Financial Specialist Jobs in Lakeville, CT
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.
- GXO Logistics
- Bethlehem, CT (24 miles from Lakeville, CT)
- 1 hour ago
- Bethlehem, CT (24 miles from Lakeville, CT)
- 1 hour ago
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work...
In Person- Region One School District
- Falls Village, CT (6 miles from Lakeville, CT)
- 5 hours ago
- Falls Village, CT (6 miles from Lakeville, CT)
- 5 hours ago
Position Type: Secretarial/Clerical/Executive Business Analyst Date Posted: 6/2/2026 Location: Regional School Services Center Date Available: 07/06/2026 Closing Date: When Filled...
In Person- Anderson Center for Autism
- Staatsburg, NY (23 miles from Lakeville, CT)
- 5 days ago
- Staatsburg, NY (23 miles from Lakeville, CT)
- 5 days ago
The Financial Analyst plays a critical role in supporting the financial operations of Anderson Center for Autism through the preparation, analysis, and reporting of financial and statistical data....
In Person- O&G Industries, Inc.
- Torrington, CT (17 miles from Lakeville, CT)
- 45+ days ago
- Torrington, CT (17 miles from Lakeville, CT)
- 45+ days ago
Financial Analyst - TreasuryPosition Overview We are seeking a detail-oriented Financial Analyst Treasury to support cash management, liquidity forecasting, and treasury operations. The role...
In PersonDemographic Data for Lakeville, CT
Moving to Lakeville, CT? Find some basic demographic data about Lakeville, CT below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Lakeville, CT
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Lakeville, CT 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 Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- Leadership
- Communication Skills
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