Financial Specialist Jobs in Hauppauge, NY
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.
- Concern for Independent Living
- Ronkonkoma, NY
- 5 days ago
- Concern for Independent Living
- Ronkonkoma, NY
- 5 days ago
Title Collections Specialist About the Organization: Concern Housing is a non-profit agency committed to helping individuals and families to live in the community with dignity and enhanced...
- Melville, NY (12 miles from Hauppauge, NY)
- 1 day ago
- Melville, NY (12 miles from Hauppauge, NY)
- 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...
- Garden City, NY (24 miles from Hauppauge, NY)
- 2 days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 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...
- Uniondale, NY (22 miles from Hauppauge, NY)
- 3 days ago
- Uniondale, NY (22 miles from Hauppauge, NY)
- 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,...
Lead Financial Services Representative
- Melville, NY (12 miles from Hauppauge, NY)
- 3 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 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...
Financial Services Representative
- North Massapequa, NY (16 miles from Hauppauge, NY)
- 3 days ago
- North Massapequa, NY (16 miles from Hauppauge, NY)
- 3 days ago
Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of...
Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of...
Associate Program Financial Analyst
- Great River, NY (6 miles from Hauppauge, NY)
- 4 days ago
- Great River, NY (6 miles from Hauppauge, NY)
- 4 days ago
Program and finance: Basis of Estimate (BOE) preparation; budget preparation, reporting and management; cost & variance analysis; Earned Value Management Systems (EVMS); Estimate at Completion (EAC)...
Financial Services Representative
- Melville, NY (12 miles from Hauppauge, NY)
- 5 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 5 days ago
Job Description Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts, and maintains collection log. Job Responsibility...
Financial and statistical reporting, design and preparation of financial models experience. Prior experience working with big data and profitability models preferred....
- Hempstead, NY (23 miles from Hauppauge, NY)
- 5 days ago
- Hempstead, NY (23 miles from Hauppauge, NY)
- 5 days ago
The Financial Specialist will work closely with members enrolled in MHANC programs....
- Yaphank, NY (13 miles from Hauppauge, NY)
- 6 days ago
- Yaphank, NY (13 miles from Hauppauge, NY)
- 6 days ago
Performed variance analysis against bids, forecasts, and budgets to assess business impact and guide performance....
- Yaphank, NY (13 miles from Hauppauge, NY)
- 8 days ago
- Yaphank, NY (13 miles from Hauppauge, NY)
- 8 days ago
Conduct variance analysis against original bids, current forecasts, and budgets. Assess the impact of risks and opportunities on overall business performance....
Wealth: Registered Client Service Associate
- Lake Ronkonkoma, NY (2 miles from Hauppauge, NY)
- 9 days ago
- Lake Ronkonkoma, NY (2 miles from Hauppauge, NY)
- 9 days ago
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and...
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 13 days ago
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 13 days ago
Collections Specialist Farmingdale, NY M-F, 8am-5pm On-Site Direct Hire FlexStaff is seeking a Collections Specialist for our client, a large-scale, full-line convenience distributor....
Demographic Data for Hauppauge, NY
Moving to Hauppauge, NY? Find some basic demographic data about Hauppauge, NY below.
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Title Synonyms
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Salary for Financial Specialist Jobs in Hauppauge, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Hauppauge, NY 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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