Financial Specialist Jobs in Charlotte, 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.
Product Category Financial Analyst
- Matthews, NC (13 miles from Charlotte, NC)
- 5 hours ago
- Matthews, NC (13 miles from Charlotte, NC)
- 5 hours ago
analysis, explaining deviations from budget and forecast, and recommending corrective actions.Business Partnership:Serve as a trusted advisor to the product management and engineering leadership team...
Remote Work- Davidson, NC (19 miles from Charlotte, NC)
- 10 hours ago
- Davidson, NC (19 miles from Charlotte, NC)
- 10 hours ago
In addition, the analyst will assist with period-end responsibilities including journal entries, account reconciliations, variance analysis, and more....
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 Services Representative (Overstaff)
- Fort Mill, SC (14 miles from Charlotte, NC)
- 23 hours ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 23 hours ago
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweeks Most Trustworthy Companies award, helps customers meet their financial needs and...
As a Senior Business Analyst, you will play a critical role in supporting the operational oversight of mortgage lending products, with a focus on ensuring accuracy, timeliness, and compliance...
Senior Quantitative Financial Analyst (Multiple openings) in Charlotte, NC
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Return to selected search result Senior Quantitative Financial Analyst (Multiple openings) in Charlotte, NC Apply locations Charlotte, NC posted on Posted Today time left to apply End Date: August...
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The...
About this role: Wells Fargo is seeking talent to join the 202 6 Finance Analyst Rotational Program within the Finance organization. Learn more about the career areas and lines of business at...
2025 Intern Conversion Shopping - Return Full Time Analyst - Finance Analyst Rotational Program
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
2025 Intern Conversion Shopping - Return Full Time Analyst - Finance Analyst Rotational Program Recruiter Wells Fargo Location Charlotte, North Carolina, United States Salary USD 18.00 - 65.00 per...
Senior Quantitative Financial Analyst (Multiple openings) in Charlotte, NC
- Charlotte, NC
- 3 days ago
- Charlotte, NC
- 3 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Senior Financial Systems Analyst - Workday
- Fort Mill, SC (14 miles from Charlotte, NC)
- 4 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 4 days ago
Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are...
- Kannapolis, NC (21 miles from Charlotte, NC)
- 4 days ago
- Kannapolis, NC (21 miles from Charlotte, NC)
- 4 days ago
Finance Assistant Kannapolis City Schools Central Office - Kannapolis, North Carolina This job is also posted in North Carolina School Jobs Job Details Job ID:5345931 Application Deadline:Posted...
Financial Investigator Employment Type: Full-Time, Mid-Level Department: Financial Investigation CGS is seeking a Financial Investigator to join our team providing legal support and investigative...
Overview The Business/Data Analyst supports strategic initiatives across all departments with expertise in system migration projects, as well as ad-hoc business needs (application, automation,...
IT Business Analyst#25-19336 Charlotte, NC Pennington, NJ Plano, TX On-site Contract Starts 10/01/2025 Ends 9/30/2026 Job Description Genesis10 is currently seeking an IT Business Analyst with our...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, 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 Charlotte, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Charlotte, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- 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
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