Financial Specialist Jobs in Greenwich, CT
A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.
Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.
- Woodcliff Lake, NJ (22 miles from Greenwich, CT)
- 6 days ago
- Woodcliff Lake, NJ (22 miles from Greenwich, CT)
- 6 days ago
On a monthly basis you will also provide actual / plan variance analysis of the financial result of BMW of North America, LLC and create reporting for senior management. WHAT AWAITS YOU....
- Melville, NY (21 miles from Greenwich, CT)
- 1 day ago
- Melville, NY (21 miles from Greenwich, CT)
- 1 day ago
Exciting Opportunity: Credit Analyst (Healthcare) We are looking for a detail-oriented and motivated Credit Analyst to join our team and play a key role in reviewing and resolving credit balances...
Registered Client Service Associate
- Purchase, NY (4 miles from Greenwich, CT)
- 1 day ago
- Purchase, NY (4 miles from Greenwich, CT)
- 1 day ago
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
This role requires expertise in advanced Excel techniques, Power BI, and financial modeling....
- Garden City, NY (21 miles from Greenwich, CT)
- 2 days ago
- Garden City, NY (21 miles from Greenwich, CT)
- 2 days ago
Company Description Salary + Benefits + Bonus and Commissions! Joseph Gunnar & Co., LLC is a full-service broker-dealer founded in 1997, dedicated to assisting investors in achieving their...
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
This role requires expertise in advanced Excel techniques, Power BI, and financial modeling....
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
- White Plains, NY (7 miles from Greenwich, CT)
- 2 days ago
Implement financial models and modeling changes to quantify the potential impacts of industry changes and changes in client overall business, including net income forecasts, cash flow forecasts, and...
- Uniondale, NY (23 miles from Greenwich, CT)
- 3 days ago
- Uniondale, NY (23 miles from Greenwich, CT)
- 3 days ago
LHH Recruitment Solutions is seeking a Collections Specialist to work for a Legal Firm in Nassau County, Long Island. This legal Collector would join the Finance team as a Collections Specialist,...
Data Analysis & Business Analyst - Project Associate 6 - Asset Management
- Stamford, CT (4 miles from Greenwich, CT)
- 3 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 3 days ago
Position Summary At Deloitte, we do not offer you just a job, but a career in the highly sought-after risk Management field. We are one of the business leaders in the risk market. We work with a...
Lead Financial Services Representative
- Melville, NY (21 miles from Greenwich, CT)
- 3 days ago
- Melville, NY (21 miles from Greenwich, CT)
- 3 days ago
Job Description Leads and guides Financial Services Representatives in the performance of duties, ensuring patients understand their financial obligations and necessary information is accurately...
- Bronx, NY (21 miles from Greenwich, CT)
- 3 days ago
- Bronx, NY (21 miles from Greenwich, CT)
- 3 days ago
The Finance Assistant reports to the Finance Manager and will perform administrative tasks and services to support effective and efficient operations of Equality Charter School’s Finance...
Remote WorkData Analysis & Business Analyst - Project Associate 6
- Stamford, CT (4 miles from Greenwich, CT)
- 3 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 3 days ago
At Deloitte, we do not offer you just a job, but a career in the highly sought-after risk Management field. We are one of the business leaders in the risk market. We work with a vision to make the...
- Forest Hills, NY (24 miles from Greenwich, CT)
- 4 days ago
- Forest Hills, NY (24 miles from Greenwich, CT)
- 4 days ago
Work Location: Forest Hills, New York, United States of America Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all...
Financial Planning & Analysis - Financial Analyst I-III
- Fairfield, CT (20 miles from Greenwich, CT)
- 5 days ago
- Fairfield, CT (20 miles from Greenwich, CT)
- 5 days ago
models prepare quarterly peer analysis and benchmarking reports develop ad hoc reports and forecasts as requested define and report on KPIs to measure financial and operational performance Be equipped...
- Stamford, CT (4 miles from Greenwich, CT)
- 5 days ago
- Stamford, CT (4 miles from Greenwich, CT)
- 5 days ago
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families,...
Demographic Data for Greenwich, CT
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Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Greenwich, CT
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Greenwich, CT offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Generally Accepted Accounting Principles
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Services
- Financial Analysis
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Tableau
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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