Financial Specialist Jobs in Mooresville, 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.
- Davidson, NC (2 miles from Mooresville, NC)
- 10 hours ago
- Davidson, NC (2 miles from Mooresville, NC)
- 10 hours ago
In addition, the analyst will assist with period-end responsibilities including journal entries, account reconciliations, variance analysis, and more....
Financial Services Sales Leader
- Charlotte, NC (21 miles from Mooresville, NC)
- 11 hours ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 11 hours ago
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...
Senior Business Analyst - Mortgage/Lending
- Charlotte, NC (21 miles from Mooresville, NC)
- 1 day ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 1 day ago
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 (21 miles from Mooresville, NC)
- 1 day ago
- Charlotte, NC (21 miles from Mooresville, 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...
- Newton, NC (23 miles from Mooresville, NC)
- 2 days ago
- Newton, NC (23 miles from Mooresville, NC)
- 2 days ago
JOB TITLE: CHIEF FINANCE OFFICER FLSA STATUS: EXEMPT SALARY: NC & LOCAL SALARY SCHEDULE REPORTS TO: SUPERINTENDENT GENERAL STATEMENT OF JOB An employee in this class is responsible for managing...
Commercial Real Estate Credit Analyst II
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 2 days ago
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...
- Lincolnton, NC (23 miles from Mooresville, NC)
- 2 days ago
- Lincolnton, NC (23 miles from Mooresville, NC)
- 2 days ago
We're looking for a Financial Analyst to join our team in Lincolnton, NC. This is a crucial, newly created role that will provide essential support and act as a backup for our financial...
2026 Finance Analyst Rotational Program
- Charlotte, NC (21 miles from Mooresville, NC)
- 3 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 3 days ago
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 (21 miles from Mooresville, NC)
- 3 days ago
- Charlotte, NC (21 miles from Mooresville, 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 (21 miles from Mooresville, NC)
- 3 days ago
- Charlotte, NC (21 miles from Mooresville, 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...
- Kannapolis, NC (10 miles from Mooresville, NC)
- 4 days ago
- Kannapolis, NC (10 miles from Mooresville, 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...
- Charlotte, NC (21 miles from Mooresville, NC)
- 5 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 5 days ago
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...
- Charlotte, NC (21 miles from Mooresville, NC)
- 5 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 5 days ago
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,...
- Charlotte, NC (21 miles from Mooresville, NC)
- 6 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 6 days ago
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...
- Charlotte, NC (21 miles from Mooresville, NC)
- 6 days ago
- Charlotte, NC (21 miles from Mooresville, NC)
- 6 days ago
About the Role Location United States of America North Carolina Charlotte Company Siemens Energy, Inc. Organization SE CFO Business Unit Grid Technologies Full / Part time Full-time Experience...
Demographic Data for Mooresville, NC
Moving to Mooresville, NC? Find some basic demographic data about Mooresville, 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 Mooresville, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Mooresville, 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 »