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.
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...
When Alfred Fain founded a small Rhode Island tire store in 1924, at the time no one could have predicted how Teknor Apex would become an international custom compounder sought out by companies...
The RoleThe FundsNetwork team is looking for a Senior Business Analyst who will work with the FundsNetwork Platform team to deliver added value to FundsNetwork customers. The candidate will work...
Summer 2026 - Accounting or Finance Intern - Rhode Island Energy
- Providence, RI
- 6 days ago
- Providence, RI
- 6 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....
Salary Not Available Position range in Rhode Island $72k - $118k Per Year Mortgage Business Analyst SolomonEdwards Occupation: Management Analysts Location: Providence, RI - 02919 Positions...
General Summary of Position: As an Offer Management Pricing Analyst at Granite Telecommunications, the role will focus on coordinating the company's efforts in creating customer quote proposals....
Principal Business Insights Analyst- Business Banking Sales
- Johnston, RI
- 15 days ago
- Johnston, 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...
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 WorkDo 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...
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...
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
- 30+ days ago
- South Kingstown, 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...
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...
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
Users interested in this job title also searched for the following job title
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
- 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
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Business Analysis
- 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
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »