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.
Associate Financial Representative
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will...
- Green Bay, WI (22 miles from Appleton, WI)
- 2 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 2 days ago
POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will...
Position: Consumer Finance Intern Supervisory Responsibility: None In This Role, You Will… Assist with the daily branch office operations by interacting with customers and ensuring that loan...
About Pierce, an Oshkosh company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the...
modeling, and variance analysis....
- Oshkosh, WI (16 miles from Appleton, WI)
- 12 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 12 days ago
JOB REQUIREMENTS: We are global, we are impacting the lives of millionsevery day, we are making a difference! At Amcor we are inspired tochange the packaging industry and are taking on the...
Senior Business Analyst, Business Partner-2
- Neenah, WI (9 miles from Appleton, WI)
- 12 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 12 days ago
A position at FTI can be the answer to your future career. In this role, you'll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI...
- Oshkosh, WI (16 miles from Appleton, WI)
- 13 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 13 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
SBA Credit Analyst 5 & 6 (PMG)
- Oshkosh, WI (16 miles from Appleton, WI)
- 14 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 14 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Senior Business Analyst, Business Partner-2
- Menasha, WI (6 miles from Appleton, WI)
- 14 days ago
- Menasha, WI (6 miles from Appleton, WI)
- 14 days ago
A position at FTI can be the answer to your future career. In this role, youll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI...
- Oshkosh, WI (16 miles from Appleton, WI)
- 15 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 15 days ago
We are Generac, a leading energy technology company committed to powering a smarter world. Over the 60 plus years of Generacs history, weve been dedicated to energy innovation. From creating the...
- Oshkosh, WI (16 miles from Appleton, WI)
- 15 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 15 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
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...
Financial Analyst, FP&A Who We Are Essity is the leading global player in professional hygiene with the global TORK brand. We are a multibillion- dollar company that is paving the way towards...
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
Users interested in this job title also searched for the following job title
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
- Prioritizing
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Accruals
- Macros
- Credit Analysis
- VLOOKUP
- Lending
- Cost Accounting
- Month-End Close
- Financial Analysis
- Financial Reporting
- Business Requirements
- Pivot Tables
- Underwriting
- Financial Services
- Reconciliations
- Business Processes
- Cost Analysis
- Budget Forecasting
- Business Analysis
- Modeling
- Forecasting
- Business Intelligence
- Finance
- Microsoft Power BI
- Tableau
- Reimbursement
- Accounting
- Strategy Development
- SQL
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Budgeting
- Presentation
- Written Communication
- Flexibility
- Data Analysis
- Collaboration
- Documentation
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Regulations
- Policy Development
- Project Management
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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