Financial Specialist Jobs in Washington
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.
Our partner is a fast-paced, full-service financial firm specializing in retirement planning. Recognized nationally for its consistent growth and client service excellence, the organization...
At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life...
#202627 Business Analyst REMOTE DATE: Jun 13, 2025 Overview PLACEMENT TYPE: Temporary SALARY: $38 to $43 an Hour START DATE: 06.24.2025 This role serves as a key operational and financial partner...
Who Are We? Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our...
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Financial Analyst, Finance and Business Integration (FBI)
- Seattle, WA
- 5 hours ago
- Seattle, WA
- 5 hours ago
DESCRIPTION This team focuses on strategy to accelerate the automation of technical debt for the Stores accounting organization and is part of Amazon.com. This position will lead a number of...
Job Summary: Payscale is looking for the newest member of its Finance team. We are a $200m ARR, highly profitable, SaaS company that needs a smart, motivated, rigorous, and diligent individual to...
Remote WorkBusiness Analyst Job Description We are seeking a Business Analyst to join our dynamic team. The successful candidate will play a pivotal role in collaborating with publishers to optimize Xbox...
Remote WorkBizOps Finance Analyst Position: BizOps Finance Analyst Location: Redmond, WA - Hybrid (Onsite 3-4 days/week) Job Type: Contract Duration: 3 months Job Description We are looking for support for 3...
Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation)
- Olympia, WA
- 1 day ago
- Olympia, WA
- 1 day ago
At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your...
Do 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...
Title: Business Analyst 3** **Location: Remote (must be able to work independently)** **Duration: 12 months (possibility (Based on budget and performance)** **Daily Schedule & OT estimate:...
Business operations Finance Analyst BizOps Finance Analyst Redmond-WA, local candidates only; required 3-4 days in office; client interview required-- DO NOT SUBMIT IF NOT LOCAL Looking On W2 only...
Financial Services Associate Carrington College - 2.9 Spokane Valley, WA Job Details Full-time Estimated: $49.8K - $58.9K a year 14 hours ago Qualifications Financial software Mid-level Microsoft...
Application close date: 07/4/2025 At Blue Origin, we envision millions of people living and working in space for the benefit of Earth. We're working to develop reusable, safe, and low-cost space...
Demographic Data for Washington
Moving to Washington? Find some basic demographic data about Washington 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 Washington
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Washington 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
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 »