Financial Specialist Job Description

This Financial Specialist job description template has all you need and can easily be customized. 

Job Descriptions


Financial Specialist Introduction:

____________ is hiring an Financial Specialist to join our team. We’re looking for someone to help us analyze our financial data and help us make smart and strategic business decisions. You’ll be a key member of the team as you’ll demonstrate your attention to detail and focus on strategy through your analysis, research, and recommendations. Our ideal candidate enjoys individual work as well as team projects. Sound like you?

Financial Specialist Responsibilties:

This position reports to the ______________________. Duties may include:

  • Analyzing spending and other financial data and making recommendations
  • Conducting cost analyses, benchmarking, and risk assessments
  • Developing financial models
  • Preparing reports
  • Assisting with development, implementation, and review of fiscal policies
  • Keeping up with industry news, trends, and opportunities
  • Ensuring compliance with industry standards and rules, as well as prov/state/federal legislation
  • Other duties as assigned

Financial Specialist Qualifications:

  • Bachelor Degree in Finance, Accounting, or another related degree
  • 2-3 years experience in a similar role
  • MBA, as well as CFA or CPA, considered a definite asset*
  • Attention to detail, accuracy, and excellent communication skills are required for this role

Financial Specialist Core Skills:

  • Cost accounting
  • Financial models
  • Reports
  • Accuracy
  • Attention to detail
  • Interpersonal communication skills
  • Accounting
  • Accounting software
  • Market trends
  • Budgets

Alongside Pro-Tip:

Financial Specialists work in a variety of organizations that differ by industry, size, and work culture. Be sure to add lots of details about your company as well as necessary qualifications.* An accurate and detailed job posting helps to attract better-qualified candidates. Get some great Financial Specialist interview questions here.

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