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.
Back to Search Results Financial Analyst I OCR Charlotte, NC, United States Job ID: R220120 Shift: Various Job Type: Regular Share: mail Share on Facebookshare to facebook Tweetshare to twitter...
In PersonPricing Analyst Apply now " Date: Jun 3, 2026 Location: Charlotte, NC, US, 28277 Company: Dentsply Sirona, Inc Requistion ID: 83491 Dentsply Sirona is the world's largest manufacturer of...
In PersonFinancial Analyst, Commercial FP&A- Supply Chain
- Circle K
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
JOIN OUR TEAM! At Couche-Tard/Circle K, our mission is simple: to make our customers lives a little easier everyday. You may have already stopped for coffee, refueling your car, or eating...
In PersonFinancial Controls Analyst - Business Process Automated Controls
- Wells Fargo
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
About this role: Wells Fargo is seeking a Financial Controls Analyst within the Enterprise COSO testing team. The Enterprise Finance function contains the Corporate Controllers division, which...
In PersonFamiliarity with Customer Lifetime Value (CLV), CPGA, churn analysis, or subscriber-based business models. Experience supporting budgeting, forecasting, or long-range planning processes....
HybridCome Build Your Career at Aecon! Aecon delivers some of the most complex and impactful infrastructure projects - from transformative transportation networks to critical energy, industrial and...
In Person- First American Financial Corporation
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
Who We Are ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology,...
In PersonFinancial Analyst - Financial Planning
- Caromont Health
- Gastonia, NC (22 miles from Charlotte, NC)
- 2 days ago
- Gastonia, NC (22 miles from Charlotte, NC)
- 2 days ago
Job Summary: The Financial Analyst supports organizational performance by managing monthly statistical reporting, conducting routine medical group provider analysis, contributing to the annual...
In Person- Movement Mortgage
- Indian Land, SC (16 miles from Charlotte, NC)
- 2 days ago
- Indian Land, SC (16 miles from Charlotte, NC)
- 2 days ago
Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1...
In PersonFinancial Analyst - Rock Hill, SC
- Atlas Copco Group
- Tega Cay, SC (14 miles from Charlotte, NC)
- 2 days ago
- Tega Cay, SC (14 miles from Charlotte, NC)
- 2 days ago
Your role Job Duties Atlas Copco Compressors LLC seeks Financial Analyst at our Rock Hill, SC location. Responsible for preparing financial reports, day to day journal activity, reconciliations,...
RemoteCompany: TAG Solutions About Us: At TAG Solutions we measure success by the results of our customers – hundreds of companies are achieving or exceeding their manufacturing performance objectives...
In PersonRandstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract...
In Person ContractSenior Business Analyst Charlotte, NC 1 Contract Highlights Job Number BH_1018187 Job Type Contract Description A client of Innova Solutions is immediately hiring for a Senior Business Analyst...
In PersonSupply chain Analyst-Financial analyst
- PeakLnk Technologies, Inc.
- Charlotte, NC
- 5 days ago
- Charlotte, NC
- 5 days ago
Job Title: Supply Chain Analyst (Financial Analyst) Location: Charlote, NC Onsite Duration: Long term Contract Job Description: The Supply Chain Analyst serves as an integral member of the Supply...
In PersonRisk & Controls Analyst - Finance
- Compass Group USA Inc
- Charlotte, NC
- 6 days ago
- Charlotte, NC
- 6 days ago
Canteen Internal Employee Referral Bonus Available The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies....
In PersonDemographic 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
- Financial Planning and Analysis
- Variance Analysis
- Financial Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- 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 »