Financial Specialist Jobs in Quakertown, PA
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.
Business Transformation Portfolio Analyst, Group Benefits
- Bethlehem, PA (9 miles from Quakertown, PA)
- 3 days ago
- Bethlehem, PA (9 miles from Quakertown, PA)
- 3 days ago
Business Transformation Portfolio Analyst, Group Benefits Guardian Life Insurance Company - 3.6 Bethlehem, PA Job Details Full-time $67,450 - $110,815 a year 14 hours ago Qualifications Jira SAFe...
- Dresher, PA (23 miles from Quakertown, PA)
- 3 days ago
- Dresher, PA (23 miles from Quakertown, PA)
- 3 days ago
Section 1: Position Summary This position will be responsible to assist with the preparation of financial analysis. The individual will assist in preparing recurring monthly reporting and support...
- Blue Bell, PA (20 miles from Quakertown, PA)
- 4 days ago
- Blue Bell, PA (20 miles from Quakertown, PA)
- 4 days ago
Assist in financial modeling, scenario analysis, and contributing to decision-making processes....
IT Technology Financial Analyst
- Allentown, PA (12 miles from Quakertown, PA)
- 4 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 4 days ago
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our...
- West Point, PA (17 miles from Quakertown, PA)
- 5 days ago
- West Point, PA (17 miles from Quakertown, PA)
- 5 days ago
Reference #: f16f49a5-bbbd-4207-9cfe-5ff8cd593f9bFinancial Analyst12 monthsWest Point, PA 19486The secondary location is Rahway, NJ. The manager's group will be technically in office 4 days onsite...
Business Analyst/Project Manager
- Norristown, PA (22 miles from Quakertown, PA)
- 7 days ago
- Norristown, PA (22 miles from Quakertown, PA)
- 7 days ago
The Office of Innovation, Strategy, and Performance (OISP) supports Montgomery County operations by leveraging expert business analysis, project management, and data-driven decision making. By...
- West Point, PA (17 miles from Quakertown, PA)
- 11 days ago
- West Point, PA (17 miles from Quakertown, PA)
- 11 days ago
Financial Analyst II Job ID: 25-08422 Job Title: Financial Analyst-II Duration: 12 months, 40 hrs/week Location: Rahway, NJ/West Point, PA Education Required: BA/BS Required Experience: Minimum of...
Senior Financial Service Representative (Universal Banker)
- Phoenixville, PA (23 miles from Quakertown, PA)
- 11 days ago
- Phoenixville, PA (23 miles from Quakertown, PA)
- 11 days ago
Function Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales...
Client Service Associate - Newtown, PA
- Newtown, PA (23 miles from Quakertown, PA)
- 11 days ago
- Newtown, PA (23 miles from Quakertown, PA)
- 11 days ago
Client Service Associate - Newtown, PA locations Newtown, Pennsylvania - United States time type Full time posted on Posted 3 Days Ago job requisition id R-0003972 Job Description Job Summary...
- Allentown, PA (12 miles from Quakertown, PA)
- 12 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 12 days ago
Job ID Number R5178 Employment Type Full time Worksite Flexibility Hybrid Job Summary As an Asset Management and Policy Specialist, you will be responsible for implementing and maintaining asset...
Financial Analyst-II (Associate)
- West Point, PA (17 miles from Quakertown, PA)
- 13 days ago
- West Point, PA (17 miles from Quakertown, PA)
- 13 days ago
Financial Analyst II (Associate)** **Duration:** 12 Month **Location:** The manager's group will be technically in office 4 days onsite and 5th day WFH - 770 Sumneytown Pike, West Point, PA 19486...
GENERAL DUTIES AND RESPONSIBILITIES:**1. Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal...
- West Point, PA (17 miles from Quakertown, PA)
- 13 days ago
- West Point, PA (17 miles from Quakertown, PA)
- 13 days ago
We are seeking a highly organized and detail-oriented individual to join our team in a hybrid HR Employee Relations role. This position plays a critical part in supporting high-volume...
- Allentown, PA (12 miles from Quakertown, PA)
- 14 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 14 days ago
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our...
Financial Services Representative - Downtown Quakertown
- Quakertown, PA
- 17 days ago
- Quakertown, PA
- 17 days ago
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for...
Demographic Data for Quakertown, PA
Moving to Quakertown, PA? Find some basic demographic data about Quakertown, PA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Quakertown, PA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Quakertown, PA 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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