Financial Specialist Jobs in Westerville, OH
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.
- Columbus, OH (6 miles from Westerville, OH)
- 6 hours ago
- Columbus, OH (6 miles from Westerville, OH)
- 6 hours ago
Description Provides specialized support for the Contact Strategies Team and the Noble Contact Strategy System which includes the following: Work closely with and support Supervisors and Managers...
Remote WorkCorporate Finance Analyst Associate
- Columbus, OH (6 miles from Westerville, OH)
- 13 hours ago
- Columbus, OH (6 miles from Westerville, OH)
- 13 hours ago
Job Posting End Date 05-13-2025 Please note the job posting will close on the day before the posting end date. Job Summary Responsible for assisting in the execution of the AEP System corporate...
- New Albany, OH (4 miles from Westerville, OH)
- 13 hours ago
- New Albany, OH (4 miles from Westerville, OH)
- 13 hours ago
Responsibilities include input of budgets within the AEP corporate systems, providing ongoing forecast updates and variance analysis at the program and project levels, input and tracking of key performance...
Senior Analyst, Finance Operations
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...
Project Cost Analyst in New Albany, OH, 24 Months, DIRECT CLIENT
- New Albany, OH (4 miles from Westerville, OH)
- 1 day ago
- New Albany, OH (4 miles from Westerville, OH)
- 1 day ago
-Input of budgets within the Client corporate systems, providing ongoing forecast updates and variance analysis at the program and project levels, input and tracking of key performance indicators (KPIs...
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and...
Remote Work- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ). Job Description : Summary The Financial Analyst will provide financial and analytical support to Senior Financial...
Remote WorkPowerGen Senior Pricing Analyst
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
DESCRIPTION We are looking for a talented PowerGen Senior Pricing Analyst to join our team specializing in Marketing for our Columbus, IN location. In this role, you will make an impact in the...
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
- Columbus, OH (6 miles from Westerville, OH)
- 1 day ago
About Provide: Powered by Fifth Third Bank, Provide empowers entrepreneurs to build their legacies. As the leader in tech-enabled financial services for aspiring and established small business...
Senior Analyst, Finance Operations - Pricing Support
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
- Dublin, OH (12 miles from Westerville, OH)
- 1 day ago
What Customer Pricing Support contributes to Cardinal Health Pharma Supplier Contracts is responsible for processing notifications via EDI, Mediledger or e-mail from our Suppliers to create a...
- Groveport, OH (18 miles from Westerville, OH)
- 2 days ago
- Groveport, OH (18 miles from Westerville, OH)
- 2 days ago
BASIC PURPOSE AND SCOPE OF POSITION Safeguards Kubota's assets and assesses risk exposure using financial and other reporting analytics. Collects outstanding remittances and consults on business...
Financial Services Representative
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 2 days ago
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred....
Patient Financial Specialist I - New Albany Front Desk
- New Albany, OH (4 miles from Westerville, OH)
- 3 days ago
- New Albany, OH (4 miles from Westerville, OH)
- 3 days ago
Specialist I; Ensures the collection of accurate and complete registration/admission information and completion of required forms for all patients....
- Sunbury, OH (11 miles from Westerville, OH)
- 3 days ago
- Sunbury, OH (11 miles from Westerville, OH)
- 3 days ago
Develop financial models and analyse monthly results by collaborating with regional finance teams to ensure detailed and accurate insights....
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
- Columbus, OH (6 miles from Westerville, OH)
- 3 days ago
Responsibilities: Assist with financial operations, including budget variance analysis, financial forecasting, and monthly financial reviews Oversee vendor management on contracts, purchase orders,...
Demographic Data for Westerville, OH
Moving to Westerville, OH? Find some basic demographic data about Westerville, OH below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Westerville, OH
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Westerville, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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