Financial Specialist Jobs in Appleton, WI
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.
Hiring local candidates to Appleton, WI. Career changers encouraged to apply! Are you a self-motivated and driven individual who wants to make a difference in the lives of others? Joining our team...
AFG018 Financial Business Analyst ASL
- Green Bay, WI (22 miles from Appleton, WI)
- 2 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 2 days ago
Complete variance analysis on actual results versus budgetedvalues and develop measures to continuously improve budgeting accuracy.Be responsible for supporting monthly financial close by preparingbalance...
- Oshkosh, WI (16 miles from Appleton, WI)
- 2 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 2 days ago
Backing up other Financial Specialists - Senior and Management Services as required....
- Neenah, WI (9 miles from Appleton, WI)
- 4 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 4 days ago
Requisition #: 19968 Functional Area: Collections; Accounting Employment Type: Full-Time Work Options: In Office / Partial Remote from Neenah/Appleton/Oshkosh area #LI-Hybrid Work Hours: 8 a.m. -...
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
What you will do:-Conduct trend and variance analysis on margins, income statements, andbalance sheets -Prepare and analyze key financial metrics for management-Assist in the preparation of monthly,...
- Green Bay, WI (22 miles from Appleton, WI)
- 6 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 6 days ago
Job overview: Schneider is seeking a Financial Systems Analyst in Green Bay to provide financial systems support and analysis on a broad spectrum of operational and financial issues. The Financial...
Treasury Financial Analyst- Onsite Green bay, WI.
- Green Bay, WI (22 miles from Appleton, WI)
- 11 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 11 days ago
Present Value (NPV) of projects, Internal Rate of Return (IRR) of projects, and lease vs. buy analysis • Prepare accounting entries for cash and debt, and audit charges from banks or lenders CASH MANAGEMENT...
- Green Bay, WI (22 miles from Appleton, WI)
- 11 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 11 days ago
This position will be responsible for forecasting, reporting, analytical support and variance analysis for the organization....
- Menasha, WI (6 miles from Appleton, WI)
- 13 days ago
- Menasha, WI (6 miles from Appleton, WI)
- 13 days ago
Join the IPG Team! Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions-we are a community that values safety, people, passion,...
JOB REQUIREMENTS: JOB SUMMARY: Under general supervision, the FinancialSpecialist plays a crucial role in managing various accounting functionsincluding accounts payable, fixed assets, account...
- Oshkosh, WI (16 miles from Appleton, WI)
- 19 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 19 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
- Green Bay, WI (22 miles from Appleton, WI)
- 19 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 19 days ago
The Financial Analyst is an important role in the success of the FP&A team. The role facilitates the connection between financial and operational data, providing leaders with valuable insights for...
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
- Brillion, WI (15 miles from Appleton, WI)
- 25 days ago
- Brillion, WI (15 miles from Appleton, WI)
- 25 days ago
Pricing Analyst AriensCo - 1.3 Brillion, WI Job Details Full-time Estimated: $77.8K - $98.5K a year 4 hours ago Benefits Profit sharing Paid holidays Health insurance Dental insurance 401(k)...
- De Pere, WI (16 miles from Appleton, WI)
- 30+ days ago
- De Pere, WI (16 miles from Appleton, WI)
- 30+ days ago
Financial Analyst Essential Functions: Prepare weekly scorecard reporting. Prepare monthly financial reporting. Review and analyze financial results and trends. Perform adhoc financial analysis as...
Demographic Data for Appleton, WI
Moving to Appleton, WI? Find some basic demographic data about Appleton, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Appleton, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Appleton, WI 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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