Financial Specialist Jobs in Middletown, RI
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.
Capital Markets Senior Business Analyst
- Johnston, RI (24 miles from Middletown, RI)
- 1 day ago
- Johnston, RI (24 miles from Middletown, RI)
- 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...
- Dighton, MA (21 miles from Middletown, RI)
- 3 days ago
- Dighton, MA (21 miles from Middletown, RI)
- 3 days ago
Finance Assistant UP TO $2,000 SIGN ON BONUS Cooperative Production has 32 residential homes and 5 Day Programs. Our 24/7 supervised residential programs focus on a person-centered planning...
Summer 2026 - Accounting or Finance Intern - Rhode Island Energy
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
- Providence, RI (22 miles from Middletown, RI)
- 7 days ago
Company Summary Statement Rhode Island Energy provides essential energy services to over 770,000 customers across Rhode Island through the delivery of electricity or natural gas. Our team is...
Ensure timely and accurate submission of corporate financial forecasts with variance analysis as needed. Perform data reconciliation as needed....
- Fall River, MA (17 miles from Middletown, RI)
- 8 days ago
- Fall River, MA (17 miles from Middletown, RI)
- 8 days ago
For description, visit PDF: Center/Departments/Human Resources/Employment Opportunities/Financial Analyst CDA Job Posting 8.19.25.pdf?t=...450
- Providence, RI (22 miles from Middletown, RI)
- 10 days ago
- Providence, RI (22 miles from Middletown, RI)
- 10 days ago
Salary Not Available Position range in Rhode Island $72k - $118k Per Year Mortgage Business Analyst SolomonEdwards Occupation: Management Analysts Location: Providence, RI - 02919 Positions...
Principal Business Insights Analyst- Business Banking Sales
- Johnston, RI (24 miles from Middletown, RI)
- 15 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 15 days ago
Description The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business...
THOR Solutions is actively seeking a mid-level Financial Analyst with experience in NAVSEA/Navy financial systems and processes to provide diverse program and financial support services to Naval...
Senior Analyst, Credit Bureau Operations & FCRA
- Johnston, RI (24 miles from Middletown, RI)
- 16 days ago
- Johnston, RI (24 miles from Middletown, RI)
- 16 days ago
Description At Citizens, were more than a bank, and youll feel valued for who you are and supported to achieve whats important to you, personally and professionally! As the Senior Analyst, Credit...
Remote WorkRegistered Client Service Associate
- Barrington, RI (15 miles from Middletown, RI)
- 22 days ago
- Barrington, RI (15 miles from Middletown, RI)
- 22 days ago
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer...
Personal Financial Representative-RI
- Providence, RI (22 miles from Middletown, RI)
- 29 days ago
- Providence, RI (22 miles from Middletown, RI)
- 29 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Analyst, Financial Strategy & Planning
- South Kingstown, RI (15 miles from Middletown, RI)
- 30+ days ago
- South Kingstown, RI (15 miles from Middletown, RI)
- 30+ days ago
The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State's flagship public research university, as well as the land...
- Newport, RI (3 miles from Middletown, RI)
- 45+ days ago
- Newport, RI (3 miles from Middletown, RI)
- 45+ days ago
Financial Analyst I Newport, RI req1663 Posted: 7/11/2025 SEACORP is seeking a well-qualified Financial Analyst I. Primary Duties and Responsibilities: Job Summary: The Financial Analyst role will...
- Providence, RI (22 miles from Middletown, RI)
- 45+ days ago
- Providence, RI (22 miles from Middletown, RI)
- 45+ days ago
Summary: The Financial Analyst- GME reports to the Director of Physician Affairs. Under general supervision and within Hospital policies and procedures provides support to the Department of...
- New Bedford, MA (18 miles from Middletown, RI)
- 60+ days ago
- New Bedford, MA (18 miles from Middletown, RI)
- 60+ days ago
Pricing Analyst role is a hybrid role Position Summary: We are looking for an innovative pricing analyst to increase our business's competitiveness and profitability. In this role, you will be...
Demographic Data for Middletown, RI
Moving to Middletown, RI? Find some basic demographic data about Middletown, RI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Middletown, RI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Middletown, RI 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
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