Financial Specialist Jobs in Utica, 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.
NY1532951Senior Credit Analyst Summary:The Senior Credit Analyst will review creditworthiness of individual or businesses for more complex and sophisticated transactions to determine the risk...
NY1532952 Credit AnalystSummary:Reviews various financial documents and credit file information to assess a borrowers ability to repay, prepare comprehensive loan presentations and determine...
Business Analyst (Intermediate)
- Paris, NY (5 miles from Utica, NY)
- 11 days ago
- Paris, NY (5 miles from Utica, NY)
- 11 days ago
Financing and Transaction Banking (FTB) handles the structured finance transactions initiated primarily by Global Banking and Advisory (GLBA) department (asset financing, cash flow financing,...
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our...
- Rome, NY (15 miles from Utica, NY)
- 45+ days ago
- Rome, NY (15 miles from Utica, NY)
- 45+ days ago
Duties and Responsibilities: Develop, maintain, and enhance financial models for budgeting and forecasting processes....
The Patient Financial Representative is responsible for the accurate and timely verification of insurance and benefit information for patients receiving inpatient medical, inpatient psychiatric,...
Demographic Data for Utica, NY
Moving to Utica, NY? Find some basic demographic data about Utica, NY below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Utica, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Utica, 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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