Financial Specialist Jobs in Westlake, 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.
- Euclid, OH (22 miles from Westlake, OH)
- 19 hours ago
- Euclid, OH (22 miles from Westlake, OH)
- 19 hours ago
At BWX Technologies, Inc. (NYSE: BWXT), we are People Strong, Innovation Driven. Headquartered in Lynchburg, Va., BWXT provides safe and effective nuclear solutions for national security, clean...
- Cleveland, OH (12 miles from Westlake, OH)
- 1 day ago
- Cleveland, OH (12 miles from Westlake, OH)
- 1 day ago
They will lead in performing project-based data research, financial modelling, and presentation reporting....
OCIO Senior Investment Advisor - Institutional Asset Management
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client...
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
Position Summary: We are seeking a detail-oriented and analytical Credit Analyst to join our finance team. This role is critical in evaluating the creditworthiness of new and existing customers,...
OCIO Senior Investment Advisor - Institutional Asset Management
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 2 days ago
Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client...
- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
Financial Analyst Pay Rate: 50-60 per hour 100% Remote Contract 3 months to start Job Description: Review, develop, recommend, and implement strategies and processes related to financial...
Remote Work- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 3 days ago
We are a growing Immigration Law Firm, looking to bring on a Bilingual Financial Assistant, to join our team. We are looking for someone who is fluent in Spanish, prior work experience is not...
OCIO Senior Investment Advisor - Institutional Asset Management
- Cleveland, OH (14 miles from Westlake, OH)
- 4 days ago
- Cleveland, OH (14 miles from Westlake, OH)
- 4 days ago
Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management Competencies Client...
- Cleveland, OH (12 miles from Westlake, OH)
- 4 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 4 days ago
Overview The IT Project Portfolio Analyst reports to the Director of Portfolio Management, GTO and will lead and drive the Portfolio Management Lifecycle (demand intake to closed work to value...
model for the segment....
Sr Business Analyst - Treasury Operations
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
The Business Analyst Sr - Treasury Operations leads assigned projects for the Treasury business segment and/or provides advanced specialized consultative support to other team members for assigned...
Sr Business Analyst - Treasury Operations
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
Description The Business Analyst Sr - Treasury Operations leads assigned projects for the Treasury business segment and/or provides advanced specialized consultative support to other team members...
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
- Cleveland, OH (12 miles from Westlake, OH)
- 5 days ago
At Cleveland Clinic Health System, we believe in a better future for healthcare. And each of us is responsible for honoring our commitment to excellence, pushing the boundaries and transforming...
ESSENTIAL DUTIES & RESPONSIBILITIES: Develop and maintain a comprehensive and flexible financial model for the segment....
- Brecksville, OH (18 miles from Westlake, OH)
- 7 days ago
- Brecksville, OH (18 miles from Westlake, OH)
- 7 days ago
Job Details Job Location : Diversident - Brecksville, OH Position Type : Full Time Salary Range : Undisclosed Financial Reporting Analyst Financial Reporting Analyst Description We are looking for...
Demographic Data for Westlake, OH
Moving to Westlake, OH? Find some basic demographic data about Westlake, OH below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Westlake, OH
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Westlake, 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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