Financial Specialist Jobs in New York
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.

- Tri-Mar Consulting Inc
- Fairport, NY
- 8 days ago
- Tri-Mar Consulting Inc
- Fairport, NY
- 8 days ago
Job Summary The Financial Analyst II performs many accounting, customer service and organizational functions. They are responsible for collaborating with internal and external members to promote...

Bankruptcy Auditor / Financial Analyst ( Multiple Opportunities )
- FSA Federal
- Brooklyn, NY
- 12 days ago
- FSA Federal
- Brooklyn, NY
- 12 days ago
FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We currently have multiple potential vacancies for various levels of Bankruptcy...
Entity: Supply, Trading & Shipping Job Family Group: Supply & Trading Group Job Description: About the Role: The BP Quantitative Analytics [QA] Team is an international team located on BPs...
Sr Business Analyst, Commercial Real Estate Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You will team...
Business Analyst - Legal & Compliance [New York, NY, 10075] | 2025-04-29 16:14:48 Job Description Please submit suitable candidates, Job is in the process of getting created. This will happen in...
Liquidity Financial Analyst New York, NY Full Time Posted by: Motion Recruitment Posted: Tuesday, 29 April 2025 DETAILS: Domain: Banking Position: Financial Analyst Duration: 11 Months Contract...
FINANCIAL ANALYST IN NEW YORK, NY, USA! Date Posted: 04/29/2025 Hiring Organization: Rose International Position Number: 481950 Job Title: Financial Analyst Job Location: New York, NY, USA, 10036...
- Buffalo, NY
- 11 hours ago
- Buffalo, NY
- 11 hours ago
This position is a hybrid role out of Buffalo, NY and will be in office 3 days a week. This role is not eligible for visa sponsorship, meaning you will need to be able to secure and maintain work...
models such as DCF/LBO and Comps to forecast future performance, estimate cash flow, and evaluate the value of acquisition targets.Market Research: Conduct industry and competitor analysis to identify...
Analyst, Finance Services 3.7 3.7 out of 5 stars Syracuse, NY 13202 Hybrid work About us Superpowered. Meaningful work. Human impact. A story we're proud to tell. This is what matters to us at...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and...
Remote WorkAbout us** Superpowered. Meaningful work. Human impact. A story we're proud to tell. This is what matters to us at National Grid. In a world of complexity and unanswered questions, there is one...
Business Analyst Asset Management Performance OR Investment Performance
- New York, NY
- 12 hours ago
- New York, NY
- 12 hours ago
Experienced Techno-Functional BSA with a strong focus on Investment Performance Measurement across platforms like BiSAM, Eagle, and FactSet ....
One of our Financial client is seeking a **Product Operations Analyst** to manage operations and drive risk mitigation strategies for Digital Wallet products available to client customers. **Role:...
Build financial models used to size opportunities and build business cases for pursuing new programs Basic SQL proficiency (or willingness to learn)....
Demographic Data for New York
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Title Synonyms
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Salary for Financial Specialist Jobs in New York
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in New York offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Balance Sheets
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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