Financial Specialist Jobs in Boston, MA
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.
Financial Representative Trainee (Sales) - Braintree, MA
- Salem, MA (13 miles from Boston, MA)
- 7 hours ago
- Salem, MA (13 miles from Boston, MA)
- 7 hours ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Financial Rep Upcoming Grad - Starting at $16/hr
- Braintree, MA (11 miles from Boston, MA)
- 17 hours ago
- Braintree, MA (11 miles from Boston, MA)
- 17 hours ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
About the Role The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income...
Key Responsibilities: Build and maintain sophisticated Excel-based financial models, including pro formas, rent rolls, and cash flow projection analysis based on vacancy, Net Operating Income, Cap Rates...
Mulesoft Developer/ Mulesoft Business Analyst at Wilmington, MA
- Wilmington, MA (15 miles from Boston, MA)
- 15 hours ago
- Wilmington, MA (15 miles from Boston, MA)
- 15 hours ago
Strong analytical skills and proficiency in financial modeling and data analysis. Support the preparation of materials for presentations and key stakeholder communications....
Bachelor's degree in accounting or finance preferred 3+ years financial analysis or accounting experience Ability to build and maintain cube, modeled, and standard sheets effectively. Experience...
- Salem, MA (13 miles from Boston, MA)
- 1 day ago
- Salem, MA (13 miles from Boston, MA)
- 1 day ago
Job Listing ID: 4261124 Job Title: Pricing Analyst II Application Deadline: Open Until FilledJob Location: Salem Date Posted: 04/29/2025Hours Worked Per Week: Not Provided Shift: Not Provided...
Principal Analyst, Finance Services
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
About us** Superpowered. Meaningful work. Human impact. A story we're proud to tell. This is what matters to us at National Grid. In a world of complexity and unanswered questions, there is one...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and...
Remote WorkJob Seekers can review the Job Applicant Privacy Policy by clicking here ( ). Job Description : Summary The Financial Analyst will provide financial and analytical support to Senior Financial...
Remote Work- Andover, MA (20 miles from Boston, MA)
- 1 day ago
- Andover, MA (20 miles from Boston, MA)
- 1 day ago
Job Summary: Join Mercury Systems, a leader in making trusted, secure mission-critical technologies profoundly more accessible to aerospace and defense, as a Pricing Analyst III. Job...
Principal Digital Finance Analyst
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
Revvity | About Us Revvity is a developer and provider of end-to-end solutions designed to help scientists, researchers, and clinicians solve the world's greatest health challenges. We pair the...
Principal Analyst, Finance Services Job Details National Grid
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
- Waltham, MA (10 miles from Boston, MA)
- 1 day ago
About us Superpowered. Meaningful work. Human impact. A story we're proud to tell. This is what matters to us at National Grid. In a world of complexity and unanswered questions, there is one...
Position: Research Finance Analyst II, Research Finance Location: Boston, MA Schedule: 40 hours per week, Remote ABOUT BMC: At Boston Medical Center (BMC), our diverse staff works together for one...
- Brockton, MA (19 miles from Boston, MA)
- 1 day ago
- Brockton, MA (19 miles from Boston, MA)
- 1 day ago
POSITION SUMMARY : This position is responsible for compiling and analyzing financial information, developing integrated revenue/expense analyses, projections, reports, and presentations. Prepares...
Demographic Data for Boston, MA
Moving to Boston, MA? Find some basic demographic data about Boston, MA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Boston, MA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Boston, MA 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
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »