Financial Specialist Jobs in Allentown, PA
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.
Business Transformation Portfolio Analyst, Group Benefits
- Bethlehem, PA (5 miles from Allentown, PA)
- 6 days ago
- Bethlehem, PA (5 miles from Allentown, PA)
- 6 days ago
Business Transformation Portfolio Analyst, Group Benefits Guardian Life Insurance Company - 3.6 Bethlehem, PA Job Details Full-time $67,450 - $110,815 a year 14 hours ago Qualifications Jira SAFe...
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our...
Job ID Number R5178 Employment Type Full time Worksite Flexibility Hybrid Job Summary As an Asset Management and Policy Specialist, you will be responsible for implementing and maintaining asset...
Financial Services Representative I
- Quakertown, PA (12 miles from Allentown, PA)
- 16 days ago
- Quakertown, PA (12 miles from Allentown, PA)
- 16 days ago
GENERAL DUTIES AND RESPONSIBILITIES:**1. Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal...
Company Summary Statement As one of the largest investor-owned utility companies in the United States, PPL Corporation (NYSE: PPL), is committed to creating long-term, sustainable value for our...
Financial Services Representative - Downtown Quakertown
- Quakertown, PA (12 miles from Allentown, PA)
- 21 days ago
- Quakertown, PA (12 miles from Allentown, PA)
- 21 days ago
Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for...
Financial Services Representative - Downtown Quakertown Office
- Quakertown, PA (12 miles from Allentown, PA)
- 21 days ago
- Quakertown, PA (12 miles from Allentown, PA)
- 21 days ago
Full-time position currently available in Quakertown, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and...
Financial Services Representative - Coopersburg Office
- Coopersburg, PA (8 miles from Allentown, PA)
- 21 days ago
- Coopersburg, PA (8 miles from Allentown, PA)
- 21 days ago
Full-time position currently available in Coopersburg, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and...
- Bethlehem, PA (5 miles from Allentown, PA)
- 22 days ago
- Bethlehem, PA (5 miles from Allentown, PA)
- 22 days ago
Are you looking for a job that will have a positive impact in the lives of many people? Do you enjoy working in a healthcare environment? Do you want to support our mission of saving lives? Then,...
Financial Services Representative Supervisor - Downtown Quakertown
- Quakertown, PA (12 miles from Allentown, PA)
- 30+ days ago
- Quakertown, PA (12 miles from Allentown, PA)
- 30+ days ago
Assumes responsibility for efficient and effective operations of a branch and performs various administrative duties in support of the branch banking function. GENERAL DUTIES AND RESPONSIBILITIES:...
Financial Services Representative - Coopersburg
- Coopersburg, PA (8 miles from Allentown, PA)
- 30+ days ago
- Coopersburg, PA (8 miles from Allentown, PA)
- 30+ days ago
GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal...
Registered Client Service Associate
- Easton, PA (15 miles from Allentown, PA)
- 60+ days ago
- Easton, PA (15 miles from Allentown, PA)
- 60+ days ago
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Business Analyst Employment Type: Full-Time, Experienced Department: Information Technology CGS is looking for business analysts to work with a large federal agency! As a Business Analyst in...
As a member of the Treasury department, you will be responsible for performing monthly bank reconciliations, researching reconciling items, booking journal entries and performing various other...
- Easton, PA (15 miles from Allentown, PA)
- 45+ days ago
- Easton, PA (15 miles from Allentown, PA)
- 45+ days ago
Senior Credit Analyst 8/15/2022 Reports to Credit Manager Job Function: Support the Credit Manager with the development and implementation of processes and controls related to Customer Credit...
Demographic Data for Allentown, PA
Moving to Allentown, PA? Find some basic demographic data about Allentown, PA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Allentown, PA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Allentown, PA 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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