Financial Specialist Jobs in Woburn, 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 (4 miles from Woburn, MA)
- 6 days ago
- Wakefield, MA (4 miles from Woburn, MA)
- 6 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...
Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
- Boston, MA (10 miles from Woburn, MA)
- 1 hour ago
- Boston, MA (10 miles from Woburn, MA)
- 1 hour ago
Location: Anywhere in country. At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
- Boston, MA (10 miles from Woburn, MA)
- 2 hours ago
- Boston, MA (10 miles from Woburn, MA)
- 2 hours ago
Vaco Boston has partnered with a venture capital firm in Boston (hybrid work environment) that is looking to bring on a Financial Analyst to their team. This role will support executive management...
- Boston, MA (10 miles from Woburn, MA)
- 5 hours ago
- Boston, MA (10 miles from Woburn, MA)
- 5 hours ago
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 excellence,...
/22607/594a8f2f-0936-4cca-b8c3-00de6fea3130.png&z=8&s=FIN&ih_t=6%2F17%2F2025+7%3A57%3A08+PM&utm_medium=internal%20referrer&utm_campaign=employer-fsa&utm_content=fsa-federal&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Functional Business Analyst
- Boston, MA (10 miles from Woburn, MA)
- 5 hours ago
- Boston, MA (10 miles from Woburn, MA)
- 5 hours ago
Business Analyst - Investment Management Job location Boston (Hybrid) 3 days a week. Job Summary: We are seeking a skilled Business Analyst with expertise in Investment Management to join our...
Fixed Income Portfolio Analyst
- Boston, MA (10 miles from Woburn, MA)
- 8 hours ago
- Boston, MA (10 miles from Woburn, MA)
- 8 hours ago
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique...
- Westwood, MA (18 miles from Woburn, MA)
- 12 hours ago
- Westwood, MA (18 miles from Woburn, MA)
- 12 hours ago
Role and Scope of Position: The Financial Analyst provides financial support to the Shared Services organization; coordinates and supports the Monthly Financial Reports; develops the departments'...
- Bedford, MA (5 miles from Woburn, MA)
- 23 hours ago
- Bedford, MA (5 miles from Woburn, MA)
- 23 hours ago
Build a career powered by innovations that matter! At Novanta, our innovations power technology products that are transforming healthcare and advanced manufacturingimproving productivity,...
- Chelmsford, MA (11 miles from Woburn, MA)
- 23 hours ago
- Chelmsford, MA (11 miles from Woburn, MA)
- 23 hours ago
Acute Care TechnologyThe Finance Intern will be responsible for assisting AR and treasury teams. Under the supervision of our staff, the Finance Intern will contact customers for sales tax...
- Boston, MA (10 miles from Woburn, MA)
- 1 day ago
- Boston, MA (10 miles from Woburn, MA)
- 1 day 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 (9 miles from Woburn, MA)
- 2 days ago
- Peabody, MA (9 miles from Woburn, MA)
- 2 days 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 Woburn, MA)
- 2 days ago
- Boston, MA (10 miles from Woburn, MA)
- 2 days 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...
Insurance Solutions Business Analyst
- Boston, MA (10 miles from Woburn, MA)
- 2 days ago
- Boston, MA (10 miles from Woburn, MA)
- 2 days ago
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 talented professionals...
- Bolton, MA (23 miles from Woburn, MA)
- 3 days ago
- Bolton, MA (23 miles from Woburn, MA)
- 3 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...
Business Analyst-Technical-Staff
- Boston, MA (10 miles from Woburn, MA)
- 3 days ago
- Boston, MA (10 miles from Woburn, MA)
- 3 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...
Demographic Data for Woburn, MA
Moving to Woburn, MA? Find some basic demographic data about Woburn, 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 Woburn, MA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Woburn, 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
- Cost Accounting
- Credit Analysis
- 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
- Collaboration
- Flexibility
- 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
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 »