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.
Data and Analytics Portfolio Analyst
- Cary, NC (20 miles from Chapel Hill, NC)
- 14 hours ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 14 hours ago
The Team On MetLifes Data & Analytics Strategy, Planning, and Portfolio Management team, what you build here matters. We view our solutions through the eyes of the customers, striving to transform...
Data and Analytics Portfolio Analyst II
- Cary, NC (20 miles from Chapel Hill, NC)
- 2 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 2 days ago
The Team On MetLife's Data & Analytics Strategy, Planning, and Portfolio Management team, what you build here matters. We view our solutions through the eyes of the customers, striving to...
Business Analyst in regulatory reporting
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
Business Analyst in regulatory reporting [Cary, NC, 27512] | 2025-06-09 17:15:10 Job Description Location : Cary, NC Below is the detailed JD for the requirement: 7+ years of experience with in...
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
Software Asset Specialist Location: Cary, NC - Hybrid Project overview: The Software Asset Specialist supports SAM program projects, assists in developing automation processes, collaborates with...
Business Analyst with Regulatory Reporting
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
- Cary, NC (20 miles from Chapel Hill, NC)
- 4 days ago
Business Analyst with Regulatory Reporting Title : Business Analyst with Regulatory Reporting Location : Cary, NC (Onsite) Duration : Long Term Job Description: 7+ years of experience with in...
- Durham, NC (8 miles from Chapel Hill, NC)
- 5 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 5 days ago
**BANC OF CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California...
- Durham, NC (8 miles from Chapel Hill, NC)
- 5 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 5 days ago
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and...
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 7 days ago
Key responsibilities will include equity modeling, macro level hedge modeling, liquidity analysis, variance analysis, and preparation of key reports....
- Durham, NC (8 miles from Chapel Hill, NC)
- 8 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 8 days ago
JOB DUTIES AND RESPONSIBILITIES Lead in-depth variance analysis of invoicing and payment activities against contractual agreements and budgetary expectations, identifying trends and recommending corrective...
- Durham, NC (13 miles from Chapel Hill, NC)
- 10 days ago
- Durham, NC (13 miles from Chapel Hill, NC)
- 10 days ago
JOB DUTIES AND RESPONSIBILITIES Lead in-depth variance analysis of invoicing and payment activities against contractual agreements and budgetary expectations, identifying trends and recommending corrective...
Financial Analyst III - Revenue Management
- Durham, NC (8 miles from Chapel Hill, NC)
- 11 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 11 days ago
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and...
Financial Analyst III - Revenue Management
- Durham, NC (8 miles from Chapel Hill, NC)
- 13 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 13 days ago
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and...
System / Portfolio Analyst (PPM Tool)
- Durham, NC (8 miles from Chapel Hill, NC)
- 20 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 20 days ago
System / Portfolio Analyst (PPM Tool)#25-56916 Durham, NC Fully Remote Job Description 100% Remote - ONLY 28 states North Carolina, Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Idaho,...
Remote Work- Durham, NC (8 miles from Chapel Hill, NC)
- 22 days ago
- Durham, NC (8 miles from Chapel Hill, NC)
- 22 days ago
Conduct variance analysis between budgeted and actual performance, identifying key drivers and recommending corrective actions....
Financial Analyst Americas Commercial Finance
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ days ago
- Morrisville, NC (14 miles from Chapel Hill, NC)
- 30+ days ago
Financial Analyst - Americas Commercial Finance We are seeking a highly motivated, detail-oriented, and proactive Financial Analyst to join our dynamic Americas Finance team. This role is ideal...
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
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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
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- 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
- Presentation
- Collaboration
- 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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