Financial Specialist Jobs in Rochester, 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.
Qualifications Basic Qualifications: BA or BS in Business Administration major emphasis in Accounting or Finance. 1-3 years of related experience in a manufacturing environment as an Analyst or...
- York, NY (23 miles from Rochester, NY)
- 8 days ago
- York, NY (23 miles from Rochester, NY)
- 8 days ago
Job Title\: Senior Senior Service Management Consultant - ServiceNow Business Analyst (SME) – Security, Risk, & Finance and Supply Chain Location\: Chicago, IL; Houston, TX; Dallas, TX; NY, NY;...
- Victor, NY (15 miles from Rochester, NY)
- 8 days ago
- Victor, NY (15 miles from Rochester, NY)
- 8 days ago
The Senior Analyst, Credit Risk will conduct in-depth financial analysis for Broadstone Net Lease. This position will support the timely and accurate production of detailed financial analysis and...
Job Type Full-time Description GENERAL DESCRIPTION: To conduct analysis and assist with all phases of real estate transaction: refinancing, underwriting, acquisitions and dispositions. This...
Performs work associated with accounting, journal entries, variance analysis, purchase order creation, and deposit of payments. Assist and partner with Sr....
Supports the Financial Planning and analysis process for designated areas/functions, including preparation of the annual financial plan, periodic forecasts, and monthly variance analysis of actuals...
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family...
Accounts Receivable Collections Specialist
- West Henrietta, NY (8 miles from Rochester, NY)
- 26 days ago
- West Henrietta, NY (8 miles from Rochester, NY)
- 26 days ago
Were seeking an Accounts Receivable Collections Specialist to manage soft collections on overdue accounts while fostering strong, positive relationships with our customers. The role involves...
Performs financial accounting and analysis for Highland Hospital with a focus on cash accounting, monthly journal entries, reconciliations, variance analysis, and financial statement reporting....
- Fairport, NY (10 miles from Rochester, NY)
- 30+ days ago
- Fairport, NY (10 miles from Rochester, NY)
- 30+ days ago
Public Finance Analyst Location US-TX-San Antonio ID 2025-7923 Category Public Finance Position Type Regular | Full Time Work Type Onsite Why Stifel Stifel strives for a culture that puts its...
Financial Analyst - Rochester, NY Full time Professional Rochester, NY, US 2 days ago Requisition ID: 1327 Are you a data-driven problem solver who loves uncovering insights that drive real...
Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated,...
Commercial Equipment Finance Business Analyst III
- Rochester, NY
- 45+ days ago
- Rochester, NY
- 45+ days ago
Overview: This position is responsible for providing to Commercial Equipment Finance origination request, customer services, reporting, post-closing to sales representative across the footprint...
As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness,...
Develop and perform analysis relative to enrollment, revenue and expense statistical data, including variance analysis on these items....
Demographic Data for Rochester, NY
Moving to Rochester, NY? Find some basic demographic data about Rochester, NY below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Rochester, NY
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Rochester, NY offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Networking
- 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
- 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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