Financial Specialist Jobs in Sugar Land, 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.
Financial Service Representative II
- Houston, TX (18 miles from Sugar Land, TX)
- 4 hours ago
- Houston, TX (18 miles from Sugar Land, TX)
- 4 hours ago
Position Summary: The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering...
- Houston, TX (18 miles from Sugar Land, TX)
- 16 hours ago
- Houston, TX (18 miles from Sugar Land, TX)
- 16 hours ago
TITLE: Collections Representative LOCATION: Houston, TX onsite RESPONSIBILITIES Under general supervision, perform the investigation, analysis, and follow-up for the collection of overdue accounts...
- Houston, TX (18 miles from Sugar Land, TX)
- 17 hours ago
- Houston, TX (18 miles from Sugar Land, TX)
- 17 hours ago
Location: On site at location listed in the posting. Summary A Credit Analyst provides daily credit analysis support for commercial lending portfolios. Tasks are completed in a production-based...
Transplant Financial Specialist - BMT Admin
- Houston, TX (18 miles from Sugar Land, TX)
- 19 hours ago
- Houston, TX (18 miles from Sugar Land, TX)
- 19 hours ago
The Transplant Financial Specialist will provide education to the patient and their family regarding the financial clearance process....
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
Executive Finance Assistant Houston, TX Type: Contract Category: Administrative Salary: 36.00 Per Hour Reference ID: 10043921 Shortcut: bFkflC Job Title: Executive Finance Assistant Location:...
- Katy, TX (15 miles from Sugar Land, TX)
- 1 day ago
- Katy, TX (15 miles from Sugar Land, TX)
- 1 day ago
AR Collections Specialist Katy, TX Type: Contract-to-Hire Category: Finance and Accounting Salary: 30.00 Per Hour Reference ID: 10043161 Shortcut: ixgOpu Addison Group is looking for an Accounts...
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
Proficiency in financial modeling and loan structuring. Excellent written and verbal communication skills. Familiarity with banking regulations and commercial credit policies....
Project Controls /Business Analyst
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
- Houston, TX (18 miles from Sugar Land, TX)
- 1 day ago
Make an Impact like never before! Were growing rapidly and are looking for a Business/ Project Controls Analyst to join our Texas Business Unit. The ideal candidate will be proficient in SAP,...
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
Analyst(s) with data compilation and report preparation Assists in preparation of financial models Assists in the preparation of the operating budget Performs special projects as required by supervisor...
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 2 days ago
Zurich Covermore (Travel Guard) is seeking a Financial Analyst to join our Group in North America. Travel Guard meets the diverse needs of leisure and corporate travelers alike through its...
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent...
Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent...
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
Knowledge & Experience College course exposure or work experience relating to process improvement with ties to Accounting and/or Financial models....
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
Scope Responsible for supporting lending efforts across the Corporate & Institutional Banking (“CIB”) group by underwriting new and renewed loans, modifications, annual/quarterly reviews,...
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
- Houston, TX (18 miles from Sugar Land, TX)
- 3 days ago
Headquartered in Houston, Texas, BWC Terminals is a premier provider of bulk liquid storage and logistics services to refiners, manufacturers, and distributors of bulk liquids in North America....
Demographic Data for Sugar Land, TX
Moving to Sugar Land, TX? Find some basic demographic data about Sugar Land, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Sugar Land, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Sugar Land, 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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