Financial Specialist Job Description

This Financial Specialist job description template can be posted to online job forums and career pages for the recruitment of candidates. The Financial Specialist job description, its requirements and responsibilities, given in this template can be modified according to the specific need of your company.

The primary job role of a Financial Specialist is to:

  • Analyze financial data for the purpose of identifying company’s financial standing
  • Conduct benchmarking and cost analysis
  • Prepare budgets and keep records

Financial Specialist Job Description

We are hiring a qualified Financial Specialist for analyzing all financial issues of our company and also advising us on them. You will be responsible for advising the senior management of our company on strategic decisions and potential acquisitions in accordance with business legislation and objectives. Your ultimate goal would be recommending, designing and monitoring our company’s short-term as well as long-term financial and investment strategies.
In order to succeed in this role, you must have the ability to effectively use financial management knowledge to evaluate current accounting trends, prepare budget reports and perform a cost analysis. So, if you like to work in a fast-paced environment, and qualify the following requirements, we would like to hear from you.


  • At least a Bachelor’s degree in Accounting, Finance, Economics or a related field
  • Professional certification (e.g. CPA or CFA)
  • Prior experience as a Financial Analyst, Financial Specialist or a similar senior role
  • Sound knowledge of all accounting and financial principles
  • Ability to understand market trends and advise accordingly
  • Ability to present as well as explain financial data (e.g. investment and financial plans) to a non-technical audience in an excellent way
  • Strong communication skills and a keen eye for details
  • An analytical mind with a problem-solving attitude


  • Analyzing financial data for the purpose of identifying company’s financial standing
  • Conducting benchmarking and cost analysis
  • Preparing budgets and keeping records
  • Forecasting models on the basis of previous financial results and current financial information
  • Helping senior management in making financial plans (e.g. acquisitions, loans, mergers etc.)
  • Identifying investments opportunities and developing strategies accordingly
  • Designing and reviewing company’s fiscal policies
  • Maintaining audits, identifying discrepancies and suggesting corrective plans
  • Developing new financial models within legal limitations