Financial Management Specialist Job Description

Financial Management Specialist Job Description

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Financial management specialist provides input to and achieve adherence to accounting policies, programs and systems to support financial planning processes.

Financial Management Specialist Duties & Responsibilities

To write an effective financial management specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included financial management specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensures support team provides optimum service level to the business lines supported
Impacts strategic direction of the Enterprise by presenting ideas and rationale based on depth of business and process knowledge
Develops strategic business plans and initiatives for a functional area
Provides oversight for delivering all projects / programs contained in the Functional IT portfolio on time, within budget and meeting the strategic business requirements while managing the risks, dependencies and resources associated to the investment
Responsible for the financial management of specific business functions technical portfolio of investments to ensure proper alignment to overall technology expense targets and operating model
Interacting with the partners through the budget process to ensure Business partner’s alignment
Managing incidents and subsequent problems as per ITIL standards
Driving Problem Management and ensuring, that Production Services targets on RCA and mitigating Problem tasks are met
Performing due diligence for changes to the applications
Participation in relevant release management boards and representation of Production Services therein to provide updates on the Production stability situation

Financial Management Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Management Specialist

List any licenses or certifications required by the position: LMS, PM, DAWIA, II, CMFAS, FAC, III, GS, CFCS, CFE

Education for Financial Management Specialist

Typically a job would require a certain level of education.

Employers hiring for the financial management specialist job most commonly would prefer for their future employee to have a relevant degree such as Master's and Doctoral Degree in Graduate Education, Education, Graduate, Accounting, Finance, Financial Management, Management, Economics, Department of Education, Business

Skills for Financial Management Specialist

Desired skills for financial management specialist include:

Business
Accounting fundamentals
Finance
Processes
Systems
Accenture’s financial policies
Excel
Access
Outlook
Various automated systems

Desired experience for financial management specialist includes:

Planning, preparation and execution of DR tests
Managing onsite and offshore vendor resource service delivery and their quality of service
Managing the relationship between Production Services and CIO and Ops colleagues
Owning regulatory, audit and compliance related activities, provision of evidences related to that and ensuring that all critical deadlines are met
Observes areas requiring monitoring, reporting and improvement and configure alerts where additional monitoring required
Other general tasks

Financial Management Specialist Examples

1

Financial Management Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial management specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial management specialist
  • Performs financial administrative accounting related and analytical duties associated with annual appropriations such as Operations and Maintenance (0 & M),multi-year funds such as Research & Development funds, Family Housing Construction funds, Central Procurement funds, and revolving funds such as Working Capital funds
  • Established positive control of and maintains accounting for appropriations and other funds to be assured of the availability of funds before incurring an obligation or payment
  • Provides advice, assistance, and guidance to resource manager for tri-annual review of unliquidated obligations and related information
  • Conducts analyses, reviews, and special studies of accounting and/or related information for assigned programs/organizations
  • Manages the development, promulgation and monitoring of security cooperation program, procedures and special projects required to ensure that Security Cooperation Program operate in an effective and responsive manner throughout the DoD
  • Provides oversight for the planning, programming, formulation, presentation, justification, accounting, financial reporting and execution of resource to support the world wide DSCA security cooperation and assistance missions
  • Coordinates with DSCA HQ staff, and field operating activities and programs to ensure their respective issues are thoroughly identified, researched, vetted during the integrated program and budget cycle
  • Advises on fiscal policy interpretation, precedents, and impact of changes on agency
  • Identifies and communicates with leadership on the portfolio strategy, direction, optimization opportunities and required changes
Qualifications for financial management specialist
  • PeopleSoft General Ledger 9 Consultant Certified Expert
  • Pre-requisite skill - Minimum of 7 years Financial Messaging experience
  • Pre-requisite skill - Minimum of 7 years as a Service Operations Specialist/Client Services Manager
  • Engage People
  • Build the Franchise
  • Knowledge of Investment Fund Industry and Securities Services industry
2

