Financial Specialist Jobs in Plymouth, IN
A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.
Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.
- Notre Dame, IN (24 miles from Plymouth, IN)
- 5 days ago
- Notre Dame, IN (24 miles from Plymouth, IN)
- 5 days ago
PRIMARY FUNCTION:**Responsible for providing competent credit analysis for lending activities, assistance in the administration of borrowing accounts, conduct appraisal reviews, training for...
- South Bend, IN (21 miles from Plymouth, IN)
- 8 days ago
- South Bend, IN (21 miles from Plymouth, IN)
- 8 days ago
The Commercial Credit Analyst is responsible for financial analysis of commercial loan requests for the purpose of recommending and decisioning new commercial lending opportunities, as well as...
- South Bend, IN (21 miles from Plymouth, IN)
- 22 days ago
- South Bend, IN (21 miles from Plymouth, IN)
- 22 days ago
The Finance Intern will gain experience in a professional financial institution by providing support to the Finance team. This position will assist with a variety of special projects and support...
We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource...
We are seeking a self-motivated Mobile Collection Specialist to join our Field Operations team in Kosciusko/Marshall County, Indiana. The ideal candidate will be located in Plymouth or Warsaw with...
Client Service Associate- Mishawaka, IN
- Mishawaka, IN (20 miles from Plymouth, IN)
- 90+ days ago
- Mishawaka, IN (20 miles from Plymouth, IN)
- 90+ days ago
Client Service Associate- Mishawaka, IN locations Mishawaka, Indiana - United States time type Full time posted on Posted 30+ Days Ago job requisition id R-0001838 Job Description Celebrating more...
Demographic Data for Plymouth, IN
Moving to Plymouth, IN? Find some basic demographic data about Plymouth, IN below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Plymouth, IN
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Plymouth, IN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Generally Accepted Accounting Principles
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Services
- Financial Analysis
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Tableau
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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