Financial Specialist
Job Description Template

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Job Overview

We are looking for a Financial Specialist for our well-reputed company. The primary responsibilities of this role are to assist our organization in attaining the short and long term financial goals. This job demands to ensure the company’s plan of action in order to maintain smooth running. You shall be responsible for measuring budgeting compliance in order to record fiscal changes. You also need to interact with potential customers and shall be responsible for reviewing business trends and evaluate costing regime.

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


  • Process and document payroll including bonuses, deduction, social security and other payments of all employees
  • 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 reports and accomplish assigned tasks timely


  • Bachelor’s degree in Finance/Marketing or relevant field
  • 3+ years of experience in Sales and Marketing
  • Ability to work with Quickbooks and Paylocity
  • Good understanding of standard financial management software and its workflows
  • Exceptional marketing and sales skills
  • Strong communication and interpersonal skills
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