Financial Specialist Jobs in Philadelphia, 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.

Senior Cost Analyst - Engineering (Hybrid)
- Source of Future Technology, Inc.
- Mount Laurel, NJ (13 miles from Philadelphia, PA)
- 8 days ago
- Source of Future Technology, Inc.
- Mount Laurel, NJ (13 miles from Philadelphia, PA)
- 8 days ago
SOFT's client located in Mt. Laurel, NJ is looking for a Cost Analyst - Engineering for a long term contract assignment. The Cost Engineer should posses skills and expertise in the following...
Product Category Financial Analyst
- Wilmington, DE (24 miles from Philadelphia, PA)
- 5 hours ago
- Wilmington, DE (24 miles from Philadelphia, PA)
- 5 hours ago
analysis, 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 Workanalysis....
- Blue Bell, PA (15 miles from Philadelphia, PA)
- 11 hours ago
- Blue Bell, PA (15 miles from Philadelphia, PA)
- 11 hours ago
Completes credit reviews of current and prospective clients to evaluate financial risk. Determines collateral requirements and communicates results to field underwriting and management personnel....
PURPOSE STATEMENT: Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Essential Functions Position is eligible for Hybrid /...
Senior Specialist Pricing Analyst
- Camden, NJ (2 miles from Philadelphia, PA)
- 1 day ago
- Camden, NJ (2 miles from Philadelphia, PA)
- 1 day ago
L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers mission and quest...
Capital Markets Senior Business Analyst
- Fort Washington, PA (12 miles from Philadelphia, PA)
- 1 day ago
- Fort Washington, PA (12 miles from Philadelphia, PA)
- 1 day ago
Description Capital Markets Senior Business Analyst is responsible for assisting leadership in building and maintaining financial and operational reporting and analytics to aid Home Mortgage...
It's fun to work at a company where people truly believe in what they are doing! Job Description: Job Summary The FP&A Analyst is responsible for analyzing and managing financial planning and...
- Carneys Point, NJ (22 miles from Philadelphia, PA)
- 2 days ago
- Carneys Point, NJ (22 miles from Philadelphia, PA)
- 2 days ago
Who We Are We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work...
Job Description Core Responsibilities Provides budget, forecast and variance analysis and related reports as needed....
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 4 days ago
- Conshohocken, PA (11 miles from Philadelphia, PA)
- 4 days ago
Finance Business Analyst Lead LOCATION Conshohocken, PA Remote Available TYPE Temp to Hire ID MA78-2747705 POSTED Aug 21, 2025 ROLE RESPONSIBILITIES Direct and oversee the evolution of IT's...
Philadelphia, PA 5 DAYS AGO 21739764 Summary Philadelphia, PA Competitive Salary 4 Years Experience Bachelor's degree No Commisssion 40.00 hours per week / Day Shift /Full-Time Description...
Philadelphia, PA 5 DAYS AGO 21739768 Summary Philadelphia, PA Competitive Salary 0 Years Experience Bachelor's degree No Commisssion 40.00 hours per week / Day Shift /Internship Description...
Financial Investigator Employment Type: Full-Time, Mid-Level Department: Financial Investigation CGS is seeking a Financial Investigator to join our team providing legal support and investigative...
Financial Analyst III- Internal Controls Team
- Mount Laurel, NJ (13 miles from Philadelphia, PA)
- 5 days ago
- Mount Laurel, NJ (13 miles from Philadelphia, PA)
- 5 days ago
Job Order Number: DE9974078 Job Title: Financial Analyst III- Internal Controls Team Company: TD Bank Location: Mount Laurel, NJ Salary: Education: Information Not Provided Experience: Information...
Demographic Data for Philadelphia, PA
Moving to Philadelphia, PA? Find some basic demographic data about Philadelphia, PA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Philadelphia, PA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Philadelphia, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- 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
Other Career Titles
Here are some other career titles that require similar skills
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