Financial Specialist Jobs in Morrisville, 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.
Finance Analyst, Supporting Legal & Strategy (Hybrid)
- Cisco
- Research Triangle Park, NC (4 miles from Morrisville, NC)
- 1 hour ago
- Research Triangle Park, NC (4 miles from Morrisville, NC)
- 1 hour ago
The application window is expected to close on: 07/03/2026 Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Members of the...
Hybrid- Avalara
- Durham, NC (10 miles from Morrisville, NC)
- 15 hours ago
- Durham, NC (10 miles from Morrisville, NC)
- 15 hours ago
models and main GTM metrics....
Remote- ABB Group
- Cary, NC (7 miles from Morrisville, NC)
- 16 hours ago
- Cary, NC (7 miles from Morrisville, NC)
- 16 hours ago
At ABB, we help industries run leaner and cleanerand every person here makes that happen. Youll be empowered to lead, supported to grow, and proud of the impact we create together. Join us and...
In Person Internship- UNC Health Care Systems
- Morrisville, NC
- 18 hours ago
- Morrisville, NC
- 18 hours ago
Description Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina. Summary:...
In Person- ThermoFisher Scientific
- Durham, NC (10 miles from Morrisville, NC)
- 1 day ago
- Durham, NC (10 miles from Morrisville, NC)
- 1 day ago
Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated,...
In PersonManaged Care Financial Specialist, Sr
- WakeMed Health & Hospitals
- Raleigh, NC (11 miles from Morrisville, NC)
- 1 day ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 1 day ago
Overview Oversees the data gathering, financial modeling and creation of ad hoc financial reports using multiple database systems for the Managed Care department. The financial models and reports...
In Person- Clayton
- Clayton, NC (24 miles from Morrisville, NC)
- 2 days ago
- Clayton, NC (24 miles from Morrisville, NC)
- 2 days ago
The Towns award-winning Finance Department supports a rapidly growing community of more than 33,000 residents representing over $5 billion in assessed tax valuation, in addition to thousands of...
In PersonRevenue Cycle Financial Representative
- UNC Health Care Systems
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 4 days ago
- Chapel Hill, NC (14 miles from Morrisville, NC)
- 4 days ago
Description Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina. Summary:...
In PersonBusiness Analyst (Retail Banking)
- Photon
- Durham, NC (10 miles from Morrisville, NC)
- 4 days ago
- Durham, NC (10 miles from Morrisville, NC)
- 4 days ago
Greetings from Photon!! Who are we? Photon has emerged as one of the world's largest and fastest-growing Digital Agencies. We work with 40% of the Fortune 100 on their Digital initiatives and are...
In Person- Syneos Health, Inc
- Morrisville, NC
- 5 days ago
- Morrisville, NC
- 5 days ago
Description Project Financial Analyst I Syneos Health is a leading fully-integrated life sciences services organization built to accelerate customer success. We partner with innovators at every...
In Person- AgCarolina Farm Credit
- Raleigh, NC (11 miles from Morrisville, NC)
- 5 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 5 days ago
As a Financial Specialist, you'll play a key role in supporting our loan officers throughout the lending process....
In Person- PPG US ProPharma Group, LLC
- Raleigh, NC (11 miles from Morrisville, NC)
- 5 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 5 days ago
For the past 25 years, ProPharma has improved the health and wellness of patients by providing advice and expertise that empowers biotech, med device, and pharmaceutical organizations of all sizes...
RemoteGeneral Information Req # WD00099135 Career area: Accounting/Finance Country/Region: United States of America State: North Carolina City: Morrisville Date: Wednesday, May 27, 2026 Working time:...
In Person- FlyExclusive
- Raleigh, NC (11 miles from Morrisville, NC)
- 6 days ago
- Raleigh, NC (11 miles from Morrisville, NC)
- 6 days ago
Summary and Objective We are seeking a dedicated and motivated Finance Intern to join our dynamic finance team. The Finance Intern will provide valuable support to the finance department,...
In Person InternshipFinancial Representative - Cary, NC
- Fidelity
- Cary, NC (7 miles from Morrisville, NC)
- 7 days ago
- Cary, NC (7 miles from Morrisville, NC)
- 7 days ago
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you...
In PersonDemographic Data for Morrisville, NC
Moving to Morrisville, NC? Find some basic demographic data about Morrisville, NC below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Morrisville, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Morrisville, 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
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Here are some other career titles that require similar skills
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