Financial Specialist Jobs in Charlestown, MA
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.
Financial Rep Upcoming Grad - Starting at $16/hr
- Braintree, MA (12 miles from Charlestown, MA)
- 60+ days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 60+ days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
- Braintree, MA (12 miles from Charlestown, MA)
- 60+ days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 60+ days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Financial Professional Trainee - Benefits + 401K
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Financial Representative Trainee (Sales) - Braintree, MA
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Financial Representative Trainee - Starting at $16/hr
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 90+ days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Change Management Senior Business Analyst
- Boston, MA (1 mile from Charlestown, MA)
- 4 hours ago
- Boston, MA (1 mile from Charlestown, MA)
- 4 hours ago
At BBH, Partnership is more than a form of ownershipits our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients...
Principal Engineering Business Analyst - P3 - (On-Site)
- Tewksbury, MA (18 miles from Charlestown, MA)
- 7 hours ago
- Tewksbury, MA (18 miles from Charlestown, MA)
- 7 hours ago
Date Posted: 2025-03-06 Country: United States of America Location: TX190: 2501 West University, McKinney 2501 West University, McKinney, TX, 75070 USA Position Role Type: Onsite At Raytheon, the...
Deloitte Risk & Financial Advisory Analyst - Business Valuation (Summer/Fall 2025)
- Boston, MA (1 mile from Charlestown, MA)
- 7 hours ago
- Boston, MA (1 mile from Charlestown, MA)
- 7 hours ago
Transactions and Modeling Advisory - Help advise clients on strategic decisions through the use of financial modeling, financial analysis, and valuation....
Specialty Pharmacy Business Analyst
- Burlington, MA (11 miles from Charlestown, MA)
- 21 hours ago
- Burlington, MA (11 miles from Charlestown, MA)
- 21 hours ago
Site: Mass General Brigham Incorporated At Mass General Brigham, we know it takes a surprising range of talented professionals to advance our missionfrom doctors, nurses, business people and tech...
AML Quantitative Analyst, Data Scientist II
- Boston, MA (1 mile from Charlestown, MA)
- 1 day ago
- Boston, MA (1 mile from Charlestown, MA)
- 1 day ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $76,128 - $124,800 USD TD is committed to providing fair and equitable compensation opportunities to all...
- Boston, MA (1 mile from Charlestown, MA)
- 1 day ago
- Boston, MA (1 mile from Charlestown, MA)
- 1 day ago
Transactions and Modeling Advisory Help advise clients on strategic decisions through the use of financial modeling, financial analysis, and valuation....
- Braintree, MA (12 miles from Charlestown, MA)
- 2 days ago
- Braintree, MA (12 miles from Charlestown, MA)
- 2 days ago
un Finance Assistant (Braintree) Quirk Auto Dealerships compensation: Competitive Wage employment type: job title: Finance Assistant Quirk is looking for an assistant for our Financial...
Business Analyst, Strategic Initiatives
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
Expertise in data analytics, financial modeling, policy analysis, and project management....
Research Finance Analyst II, Research Finance
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
Position: Research Finance Analyst II, Research Finance Location: Boston, MA Schedule: 40 hours per week, HYBRID ABOUT BMC: At Boston Medical Center (BMC), our diverse staff works together for one...
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
- Boston, MA (1 mile from Charlestown, MA)
- 2 days ago
Perform variance analysis to explain commission payout fluctuations. Utilize Excel for commission modeling, calculation, and auditing....
Demographic Data for Charlestown, MA
Moving to Charlestown, MA? Find some basic demographic data about Charlestown, MA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Charlestown, MA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Charlestown, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prioritizing
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Accruals
- Macros
- Credit Analysis
- VLOOKUP
- Lending
- Cost Accounting
- Month-End Close
- Financial Analysis
- Financial Reporting
- Business Requirements
- Pivot Tables
- Underwriting
- Financial Services
- Reconciliations
- Business Processes
- Cost Analysis
- Budget Forecasting
- Business Analysis
- Modeling
- Forecasting
- Business Intelligence
- Finance
- Microsoft Power BI
- Tableau
- Reimbursement
- Accounting
- Strategy Development
- SQL
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Budgeting
- Presentation
- Written Communication
- Flexibility
- Data Analysis
- Collaboration
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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