Financial Specialist
Job Description Template

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Job Overview

We are looking for a Financial Specialist to join our well-reputed financial firm. The primary responsibilities of this role are to assist our organization in attaining the short and long term financial goals. 

This Financial Specialist job demands you to ensure that the company’s plan of action is running smoothly. You will be responsible for measuring budgeting compliance in order to record fiscal changes. You will be responsible for reviewing business trends and evaluating the costing regimes. You will also interact with potential as well as existing customers to build effective financial models.

If you have the potential to carry out this role diligently, we would like you to avail this opportunity.


  • Analyze our company’s financial data to generate financial reports.

  • Process and document payroll including bonuses, deduction, social security and other payments of all employees

  • Accomplish assigned tasks timely and accurately

  • Generate invoices and purchase orders ensuring contractual compliance

  • Organise and submit fund report to higher authorities

  • Study and submit recommendations to the Director with cash flow and budgets

  • Maintain record and keep logs of incoming bills and payable

  • Manage credit card records, settlements, and appropriate job costing

  • Generate account reconciliation reports and present it to senior management

  • Ensure that the reports adhere to our company rules and regulations

  • Evaluate financial reports and documents for correctness

  • Keep yourself informed about the trends in Finance Industry


  • Bachelor’s degree in Finance or relevant field

  • 3+ years of experience as a Financial Specialist or similar role in Finance industry

  • Ability to work with accounting software like Quickbooks and Paylocity

  • Good understanding of standard financial management software and its workflows

  • Extensive knowledge of best accounting practices and record keeping

  • Exceptional analytical and mathematical skills

  • Exceptional marketing and sales skills

  • Strong communication and interpersonal skills

  • Excellent organizational skills

  • Ability to multitask will be a added benefit

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Zulma Velasquez, Talent Acquisitions Manager at Jar House LLC
Zulma Velasquez
Jar House, United States
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