Financial Specialist Jobs in Burlington, NC
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 Services Sales Representative - Life Insurance
- Greensboro, NC (15 miles from Burlington, NC)
- 7 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 7 days ago
Alternate Locations:** Greensboro, NC (North Carolina); Hartford, CT (Connecticut) **Work Arrangement:** Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office...
- Greensboro, NC (15 miles from Burlington, NC)
- 17 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 17 days ago
Bankruptcy Court for the Middle District of North Carolina is accepting applications for the position of Financial Specialist....
- Greensboro, NC (15 miles from Burlington, NC)
- 19 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 19 days ago
Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) **Work Arrangement:** Hybrid Preferred : Preferred...
Associate Financial Representative
- Greensboro, NC (15 miles from Burlington, NC)
- 24 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 24 days ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
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Credit and Collections Specialist
- Greensboro, NC (15 miles from Burlington, NC)
- 28 days ago
- Greensboro, NC (15 miles from Burlington, NC)
- 28 days ago
Credit and Collections Specialist Job Summary: CRG is seeking a Credit/Collections Specialist for a growing industrial manufacturing company in the Triad! In this role, you will be responsible for...
Demographic Data for Burlington, NC
Moving to Burlington, NC? Find some basic demographic data about Burlington, NC below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Burlington, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Burlington, NC 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
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Cost Accounting
- 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
- Collaboration
- Flexibility
- 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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