Financial Specialist Jobs in Westerville, OH
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.
Patient Financial Specialist I - New Albany Front Desk
- New Albany, OH (4 miles from Westerville, OH)
- 1 hour ago
- New Albany, OH (4 miles from Westerville, OH)
- 1 hour ago
Specialist I; Ensures the collection of accurate and complete registration/admission information and completion of required forms for all patients....
- Sunbury, OH (11 miles from Westerville, OH)
- 4 hours ago
- Sunbury, OH (11 miles from Westerville, OH)
- 4 hours ago
Develop financial models and analyse monthly results by collaborating with regional finance teams to ensure detailed and accurate insights....
- Columbus, OH (6 miles from Westerville, OH)
- 4 hours ago
- Columbus, OH (6 miles from Westerville, OH)
- 4 hours ago
Responsibilities: Assist with financial operations, including budget variance analysis, financial forecasting, and monthly financial reviews Oversee vendor management on contracts, purchase orders,...
Spanish Lead Collections Specialist
- Whitehall, OH (9 miles from Westerville, OH)
- 5 hours ago
- Whitehall, OH (9 miles from Westerville, OH)
- 5 hours ago
Discover. A brighter future. We offer 100% remote, combo, or on site - it's your choice! And After you join the team, Discover will provide eligible employees with a one-time allowance of $500 to...
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
About Us Washington Township proudly serves more than 50,000 residents and a daytime population of 70,000 - and are the only township in Ohio to include portions of three counties - Delaware,...
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
Amentum** is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in...
Finance Analyst - Power Market
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
Requisition ID: 175326 Job Level: Entry Level Home District/Group: Power Market Department: Operational Finance Market: Power Employment Type: Full Time Position Overview Are you interested in...
- Gahanna, OH (5 miles from Westerville, OH)
- 3 days ago
- Gahanna, OH (5 miles from Westerville, OH)
- 3 days ago
Responsible for the reconciliation and collection activity for high profile accounts. Assess customer's needs and reconcile issues that can include pricing, system limitations and operational...
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
analysis;* Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes;* Collaborate with business leads to summarize and analyze key data* Interacts with and provides...
- Hebron, OH (22 miles from Westerville, OH)
- 3 days ago
- Hebron, OH (22 miles from Westerville, OH)
- 3 days ago
The World Rides on Us"Position Purpose:Responsible for financial planning and analysis, product costing, & maintaining fixed assets.Essential Functions:* Develop financial models and provide financial...
- Columbus, OH (6 miles from Westerville, OH)
- 4 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 4 days ago
You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll...
- Johnstown, OH (12 miles from Westerville, OH)
- 4 days ago
- Johnstown, OH (12 miles from Westerville, OH)
- 4 days ago
Input budgets within corporate systems and provide ongoing forecast updates and variance analysis at program and project levels....
- Columbus, OH (6 miles from Westerville, OH)
- 4 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 4 days ago
Job Description Essential Job Functions: Initiate and formulate financial forecasts, in conjunction with operating company personnel, using corporate financial models including the identification of...
- Columbus, OH (6 miles from Westerville, OH)
- 5 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 5 days ago
Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets Respond proactively to internal and external client inquiries Host training sessions and prepare...
- Columbus, OH (6 miles from Westerville, OH)
- 5 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 5 days ago
Working under general supervision, this position is responsible for sustaining business processes and processes impacted by data and systems. The business analyst serves as the central point for...
Demographic Data for Westerville, OH
Moving to Westerville, OH? Find some basic demographic data about Westerville, OH below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Westerville, OH
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Westerville, OH 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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