Financial Specialist Jobs in Summerville, 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.
JOB SUMMARY The primary function of this position is to perform all business license functions as required to maintain the Town of Summerville processes and related clerical duties pertaining to...
Associate Financial Representative
- Moncks Corner, SC (11 miles from Summerville, SC)
- 22 days ago
- Moncks Corner, SC (11 miles from Summerville, SC)
- 22 days ago
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...
Workday System Business Analyst
- Charleston, SC (22 miles from Summerville, SC)
- 24 days ago
- Charleston, SC (22 miles from Summerville, SC)
- 24 days ago
Workday System Analyst Blackbaud was founded on the idea that technology can be a medium for social change. Over the last thirty years, weve delivered software solutions to the nonprofit sector,...
Remote WorkFinancial Services Representative
- Moncks Corner, SC (11 miles from Summerville, SC)
- 24 days ago
- Moncks Corner, SC (11 miles from Summerville, SC)
- 24 days ago
Overview A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and...
- Moncks Corner, SC (11 miles from Summerville, SC)
- 25 days ago
- Moncks Corner, SC (11 miles from Summerville, SC)
- 25 days ago
Position Overview Power your future with Qualus as a Lead Cost Analyst within our Program Management organizaton. As a Lead Cost Engineer provides cost management services, including budgeting,...
Financial Service Representative I
- Goose Creek, SC (13 miles from Summerville, SC)
- 29 days ago
- Goose Creek, SC (13 miles from Summerville, SC)
- 29 days ago
South Carolina Federal Credit Union is currently seeking a Full-Time Financial Service Representative I to join our team of outstanding professionals at our Goose Creek Financial Center in Goose...
- Daniel Island, SC (22 miles from Summerville, SC)
- 90+ days ago
- Daniel Island, SC (22 miles from Summerville, SC)
- 90+ days ago
Organization : NameCHARLESTON SCDefault: Location : CityDANIEL ISLANDOverview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial...
Demographic Data for Summerville, SC
Moving to Summerville, SC? Find some basic demographic data about Summerville, SC below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Summerville, SC
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Summerville, 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
- 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
- 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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