Financial Specialist Jobs in Burlington, 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.
Supply Chain Financial Analyst
- Wadsworth, IL (21 miles from Burlington, WI)
- 1 day ago
- Wadsworth, IL (21 miles from Burlington, WI)
- 1 day ago
Supply Chain Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you an expert at interpreting data to identify trends that make an impact? Then you belong...
- Franksville, WI (17 miles from Burlington, WI)
- 5 days ago
- Franksville, WI (17 miles from Burlington, WI)
- 5 days ago
Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline has seen decades of growth, creating a steady work environment our employees can depend on. Were...
- Genoa City, WI (7 miles from Burlington, WI)
- 5 days ago
- Genoa City, WI (7 miles from Burlington, WI)
- 5 days ago
Credit Analyst Pay from $24 to $26 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Join our growing Finance team as a Credit Analyst evaluating financial health of a...
- Wilmot, WI (9 miles from Burlington, WI)
- 7 days ago
- Wilmot, WI (9 miles from Burlington, WI)
- 7 days ago
Pricing Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Drive our business forward with strategic pricing! As a Pricing Analyst at Uline, you'll review data and the...
- Lake Villa, IL (19 miles from Burlington, WI)
- 8 days ago
- Lake Villa, IL (19 miles from Burlington, WI)
- 8 days ago
Pricing Analyst - Sales Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Informing Ulines comprehensive pricing strategy. As a Pricing Analyst for Sales, use your analytical...
- Ingleside, IL (19 miles from Burlington, WI)
- 16 days ago
- Ingleside, IL (19 miles from Burlington, WI)
- 16 days ago
Position Summary In this role, you will be responsible for the assistance in the complete, timely, and accurate completion of resident billing and census, payroll, time and attendance, and...
- Whitewater, WI (24 miles from Burlington, WI)
- 18 days ago
- Whitewater, WI (24 miles from Burlington, WI)
- 18 days ago
JOB REQUIREMENTS: Financial Specialist: Whitewater Branch ID 2025-5741Location : City Whitewater Category Financial Specialist FTE 1.0Schedule Monday - Friday 8:45AM - 5:15PM, adjusted summer hours...
Financial Specialist: Whitewater Branch
- Whitewater, WI (24 miles from Burlington, WI)
- 30+ days ago
- Whitewater, WI (24 miles from Burlington, WI)
- 30+ days ago
Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member....
- Sturtevant, WI (17 miles from Burlington, WI)
- 45+ days ago
- Sturtevant, WI (17 miles from Burlington, WI)
- 45+ days ago
Description Under the direction of the General Manager, the ERP Business Analyst will serve as a vital link between our IT team and our business users. Duties for this position will include...
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 30+ days ago
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 30+ days ago
Finance Intern FLSA Status: Non-Exempt Department: Finance Reports to Title: Corporate Controller Position Summary The Finance Intern will support the Finance and Accounts Payable and Accounts...
- Kenosha, WI (22 miles from Burlington, WI)
- 30+ days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 30+ days ago
Monitor actual performance against forecasts and provide timely variance analysis....
IT Business Analyst, D365 Finance
- Kenosha, WI (22 miles from Burlington, WI)
- 90+ days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 90+ days ago
At Jockey, caring is our responsibility. It’s the fabric of who we are and drives everything we do. It drives us to listen, innovate, and improve. To design thoughtfully. To craft skillfully. To...
Demographic Data for Burlington, WI
Moving to Burlington, WI? Find some basic demographic data about Burlington, 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 Burlington, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Burlington, 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
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »