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.
Associate Financial Representative
- Kenosha, WI (22 miles from Burlington, WI)
- 1 day ago
- Kenosha, WI (22 miles from Burlington, 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...
- Franklin, WI (22 miles from Burlington, WI)
- 1 day ago
- Franklin, WI (22 miles from Burlington, WI)
- 1 day ago
Demonstrated experience using Excel and Power BI to build and maintain complex financial models and data analysis.Experience with data visualization tools (i.e....
- Sturtevant, WI (17 miles from Burlington, WI)
- 1 day ago
- Sturtevant, WI (17 miles from Burlington, WI)
- 1 day ago
Responsibilities: Analyze and gather project requirements using analytical, interviewing, and data gathering techniques. Maintain and reconcile the general ledger and sub-ledgers. Ensure accurate...
Technical Business Analyst III - Digital Product - Billing & Payments
- Franklin, WI (22 miles from Burlington, WI)
- 2 days ago
- Franklin, WI (22 miles from Burlington, WI)
- 2 days ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Role Overview From the initial payment on an insurance application...
Financial Analyst/Business Analyst
- Sturtevant, WI (17 miles from Burlington, WI)
- 3 days ago
- Sturtevant, WI (17 miles from Burlington, WI)
- 3 days ago
Job Title: Financial Analyst/Business AnalystJob Description Analyze and gather project requirements using various methods such as analytical, interviewing, and data gathering techniques. Maintain...
- Muskego, WI (18 miles from Burlington, WI)
- 4 days ago
- Muskego, WI (18 miles from Burlington, WI)
- 4 days ago
JOB REQUIREMENTS: Description Job Summary: The ERP Business Analyst willprovide essential support to the Finance/Manufacturing OperationsBusiness Analyst Manager. The primary role is to optimize...
- Kenosha, WI (22 miles from Burlington, WI)
- 5 days ago
- Kenosha, WI (22 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...
- Sturtevant, WI (17 miles from Burlington, WI)
- 8 days ago
- Sturtevant, WI (17 miles from Burlington, WI)
- 8 days ago
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 detailed...
- Grayslake, IL (23 miles from Burlington, WI)
- 8 days ago
- Grayslake, IL (23 miles from Burlington, WI)
- 8 days ago
Business Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Ready to make a real impact? Join Uline as a Business Analyst to be a driver of operational excellence. From...
Supply Chain Financial Analyst
- Camp Lake, WI (9 miles from Burlington, WI)
- 8 days ago
- Camp Lake, WI (9 miles from Burlington, WI)
- 8 days 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...
- Kenosha, WI (22 miles from Burlington, WI)
- 9 days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 9 days ago
Develop and maintain financial models to support decision-making processes....
Technical Business Analyst III Digital
- Franklin, WI (22 miles from Burlington, WI)
- 12 days ago
- Franklin, WI (22 miles from Burlington, WI)
- 12 days ago
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. At Northwestern Mutual, we\'re changing the way...
- Antioch, IL (16 miles from Burlington, WI)
- 12 days ago
- Antioch, IL (16 miles from Burlington, WI)
- 12 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...
- Camp Lake, WI (9 miles from Burlington, WI)
- 15 days ago
- Camp Lake, WI (9 miles from Burlington, WI)
- 15 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...
- Lake Geneva, WI (10 miles from Burlington, WI)
- 20 days ago
- Lake Geneva, WI (10 miles from Burlington, WI)
- 20 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...
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
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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
- 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
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