Financial Specialist Job Description

Use this Financial Specialist job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Financial Specialist

Financial Specialist responsibilities

  • Analyzing financial data to identify our company’s financial status
  • Conducting cost and benchmarking analyses
  • Preparing budget reports

Financial Specialist Job Description Template

Job Brief

We are looking for a responsible Financial Specialist to analyze and offer advice for all of our financial issues.

A successful Financial Specialist in our company uses financial management knowledge to perform cost analyses, prepare budget reports and evaluate current accounting trends. You should also advise our senior management team on potential acquisitions and strategic decisions in alignment with business objectives and legislation.

Ultimately, you should recommend, design and monitor short-term and long-term investment strategies for our company.

Responsibilities

  • Analyze financial data to identify our company’s financial status
  • Conduct cost and benchmarking analyses
  • Prepare budget reports
  • Develop financial models, taking legal limitations into consideration
  • Participate in regular audits and recommend corrective financial action plans
  • Design and review fiscal policies
  • Identify investment opportunities
  • Advise our senior management team on financial planning (e.g. acquisitions, mergers and loans)
  • Create forecast models based on current and past financial results

Requirements

  • Proven work experience as a Financial Specialist, Financial Analyst or relevant role
  • Familiarity with finance and statistical analysis software
  • Understanding of financial and accounting principles
  • An ability to analyze market trends and provide data-based advice
  • Strong analytical skills with an attention to detail
  • An ability to present and explain investment information and financial plans
  • BS degree in Finance, Economics or related field
  • Additional qualification (e.g. CPA or CFA) a plus

Financial Specialist Job Description Examples

Senior Financial Specialist • Capital Holding Group

Summary of Position : The ideal candidate will have the responsibility of leading a team of equipment analysts to ensure all assets are tracked accurately. The areas of responsibility for this role are diverse and thus requires thorough knowledge of various accounting and business processes as well as an understanding ofheavy equipment. The ultimate responsibility is to provide superior custom...

Read more
Financial Specialist • State of Oklahoma - Insurance Department

Introduction

22-19-The Oklahoma Insurance Department has an opening in the Financial Division for a Financial Specialist. The salary of $45,285. This position is open until filled...

DEFINITION

Under administrative direction of the Chief Financial Analyst, regulate compliance of assigned insurance companies, Funeral Homes and new applications from entities seeking to conduct insurance-rela...

Read more
FINANCIAL SPECIALIST • University of Wisconsin, Madison

Job Summary:

The College of Letters & Science (L&S) is the largest academic unit at the University of Wisconsin-Madison. Home to nearly 70 departments, L&S has more than 4,700 employees and 21,000 total students. L&S is home to the humanities, the natural, physical and biological sciences, the social sciences and the computing, data, and information sciences at UW-Madison. Come join the heart ...

Read more
Financial Analyst • True Group, Inc.

We are seeking a skilled Financial Analyst who will work with client IT management and finance teams to plan, track and forecast project financials for a large convenience retail client. The ideal candidate will be able to pull data from multiple sources, including working with multiple IT project managers to provide a clear periodic financial picture for the organization.

Responsibilities......

Read more