Financial Specialist Jobs in Sarasota, FL
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.
Department FPG Administration Job Summary Facilitates the set up and completion of annual budgets and forecasts for the entire Health Care System. Serves as Finance Liaison and performs accounting...
HCM/Payroll Business Analyst and Systems Implementation Lead - Public Sector
- Sarasota, FL
- 4 days ago
- Sarasota, FL
- 4 days ago
HCM/Payroll Business Analyst and Systems Implementation Lead - Public Sector Crowe United States, Florida, Sarasota Jun 09, 2025 Your Journey at Crowe Starts Here: At Crowe, you can build a...
US Eye Provider Compensation Financial Analyst (Healthcare Experience Required)
- Bradenton, FL (6 miles from Sarasota, FL)
- 10 days ago
- Bradenton, FL (6 miles from Sarasota, FL)
- 10 days ago
US Eye Provider Compensation Financial Analyst The Provider Compensation Financial Analyst is responsible for accurately paying providers in accordance with provider employment agreements. Under...
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
Accounts Receivable - Financial Specialist III (Time-Limited)
- Sarasota, FL
- 22 days ago
- Sarasota, FL
- 22 days ago
As a time-limited Financial Specialist III with Accounts Receivable - Office of Financial Management, you will be providing exceptional customer service at our Utility Cashier Window and will be creating...
Accounts Receivable - Financial Specialist III (Time-Limited) - R19650
- Sarasota, FL
- 24 days ago
- Sarasota, FL
- 24 days ago
As a time-limited Financial Specialist III with Accounts Receivable - Office of Financial Management, you will be providing exceptional customer service at our Utility Cashier Window and will be creating...
Client Service Associate- Venice, FL
- Venice, FL (17 miles from Sarasota, FL)
- 26 days ago
- Venice, FL (17 miles from Sarasota, FL)
- 26 days ago
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a...
Universal Banker/Financial Specialist - Sarasota/Southside Village Branch
- Sarasota, FL
- 30+ days ago
- Sarasota, FL
- 30+ days ago
Fills in for Financial Specialist Leader when absent. May order daily supply of cash, and counts incoming cash. Under dual control, balances cash in automated teller machines and night depository....
Conduct variance analysis to identify discrepancies between actual and forecasted financial performance....
Financial Representative Trainee (Sales) - Tampa, FL
- Ellenton, FL (13 miles from Sarasota, FL)
- 45+ days ago
- Ellenton, FL (13 miles from Sarasota, FL)
- 45+ days ago
Financial Representative Trainee (Sales) - Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503743 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Hiring Company: Delicatessen Services Co., LLC Overview: Responsible for procurement of IT related hardware, software, licenses (including maintenance and support), supplies and consulting...
- Palmetto, FL (13 miles from Sarasota, FL)
- 45+ days ago
- Palmetto, FL (13 miles from Sarasota, FL)
- 45+ days ago
We are seeking an experienced Senior Credit Analyst to join our finance team and play a critical role in managing credit risk across merchant processing (indirect credit), direct-to-consumer...
Start Here. Grow Here. Stay Here. Do you have a background in business research and analysis? In this role, youll provide high-level business planning, technical expertise, and analytical support...
Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity. We care like family! Jump-start your career as...
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Demographic Data for Sarasota, FL
Moving to Sarasota, FL? Find some basic demographic data about Sarasota, FL below.
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Sarasota, FL
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Sarasota, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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