Financial Specialist Jobs in Poughkeepsie, 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.
Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing...
Financial Service Representative - Washingtonville
- Washingtonville, NY (22 miles from Poughkeepsie, NY)
- 11 days ago
- Washingtonville, NY (22 miles from Poughkeepsie, NY)
- 11 days ago
Apply Job Type Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a...
Financial Service Representative - Corwin Court (Newburgh)
- Newburgh, NY (12 miles from Poughkeepsie, NY)
- 14 days ago
- Newburgh, NY (12 miles from Poughkeepsie, NY)
- 14 days ago
Apply Job Type Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a...
Provide a wide variety of administrative and financial duties and support for the financial department. Process daily close day. Track daily balance in operating account. Record direct bill...
Revenue Cycle and Cost Analyst - NEW!
- Kingston, NY (19 miles from Poughkeepsie, NY)
- 20 days ago
- Kingston, NY (19 miles from Poughkeepsie, NY)
- 20 days ago
Revenue Cycle and Cost Analyst - NEW! Overview Requisition Number: 7822 Date Posted: 4/8/2025 Location: Albany Avenue Address: 471 Albany Avenue City: Kingston Category: Accounting Description The...
- Annandale on Hudson, NY (22 miles from Poughkeepsie, NY)
- 21 days ago
- Annandale on Hudson, NY (22 miles from Poughkeepsie, NY)
- 21 days ago
models, reporting tools, and data reports to enhance the efficiency and accuracy of financial processes Develop, maintain, and distribute ad-hoc reports and financial models as needed Acquire, manage...
- Kingston, NY (19 miles from Poughkeepsie, NY)
- 30+ days ago
- Kingston, NY (19 miles from Poughkeepsie, NY)
- 30+ days ago
Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing...
- Hopewell Junction, NY (11 miles from Poughkeepsie, NY)
- 30+ days ago
- Hopewell Junction, NY (11 miles from Poughkeepsie, NY)
- 30+ days ago
Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing...
- Wappingers Falls, NY (6 miles from Poughkeepsie, NY)
- 30+ days ago
- Wappingers Falls, NY (6 miles from Poughkeepsie, NY)
- 30+ days ago
Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing...
- Milton, NY (5 miles from Poughkeepsie, NY)
- 30+ days ago
- Milton, NY (5 miles from Poughkeepsie, NY)
- 30+ days ago
Sr Commercial Credit Analyst Qualifications: POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing...
The Senior Commercial Credit Analyst position has primary responsibility of underwriting leveraged loans, underwriting the larger and most complex requests for commercial loans, commercial lines...
Demographic Data for Poughkeepsie, NY
Moving to Poughkeepsie, NY? Find some basic demographic data about Poughkeepsie, NY below.
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Poughkeepsie, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Poughkeepsie, 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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