Financial Specialist Jobs in Kansasville, 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 (23 miles from Kansasville, WI)
- 10 days ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 10 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 (23 miles from Kansasville, WI)
- 13 days ago
- Waukesha, WI (23 miles from Kansasville, 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...
- Waukesha, WI (23 miles from Kansasville, WI)
- 18 days ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 18 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 (23 miles from Kansasville, WI)
- 30+ days ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 30+ 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 (23 miles from Kansasville, WI)
- 30+ days ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 30+ 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...
Lead Finance Analyst Commercial Finance
- Waukesha, WI (23 miles from Kansasville, WI)
- 20 hours ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 20 hours 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 WorkCredit and Collections Specialist
- New Berlin, WI (21 miles from Kansasville, WI)
- 1 day ago
- New Berlin, WI (21 miles from Kansasville, WI)
- 1 day ago
Credit and Collection Specialist The ACS Group is a privately held company that designs and manufactures one of the most comprehensive lines of auxiliary products for the plastics industry and...
Associate Financial Representative
- Kenosha, WI (15 miles from Kansasville, WI)
- 1 day ago
- Kenosha, WI (15 miles from Kansasville, 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 (14 miles from Kansasville, WI)
- 1 day ago
- Franklin, WI (14 miles from Kansasville, 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 (9 miles from Kansasville, WI)
- 1 day ago
- Sturtevant, WI (9 miles from Kansasville, 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 (14 miles from Kansasville, WI)
- 2 days ago
- Franklin, WI (14 miles from Kansasville, 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 (9 miles from Kansasville, WI)
- 3 days ago
- Sturtevant, WI (9 miles from Kansasville, 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 (12 miles from Kansasville, WI)
- 4 days ago
- Muskego, WI (12 miles from Kansasville, 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...
- Waukesha, WI (23 miles from Kansasville, WI)
- 5 days ago
- Waukesha, WI (23 miles from Kansasville, WI)
- 5 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...
- Kenosha, WI (15 miles from Kansasville, WI)
- 5 days ago
- Kenosha, WI (15 miles from Kansasville, 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...
Demographic Data for Kansasville, WI
Moving to Kansasville, WI? Find some basic demographic data about Kansasville, 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 Kansasville, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Kansasville, 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
Other Career Titles
Here are some other career titles that require similar skills
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