills in credit research and financial ...

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Associate Finance Analyst information

See Springfield, MA salary details

$28.9K

$73.4K

$125.1K

How much do associate finance analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for associate finance analyst in Springfield, MA is $73,396.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,800.00 and $81,200.00 per year, depending on experience, location, and employer.

What does an associate finance analyst do?

An Associate Finance Analyst typically assists in analyzing financial data, preparing reports, and supporting budgeting and forecasting processes for an organization. They work closely with senior analysts and other finance team members to interpret financial information, identify trends, and help make recommendations for business decisions. Their responsibilities may also include reconciling accounts, performing variance analysis, and ensuring compliance with financial regulations. This entry-level role is ideal for individuals looking to build a career in finance and develop analytical and problem-solving skills.

What types of projects and responsibilities can an associate finance analyst expect during their first year on the job?

As an Associate Finance Analyst, you can expect to work on a variety of projects such as budgeting, forecasting, and financial reporting. Early responsibilities often include analyzing financial data, preparing reports for senior analysts or managers, and assisting with variance analysis. You'll likely collaborate closely with cross-functional teams like accounting and operations to gather data and provide insights. Over time, you'll gain exposure to more complex analyses and may have opportunities to present findings to leadership, which is valuable for career growth.

What are the key skills and qualifications needed to thrive as an associate finance analyst, and why are they important?

To thrive as an Associate Finance Analyst, you need a solid grasp of financial principles, data analysis, and a relevant degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Microsoft Excel, and financial reporting systems like SAP or Oracle is typically expected. Strong attention to detail, analytical thinking, and effective communication are standout soft skills in this role. These skills and qualities are crucial for delivering accurate financial insights and supporting sound business decisions.

What is the difference between Associate Finance Analyst vs Financial Analyst?

AspectAssociate Finance AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some roles may require internshipsBachelor's degree; often preferred to have certifications like CFA or CPA
Work EnvironmentEntry-level, team-based, supporting senior analystsMore independent, involved in detailed financial analysis and reporting
Employer & Industry UsageCommon in finance departments, investment firms, corporate financeWidely used across finance, investment banking, corporate finance, and consulting

The main difference between an Associate Finance Analyst and a Financial Analyst lies in experience level and responsibilities. Associate Finance Analysts are typically entry-level, supporting senior staff, while Financial Analysts handle more complex analysis independently. Both roles require similar educational backgrounds, but Financial Analysts often pursue additional certifications and have more advanced responsibilities.

What are the most commonly searched types of Finance Analyst jobs in Springfield, MA?

The most popular types of Finance Analyst jobs in Springfield, MA are:

What cities near Springfield, MA are hiring for Associate Finance Analyst jobs?

Cities near Springfield, MA with the most Associate Finance Analyst job openings:

Associate Financial Planner

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 7 days ago


Job description

About Us

We are a full-service financial planning and investment advisory firm located in downtown Springfield, MA. We help clients build wealth, prepare for retirement, manage investments, plan for education, and navigate estate planning with clarity and confidence. Our firm is growing, and we are seeking an Associate Financial Planner who is actively pursuing the CFP® designation and is ready to step into a client‑facing, relationship‑driven role with structured mentorship and a clear path toward becoming a full advisor.
This role is designed for someone who sees financial planning as a partnership, not a spreadsheet.
 
Who This Role Is Perfect For

·         Early‑career planners pursuing the CFP®
·         Individuals who enjoy client interaction and values‑based planning
·         Candidates who want to grow into a lead advisor role
·         Those who thrive in collaborative, relational environments
 
Who This Role Is Not Designed For

·         Candidates seeking financial analyst or investment research roles
·         Candidates looking for remote or hybrid work
·         Candidates without progress toward CFP® certification
 
What You’ll Do (Client‑Facing + Planning)
 
Client Meetings & Relationship Support
·         Participate in client meetings with the principal advisor
·         Help clients clarify goals, values, and priorities
·         Capture notes, prepare follow‑up tasks, and support ongoing communication
·         Maintain a warm, professional presence that reflects firm values
 
Financial Planning Development
·         Gather and organize client financial data
·         Build retirement projections, cash‑flow analyses, and risk assessments
·         Develop comprehensive financial plans using RightCapital, eMoney, or MoneyGuidePro
·         Present planning insights and support client decision‑making
 
Portfolio & Investment Support
·         Assist with portfolio reviews and allocation updates
·         Support due diligence aligned with firm philosophy
·         Help clients understand investment decisions in the context of their goals
 
Cross‑Professional Coordination
·         Communicate with attorneys and CPAs
·         Support clients through multi‑professional financial decisions
 
Operational Support
·         Maintain compliant client records
·         Assist with onboarding and workflow management
·         Contribute to process improvement
 
Qualifications

Required

·         CFP® coursework completed or in final semester
·         Actively pursuing Series 7 
·         Strong analytical and interpersonal communication skills
·         Client-facing experience (internships included)
·         Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
·         Ability to maintain confidentiality and attention to detail
·         Ability to work on-site in Springfield, MA
 
Preferred
·         Experience with financial planning software (RightCapital, eMoney, MoneyGuidePro)
·         Internship or entry-level experience in financial planning
·         State health, life, disability, and variable annuity licenses
·         Bachelor’s degree in finance or related field
 
Compensation & Benefits

·         Salary: $50,000–$60,000 
·         401(k) plan
·         Paid time off and holidays
·         Professional development, mentorship, and career advancement opportunities
·         Collaborative, supportive work environment
·         Half-day Fridays in the summer (remote)
 
Schedule & Location

·         Full-time, on-site
·         Springfield, MA
·         Monday–Friday, 9:00 AM–5:00 PM
·         Business professional dress code

Work Authorization & Employment Continuity This role requires ongoing, uninterrupted authorization to work in the United States. Because we are a small team and long‑term client relationships depend on continuity, applicants must already be legally authorized to work in the U.S. and able to maintain that authorization throughout employment. Visa sponsorship is not available for this position. 

How to Apply  Please submit your resume, cover letter, and contact information (email and phone). Selected candidates will be contacted for a virtual interview.
Joining our team is a shared investment in your growth and in the clients we serve. We offer mentorship, continuous learning, and a clear pathway to build a long‑term career as a financial planner.

If you value meaningful client relationships, thoughtful planning, and a collaborative team, we’d be glad to meet you.