Financial Specialist Jobs in Waltham, 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.
Client Service Representative - Financial Services (Onsite)
- Wakefield, MA (12 miles from Waltham, MA)
- 5 days ago
- Wakefield, MA (12 miles from Waltham, MA)
- 5 days ago
Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you...
- Boston, MA (10 miles from Waltham, MA)
- 6 hours ago
- Boston, MA (10 miles from Waltham, MA)
- 6 hours ago
Collections Specialist Req ID 2025-30190 Dept Treasury-Collecting Division Position Regular Full-Time Location Tre Treasury-Collecting Salary Min 50,261.84 Salary Max 69,813.78 Union SU4 Openings...
- Peabody, MA (17 miles from Waltham, MA)
- 1 day ago
- Peabody, MA (17 miles from Waltham, MA)
- 1 day ago
What if you could apply your interpersonal skills in a dynamic wealth management practice with access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If...
Financial Analyst II (Hybrid - Newton, MA)
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
Section 1: Position Summary This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance...
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Insurance Solutions Business Analyst
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
- Boston, MA (10 miles from Waltham, MA)
- 1 day ago
Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside...
- Bolton, MA (17 miles from Waltham, MA)
- 2 days ago
- Bolton, MA (17 miles from Waltham, MA)
- 2 days ago
CREDIT ANALYST JOB DESCRIPTION Title: Credit Analyst Id: 20176 Type: FullTime Location: Bolton, ON Husky TechnologiesTM a company with a strong foundation built on innovation, close customer...
Staff Accountant/Financial Analyst
- Sharon, MA (20 miles from Waltham, MA)
- 2 days ago
- Sharon, MA (20 miles from Waltham, MA)
- 2 days ago
Staff Accountant/Financial Analyst Senior Metal Bellows United States, Massachusetts, Sharon 1075 Providence Highway (Show on map) Jun 11, 2025 Company Metal Bellows Vacancy title Staff...
Business Analyst-Technical-Staff
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
Working under general supervision, this position is responsible for sustaining business processes and processes impacted by data and systems. The business analyst serves as the central point for...
- Woburn, MA (8 miles from Waltham, MA)
- 2 days ago
- Woburn, MA (8 miles from Waltham, MA)
- 2 days ago
The Team We are seeking a Senior Financial Analyst to join American Tower's Financial Planning and Analysis (FP&A) team. The FP&A team partners with internal stakeholders to provide actionable...
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating...
Operations, Supply Chain, and Quality (OSQ) - Financial Analyst - P2 - (Onsite)
- Andover, MA (18 miles from Waltham, MA)
- 2 days ago
- Andover, MA (18 miles from Waltham, MA)
- 2 days ago
Date Posted: 2025-06-11 Country: United States of America Location: MA135: Innovation Dr Tewks Bdg 300 836 North Street Building 300, Tewksbury, MA, 01876 USA Position Role Type: Onsite U.S....
About the Role: Requires in-depth conceptual and practical knowledge of theories and principles of pricing and applies general knowledge of business and industry practices. Working independently...
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
- Boston, MA (10 miles from Waltham, MA)
- 2 days ago
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud...
US E-Consulting - Consultant, Insurance Solutions, Functional Business Analyst - AI&E/IS
- Boston, MA (10 miles from Waltham, MA)
- 3 days ago
- Boston, MA (10 miles from Waltham, MA)
- 3 days ago
Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. Youll work alongside talented professionals...
Government Services Financial Analyst
- Devens, MA (20 miles from Waltham, MA)
- 3 days ago
- Devens, MA (20 miles from Waltham, MA)
- 3 days ago
Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people,...
Demographic Data for Waltham, MA
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Salary for Financial Specialist Jobs in Waltham, MA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Waltham, 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
- 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
- Budgeting
- Presentation
- 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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