Financial Specialist Jobs in Columbia, SC
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.
Financial Representative Trainee (Sales) - Columbia, SC
- Hopkins, SC (12 miles from Columbia, SC)
- 11 hours ago
- Hopkins, SC (12 miles from Columbia, SC)
- 11 hours ago
Financial Representative Trainee (Sales) - Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503740 Categories: Sales, Early Career Programs, Financial Representative...
Financial Representative Trainee (Sales) - Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503740 Categories: Sales, Early Career Programs, Financial Representative...
Financial Representative Trainee (Sales) - Columbia, SC Location: South Carolina Work Type: Full Time Regular Job No: 503740 Categories: Sales, Early Career Programs, Financial Representative...
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...
We are seeking an IT Business Analyst for a long term contract opportunity with our client in Columbia, SC. **This is an onsite position in Columbia SC. Only local candidates or those within a...
Salary Range: $42,000 - $98,000 Job Posting End Date: May 7, 2025 We've Got You Under Our Wing We are the duck. We develop and empower our people, cultivate relationships, give back to our...
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and...
Remote WorkJob 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 Work- Cayce, SC (2 miles from Columbia, SC)
- 1 day ago
- Cayce, SC (2 miles from Columbia, SC)
- 1 day ago
budgeting, reporting, and variance analysis, while ensuring compliance with internal policies and procedures....
Responsibilities: Collaborate with stakeholders to gather and document business requirements. Translate high-level business requirements into detailed functional specifications. Analyze business...
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and...
Amentum** is a global leader in advanced engineering and innovative technology solutions, trusted by the United States and its allies to address their most significant and complex challenges in...
Inspire health. Serve with compassion. Be the difference. Job Summary Understands the overall organizational goals for timely and appropriate resolution of accounts. Works in accordance with...
Remote WorkThe Senior IT Project Leader creates and manages the creation certain Project Management Life Cycle, Product Development Life Cycle, and System Development Life Cycle artifacts such as the...
Demographic Data for Columbia, SC
Moving to Columbia, SC? Find some basic demographic data about Columbia, SC below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Columbia, SC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Columbia, SC 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
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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