Financial Specialist Job Description

Financial Specialist Job Description

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Financial specialist provides clear knowledge of contract and rebate dynamics on Oncology market landscape with an ability to communicate in line with the Company’s policies, regulatory and legal requirements.

Financial Specialist Duties & Responsibilities

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

Sample responsibilities for this position include:

Protects the integrity and reputation of the department and the firm and helps ensure compliance with department and firm policies, policies set forth by regulatory agencies
Trains new financial planning associates on use of online planning platforms and how to properly create basic financial plans while ensuring the department Policies & Procedures are learned and followed
Support the tracking of new products sales, top deals, key wins, call volumes, yields and other key performance indicators
Communicates with Financial Advisors to attain necessary information for plan preparation
Researches and gathers all needed information
Provides and explains of the completed Wealth Strategist Reports to the Financial Advisors
Works to accomplish all activities required to meet plan preparation deadlines
May provide support to branches with the online financial planning platform
Develops Net Worth, Retirement Funding, College Funding, Qualified Plan Distribution, and Investment Reports, as needed
Partners with the Asset Management group in producing daily chargeback files

Financial Specialist Qualifications

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

Licensing or Certifications for Financial Specialist

List any licenses or certifications required by the position: LMS, CPA, TR, SLT, STC, II, NDAA, IAW, FM, DAWIA

Education for Financial Specialist

Typically a job would require a certain level of education.

Employers hiring for the financial specialist job most commonly would prefer for their future employee to have a relevant degree such as Collage and University Degree in Education, Accounting, Finance, Graduate Education, Graduate, Department of Education, Business, Business/Administration, Economics, Management

Skills for Financial Specialist

Desired skills for financial specialist include:

Ability to leverage that information in creating customized customer solutions
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Products
Financial markets
Bank regulatory requirements
Legal requirements involving proper account ownership identification and authorization
Policies
Ability to conduct daily and strategic activities in an organization's sales function
Ability to identify and engage potential opportunities in the market
Ability to implement effective strategies and activities that promote long-term customer loyalty

Desired experience for financial specialist includes:

Communicates with Financial Advisors via email and phone to obtain necessary information for financial plan preparation
Researches and gathers all needed information and uses planning software to prepare basic to complex financial plans
Develops various levels of plans, ranging from basic analysis to complex plans
Reviews and explains in detail the completed financial plans to Financial Advisors
May assist with or presents entirely completed financial plans to clients and prospects with Financial Advisors via conference calls
Provides support and training (via conference call or WebEx) to branches regarding online financial planning platform and plan creation

Financial Specialist Examples

1

Financial Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial specialist
  • Responds to in-bound Financial Advisor and Sales Assistant phone calls
  • With moderate oversight, may conduct a pre-review of financial plans created by some associates in the department and financial plans created by Financial Advisors and Branch Managers
  • May serve as back-up on logging financial plans received
  • Office and Offshore team to ensure timely delivery and accuracy of reporting deliverables
  • Responsible that the mandated financial statements of the Company are prepared in compliance with SEC and regulations
  • Assist in the narrative of the MD&A and responsible for all numbers in the external reports including related supplemental schedules to support the filings
  • Responsible for the Earnings Release filings - financial support and related scripts for the CFO and CEO for earnings conference call
  • Stock option transactional activity and related stock-based compensation
  • Oversee economic development bond accounting
  • Review work completed by delegate responsibilities to Financial Specialists
Qualifications for financial specialist
  • Proficient in MS Office and HFM
  • The candidate should be confident, a self starter, with the ability to operate in a dynamic environment
  • Hard worker and time flexible
  • 5+ years of relevant experience in all aspects of financial planning
  • Creation of Ad Hoc reports to assist in decision support
  • Bachelor’s Degree in Accounting or related business degree, required
2

Financial Specialist Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial specialist
  • Lead business development and project management activities for PNG especially the Financial Inclusion AS projects and the capital market infrastructure development, including but not limited to facilitating meetings, discussions among the project clients and other stakeholders
  • Work on WBG project lifecycle processes and documentation and ensure timeliness and quality, measuring and reporting project results within the WBG and to its donor partners
  • Ensure the development of and adherence to a solid measurement and evaluation frameworks for the projects in collaboration with results measurement staff
  • Provide required input and support in donor funding proposals/initiatives
  • Develop effective internal coordination within the Finance & Markets Practice Group and Financial Institutions Group Practice Groups and the PNG country management unit, and other Global practices within WBG and identify collaboration opportunities
  • Contribute to developing programmatic work engagements in PNG and other countries in East Asia Pacific region in coordination with Finance & Markets and Financial Institutions Group staff
  • Contribute to country diagnostics and assessments, and the development of new project proposals including reviewing relevant technical and budgetary aspects, ensuring quality and considering lessons learned regionally and globally are appropriately taken into account
  • Contribute to the Finance & Markets and Financial Institutions Group Global Practice knowledge management initiatives including disseminating projects achievements and lessons learned internally and externally through awareness raising events, training initiatives, and seminars
  • Ensure project materials are properly documented and archived, with the objective of building a solid knowledge base for the Global Practice
  • Contribute to hiring and supervise consultants to undertake project assignments and deliver high quality results
Qualifications for financial specialist
  • Decision support and cost accounting experience, preferred
  • Ability to understand end user needs and to design and develop solutions to meet those needs
  • Minimum 1 -2 years’ experience with a dedicated planning system and/or a large scale financial system
  • Must be able to sit for prolonged periods to operate computer using VDT and keyboard
  • Must be able to drive to affiliates throughout Northern California
  • Required Expert Level User in Microsoft Excel and Microsoft Access (as defined by Microsoft, inc. )
3

