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Transactional specialist vs finance specialist

The differences between transactional specialists and finance specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a transactional specialist has an average salary of $64,483, which is higher than the $61,666 average annual salary of a finance specialist.

The top three skills for a transactional specialist include real estate, customer relationships and customer satisfaction. The most important skills for a finance specialist are customer service, phone calls, and cash handling.

Transactional specialist vs finance specialist overview

Transactional SpecialistFinance Specialist
Yearly salary$64,483$61,666
Hourly rate$31.00$29.65
Growth rate-4%10%
Number of jobs41,35197,216
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 62%
Average age4043
Years of experience12-

What does a transactional specialist do?

A Transactional Specialist is someone who is in charge of all transactions that take place in a business organization. First of all, he/she is required to process all requests from customers, both online and offline, in an orderly and timely manner. Also, he/she uses all sales tools at his/her reach to drive an increase in profit and to exceed all of the department's goals. As a Transactional Specialist, your task may also include the establishment and monitoring of internal controls and policies to ensure thorough compliance with GAAP and other requirements.

What does a finance specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

Transactional specialist vs finance specialist salary

Transactional specialists and finance specialists have different pay scales, as shown below.

Transactional SpecialistFinance Specialist
Average salary$64,483$61,666
Salary rangeBetween $39,000 And $105,000Between $37,000 And $100,000
Highest paying CityJersey City, NJWashington, DC
Highest paying stateNew JerseyConnecticut
Best paying companyAppleGoogle
Best paying industry-Finance

Differences between transactional specialist and finance specialist education

There are a few differences between a transactional specialist and a finance specialist in terms of educational background:

Transactional SpecialistFinance Specialist
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common college-University of Pennsylvania

Transactional specialist vs finance specialist demographics

Here are the differences between transactional specialists' and finance specialists' demographics:

Transactional SpecialistFinance Specialist
Average age4043
Gender ratioMale, 31.8% Female, 68.2%Male, 42.1% Female, 57.9%
Race ratioBlack or African American, 11.2% Unknown, 5.0% Hispanic or Latino, 20.1% Asian, 7.9% White, 55.2% American Indian and Alaska Native, 0.6%Black or African American, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%
LGBT Percentage7%4%

Differences between transactional specialist and finance specialist duties and responsibilities

Transactional specialist example responsibilities.

  • Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
  • Provide support to internal departments on ACH issues.
  • Develop spreadsheets for GL accounts; write balancing procedures for both ATM GL's including the weekly statement account balancing.
  • Identify cross-sell opportunities during customer interaction.
  • Serve as ATM custodian and commercial depository custodian.
  • Maintain patient confidentiality while ensuring any release of information requests are HIPAA compliant.
  • Show more

Finance specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
  • Show more

Transactional specialist vs finance specialist skills

Common transactional specialist skills
  • Real Estate, 12%
  • Customer Relationships, 9%
  • Customer Satisfaction, 8%
  • Cash Flow Analysis, 8%
  • Cash Handling, 7%
  • Financial Analysis, 7%
Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%

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