Financial Specialist Jobs in Rhode Island
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.
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating...
Description As the Investment Portfolio Manager, you will assist in management of the Institutional Investment Portfolio, Institutional Hedging Portfolio and MSR Hedging. This include researching...
Kforce has a client that is seeking an AR/Collections Specialist in Johnston, RI. Day to Day Responsibilities: AR/Collections Specialist will respond to customer questions about unpaid bills Pull...
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 WorkAt CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading...
Financial Professional - Retirement Benefits Group - RI, Providence, MA, Southeastern (5098)
- Warwick, RI
- 12 days ago
- Warwick, RI
- 12 days ago
Financial Professional - Retirement Benefits Group - RI, Providence, MA, Southeastern () () Financial Professional - Retirement Benefits Group - RI, Providence, MA, Southeastern () () Primary...
Ensure timely and accurate submission of corporate financial forecasts with variance analysis as needed. Perform data reconciliation as needed....
Come join our Financial Analyst Team at Rite-Solutions and Become "One of F.E.W" Friends Enjoying Work! Rite-Solutions, Inc is currently seeking skilled and motivated candidates for a Junior...
Business Analyst, Strategic Procurement
- South Kingstown, RI
- 15 days ago
- South Kingstown, RI
- 15 days ago
Posting NumberSF02006 Job TitleBusiness Analyst, Strategic Procurement Position Number109323 FTE1.00 FLSAExempt Position TypeProfessional Staff UnionPSA/NEA - Professional Staff Assoc Pay Grade...
Financial Representative Trainee (Sales) - Braintree, MA
- Manville, RI
- 20 days ago
- Manville, RI
- 20 days ago
Financial Representative Trainee (Sales) - Braintree, MA Location: Massachusetts Work Type: Full Time Regular Job No: 503738 Categories: Sales, Early Career Programs, Financial Representative...
Summary: Under general supervision and according to established procedures, obtains all pertinent information required to ensure that the Medical Centers# financial and patient related data bases...
Senior Registered Client Service Associate (Series 7 & 63 Required) (Remote)
- RI
- 25 days ago
- RI
- 25 days ago
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate...
Remote WorkPosition Information Posting Number SF02010 Job Title Business Analyst, Travel Position Number 107161 FTE 1.00 FLSA Exempt Position Type Professional Staff Union PSA/NEA - Professional Staff Assoc...
Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ). Job Description : Summary The Financial Analyst will provide financial and analytical support to Senior Financial...
Remote WorkFinancial Analyst I Newport, RI req1623 Posted on: 4/17/2025 SEACORP is seeking a well-qualified Financial Analyst I. Primary Duties and Responsibilities: Job Summary: The Financial Analyst role...
Demographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Rhode Island
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Rhode Island 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
- Credit Analysis
- Lending
- 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
- Presentation
- Collaboration
- 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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