Financial Specialist Jobs in Rtp, 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.
Sr. Analyst, Financial Planning Supervision
- Raleigh, NC (16 miles from Rtp, NC)
- moments ago
- Raleigh, NC (16 miles from Rtp, NC)
- moments ago
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business...
Remote WorkSenior Billing & Collections Specialist
- Apex, NC (14 miles from Rtp, NC)
- 6 hours ago
- Apex, NC (14 miles from Rtp, NC)
- 6 hours ago
Senior Billing & Collections Specialist This listing closes on 9/30/2025 at 11:59 PM Eastern Time (US & Canada). Employer Apex, Town of (NC) Salary $54,932.80 - $67,267.20 Annually Location Apex,...
- Durham, NC (6 miles from Rtp, NC)
- 10 hours ago
- Durham, NC (6 miles from Rtp, NC)
- 10 hours ago
The right candidate will have the ability to analyze the key drivers of the business model, including economics of new spend decisions and other ad hoc projects....
Managed Care Financial Specialist
- Brentwood, NC (18 miles from Rtp, NC)
- 4 days ago
- Brentwood, NC (18 miles from Rtp, NC)
- 4 days ago
Overview Responsible for the reviewing and validating over and under payments identified within EPIC contract management system as it relates to Managed Care and commercial payor accounts. The...
Quantitative Analyst II-Internal Audit
- Raleigh, NC (16 miles from Rtp, NC)
- 4 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 4 days ago
Section 19 of the Federal Deposit Insurance Act prohibits First Citizens Bank from employing individuals convicted of certain criminal offenses. Offers of employment will be contingent upon a...
Revenue Cycle Financial Representative - Customer Service Call Center
- Chapel Hill, NC (10 miles from Rtp, NC)
- 4 days ago
- Chapel Hill, NC (10 miles from Rtp, NC)
- 4 days ago
Description Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Summary: The primary...
(8283) Credit & Collections Specialist - American Welding & Gas Inc
- Raleigh, NC (16 miles from Rtp, NC)
- 5 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 5 days ago
American Welding and Gas Inc has an immediate need for Credit and Collections Specialists in our Raleigh, NC headquarters. Position Summary: The Credit & C ollection Specialist is responsible for...
- Morrisville, NC (4 miles from Rtp, NC)
- 6 days ago
- Morrisville, NC (4 miles from Rtp, NC)
- 6 days ago
Overview Provides lending/credit management analytics. Collects, reports, and manages data and analytics. Prepares business financial models, develops strategic planning scenarios, and other...
Managed Care Financial Specialist
- Raleigh, NC (16 miles from Rtp, NC)
- 6 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 6 days ago
Overview Responsible for the reviewing and validating over and under payments identified within EPIC contract management system as it relates to Managed Care and commercial payor accounts. The...
- Durham, NC (6 miles from Rtp, NC)
- 7 days ago
- Durham, NC (6 miles from Rtp, NC)
- 7 days ago
FINANCIAL SERVICES SPECIALIST Duke University - 4.0 Durham, NC Job Details 1 day ago Benefits Health insurance Dental insurance Retirement plan Qualifications Mid-level High school diploma or GED...
- Raleigh, NC (16 miles from Rtp, NC)
- 8 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 8 days ago
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant, you will have the ability to...
Pricing Analyst (Pricing Analytics)
- Durham, NC (6 miles from Rtp, NC)
- 8 days ago
- Durham, NC (6 miles from Rtp, NC)
- 8 days ago
Overview: Responsible for the development and analysis of fair market value pricing for clinical trial agreements including benchmarking fees and drafting and finalizing financial exhibits to...
- Raleigh, NC (16 miles from Rtp, NC)
- 10 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 10 days ago
Build the Future with Us - EquipmentShare is Hiring a Collections Specialist At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something...
Remote WorkFinancial Analyst, Capital Markets (Multifamily)
- Cary, NC (11 miles from Rtp, NC)
- 13 days ago
- Cary, NC (11 miles from Rtp, NC)
- 13 days ago
Job Description Essential Duties Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses Prepare pro forma statements, discounted cash...
- Raleigh, NC (16 miles from Rtp, NC)
- 13 days ago
- Raleigh, NC (16 miles from Rtp, NC)
- 13 days ago
Job#: 2080478 Job Description: Apex Systems is currently looking to hire a Portfolio Analyst for a large Banking client of ours. Please find the position details below for review. Details: Client:...
Remote WorkDemographic Data for Rtp, NC
Moving to Rtp, NC? Find some basic demographic data about Rtp, NC below.
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Rtp, NC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Rtp, 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
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Here are some other career titles that require similar skills
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