Financial Specialist Jobs in Purchase, 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.
Senior Credit Analyst, Private Placements
- Stamford, CT (9 miles from Purchase, NY)
- 30+ days ago
- Stamford, CT (9 miles from Purchase, NY)
- 30+ days ago
At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet...
Sr. Business Analyst, Premium Spend Experiences
- New York, NY (24 miles from Purchase, NY)
- 30+ days ago
- New York, NY (24 miles from Purchase, NY)
- 30+ days ago
Sr. Business Analyst, Premium Spend Experiences This is your opportunity to join Capital Ones Premium Spend Experiences team as we transform how credit card customers shop online. Our mission is...
Sr Business Analyst, Commercial Bank
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
- New York, NY (24 miles from Purchase, NY)
- 2 days ago
Sr Business Analyst, Commercial Bank Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You will team with...
P/T Financial Analyst/Grants-Higher Education
- New York, NY (24 miles from Purchase, NY)
- moments ago
- New York, NY (24 miles from Purchase, NY)
- moments ago
Our client, a leader in higher education, is seeking a P/T Financial Analyst/Grants to join their team. As a P/T Financial Analyst/Grants, you will be part of the financial department supporting...
Billing & Collections Specialist - Hybrid
- Uniondale, NY (23 miles from Purchase, NY)
- 2 hours ago
- Uniondale, NY (23 miles from Purchase, NY)
- 2 hours ago
Billing & Collections Specialist Location: Hybrid (3 Days Onsite in Uniondale, NY | 2 Days Remote) We are seeking a proactive and detail-driven Billing & Collections S pecialist to join our...
Financial Analyst, Treasury - Bank Relationships & Strategy
- New York, NY (24 miles from Purchase, NY)
- 3 hours ago
- New York, NY (24 miles from Purchase, NY)
- 3 hours ago
Amazon Treasury is seeking a Financial Analyst to join our Bank Relationships & Strategy (BRS) Team. This role offers a unique opportunity to influence how one of the world's most innovative...
Business Analyst, Data and Technology Services, US
- New York, NY (24 miles from Purchase, NY)
- 8 hours ago
- New York, NY (24 miles from Purchase, NY)
- 8 hours ago
Business Analyst, Data and Technology Services, US WeWork 18 West 18th Street, New York, New York, United States Department Data and Technology Services Job posted on Jun 10, 2025 Employee Type...
Lead, Business Analyst, Data and Technology Services, US
- New York, NY (24 miles from Purchase, NY)
- 8 hours ago
- New York, NY (24 miles from Purchase, NY)
- 8 hours ago
Lead, Business Analyst, Data and Technology Services, US WeWork 18 West 18th Street, New York, New York, United States Department Data and Technology Services Job posted on Jun 10, 2025 Employee...
Global Information Services Business Analyst, Assistant Vice President
- New York, NY (24 miles from Purchase, NY)
- 9 hours ago
- New York, NY (24 miles from Purchase, NY)
- 9 hours ago
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worlds leading financial groups. Across the globe, were...
Remote WorkBusiness Analyst (System Analyst)
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Business Analyst (System Analyst) CONTRACT | BIZTEK PEOPLE, INC. | APA INTERNATIONAL PLACEMENT CONSULTANTS | UNITED STATES Posted On 06/10/2025 Job Information Job Opening ID 9862 Language Skills...
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Business Analyst Title: Business Analyst Location: Northeastern U.S. (Hybrid) Employment Type : Contract Compensation Pay Range:$60.00-$73.00/Hrs Description * This role involves participating in...
Business Analyst w/ Aladdin experience
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Business Analyst w/ Aladdin experience Job Description Role: Business Analyst Location: NYC must be onsite 4 days/week (no relocation) Duration: 6-month contract Hours: 40 hours/week Must-Haves:...
Healthcare Credit Analyst (multiple levels)
- Hackensack, NJ (20 miles from Purchase, NY)
- 1 day ago
- Hackensack, NJ (20 miles from Purchase, NY)
- 1 day ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Montvale, NJ (17 miles from Purchase, NY)
- 1 day ago
- Montvale, NJ (17 miles from Purchase, NY)
- 1 day ago
Sr. Cost Analyst Department: Finance Location: Montvale, NJ Start Your Application ( COMPANY OVERVIEW: Balchem Corporation develops, manufactures and markets specialty ingredients that improve and...
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
- New York, NY (24 miles from Purchase, NY)
- 1 day ago
Org. Setting and Reporting This position is located in the Commercial Insurance Section (CIS), in the Division of Administration (DOA), Department of Operational Support (DOS). The Commercial...
Demographic Data for Purchase, NY
Moving to Purchase, NY? Find some basic demographic data about Purchase, NY below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Purchase, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Purchase, NY 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
- 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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Here are some other career titles that require similar skills
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