Financial Specialist Jobs in Frisco, TX
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.
Senior Data Analyst- Credit Risk
- Lewisville, TX (19 miles from Frisco, TX)
- 4 hours ago
- Lewisville, TX (19 miles from Frisco, TX)
- 4 hours ago
General information Career area Risk Country United States Work Location(s) 2911 Lake Vista Drive, TX State Texas City Lewisville Remote? No Ref # 19618 Posted Date 04-27-25 Working time Full time...
Financial Analyst - (Mid-Level)
- Plano, TX (11 miles from Frisco, TX)
- 4 hours ago
- Plano, TX (11 miles from Frisco, TX)
- 4 hours ago
modeling related to income, profitability, and key performance metrics....
Remote Work- Plano, TX (11 miles from Frisco, TX)
- 16 hours ago
- Plano, TX (11 miles from Frisco, TX)
- 16 hours ago
Location: Plano, TX Salary Range: Competitive and commensurate with experience Introduction We are seeking a dynamic individual to join our team in a hybrid role, requiring a minimum of three days...
Bilingual International Financial Services Representative
- Fairview, TX (14 miles from Frisco, TX)
- 1 day ago
- Fairview, TX (14 miles from Frisco, TX)
- 1 day ago
You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries....
- McKinney, TX (14 miles from Frisco, TX)
- 2 days ago
- McKinney, TX (14 miles from Frisco, TX)
- 2 days ago
Develop and manage sales and marketing financial models to provide insights into customer price, volume, and mix to support revenue growth strategies....
Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy,...
Senior Data Analyst - Financial Services, Navigator Platform
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
- Plano, TX (11 miles from Frisco, TX)
- 2 days ago
Senior Data Analyst - Financial Services, Navigator Platform Have you ever imagined that you can buy a car from the comfort of your couch? Cars are one of the biggest investments you can make, and...
Senior Data Analyst- Financial Services Tech
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
Senior Data Analyst- Financial Services Tech At Capital One, data is at the center of everything we do. When we launched as a startup we disrupted the credit card industry by individually...
Financial Analyst - Rates - Onsite
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
For those pools, responsibilities may include preparation and/or support of: Forward Pricing Rate Proposal (FPRP) process Monthly base and expense forecasts & variance analysis Data extraction, consolidation...
Financial Analyst - Rates - Onsite
- McKinney, TX (8 miles from Frisco, TX)
- 3 days ago
- McKinney, TX (8 miles from Frisco, TX)
- 3 days ago
For those pools, responsibilities may include preparation and/or support of: Forward Pricing Rate Proposal (FPRP) process Monthly base and expense forecasts & variance analysis Data extraction, consolidation...
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
The Finance Specialist is responsible for managing various aspects of the company's financial operations, ensuring accuracy and compliance with policies, and supporting the finance team's...
Schedule: Full Time Job Type: Hybrid Salary Type: Hourly Req #: 1191 About the Role We are seeking an experienced Lead Credit Analyst to join our team. The ideal candidate will have a strong...
- Irving, TX (21 miles from Frisco, TX)
- 4 days ago
- Irving, TX (21 miles from Frisco, TX)
- 4 days ago
it's what's inside that counts _______________________________ Theres more to CMC than our products and the buildings, structures, and roads they go into. At CMC, its the people inside our...
- Farmers Branch, TX (18 miles from Frisco, TX)
- 4 days ago
- Farmers Branch, TX (18 miles from Frisco, TX)
- 4 days ago
AR Collections Specialist Farmers Branch, Texas | Full Time | NA April 21, 2025 | Job ID: F02939-ABF_... Job Summary Our client in the DFW area is seeking an AR Collections Specialist to join...
Sr Business Analyst: Strategy & Analysis- Auto Finance
- Plano, TX (11 miles from Frisco, TX)
- 5 days ago
- Plano, TX (11 miles from Frisco, TX)
- 5 days ago
Sr Business Analyst: Strategy & Analysis- Auto Finance Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You...
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Frisco, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Frisco, TX 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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