Financial Specialist Jobs in Madison, 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.
Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Math Expert who would like to lend your expertise to train AI...
Core highlights of responsibilities: You will develop and maintain financial models used for decision support You will collaborate with cross-functional teams to gather necessary data and insights for...
- Verona, WI (10 miles from Madison, WI)
- 1 day ago
- Verona, WI (10 miles from Madison, WI)
- 1 day ago
Financial Performance Analyst Position Summary As a Financial Performance Analyst, you'll be working to ensure the financial success of some of the nation's largest and most successful healthcare...
- Evansville, WI (22 miles from Madison, WI)
- 2 days ago
- Evansville, WI (22 miles from Madison, WI)
- 2 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...
- Middleton, WI (6 miles from Madison, WI)
- 2 days ago
- Middleton, WI (6 miles from Madison, WI)
- 2 days ago
JOB REQUIREMENTS: Division Information Spectrum Brands\' Home & PersonalCare (HPC) Appliances business participates on a global basis in smallelectric appliances, shave/groom appliances and beauty...
- Middleton, WI (6 miles from Madison, WI)
- 3 days ago
- Middleton, WI (6 miles from Madison, WI)
- 3 days ago
Northwestern Mutual is a leading financial services company that has been helping clients secure their future for over 160 years. We are looking for motivated and ambitious individuals who want to...
Remote WorkAdditionally, this position will perform variance analysis and prepare financial reporting related to month-end close, as well as model the financial impact of business scenarios....
We are seeking a highly skilled Financial Analyst II to join our healthcare finance team. This position will be responsible for leveraging advanced Excel functionality, including pivot tables,...
Intermountain Health Financial Analyst OR Financial Analyst II in Madison , Wisconsin Job Description: This position is involved in budgeting, strategic planning, variance, patient account and...
Remote WorkSolomonEdwards Business Requirements Manager/Senior Business Analyst in Madison , Wisconsin Business Requirements Manager/Senior Business Analyst Remote - USA,USA About Us SolomonEdwardsGroup, LLC...
Remote WorkJob Title: Business Analyst Location: Madison, WI (hybrid) Experience: 1-3 years Term: contract to hire Were looking for a forward-thinking Business Analyst to work with biosciences clients,...
Requirements Join Our Team and Make a Difference! Are you looking for an impactful role where you finish the workday knowing you helped someone? Whether you are part of our care coordination team...
Remote Work- Cottage Grove, WI (10 miles from Madison, WI)
- 10 days ago
- Cottage Grove, WI (10 miles from Madison, WI)
- 10 days ago
Responsible for analyzing business loan requests to develop thorough and objective credit presentations while ensuring the bank's lending policies are followed. Includes analysis of business and...
Provide variance analysis of cost center spend vs budget, identifying trends and key cost drivers....
Official Title: Financial Specialist III(FN008) Department(s): A34-OVCR/ADMIN/BUSINESS SERVICES Employment Class: Academic Staff-Renewable Job Number: 308776-AS The University of Wisconsin-Madison is...
Demographic Data for Madison, WI
Moving to Madison, WI? Find some basic demographic data about Madison, 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 Madison, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Madison, 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
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »