Financial Specialist Job Description

A Financial Specialist job description template to hire for your Finance department.

About the Financial Specialist position

We are looking for a skilled Financial Specialist to help us with analyzing company's financial issues and develop suggestions for their solving. You will have to recommendÙ« design and monitor short-term and long-term investment strategies for our company.

We expect you to be have experience in using financial management knowledge for cost analysisÙ« preparing budget reports and evaluating current accounting trends. Besides you will have to advise company's managers on potential acquisitions and strategic decisions while following our business objectives and legal regulations.


Financial Specialist responsibilities are:

  • Performing financial data analysis to define our financial status
  • Consulting company's senior managers on financial planning (e.g. acquisitionsÙ« mergers and loans)
  • Analyzing costs and benchmarking data
  • Creating budget reports and presenting them
  • Reviewing and developing financial models and fiscal policiesÙ« ensuring their compliance with legal regulations
  • Taking part in regular audits and suggesting optimized financial action plans
  • Finding investment opportunities
  • Preparing forecast models based on current and past financial data


Financial Specialist requirements are:

  • 3+ years' experience of working on a Financial SpecialistÙ« Financial Analyst ( or other relevant position
  • Solid experience with financial and accounting procedures and best practices
  • Good experience in analyzing market trends and providing data-based advice
  • Good experience in presenting and explaining investment information and financial plans
  • Good practical experience with finance and statistical analysis software
  • Strong analytical skills with close attention to detail
  • BS degree in FinanceÙ« Economics or other related area; additional qualification such as CPA or CFA will be a bonus

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