Financial Specialist Jobs in Caledonia, 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.
Financial Professional Trainee - Benefits + 401K
- Waukesha, WI (20 miles from Caledonia, WI)
- 13 days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 13 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Rep Upcoming Grad - Starting at $16/hr
- Waukesha, WI (20 miles from Caledonia, WI)
- 16 days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 16 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
- Waukesha, WI (20 miles from Caledonia, WI)
- 21 days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 21 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee - Starting at $16/hr
- Waukesha, WI (20 miles from Caledonia, WI)
- 45+ days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 45+ days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee (Sales) - Milwaukee, WI
- Waukesha, WI (20 miles from Caledonia, WI)
- 45+ days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 45+ days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
- Sturtevant, WI (8 miles from Caledonia, WI)
- 7 hours ago
- Sturtevant, WI (8 miles from Caledonia, WI)
- 7 hours 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...
Sr. Financial Systems Analyst SAP
- Milwaukee, WI (15 miles from Caledonia, WI)
- 1 day ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 1 day ago
JOB REQUIREMENTS: Auto req ID: 28409 Title: Sr. Financial SystemsAnalyst, SAP Costing - Remote Job Function: Finance Location: RemoteCompany: Harley-Davidson Motor Company Full or Part-Time: Full...
Remote Work- Salem, WI (18 miles from Caledonia, WI)
- 1 day ago
- Salem, WI (18 miles from Caledonia, WI)
- 1 day ago
Senior Credit Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline continues to grow as a top distributor of shipping, industrial and packaging materials. Were hiring...
Financial Services Representative - Milwaukee, WI
- Brookfield, WI (18 miles from Caledonia, WI)
- 1 day ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 1 day ago
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and...
Credit And Collections Specialist
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
Job Title: Credit and Collections SpecialistResponsibilities Monitor the firms accounts receivable and identify overdue accounts. Contact customers with overdue accounts and attempt to either...
Senior Credit & Collections Specialist
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
Job Description: Conduct credit applications and analyze credit reports, prior history, and external credit documentation to assess creditworthiness. Evaluate credit limits and terms based on...
Sr. Credit And Collections Specialist
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
- New Berlin, WI (13 miles from Caledonia, WI)
- 1 day ago
Job Title: Sr. Credit and Collections SpecialistResponsibilities Conduct credit applications and analyze credit reports, prior history, and external credit documentation to assess...
Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation)
- Milwaukee, WI (15 miles from Caledonia, WI)
- 2 days ago
- Milwaukee, WI (15 miles from Caledonia, WI)
- 2 days ago
At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your...
- Brookfield, WI (18 miles from Caledonia, WI)
- 2 days ago
- Brookfield, WI (18 miles from Caledonia, WI)
- 2 days ago
About Us: SVA Life Sciences is a leading consultancy specializing in providing strategic, operational, and advisory services to the life sciences industry. Our work includes supporting clients...
Lead Finance Analyst Commercial Finance
- Waukesha, WI (20 miles from Caledonia, WI)
- 3 days ago
- Waukesha, WI (20 miles from Caledonia, WI)
- 3 days ago
Job Description Summary The Lead Finance Analyst Commercial Finance partners with Product General Managers and their teams to drive business initiatives, growth, strategy, and profitability for...
Remote WorkDemographic Data for Caledonia, WI
Moving to Caledonia, WI? Find some basic demographic data about Caledonia, WI below.
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Caledonia, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Caledonia, 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
- Generally Accepted Accounting Principles
- Financial Modeling
- Financial Statements
- Financial Operations
- Accruals
- Macros
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Reporting
- Business Requirements
- Underwriting
- Pivot Tables
- Financial Services
- Reconciliations
- Business Processes
- Cost Analysis
- Budget Forecasting
- Business Analysis
- Modeling
- Forecasting
- Business Intelligence
- Finance
- Microsoft Power BI
- Tableau
- Reimbursement
- Accounting
- Strategy Development
- Collections
- SQL
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Budgeting
- Presentation
- Written Communication
- Flexibility
- Data Analysis
- Collaboration
- Documentation
- Budgets
- 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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Here are some other career titles that require similar skills
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