Financial Specialist Jobs in Westerly, 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.
Salary Not Available Retail Mortgage Collections Specialist Washington Trust Location: Westerly, RI - 02891 Positions available: 1 Job #: 1358 Source: The Washington Trust Company Posted: 7/2/2025...
- Groton, CT (12 miles from Westerly, RI)
- 30+ days ago
- Groton, CT (12 miles from Westerly, RI)
- 30+ days ago
Position Type: Secretarial/Clerical/ Accounting Assistant Finance Date Posted: 7/17/2025 Location: Central Administrative Offices Date Available: ASAP Closing Date: 07/27/2025 Job ID:...
Financial Analyst, Financial Strategy & Planning
- South Kingstown, RI (14 miles from Westerly, RI)
- 30+ days ago
- South Kingstown, RI (14 miles from Westerly, 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...
We are seeking an experienced and detail-oriented Retail Collections Specialist to join our team. The successful candidate will be responsible for independently collecting on the banks Mortgage...
Demographic Data for Westerly, RI
Moving to Westerly, RI? Find some basic demographic data about Westerly, RI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Westerly, RI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Westerly, RI 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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