Job Description
JOB SUMMARY Gain practical experience in financial operations while providing basic support to the Treasury department at MMWEC. Learn fundamental financial tasks including data entry, basic reporting, and administrative support for the organization and Member systems. Develop foundational skills in maintaining financial records, assisting with report preparation, and supporting cash flow tracking under supervision.
Receive hands-on training with financial tools and software used in the utility industry. Support essential Treasury activities while developing professional skills. Observe and participate in financial operations following MMWEC policies and industry standards with guidance from experienced staff.
RESPONSIBILITIES A) (35%) Financial Analysis Learning & Support
1. Assist with gathering and organizing basic financial data.
2. Learn to create spreadsheets and help maintain existing financial models.
3. Observe team meetings and help document key points and action items.
4. Enter data into financial databases under supervision.
5. Support communication with Members by preparing standard materials.
6. Learn basic cash position monitoring and simple reconciliation processes.
7. Complete guided financial analysis exercises to develop skills.
B) (30%) Cash & Treasury Support
1. Learn payment tracking methods and observe fund transfer processes.
2. Help organize financial documentation.
3. Assist with identifying basic cash management variances under supervision.
4. Support administrative aspects of vendor payment processing.
5. Maintain Treasury filing systems and organize records.
6. Help compile information for internal treasury reports.
C) (20%) Investment Learning
1. Learn to record and track basic investment activity.
2. Help identify simple discrepancies in investment records.
3. Assist with gathering investment performance data.
D) (10%) Team Support
1. Provide assistance to Treasury staff as needed.
E) (5%) Other Duties as Assigned
SKILLS •Attention to detail and enthusiasm for learning.
•Fundamental Excel and Microsoft Office skills.
•Ability to follow detailed instructions and meet deadlines.
•Interest in learning financial terminology and concepts.
•Good communication and organizational skills.
•Availability for occasional local travel for training.
EDUCATION/TRAINING •Currently pursuing Bachelor's degree in Finance, Accounting, Business, or related field
•Completion of basic accounting or finance coursework preferred.
EXPERIENCE/REQUIREMENTS •Demonstrated interest in finance, business, or accounting.
•Previous coursework, club leadership, or volunteer experience showing organizational skills.
•Willingness to learn financial software applications.
WORKING CONDITIONS Work Environment:
•Professional office environment.
•Regular use of standard office equipment.
Physical Demands:
•Must be able to remain in a stationary position 50% of the time.
•Frequently move from sitting to standing positions effortlessly.
•Occasional filing would require the ability to frequently move files, open filing cabinets and bend or stand as necessary.
•Occasionally lift 5-10 pounds. Massachusetts Municipal Wholesale
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