Finance Specialist Tasks
Visora
We're looking for finance professionals who work with financial software and data tools as part of their day-to-day job. Selected contributors will be paid to record their real workflows using a lightweight app we provide. Relevant backgrounds include financial analysts, accountants, investment professionals, FP&A associates, portfolio managers, and anyone who regularly works in financial platforms, spreadsheet models, or data tools. Requirements: Use our recording software to capture and submit sessions Record real, day-to-day work - sessions must be continuous and unedited Avoid capturing confidential, proprietary, or client-sensitive information (including passwords and personal data) Idle or low-activity sessions will not be paid Sample Tasks:
- Build a monthly personal budget tracker in Excel with income, fixed/variable expenses, and a savings summary. Use formulas (SUM, IF, IFERROR) and add a simple chart.
- Pull historical stock data into Google Sheets and calculate 30-day rolling average returns. Visualize with a line chart.
- Use Bloomberg Terminal or FactSet to screen for equities based on P/E, EV/EBITDA, and revenue growth thresholds. Export results and annotate your rationale.
- Reconcile a set of accounts in QuickBooks or Xero; identify and resolve two seeded discrepancies.
- 2028 Jefferies Finance Summer Analyst Program - New York, Private Credit Candidates are limited to one application per recruiting cycle... ...for in a candidate Successful Analysts will be able to multi-task & manage a variety of projects simultaneously. Candidates must demonstrate...SuggestedSummer workInternship
$62.35k - $105k
...financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a... ...market ideas. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced...SuggestedWork experience placementSummer workInternship- ...employment by August 2028 Strong written, analytical, and financial research skills Ability to prioritize and complete multiple tasks in a fast paced, dynamic environment Prior exposure to fundamental company research preferred Demonstrated interest in the...SuggestedFull timeSummer workCasual workInternshipSummer internshipVisa sponsorship
$120k
..., partnerships and joint ventures. As part of the team assigned to these projects, individuals will be responsible for a variety of tasks including: preparing for and attending client meetings, financial modeling, resolving complex accounting issues, industry analysis,...SuggestedSummer workInternshipLocal area$65k - $75k
...brands around shared interests and cultural moments. Commercial Finance Analyst Location: New York, NY (Hybrid - 2-3 days in office)... ...Commercial Finance team structure and responsibilities. The task at hand: Work with the following Departments to understand...SuggestedWork at office$31.2k - $45k
...assigned Minimum job requirements 1+ year of related experience Detail oriented Flexibility Remain focused when performing repetitive tasks Preferred Requirements Bachelors degree CampusNexus software knowledge Title IV policy knowledge State and federal funding program...Full timeLocal areaRemote workFlexible hoursShift work- ***The Client Finance Analyst I role is a fully remote role.*** The Client Finance Analyst I will assist in the overall financial management... ...project financial trackers for specific project milestones/tasks. Book intercompany revenue/cost transactions & update shared financial...Hourly payFor subcontractorRemote work
- ...practices, improve processes, enhance systems, and support the Finance organization to realize opportunities. Will be a key member of... ...reconciliations and what-if analyses and perform other analytical tasks. Performs related duties as required. All responsibilities...Hourly payFull timeShift work
- ...Role Description: We are seeking a detail-oriented Finance Administrator to join our team in a full-time, remote capacity. In this role... ...accuracy and efficiency across all administrative and financial tasks. Your day-to-day responsibilities will include managing daily accounting...Full timeWork at officeRemote work
- Avi & Co. in New York, NY, is seeking an Accounting/Bookkeeping Specialist to support the Director of Finance with day-to-day financial operations and executive-level administrative tasks. The ideal candidate will manage bookkeeping, invoicing, financial reporting, and...
- # Finance Specialist | D2C E-commerce | 100% Remote EUFoxelli GroupAlbania, Bosnia and Herzegovina, Bulgaria, Croatia, Cyprus, Czechia, Estonia... .... THE ROLE This role offers a mix of hands-on financial tasks, such as payroll, budgeting, and cost management, along with...Remote job
$75k - $85k
...this is the right place to build a fulfilling career. Trade Finance Senior Specialist Position within the Credit Administration team is a mid‑... ...organizational skills and attention to detail. Ability to multi‑task and handle multiple assignments. Ability to work in a team...Work experience placementWork at officeLocal area3 days per week- Visora is seeking finance professionals to record real workflows using our lightweight app. You will complete practical tasks such as building Excel budget trackers, pulling stock data into Google Sheets, screening equities with Bloomberg or FactSet, and reconciling accounts...
