Financial Specialist Jobs in Bethlehem, 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.
- Souderton, PA (20 miles from Bethlehem, PA)
- 13 hours ago
- Souderton, PA (20 miles from Bethlehem, PA)
- 13 hours ago
Overview Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in...
Financial Services Representative- Lehigh Valley, PA
- Center Valley, PA (3 miles from Bethlehem, PA)
- 6 days ago
- Center Valley, PA (3 miles from Bethlehem, PA)
- 6 days ago
Financial Services Representative- Lehigh Valley, PA 4.0 4.0 out of 5 stars Center Valley, PA 18034 Hybrid work Job Description: Financial Services Representative Have a passion for helping...
Financial Services Representative- Lehigh Valley, PA
- Lehigh Valley, PA (5 miles from Bethlehem, PA)
- 7 days ago
- Lehigh Valley, PA (5 miles from Bethlehem, PA)
- 7 days ago
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...
- Allentown, PA (5 miles from Bethlehem, PA)
- 7 days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 7 days ago
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...
Overview Minerals Technologies Inc. (MTI) is a leading, technology-driven specialty minerals company that develops, produces, and markets a broad range of mineral and mineral-based products,...
- Orefield, PA (13 miles from Bethlehem, PA)
- 17 days ago
- Orefield, PA (13 miles from Bethlehem, PA)
- 17 days ago
Apply Job Type Full-time Description General Responsibilities Responsible for performing administrative duties to support the credit analysis function; achieving goals as established in the...
Financial Services Representative - Colmar Office
- Colmar, PA (22 miles from Bethlehem, PA)
- 18 days ago
- Colmar, PA (22 miles from Bethlehem, PA)
- 18 days ago
Full-time position currently available in Colmar, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality...
- Nazareth, PA (12 miles from Bethlehem, PA)
- 22 days ago
- Nazareth, PA (12 miles from Bethlehem, PA)
- 22 days ago
Position Profile: C.F. Martin & Co. seeks a strategic Chief Financial Officer (CFO) with a proven track record as the company continues to build on two centuries of craftsmanship and innovation....
Business Analyst (Accounting/Finance/Manufacturing)
- Kintnersville, PA (8 miles from Bethlehem, PA)
- 24 days ago
- Kintnersville, PA (8 miles from Bethlehem, PA)
- 24 days ago
Support monthly and quarterly reporting cycles, including variance analysis and business reviews for internal business leaders....
- Allentown, PA (5 miles from Bethlehem, PA)
- 25 days ago
- Allentown, PA (5 miles from Bethlehem, PA)
- 25 days ago
Support monthly and quarterly reporting cycles, including variance analysis and business reviews for internal business leaders....
Overview Buzzi Unicem USA is one of the leading cement manufacturing companies in the United States. With over 1,500 valued employees, Buzzi Unicem USA manufactures and distributes its cement...
Financial Services Representative - Downtown Quakertown Office
- Quakertown, PA (9 miles from Bethlehem, PA)
- 60+ days ago
- Quakertown, PA (9 miles from Bethlehem, PA)
- 60+ 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 (6 miles from Bethlehem, PA)
- 60+ days ago
- Coopersburg, PA (6 miles from Bethlehem, PA)
- 60+ 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...
- Doylestown, PA (22 miles from Bethlehem, PA)
- 60+ days ago
- Doylestown, PA (22 miles from Bethlehem, PA)
- 60+ days ago
Work for one of the nation's top community banks! Our goal is to support the growth of the communities we serve. First Citizens has a knack for hiring the finest and brightest employees; we...
- Easton, PA (13 miles from Bethlehem, PA)
- 90+ days ago
- Easton, PA (13 miles from Bethlehem, PA)
- 90+ days ago
Morgan Stanley Client Service Associate Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth...
Demographic Data for Bethlehem, PA
Moving to Bethlehem, PA? Find some basic demographic data about Bethlehem, PA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Bethlehem, PA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Bethlehem, 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
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Budgeting
- Collaboration
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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