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.

1-15 of 99 Jobs

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...

Financial Rep Upcoming Grad

  • 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...

Credit Analyst

  • Sturtevant, WI (8 miles from Caledonia, WI)
  • 8 hours ago
  • Sturtevant, WI (8 miles from Caledonia, WI)
  • 8 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

Senior Credit Analyst

  • 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)
  • 2 days ago
  • New Berlin, WI (13 miles from Caledonia, WI)
  • 2 days 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)
  • 2 days ago
  • New Berlin, WI (13 miles from Caledonia, WI)
  • 2 days 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)
  • 2 days ago
  • New Berlin, WI (13 miles from Caledonia, WI)
  • 2 days 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...

Business Analyst

  • 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 Work

Demographic Data for Caledonia, WI

Moving to Caledonia, WI? Find some basic demographic data about Caledonia, WI below.


Local
National
3,317
87
Small

Financial Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Financial Accounting
Explore the core financial accounting tools that will help you understand annual reports and footnotes - creating a solid understanding of the financial statements. This professional certificate...
Paediatric Dentistry for Non-Specialists
This course aims to provide you with the practical advice and guidance you need to treat childrens dental issues and emergencies, achieving excellent results. Apart from various treatment options,...

Title Synonyms

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Salary for Financial Specialist Jobs in Caledonia, WI

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Financial Specialist positions.



Highest Education Level

Financial Specialists in Caledonia, WI offer the following education background
Bachelor's Degree
50.3%
Master's Degree
36.5%
High School or GED
4.1%
Associate's Degree
3.6%
Vocational Degree or Certification
2.7%
Doctorate Degree
2.1%
Some College
0.5%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



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