Financial Specialist Jobs in Quakertown, 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.
- Blue Bell, PA (20 miles from Quakertown, PA)
- 11 hours ago
- Blue Bell, PA (20 miles from Quakertown, 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....
- Allentown, PA (12 miles from Quakertown, PA)
- 1 day ago
- Allentown, PA (12 miles from Quakertown, PA)
- 1 day 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....
Capital Markets Senior Business Analyst
- Fort Washington, PA (23 miles from Quakertown, PA)
- 1 day ago
- Fort Washington, PA (23 miles from Quakertown, 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...
Accounting Finance Intern, Fall Semester, PA
- Allentown, PA (12 miles from Quakertown, PA)
- 2 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 2 days ago
Accounting Finance Intern, Fall Semester, PA Recruiter PPL Corporation Location Allentown, Pennsylvania, United States Salary Competitive salary Posted 06 Aug 2025 Closes 05 Sep 2025 Ref 46822448...
General Duties and Responsibilities: Perform various duties involved with the credit analysis function on all credit relationships as assigned. Develop information for use by the Relationship...
- Horsham, PA (20 miles from Quakertown, PA)
- 8 days ago
- Horsham, PA (20 miles from Quakertown, PA)
- 8 days ago
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Overview Pricing Analyst is...
Remote WorkFinancial Analyst III, Field Finance
- Newtown, PA (23 miles from Quakertown, PA)
- 8 days ago
- Newtown, PA (23 miles from Quakertown, PA)
- 8 days ago
I. Job Summary This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. The analyst will be assigned to...
- Blue Bell, PA (20 miles from Quakertown, PA)
- 13 days ago
- Blue Bell, PA (20 miles from Quakertown, PA)
- 13 days ago
Key Responsibilities: Financial Analysis: Perform financial analysis of ongoing operations, including budgeting, forecasting, and variance analysis....
- Allentown, PA (12 miles from Quakertown, PA)
- 14 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 14 days ago
Key Responsibilities: Financial Analysis: Perform financial analysis of ongoing operations, including budgeting, forecasting, and variance analysis....
- Audubon, PA (21 miles from Quakertown, PA)
- 14 days ago
- Audubon, PA (21 miles from Quakertown, PA)
- 14 days ago
At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life of patients with musculoskeletal disorders. Our team is inspired by the needs of these...
- Phoenixville, PA (23 miles from Quakertown, PA)
- 15 days ago
- Phoenixville, PA (23 miles from Quakertown, PA)
- 15 days ago
Prepares monthly network payments and accruals. Applicant is also responsible for reconciling payments and accruals while also providing financial analysis reporting and general support for the...
Senior Program Finance Analyst
- Lansdale, PA (16 miles from Quakertown, PA)
- 16 days ago
- Lansdale, PA (16 miles from Quakertown, PA)
- 16 days ago
analysis and assessing program risks and opportunities Forecasting, budgeting, and analyzing key program metrics (Orders, Sales, Gross Margin, Shipments, Cash) analysis and reporting to senior leadership...
- Bath, PA (21 miles from Quakertown, PA)
- 20 days ago
- Bath, PA (21 miles from Quakertown, PA)
- 20 days ago
Line of Business: OtherPay Range: $95,330.00 $127,103.33 About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates...
- Allentown, PA (12 miles from Quakertown, PA)
- 20 days ago
- Allentown, PA (12 miles from Quakertown, PA)
- 20 days ago
Line of Business: Other Pay Range: $95,330.00 $127,103.33 About Us Heidelberg Materials is one of the world's largest suppliers of building materials. Heidelberg Materials North America operates...
Financial Analyst - Cash Management
- Blue Bell, PA (20 miles from Quakertown, PA)
- 21 days ago
- Blue Bell, PA (20 miles from Quakertown, PA)
- 21 days ago
We are seeking a detail-oriented Financial Analyst to join our Cash Management team. This role is critical to ensuring optimal cash flow management, maintaining accurate financial records, and...
Demographic Data for Quakertown, PA
Moving to Quakertown, PA? Find some basic demographic data about Quakertown, PA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Quakertown, PA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Quakertown, PA 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
- 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
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