Financial Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial specialist
  • Travel as necessary to support program and project design and development, and implementation
  • Accept ad-hoc tasks consistent with the aims of the position as assigned
  • Completes various reports for Plant Accounting and Business Unit (i.e., Payroll Tax Expense, Headcount Labor Reports, Shift & Tool Allowance, Hours Worked & Cost of Quality, budgeting ) other periodic requests from various administrators
  • Gather, review, enter travel requests and claim reports for the unit
  • Assist with or performs monthly (at a minimum) payroll reconciliations in order to ensure compliance with University policy and procedure and audit requirements
  • Business partner with VPs in sales to analyze and install finance support structure
  • Maintain budget and ensure supported organization remains under budget
  • Perform monthly expense variance analyses
  • Perform quarterly bookings forecast variance analyses
  • Support annual planning process as necessary
Qualifications for financial specialist
  • At least 1 year of SAR/AML/FRAUD investigation experience
  • Ability to work under pressure, with tight deadlines, and respond to senior management inquiries on research subjects and matters
  • Proficient in Word, Excel, Adobe and PowerPoint
  • At least 8 years of relevant working experience in a position(s) with significant decision-making responsibility (preferably at least three years with financial institution(s) or consulting companies in an emerging market environment focusing on financial systems, infrastructure and markets, SME Finance, Capital Markets or Payments/ Transaction Banking or combination of these and possessing relevant technical knowledge and expertise in financial sector issues
  • Knowledge and familiarity with financial sector issues in the Pacific and especially PNG
  • Track record in project management, design and implementation
4

Financial Specialist Job Description

Job Description Example
Our growing company is hiring for a financial specialist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial specialist
  • Work with sales teams to ensure pipeline & forecast data is accurate
  • Providing quality business analysis and credit
  • Business and Risk Management – exercising due diligence in recommending credit applications, working in collaboration with Risk Management, especially in supporting risk processes and guidelines
  • Document and present structured walkthroughs of proposed resolutions to end-users and /or IT as necessary
  • Serve as the primary contact with IT for applicable projects
  • Overseeing review of monthly, bi-weekly and weekly payroll based on effort distribution input from grant managers (GM) within his/her portfolio to ensure accuracy and timely changes
  • Allocating over-the-cap salary on NIH awards
  • Overseeing all costing changes made within her/his portfolio
  • Actively implement the existing approved projects
  • Design, organize and conduct specific project activities such as dialogues, Focus Group meetings, workshops, conferences
Qualifications for financial specialist
  • Strong interpersonal skills and proven ability to build cooperative networks
  • Strong computer skills, with an emphasis on Word, Excel and PowerPoint
  • Willingness to travel regularly within PNG and the East Asia Pacific region
  • Lead and Innovate - Develops innovative solutions with others
  • Collaborate Within Teams and Across Boundaries - Initiates collaboration across boundaries and broadly across WBG, and brings differing ideas into the forefront
  • Requires and Associate’s degree in Business, Accounting, Finance, or related discipline
5

Financial Specialist Job Description

Job Description Example
Our innovative and growing company is looking for a financial specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial specialist
  • Develop and support internal control standards to ensure compliance with Sarbanes-Oxley and/or other external accounting policies and standards
  • Be familiar with and follow the prevailing WBG values, competencies and behaviors
  • At least eight years of experience in the financial industry with a proven professional track-record
  • Master or higher degree in Finance, Economics, Law, Public Policy or any other relevant fields
  • General knowledge of the overall industry, policy and regulatory trends in Myanmar and more broadly in the Region and Globally
  • Demonstrated competence to interact directly and independently with the senior management of potential client institutions and other critical stakeholders, in particular with senior government officials
  • Excellent verbal and written communication skills in English and Burmese language
  • Motivated and committed to sustainable development objectives and to the highest ethical and professional standards
  • Identifies, prioritizes, resolves issues, and communicates directions to others
  • Primary responsibility is to prepare and review monthly financial reports for a high profile client
Qualifications for financial specialist
  • A working knowledge of Federal, State, and Local tax laws as they relate to payroll and familiarity with Department of Labor rules and regulations
  • Organizing & Planning capabilities
  • Must be Analytical and have Integrity
  • Experience with SAP (FI, BW, HTCM, SD) Hyperion, Essbase, SQL, Oracle CRM (Siebel)
  • Comfort with PowerPoint, Outlook, Word, Windows XP or later
  • Understands and values diversity and the importance of inclusion

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