Financial Specialist Jobs in Hauppauge, NY
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.
Litigation Financial Analyst supporting the US Attorney's Office
- FSA Federal
- Central Islip, NY (2 miles from Hauppauge, NY)
- 3 days ago
- FSA Federal
- Central Islip, NY (2 miles from Hauppauge, NY)
- 3 days ago
Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the...
Product Category Financial Analyst
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 5 hours ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 5 hours ago
analysis, explaining deviations from budget and forecast, and recommending corrective actions.Business Partnership:Serve as a trusted advisor to the product management and engineering leadership team...
Remote WorkCredit Modeling Quantitative Analyst II (Hybrid - See potential locations in job description)
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 10 hours ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 10 hours ago
Work Arrangement/Location: This is a hybrid position requiring in-office work three (3) days every week and it will be based in an M&T Office in either Buffalo, NY, Iseline, NJ, NYC, NY, or...
Financial Analyst I / Finance Budget
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 12 hours ago
- Bridgeport, CT (24 miles from Hauppauge, NY)
- 12 hours ago
Work where every moment matters. Every day, more than 40,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite...
Litigation Financial Analyst supporting the US Attorneys Office - Central Islip, NY
- Central Islip, NY (2 miles from Hauppauge, NY)
- 1 day ago
- Central Islip, NY (2 miles from Hauppauge, NY)
- 1 day ago
Litigation Financial Analyst supporting the US Attorney's Office - Central Islip, NY Prominds life insurance United States, York, Central Islip Aug 25, 2025 Back Litigation Financial Analyst...
Financial Services Representative (Collections) Law Firm Experience Required
- Woodbury, NY (15 miles from Hauppauge, NY)
- 3 days ago
- Woodbury, NY (15 miles from Hauppauge, NY)
- 3 days ago
Overview Kaufman Dolowich, recognized by U.S. News as one of the Best Companies to Work For Law Firms, for a second consecutive year is seeking an enthusiastic and detail-oriented Financial...
- Melville, NY (12 miles from Hauppauge, NY)
- 4 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 4 days ago
LOCATION: Hybrid, NYC or Melville, NY Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry....
Financial Analyst for Global Engineering (Hybrid- flexible options)
- Edgewood, NY (4 miles from Hauppauge, NY)
- 7 days ago
- Edgewood, NY (4 miles from Hauppauge, NY)
- 7 days ago
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join...
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 8 days ago
- Farmingdale, NY (14 miles from Hauppauge, NY)
- 8 days ago
Participates in the preparation of budgets and schedules for all contract work and assists in financial analysis such as funding profiles, sales outlook, and variance analysis....
Registered Client Service Associate
- Melville, NY (12 miles from Hauppauge, NY)
- 9 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 9 days ago
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business...
Senior Associate, CFO/F&A Technology Business Analyst
- Melville, NY (12 miles from Hauppauge, NY)
- 13 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 13 days ago
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering...
- Uniondale, NY (22 miles from Hauppauge, NY)
- 17 days ago
- Uniondale, NY (22 miles from Hauppauge, NY)
- 17 days ago
Nesco Resource, founded in 1956 and headquartered in Mayfield Heights, Ohio, is a nationally-ranked Workforce Solutions Firm. With over 66 years of experience and a physical presence in 90+...
Registered Client Service Associate
- Garden City, NY (24 miles from Hauppauge, NY)
- 19 days ago
- Garden City, NY (24 miles from Hauppauge, NY)
- 19 days ago
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...
Financial Services Specialist (Hybrid)
- Melville, NY (12 miles from Hauppauge, NY)
- 24 days ago
- Melville, NY (12 miles from Hauppauge, NY)
- 24 days ago
Financial Services Specialist (Hybrid) Centralized Revenue Cycle, Melville, NY Requisition : 164576 Profession : Revenue Cycle Specialty: Financial Services Full Time, Days, 8:00 AM - 4:00 PM...
Finance Representative (Collector)
- Mineola, NY (24 miles from Hauppauge, NY)
- 24 days ago
- Mineola, NY (24 miles from Hauppauge, NY)
- 24 days ago
At Veritext, we focus on the details - so legal teams can focus on the case. About the role: As a Finance Representative, it is your duty to ensure that our clients pay timely for the services...
Demographic Data for Hauppauge, NY
Moving to Hauppauge, NY? Find some basic demographic data about Hauppauge, NY below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Hauppauge, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Hauppauge, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Business Analysis
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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