Financial Specialist Job Description

Financial Specialist Job Description (JD)

  • 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