F
Finance Specialists
Fair Winds Wealth Strategies LLC Wells Fargo
Duncansville, PA4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed · Bachelor's degree
- Must know
- Financial analysisBudgetingStakeholder managementCustomer serviceExcel
- Nice to have
- Accounting
- Work
- On-site in Duncansville
- Pay
- Not stated by the employer.
- Skill demand
- Budgeting58%Financial analysis53%Stakeholder management33%Customer service13%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 9, 2026 · still open
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About the Role
The Finance Specialist is a full-time, on-site role responsible for reviewing and analyzing financial data, preparing and interpreting financial statements, and supporting the development of client financial plans.
Key Responsibilities
- Assist with budgeting and forecasting activities.
- Monitor investment and account performance.
- Ensure accurate accounting records.
- Communicate findings and recommendations to internal stakeholders and clients.
- Prepare reports and presentations.
- Support compliance with internal policies and applicable regulations.
- Work closely with advisors and team members to deliver timely, detail-oriented financial support and exceptional client service.
Requirements & Tech Stack
- Proficiency with spreadsheets and financial software (e.g., Excel, accounting or portfolio management tools) is beneficial.
Qualifications
- Strong analytical skills to interpret financial data, identify trends, and support sound decision-making.
- Foundational finance knowledge, including familiarity with investment concepts, budgeting, and financial planning principles.
- Ability to prepare, review, and understand financial statements, ensuring accuracy and clarity in reporting.
- Solid accounting skills, including general ledger knowledge and basic understanding of accounting standards and procedures.
- Clear and professional communication skills, with the ability to explain complex financial information to diverse audiences.
- Strong attention to detail.
- Ethical judgment.
- Ability to work collaboratively in an on-site team environment.
- Relevant bachelor’s degree in Finance, Accounting, Business, Economics, or a related field is preferred.