Financial Specialist Jobs in North Carolina
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.
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkLaunch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
As part of the Originations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves...
Lincoln Financial Group Business Analyst in Raleigh , North Carolina Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana);...
Remote WorkInsight Global Scrum Master / Business Analyst in Charlotte , North Carolina Job Description Insight Global is looking for a Scrum Master / Business Analyst to join one of our top financial...
Financial Analyst - SaaS Portfolio Finance (Raleigh, NC - Hybrid)
- Raleigh, NC
- 12 hours ago
- Raleigh, NC
- 12 hours ago
Who we are Build a brighter future while learning and growing with a Siemens company at the intersection of technology, community and sustainability. Our global team of innovators is always...
Job Description ECU Health About ECU Health Medical Center ECU Health Medical Center, one of four academic medical centers in North Carolina, is the 974-bed flagship hospital for ECU Health and...
MUST SIT IN CHARLOTTE, NORTH CAROLINA - HYBRID ROLE (IN-PERSON INTERVIEW) Financial Analyst - Business/Data Consultant REQUIRED SKILLS: 1) Excel - need to be able to create a formula in front of...
Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and...
Senior Financial Services Representative (Licensed Senior Personal Banker)
- North Wilkesboro, NC
- 1 day ago
- North Wilkesboro, NC
- 1 day ago
Overview A Senior Financial Services Representative (FSR) supports sales and service delivery in the branch. The Senior FSR builds and expands banking relationships through proactive customer...
We are seeking to hire a Senior Financial Specialist to support both Cost Estimation and Inventory Accounting functions for our Specialty Materials business unit....
Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly...
Qualifications & Experience: 10+ years of experience in project cost analysis, forecasting, and financial modeling as a Sr. Project Cost Analyst ....
Supports in variance analysis to understand budget/forecast performance deviations and provides meaningful and actionable insights....
Senior Registered Client Service Associate (Charlotte, N)
- Charlotte, NC
- 1 day ago
- Charlotte, NC
- 1 day ago
Servicing of alternative investments and foreign accounts, including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s)....
Demographic Data for North Carolina
Moving to North Carolina? Find some basic demographic data about North Carolina below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in North Carolina
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in North Carolina 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 Planning
- Generally Accepted Accounting Principles
- Financial Modeling
- Financial Statements
- Financial Operations
- Accruals
- Macros
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Reporting
- Business Requirements
- Pivot Tables
- Underwriting
- Financial Services
- Reconciliations
- Business Processes
- Cost Analysis
- Budget Forecasting
- Business Analysis
- Modeling
- Forecasting
- Business Intelligence
- Finance
- Microsoft Power BI
- Tableau
- Reimbursement
- Accounting
- Strategy Development
- Collections
- SQL
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Budgeting
- Presentation
- Written Communication
- Flexibility
- Data Analysis
- Collaboration
- Documentation
- Budgets
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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