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.

Litigation Financial Analyst supporting the US Attorney's Office
- FSA Federal
- Brooklyn, NY
- 1 day ago
- FSA Federal
- Brooklyn, NY
- 1 day 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...

Jr Financial Analyst Supporting the USMS
- FSA Federal
- New York, NY
- 11 days ago
- FSA Federal
- New York, NY
- 11 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...
Credit Modeling Quantitative Analyst I (Hybrid - See potential locations in description)
- Buffalo, NY
- 3 hours ago
- Buffalo, NY
- 3 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, or Iseline, NJ. Overview:...
Back to job listings Commercial Financial Analyst New York, NY USA Hogarth is the Global Content Production Company. Part of WPP, Hogarth partners with one in every two of the world's top 100...
Lab49 was founded to bring cutting-edge solutions from Silicon Valley to Wall Street. Clients from various sectors within the financial industry rely on us to provide top-tier solutions to their...
Position Summary Guggenheim Investments is seeking a Municipal Credit Analyst. The Municipal Credit Analyst is responsible for maintaining market coverage, conducting security and portfolio-level...
Key Responsibilities Lead headcount and workforce financial planning, including budgeting, forecasting, and variance analysis....
Description Position Summary The Sales Cluster Leader grows and expands relationships with strategically important customers and or acquires new logo targets. Assigned up to five named customers...
Financial Analyst Lead - NGS Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support...
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The...
If you are a current Barnard College employee, please use the internal career site to apply for this position. Job: Student Financial Services Specialist Job Summary: The Student Financial...
This is your opportunity to join AXIS Capital a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and...
Associate - Business Analyst Partnership & Innovation, TD Securities
- New York, NY
- 17 hours ago
- New York, NY
- 17 hours ago
In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank....
The Quantitative Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow...
Retail Casualty Financial Analyst North America General Insurance
- New York, NY
- 17 hours ago
- New York, NY
- 17 hours ago
About the role: The Casualty Financial Analyst will be responsible for supporting across regular financial reporting, forecasting/planning, and analytics for the Business Leads. The businesses we...
Demographic 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
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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
- 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
- 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
Other Career Titles
Here are some other career titles that require similar skills
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