Financial Specialist Jobs in Charlotte, NC
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.
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 hours ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 hours ago
At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customers...
Overview This is a hybrid role (if located in Charlotte or Raleigh, NC) with the expectation that time working will regularly take place inside and outside of a company office. Three days a week...
modeling related to income, profitability, and key performance metrics....
Remote WorkThis could include financial modelling, analytics, reconciliation and project management support....
Lead Business Execution Consultant - Control Business Management Business Analyst
- Charlotte, NC
- 17 hours ago
- Charlotte, NC
- 17 hours ago
Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader were a global trailblazer committed to driving innovation, empowering...
in Accounting or Financial Analyst roles Expert level proficiency in Excel Expertise in financial modeling and GAAP accounting...
- Mooresville, NC (21 miles from Charlotte, NC)
- 2 days ago
- Mooresville, NC (21 miles from Charlotte, NC)
- 2 days ago
Financial Pricing Analyst 3.5 3.5 out of 5 stars Mooresville, NC 28117 Our client, a dynamic player in the financial services industry, is seeking a Financial Analyst to join their team. As a...
Charlotte, North Carolina, United States of America Extraordinary Care. Extraordinary Careers. With one of the nation's largest, most innovative long-term care pharmacy services providers, there...
The Senior Robotics Analyst develops business requirements for Robotic Process Automation (RPA) and Open Source projects, assuring system specifications address the stated requirements and system...
Credit & Collections Specialist
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
Credit & Collections Specialist Regular Full-Time SC, USA - Fort Mill, Fort Mill, SC, US 22 days ago Requisition ID: 1687 Mood, a private equity-backed company, is the world's leading in-store...
model-building and interpretive statistics Ability to successfully plan, develops, lead, and execute projects Ability to effectively interpret, select appropriate techniques, take independent action...
Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on...
Duration: 36+ Months** **Job Description:** + Business/ Financial Analyst will be responsible for analyzing financial/ unit data, reviewing invoices, identifying gaps and trends, and providing...
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Charlotte, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Charlotte, NC 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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