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.
Financial Professional - NY, New York (5249)
- Equitable Life & Casualty Insurance
- New York, NY
- 3 hours ago
- New York, NY
- 3 hours ago
FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility \: $250-$1,000...
In PersonPortfolio Analyst-AMEX Ventures
- American Express
- New York, NY
- 11 hours ago
- New York, NY
- 11 hours ago
About American Express Ventures American Express Ventures (Amex Ventures) is the corporate venture capital arm of American Express focused on early-stage (primarily Seed Series B) investments...
In PersonSr Business Analyst with Capital Market Supporting Trading Projects _ NYC, TX (Onsite)
- SUNRAY INFORMATICS
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
Title: Sr Business Analyst with Capital Markets Location: NYC, NY or Dallas, TX Capital Markets Domain Expertise Support initiatives across:-IN TRADING PROJECTS Equities Fixed Income Derivatives...
In PersonSenior Analyst, Financial Planning and Analysis
- Planned Parenthood
- New York, NY
- 13 hours ago
- New York, NY
- 13 hours ago
Planned Parenthood is the nation’s leading provider and advocate of high-quality, affordable sexual and reproductive health care for all people, as well as the nation’s largest provider of sex...
In PersonWe are partnered with a multi-asset investment team focused on real assets and diversified strategies, seeking to hire a Quantitative Analyst. This front-office role sits at the intersection of...
In PersonFinance Intern - New York City
- DXC Technology
- New York City, NY
- 19 hours ago
- New York City, NY
- 19 hours ago
Job Description: About DXC Technology DXC Technology(NYSE: DXC) is a leading global provider of information technology services.Wereatrusted operating partner to many of the worlds most innovative...
In Person InternshipThis class date is slated for July 13, 2026 and will be hybrid, based out of our Westlake, TX office location. About defi SOLUTIONS: defi SOLUTIONS is a pioneer in end-to-end, SaaS loan...
HybridCompany Name: GlobalFoundries U.S., Inc. Position Title: Manufacturing Cost Analyst Salary: $92,700 -$ 120,700/year Hours: Monday - Friday, 8:00 a.m. to 5:00 p.m. Location: 400 Stonebreak Road...
In Person- Thermo Fisher Scientific Inc.
- Grand Island, NY
- 23 hours ago
- Grand Island, NY
- 23 hours ago
Work Schedule First Shift (Days) Environmental Conditions Office Job Description Company Information At Thermo Fisher Scientific, our Finance teams are essential to our business and functional...
In PersonBusiness & Commercial Collections Specialist I
- M&T Bank
- Getzville, NY
- 23 hours ago
- Getzville, NY
- 23 hours ago
Overview: Responsible for managing an assigned customer base of delinquent loans, mitigating loss situations and reducing nonaccrual and loss population to M&T Bank. Evaluate status of loan to...
In PersonFinancial Analyst - Operational Finance, SourceBlue
- Turner Construction Company
- New York, NY
- 23 hours ago
- New York, NY
- 23 hours ago
Division: SourceBlue Project Location(s): Saddle Brook, NJ 07663 USA Minimum Years Experience: Travel Involved: Job Type: RegularJob Classification: ExperiencedEducation:Job...
In PersonJob Type: Officer of Administration Bargaining Unit: Regular/Temporary: Regular End Date if Temporary: Hours Per Week: 35 Standard Work Schedule: Building: Salary Range: $66,300 - $79,000 The...
In PersonAWM, Goldman Sachs Ayco, Personal Wealth Financial Analyst, New York, NY
- Goldman Sachs
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...
In Person Part TimeBefore you apply to a job, select your language preference from the options available at the top right of this page. Explore your next opportunity at a Fortune Global 500 organization. Envision...
In PersoniHeartMedia Markets Current employees and contingent workers click here to apply and search by the Job Posting Title. The audio revolution is here and iHeart is leading it! iHeartMedia, the number...
In PersonDemographic Data for New York
Moving to New York? Find some basic demographic data about New York 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 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 Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- Leadership
- Communication Skills
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