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Financial Associate Jobs in Boston, MA (NOW HIRING)

... Associate to support XL's commercial, financial, and go-to-market efforts. You will work directly ... Financial and cost modeling * Commercial analytics, CRM, and market intelligence This role is ideal ...

... Associate to support XL's commercial, financial, and go-to-market efforts. You will work directly ... Financial and cost modeling * Commercial analytics, CRM, and market intelligence This role is ideal ...

Finance Associate Location: Boston, Denver, or New York Experience: 3-6 Years Our client, a leading international law firm, is seeking a Finance Associate to join its nationally recognized Finance ...

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

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Financial Associate information

See Boston, MA salary details

$33.1K

$76.5K

$149.9K

How much do financial associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial associate in Boston, MA is $76,451.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $83,700.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Boston, MA? The most popular types of Financial jobs in Boston, MA are:
What job categories do people searching Financial Associate jobs in Boston, MA look for? The top searched job categories for Financial Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Financial Associate jobs? Cities near Boston, MA with the most Financial Associate job openings:
Infographic showing various Financial Associate job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,451 per year, or $36.8 per hour.

Strategy & Finance Associate

XL Batteries

Boston, MA

Full-time

Re-posted yesterday


Job description

Do you want to help build the world's energy future?

XL Batteries is an American energy technology company commercializing a next-generation, non-lithium / non-critical minerals energy storage system designed for data centers, utilities, and industrial customers. Our technology enables safe, low-cost, flexible duration energy storage that supports grid resilience and the rapidly growing power demands of AI, data centers, and electrification.

XL is at an exciting inflection point - transitioning from pilots to first commercial deployments - and we are growing our high impact commercial team in our newly opened Boston office. Our work has been featured in publications including Bloomberg, the Financial Times, Utility Dive, Energy Storage News, Latitude, and others.

The Role

The Business Development and Strategy team at XL Batteries is seeking a Strategy & Finance Associate to support XL's commercial, financial, and go-to-market efforts. You will work directly with the VP of Strategy & Business Development and act as the analytical backbone supporting:

  • Customer proposals and pricing
  • Capital raising and investor communications
  • Financial and cost modeling
  • Commercial analytics, CRM, and market intelligence

This role is ideal for someone with strong financial training who enjoys operating at the intersection of finance, strategy, technology, and commercial execution in a fast-moving startup environment.

Responsibilities

  • Build, maintain, and iterate on 3-statement financial models and scenario analyses for current and future investors
  • Develop project-level economics (pricing, margins, IRR, levelized costs, tolling structures) to support customer proposals for commercial deployments
  • Partner with engineering and operations to build and refine system-level cost models
  • Create customer-facing materials including ROI analyses and economic comparisons
  • Support RFP / RFI responses and customer diligence requests
  • Prepare investor decks and maintain diligence and data room materials
  • Manage CRM, pipeline analytics, and target account lists
  • Track competitors, markets, and comparable projects
  • Help standardize commercial tools, templates, and reporting

Qualifications

  • 2-5 years of experience in investment banking, management consulting, energy or infrastructure investing, energy / power markets, or related roles
  • Understanding of U.S. power market fundamentals and dynamics
  • Advanced Excel and PowerPoint skills; comfortable building financial models from scratch
  • Passionate about energy, infrastructure, climate tech, or complex technical products
  • Analytical, detail oriented, and intellectually curious
  • Comfortable operating in an entrepreneurial, fast-paced environment; bias toward action and problem-solving

Compensation: Competitive salary + equity

Location: Boston (Hybrid)

Employment Type: FULL_TIME