Financial Specialist Jobs in New York
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...

- Tri-Mar Consulting Inc
- Fairport, NY
- 6 days ago
- Tri-Mar Consulting Inc
- Fairport, NY
- 6 days ago
Job Summary The Financial Analyst II performs many accounting, customer service and organizational functions. They are responsible for collaborating with internal and external members to promote...

Bankruptcy Auditor / Financial Analyst ( Multiple Opportunities )
- FSA Federal
- Brooklyn, NY
- 10 days ago
- FSA Federal
- Brooklyn, NY
- 10 days ago
FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We currently have multiple potential vacancies for various levels of Bankruptcy...
Sr Business Analyst, Commercial Real Estate Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You will team...
Company Description NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and...
Solid financial and analytical skills including the ability to create financial models and efficiently communicate results Ability to adapt and work well in a fast-paced, results-oriented and rapidly...
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have...
Remote WorkLOCATION: Hybrid, New York, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and...
You will be responsible for data analysis, analyzing client requirements, developing pricing data bases and budget templates, creating financial models to assess pricing proposals, etc....
Job#: 2067247 Job Description: Technical Business Analyst (Capital Markets) Client: Canadian Big 5 Bank Location: New York City. Hybrid: 3 days in office per week. Duration of Contract/Perm: 6...
Location Designation: Hybrid - 1 day per quarter Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities...
Compensation and Benefits Salary Range $[[20.00/hr]] - $[[23.50/hr]] USD Pay is determined based on experience, qualifications, and location. Salaried employees may also be eligible for...
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...
Market Quantitative Analyst Contract: New York, New York, US Salary Range: 85.00 - 88.00 | Per Hour Job Code: 358796 End Date: 2025-05-08 Days Left: 10 days, 22 hours left Position Details:...
Investment Banking - Investment Grade Finance - Analyst
- New York, NY
- 17 hours ago
- New York, NY
- 17 hours ago
We are seeking an experienced Analyst to join our industry-leading Investment Grade Finance team. As an Analyst in Investment Grade Finance (IGF), you will function as a fully integrated team...
Demographic Data for New York
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Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in New York
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in New York 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
- 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
- Flexibility
- Data Analysis
- 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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