Financial Specialist Jobs in Milwaukee, 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 Analyst (40933) Our client is an organization in the Milwaukee area looking for a Financial Analyst. Our client is looking for someone with 2+ years of financial analyst experience, an...
About Ascendion Ascendion is a full-service digital engineering solutions company. We make and manage software platforms and products that power growth and deliver captivating experiences to...
Supply Chain Financial Analyst
- Caledonia, WI (15 miles from Milwaukee, WI)
- 1 day ago
- Caledonia, WI (15 miles from Milwaukee, WI)
- 1 day ago
Supply Chain Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you an expert at interpreting data to identify trends that make an impact? Then you belong...
- Waukesha, WI (15 miles from Milwaukee, WI)
- 2 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 2 days ago
Collections Specialist Waukesha, WI Finance Job Type Full-time Description The Collections Specialist role is an integral part of the Credit & Collections Team and is primarily responsible for a...
Financial Representative Trainee (Sales) - Milwaukee, WI
- Waukesha, WI (15 miles from Milwaukee, WI)
- 3 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 3 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...
- Franksville, WI (17 miles from Milwaukee, WI)
- 5 days ago
- Franksville, WI (17 miles from Milwaukee, WI)
- 5 days ago
Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline has seen decades of growth, creating a steady work environment our employees can depend on. Were...
Senior Program Financial Analyst
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 6 days ago
- Menomonee Falls, WI (13 miles from Milwaukee, WI)
- 6 days ago
analysis; Earned Value Management Systems (EVMS); estimate at completion (EAC); cash management/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management...
- Cudahy, WI (6 miles from Milwaukee, WI)
- 7 days ago
- Cudahy, WI (6 miles from Milwaukee, WI)
- 7 days ago
Helping to improve financial models, spreadsheets, and systems for efficiency. Collaborating with other departments to ensure accuracy in financial reporting and performance metrics....
- Franksville, WI (17 miles from Milwaukee, WI)
- 7 days ago
- Franksville, WI (17 miles from Milwaukee, WI)
- 7 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...
- Sturtevant, WI (23 miles from Milwaukee, WI)
- 7 days ago
- Sturtevant, WI (23 miles from Milwaukee, WI)
- 7 days ago
Pricing Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Drive our business forward with strategic pricing! As a Pricing Analyst at Uline, you'll review data and the...
Lead Analyst, Financial Reporting & Consolidations
- Milwaukee, WI
- 8 days ago
- Milwaukee, WI
- 8 days ago
Are you interested in making an impact? Our team is full of collaborators, multi-taskers and agile accounting professionals. We believe in partnership, in driving accountability and in working to...
- Waukesha, WI (15 miles from Milwaukee, WI)
- 8 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 8 days ago
Pricing Analyst - Sales Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Informing Ulines comprehensive pricing strategy. As a Pricing Analyst for Sales, use your analytical...
Financial Representative Trainee - Starting at $16/hr
- Waukesha, WI (15 miles from Milwaukee, WI)
- 9 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 9 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 (15 miles from Milwaukee, WI)
- 9 days ago
- Waukesha, WI (15 miles from Milwaukee, WI)
- 9 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...
Healthcare Business Banking Credit Analyst 5
- Brookfield, WI (9 miles from Milwaukee, WI)
- 10 days ago
- Brookfield, WI (9 miles from Milwaukee, WI)
- 10 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Demographic Data for Milwaukee, WI
Moving to Milwaukee, WI? Find some basic demographic data about Milwaukee, 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 Milwaukee, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Milwaukee, 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
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Generally Accepted Accounting Principles
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Services
- Financial Analysis
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Tableau
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- 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 »