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

Deerfield Academy

Enrollment Data Coordinator

Deerfield, MA · On-site

$22 - $31/hr

Reporting to the Dean of Financial Aid & Enrollment and collaborating with the Admission Team, the ... Associate's degree and/or equivalent work- related experience required * 3-5 years customer service ...

SS&C

Associate Manager

Windsor, CT · Hybrid

More than 23,000 financial services and healthcare organizations, from the world's largest ... Our teams design, implement, and operate solutions that help clients manage data, automate ...

LL Global, Inc.

Associate Research Analyst

Windsor, CT · On-site

$55 - $85/hr

We are seeking an Associate Research Analyst to join our Annuity Research team. This is a great ... finance, statistics or related preferred) * Mathematic and statistic skills to work with data and ...

LIMRA AND LOMA

Associate Research Analyst

Windsor, CT · On-site

We are seeking an Associate Research Analyst to join our Annuity Research team. This is a great ... finance, statistics or related preferred) * Mathematic and statistic skills to work with data and ...

Baystate Health

Operations Associate

Springfield, MA · On-site

First Time Home Buyers Financial Packages * Farm Share Memberships * 403b retirement company match ... Checks BMD enters new data, and advises Charge Nurse of changes. Checks CIS for discharge orders ...

Baystate Health

Operations Associate

Springfield, MA · On-site

First Time Home Buyers Financial Packages * Farm Share Memberships * 403b retirement company match ... Checks BMD enters new data, and advises Charge Nurse of changes. Checks CIS for discharge orders ...

Voya Financial, Inc.

Auditor

Windsor, CT · On-site

$87 - $109/hr

Together we fight for everyone's opportunity for a better financial future.*****We will do this ... Design and utilize data analytics to support audit testing and control evaluation activities.

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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 Director of Advancement Services and Operations

Bay Path University

Longmeadow, MA • On-site

$60K - $75K/yr

Full-time

Re-posted 7 days ago

Job description

Supervisor: Vice President of Institutional Advancement
Status: Full-time, 37.5 hours/week
Hours: 8:30 am - 5:00 pm
Job Location: Longmeadow Campus
Exempt (Yes/No): Yes
JOB SUMMARY: Reporting to the Vice President of Institutional Advancement, the Associate Director of Advancement Services and Operations will oversee daily gift processing and acknowledgements; update the donor database; provide regular financial/accounting reports and reconciliations; and support the development of donor fund reports. In support of the Institutional Advancement prospect management system, the Associate Director will work with the Data Coordinator on prospect screening, prospect reports, and moves management, updating prospect records to accurately reflect ratings and activities. The Associate Director will provide crucial assistance and a strong foundation for the development staff's efforts to manage, identify, cultivate, solicit, and steward major gift prospects and annual fund donors. They will assist in the development and design of reports to support departmental needs. This detail-oriented position will produce a variety of reports on a regular basis and maintain an assortment of lists in support of Advancement needs and activities. The successful candidate will work with high-level, often confidential information and operate under strict standards and tight deadlines.
ESSENTIAL JOB FUNCTIONS:
  • Serve as the administrator of the Institutional Advancement CRM, Blackbaud Raiser's Edge NXT, including but not limited to Raiser's Edge Online Express, Blackbaud NetCommunity (BBNC), ResearchPoint-Target Analytics, and the affiliated modules and tools associated with Blackbaud Raiser's Edge NXT.
  • Supervise the Prospect Research and Data Coordinator
  • Perform giving trend analysis.
  • Administer key advancement operations: student worker payroll, purchasing/invoicing, and help with divisional budget reconciliation.
  • Assist the Vice President of Advancement with the Board of Trustees Institutional Advancement Committee
  • Facilitate the development of an annual honor roll of donors.
  • Assist with the creation of new donor funds and gift criteria-description.
  • Facilitate the creation of new pledges and administrative paperwork.
  • Partner with key University functional areas, e.g. Finance, Financial Aid, Academic Affairs, and Student Affairs.
  • Responsible for accurate gift entry, batch preparation for the business office and gift acknowledgment production and oversight. This position records gifts, grants, and pledges to the University ensuring compliance with IRS tax laws and regulations, accounting best practices, and CASE standards.
  • Independently produce, reconcile, organize and maintain reports from the University constituent relations management system (Blackbaud Raiser's Edge NXT) and various other lists, including, but not limited to, regular gift reports, donor fund reports, alumni lists, mailing lists, prospect management reports, monthly gift reports for business office, monthly LYBUNT lists, annual pledge review and other reports and lists as requested by supervisor.
  • In support of the prospect management system, provide donor/prospect screening/research and donor reports for Advancement staff as requested, for potential visits and events, alerting staff of any changes in constituent vital information, including gifts, news or activities.
  • Design and revise reports to be pulled from the University database in support of department goals and activities.
  • Supervise the revision and production of timely and appropriate acknowledgement and other assigned letters.
  • Accurately maintain the University database
  • Maintain active knowledge of university gift acceptance policies and procedures.
  • Manage and maintain Virtual Engagement Officers (VEO) portfolios by updating records, importing VEO actions into Raiser's Edge, and ensuring accurate and timely data entry based on information received from VEOs.
  • Manage and monitor the departmental budget and purchasing activities.
  • Work with Financial Aid to secure student work funds; manage the recruitment process by posting positions and interviewing candidates; and supervise and oversee student workers.
  • Assist immediate supervisor in cross-training Advancement staff and support new Institutional Advancement employee orientation.
  • Participate in department meetings, university committees and professional development programs as required.
  • Attend training(s) as required.
  • Perform any other duties or tasks as assigned by the University.

SUPERVISORY RESPONSIBILITIES:
  • Prospect Research and Data Coordinator
  • Student-workers

QUALIFICATIONS:
  • Minimum of Associate's degree required, Bachelor's degree preferred.
  • Experience in a fundraising environment or related advancement experience, preferably for a nonprofit or higher education institution. Experience with gift processing and donor database usage desired (ex. Jenzabar, Raiser's Edge)
  • Excellent Microsoft Office skills, particularly Excel (knowledge of Pivot Tables a plus) and mail merge with Word.
  • Bookkeeping or Accounting experience is desirable.
  • Able to utilize the Internet (including social media) and provided resources to conduct constituent research.
  • Proven excellent organizational skills.
  • Demonstrated ability to prioritize workload, manage changing priorities, work with frequent interruptions and meet deadlines.
  • Able to work both independently and collaboratively to manage multiple responsibilities.
  • Initiative, problem solving skills and high attention to detail and accuracy.
  • Excellent writing skills.
  • Good judgment, confidentiality and discretion in communicating with colleagues and constituents.
  • Strong communication and customer service skills.
  • Ability to adhere to University policies and procedures.
  • Should possess excellent interpersonal, written and oral communication skills, attention to detail with the ability to establish and maintain effective relationships with students, faculty and staff.
  • Ability to work independently and within a team.
  • Ability to establish and maintain effective working relationships with all members of the University community including students, faculty, staff, and administrators.
  • Ability to handle confidential information with discretion and within FERPA and HIPAA guidelines.
  • All new employees must complete the FERPA, Anti-Harassment, and any other required online trainings within 15 days of employment.
  • General knowledge of the University's mission, purpose and goals and the role this position plays in achieving those goals.

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