- About the role Finance Productivity Workflow Evaluation Specialist is a remote review track for evaluating AI outputs across valuation workflows. Reviewers grade... ...for at least 10 hours per week. Example tasks Re-perform a valuation calculation produced by a model...Hourly payFor contractorsWork experience placementRemote work10 hours per week
- Role Overview We are seeking expert economists and finance professionals to author and review high-quality academic assessment content for... ...to advance AI capabilities. You will be assigned one of two task types: Question Authoring — Create original, challenging multiple...Contract workRemote work
- GE HealthCare seeks a detail-oriented professional to prepare equipment lease and loan documentation, audit tasks, and support deal origination. You will own communication between Risk, Sales, Customers and Vendors, acting as the customer advocate and primary point of contact...Remote job
- ...AI Labs is seeking a US-based contractor for a short-term AI training project focused on personal finance and US tax filing. The role is remote for US residents, with tasks involving budgeting, online banking, and data entry, to be completed by October 21, 2026....Remote jobTemporary workFor contractors
- ...options, as needed Qualifications: ~ Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred... ...-developed organizational skills, flexible and ability to multi-task ~ Self-starter and able to work independently, while also possessing...Work at officeFlexible hours
$108k - $132k
...credibility within the Office and University, and with representatives of external managers and service providers. Ability to manage multiple tasks, meet deadlines, and deliver results in a demanding setting. Strong moral compass and the highest ethical standards. Excellent...Work experience placementWork at office- ...people spending less time on administrative tasks and more time doing what matters:... ...Investment Analyst & Portfolio Operations Specialist to support our investment management and... ...QualificationsRequiredBachelor's degree in Finance, Economics, Accounting, Business, or...Work at officeRemote workRelocation
- ...opportunity is suitable for candidates interested in investments, finance, business, and market research. Previous professional investment... ...analysis Support the team with day-to-day investment-related tasks Requirements Currently based in the United States Basic understanding...Full timePart timeImmediate startRemote workFlexible hours
$85k - $100k
...responsibilities and an overall deeper understanding of accounting, corporate finance, teamwork and project management. Responsibilities:... ...and clients, # ability to prioritize assignments while multi-tasking, # attention to detail, # technical proficiency, including...Bank staff- ...automate research pipelines, and evaluate LLM performance on financial tasks Key Responsibilities Fundamental & Quantitative Research... ...& Requirements ~ Education: Bachelor’s or master’s degree in finance, Economics, Financial Engineering, Statistics, Econometrics, or...Contract workLocal areaVisa sponsorship
- ...utilized by the firm for clients seeking to raise equity and debt financing.Sector and Industry Research – Responsibilities will include... ...finance knowledgeLoyalty toward the firmCommitment to fulfill all tasks given beyond expectationsUnrivaled work ethicA willingness to...Full timeInternshipSummer internshipWork at officeRemote work
$20 - $25 per hour
...and problem-solving skills. Ability to take initiative and be accountable for running a process to conclusion. Strong multi-tasking skills and attention to detail. Ability to excel in a rigorous and fast-paced team-oriented work environment. Outstanding communication...Hourly payInternship- ...an experienced, proactive, and detail-oriented Accounting & Finance Specialist to join our team. This is a hands-on role responsible for... ...with the ability to work independently and take ownership of tasks. ~ Strong problem-solving skills and an interest in improving...
- ...Analyst In Leveraged FinanceLeveraged Finance comprises JPMorgan's leveraged loan and high yield bond product groups within the firm's... ...with minimal supervisionAbility to work well under pressure, multi-task and meet time sensitive deadlinesExcellent presentation skills;...
- ...budgeting and forecasting processes. Perform basic accounting tasks such as journal entries, account reconciliations, and invoice... ...internal controls and policies. Skills: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Strong analytical...Full time
- ...Business Management in New York is seeking a Junior Associate to join our team and support finances for musicians and creatives. You will handle tour data entry, banking tasks, and bookkeeping, including accounts payable/receivable and journal entries, while maintaining...Work at office
- ...experienced Analyst to join our industry-leading Investment Grade Finance team. As an Analyst in Investment Grade Finance (IGF), you... ...superior organizational skills and ability to efficiently multi-task across various deliverables Preferred qualifications, capabilities...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Specialist Tasks. Be the first to apply!
- financial crimes specialist New York, NY
- financial clearance specialist New York, NY
- financial operations specialist New York, NY
- finance specialist New York, NY
- financial services specialist New York, NY
- financial management specialist New York, NY
- summer finance New York, NY
- media finance New York, NY
- finance leadership development program New York, NY
- finance internship work from home New York, NY




