Financial Specialist

Job Brief

To attract finance-skilled candidates, post this Financial Specialist job description template on online job boards and career pages.

Job Description

• ● 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

Job 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