Financial Management Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial management specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial management specialist
  • Streamline reporting mechanisms to all business partners and data owners
  • Expeditious response to all regional, dealer, internal, and vendor requests regarding business management data, and system inquiries
  • Maintain, operate and perform diagnostics on field/dealer financial analysis tools
  • Increase data integrity by performing routine cleansing activities and scouring for error/anomalies
  • Develop training curriculum for dealer network and field personnel through regular communications ie, financial statement changes for new year and routine key account reviews
  • Ensure qualitative characteristics of accounting information through adherence to GAAP
  • Manage all litigation support activities to ensure timeliness and accuracy of data provided
Qualifications for financial management specialist
  • At least 2 year of experience in BP2S, experience in data administration department will be an strong asset
  • A minimum of a Bachelor’s degree from an accredited college or university is required
  • A minimum of 7 years of specialized experience in financial Planning, Programming, Budgeting, and Execution (PPBE) within the Department of Navy (DON) is required
  • Professional Certifications may also be required in certain geographies
  • Minimum overall GPA of 3.0 and minimum of 3 years’ experience in a financial role
  • Minimum of 3 years of experience in a financial role
3

Financial Management Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial management specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial management specialist
  • Assist with analyzing, documenting an improving the current state business and data processes to ensure that the context and implications of change are understood by the project partners
  • Collaborate with technical resources with the goal of ensuring that the system design adequately reflects the business requirements
  • Work closely with Data Office pillars and external teams to improve and advance the quality and timeliness of data provision to the Business
  • Understand features, functions, and capabilities of solutions in order to achieve proper business requirements alignment
  • Facilitate meetings between the IT and business partners
  • Act as a liaison with the Corporate Analytical teams for data content management activities
  • Cover cross practice requirements in all regions where we support these data exercises
  • Work with vendors or other internal teams to integrate and manage data from other sources
  • Participate in and lead data management projects and initiatives to ensure delivery of stated objectives
  • Assist in tracking quantitative and qualitative metrics to measure data/content management
Qualifications for financial management specialist
  • 3-4 years’ experience in private banking or wealth management, capital markets, asset management, or institutional experience
  • Experience in trading multi-asset classes preferred (cash and derivatives equities, FX, fixed income)
  • In-depth knowledge about managing client conversations, relationship building and new client onboarding
  • Ability to work under pressure and with severe time constraints Accuracy and efficiency
  • Eligibility Documentation, SF50, Proof of Disability, Certification of Job Readiness
  • Males must be registered or exempt from Selective Service, www.sss.gov
4

Financial Management Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a financial management specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial management specialist
  • Ensure that the Data Office is fully represented at the Analytical WWW meetings
  • Request/Deliver root cause analysis on credit issues
  • Manage Accounts Receivable with the customer
  • Manage transactional escalation support
  • Educate the customer on online Billing capabilities and Billing reports availability
  • Manage new account assignment in CORTS
Qualifications for financial management specialist
  • Manage custom Billing requirements including development of custom billing flows or hierarchies
  • Prepare for and conduct First Invoice Reviews
  • Proactively manage SLA credits and adjustments
  • Manage customer contract commitments
  • Identify and implement Billing process improvements (CSI)
  • Track and trend accounts receivable and credits for Customer Service Reviews
5

Financial Management Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial management specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial management specialist
  • Contribute to proposal development and marketing
  • Previous consulting experiences a plus
  • As Deputy Disbursing Officer disburses and collects funds, and accounts for funds as an agent of the U.S. Treasury Department
  • Provides customer support to external and internal customers (e
  • Develops training programs that prepare comptroller military personnel for day-to-day support service requirements and wartime mission requirements
  • Prepares annual operations and maintenance budget for mobility type equipment and supply items
  • Coordinates with mobility office to develop unit mobility plan based on wartime tasking
  • Be geographically located in the field to provide PFM technical assistance at the regional/local government level
  • Effectively coordinate with PFMRP efforts at the central government level to align priorities and adapt best practices to the local level
  • Develop and analyze key performance indicators (KPIs) and engagement metrics, lead monthly financial reviews with Managing Director and advise management in financial decision making
Qualifications for financial management specialist
  • Manage contract signature submission and distribution process
  • Manage Project Work Order (PWO) billing, consumption tracking/reporting and closure
  • Manage contractual compliance for all invoicing – conduct monthly invoice reviews and manage invoice dispute resolution
  • Provide bottoms up forecasting of costs and revenue for internal team reporting
  • Manage a proactive process for monitoring , managing and tracking Service Level Defaults
  • Track monthly and yearly performance

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