Financial Specialist Jobs in Wheeling, WV
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.
Experienced Credit Analyst - Banking
- Bellaire, OH (9 miles from Wheeling, WV)
- 13 days ago
- Bellaire, OH (9 miles from Wheeling, WV)
- 13 days ago
Belmont Savings Bank (BSB), a trusted community bank committed to exceptional service and strong client relationships, is seeking an Experienced Credit Analyst to join our team. This role plays a...
- Washington, PA (21 miles from Wheeling, WV)
- 13 days ago
- Washington, PA (21 miles from Wheeling, WV)
- 13 days ago
PRICING ANALYST - REMOTE Belden Inc. life insurance, parental leave, short term disability, remote work United States, Pennsylvania, Washington Aug 14, 2025 Select how often (in days) to receive...
Remote Work- Washington, PA (21 miles from Wheeling, WV)
- 15 days ago
- Washington, PA (21 miles from Wheeling, WV)
- 15 days ago
Financial Analyst, DSA George Washington University, United States about 8 hours ago Location: Washington, PENNSYLVANIA Job Type: FullTime Deadline: ; Posting Details I. JOB OVERVIEW Job...
SUMMARY: Support the Bank's credit and commercial lending functions by actively underwriting commercial requests, modifications, and conducting line of credit and annual portfolio reviews while...
- Washington, PA (21 miles from Wheeling, WV)
- 30+ days ago
- Washington, PA (21 miles from Wheeling, WV)
- 30+ days ago
Company: Description: Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for...
- Washington, PA (21 miles from Wheeling, WV)
- 60+ days ago
- Washington, PA (21 miles from Wheeling, WV)
- 60+ days ago
Belong. Believe. Be You. Belden. Propel your career surrounded by a diverse team of innovative, goal-oriented individuals who are pursuing the next generation of connectivity solutions. At Belden,...
Demographic Data for Wheeling, WV
Moving to Wheeling, WV? Find some basic demographic data about Wheeling, WV below.
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Title Synonyms
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Salary for Financial Specialist Jobs in Wheeling, WV
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Wheeling, WV offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- 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
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Business Intelligence
- 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
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