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 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 Workanalysis, explaining deviations from budget and forecast, and recommending corrective actions.Business Partnership:Serve as a trusted advisor to the product management and engineering leadership team...
Remote WorkSenior 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,...
Description: Rutherford Regional Health System is a 143-bed acute care facility that offers a broad array of inpatient and outpatient care. Rutherford Regional is dedicated to providing patients...
We believe that demonstrating integrity in everything we do, maintaining a strong commitment to compliance, and doing things the right way is a sustainable business model....
In addition, the analyst will assist with period-end responsibilities including journal entries, account reconciliations, variance analysis, and more....
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....
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...
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
- 1 day ago
- Charlotte, 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...
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...
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...
Competitive Compensation & Benefits Package! Position eligible for – Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation...
Job Title: Finance Assistant Analyst Location: Winston Salem, NC Timings: 8 AM -5 PM (Mon-Fri) Description: This position will be part of the Global Business Services Control organization. This...
escription: Finance Analyst-Comp Defense. This position will be part of the Global Business Services Control organization. This position contributes to the success of the client GBS Control...
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
- 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
- Cost Analysis
- Reconciliations
- 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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