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Financial Data Associate Jobs in Ludlow, MA (NOW HIRING)

KGR TAX & ACCOUNTING LLC

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Tax Associate

Southwick, MA · On-site

$40K - $70K/yr

Join our dynamic team as a Tax Associate and become a vital part of our commitment to delivering ... Excellent analysis skills with the ability to interpret financial data for strategic decision ...

KGR TAX & ACCOUNTING LLC

Be Seen First

Tax Associate

Southwick, MA · On-site

$40K - $70K/yr

Join our dynamic team as a Tax Associate and become a vital part of our commitment to delivering ... Excellent analysis skills with the ability to interpret financial data for strategic decision ...

FullSteam

Accounting Analyst

Bloomfield, CT · On-site

$22 - $25/hr

Prepare and maintain financial records, reports, and reconciliations * Analyze accounting data to ... Associate's or Bachelor's degree in Accounting, Finance, or related field preferred Benefits ...

Lincoln Tech

Financial Aid Advisor

East Windsor, CT · On-site

$19.75 - $25.25/hr

Financial Aid Advisor - Lincoln Tech - East Windsor, CT campus We're looking for an experienced ... Detail-oriented approach to data management and file maintenance * Associate's degree or equivalent ...

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All JobsFinancial Data Associate JobsFinancial Data Associate Jobs in Ludlow, MA

Financial Data Associate information

See Ludlow, MA salary details

$32K

$73.9K

$144.9K

How much do financial data associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial data associate in Ludlow, MA is $73,880.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $80,800.00 per year, depending on experience, location, and employer.

What does a financial data associate do?

A Financial Data Associate is responsible for collecting, analyzing, and maintaining financial data that supports business decision-making and reporting. They work closely with financial analysts and other team members to ensure the accuracy and integrity of financial information. Their duties may include preparing reports, verifying data entries, managing databases, and assisting with financial modeling. This role requires strong analytical skills, attention to detail, and proficiency in data management tools. Financial Data Associates play a crucial role in supporting the financial operations and objectives of an organization.

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

To thrive as a Financial Data Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a bachelor's degree. Familiarity with financial modeling tools, advanced Excel functions, and database systems like SQL are commonly required, and certifications such as CFA or FRM can be advantageous. Strong communication, problem-solving abilities, and a collaborative mindset help you effectively interpret data and work with cross-functional teams. These skills are critical for ensuring data accuracy, supporting financial decision-making, and maintaining the integrity of financial analysis in a fast-paced environment.

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

AspectFinancial Data AssociateFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; proficiency in Excel and data toolsBachelor's or higher in Finance, Economics; often CFA or CPA certifications
Work EnvironmentData-focused roles within finance teams, often in banking, investment firms, or corporate financeAnalytical roles involving financial modeling, forecasting, and strategic analysis
Employer & Industry UsageUsed in banking, asset management, corporate finance for data managementCommon in investment firms, banks, corporate finance for decision support

While both roles require strong finance knowledge and data skills, Financial Data Associates primarily handle data collection, validation, and reporting, whereas Financial Analysts focus on interpreting data to provide strategic insights and recommendations.

Financial Data Associate jobs near you

Associate Financial Planner

Grenier Financial Services

Springfield, MA • On-site

$50K - $60K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 5 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Opportunity for advancement
  • Paid time off
  • Training & development

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.