Financial Specialist Jobs in Chapel Hill, 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.
Senior Billing & Collections Specialist
- Apex, NC (18 miles from Chapel Hill, NC)
- 8 hours ago
- Apex, NC (18 miles from Chapel Hill, NC)
- 8 hours ago
Senior Billing & Collections Specialist This listing closes on 9/30/2025 at 11:59 PM Eastern Time (US & Canada). Employer Apex, Town of (NC) Salary $54,932.80 - $67,267.20 Annually Location Apex,...
- Durham, NC (8 miles from Chapel Hill, NC)
- 13 hours ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 13 hours ago
The right candidate will have the ability to analyze the key drivers of the business model, including economics of new spend decisions and other ad hoc projects....
Revenue Cycle Financial Representative - Customer Service Call Center
- Chapel Hill, NC
- 4 days ago
- Chapel Hill, NC
- 4 days ago
Description Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Summary: The primary...
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 6 days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 6 days ago
Overview Provides lending/credit management analytics. Collects, reports, and manages data and analytics. Prepares business financial models, develops strategic planning scenarios, and other...
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 days ago
FINANCIAL SERVICES SPECIALIST Duke University - 4.0 Durham, NC Job Details 1 day ago Benefits Health insurance Dental insurance Retirement plan Qualifications Mid-level High school diploma or GED...
Pricing Analyst (Pricing Analytics)
- Durham, NC (8 miles from Chapel Hill, NC)
- 9 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 9 days ago
Overview: Responsible for the development and analysis of fair market value pricing for clinical trial agreements including benchmarking fees and drafting and finalizing financial exhibits to...
Financial Analyst I - LIFT (Intern) - RTP
- Rtp, NC (10 miles from Chapel Hill, NC)
- 14 days ago
- Rtp, NC (10 miles from Chapel Hill, NC)
- 14 days ago
The application window is expected to close on: October 24, 2025 NOTE: Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Meet the...
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
Senior Business Analyst, Global eCommerce Strategy Lenovo 2.6 ( ) Morrisville, NC # WD00075618 Position summary : LNVGY). This transformation together with Lenovo's world-changing innovation is...
North America Financial Analyst North America Financial Analyst
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
North America Financial Analyst Lenovo 2.6 ( ) Morrisville, NC # WD00071247 Position summary. Description and Requirements Responsibilities: Monthly closing tracking and assessments with...
WW Services Financial Analyst WW Services Financial Analyst
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 20 days ago
WW Services Financial Analyst Lenovo 2.6 ( ) Morrisville, NC # WD00072965 Position summary : LNVGY). This transformation together with Lenovo's world-changing innovation is building a more...
Financial Analyst - LIFT (Intern) - RTP
- Rtp, NC (10 miles from Chapel Hill, NC)
- 24 days ago
- Rtp, NC (10 miles from Chapel Hill, NC)
- 24 days ago
The application window is expected to close on: October 24, 2025 NOTE: Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Meet the...
- Creedmoor, NC (22 miles from Chapel Hill, NC)
- 30+ days ago
- Creedmoor, NC (22 miles from Chapel Hill, NC)
- 30+ days ago
We are a fast-paced business with ambitious growth plans; so if you are dedicated, enthusiastic and always seeking ways to improve, you'll enjoy a career with us! Ontic is a leading global...
Billing & Collections Specialist
- Cary, NC (20 miles from Chapel Hill, NC)
- 30+ days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 30+ days ago
Billing & Collections Specialist Full-Time Position Panther Creek Office Were seeking a highly organized and motivated Billing & Collections Specialist to join our team at our Panther Creek...
Lead Business Analyst - Vice President
- Cary, NC (20 miles from Chapel Hill, NC)
- 30+ days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 30+ days ago
Job Title Lead Business Analyst Corporate Title Vice President Location Cary, NC Who we are In short - an essential part of Deutsche Bank's technology solution, developing applications for key...
- Durham, NC (8 miles from Chapel Hill, NC)
- 60+ days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 60+ days ago
Key responsibilities will include equity modeling, macro level hedge modeling, liquidity analysis, variance analysis, and preparation of key reports....
Demographic Data for Chapel Hill, NC
Moving to Chapel Hill, NC? Find some basic demographic data about Chapel Hill, NC 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 Chapel Hill, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Chapel Hill, NC 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
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »