Financial Specialist Jobs in Eau Claire, 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.
Job Details Job Location : Administrative Offices - Eau Claire, WI Position Type : Internship Education Level : 4 Year Degree Salary Range : Undisclosed Job Category : Other Description POSITION...
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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...
EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth...
POSITION SUMMARY: The Ag/Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing ag/commercial clients. The right credit analyst will...
We are looking for a motivated Finance Intern who will support the finance leadership team to create, review and analyze repots. You will help gather data, analyze, review, drill down into the...
Department Financial Assistant
- Menomonie, WI (21 miles from Eau Claire, WI)
- 30+ days ago
- Menomonie, WI (21 miles from Eau Claire, WI)
- 30+ days ago
Department Financial Assistant Click Here to Apply Online Job Description INTRODUCTION: Department Financial Assistant School of Management Full Time; Annual; 100% The College of Science,...
- Menomonie, WI (21 miles from Eau Claire, WI)
- 45+ days ago
- Menomonie, WI (21 miles from Eau Claire, WI)
- 45+ 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...
University Accounting: Financial Specialist II
- Eau Claire, WI
- 45+ days ago
- Eau Claire, WI
- 45+ days ago
The working title for this assignment is Financial Specialist II - University Accounting with an official title of Financial Specialist II....
Demographic Data for Eau Claire, WI
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Salary for Financial Specialist Jobs in Eau Claire, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Eau Claire, 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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