Financial Specialist Jobs in Oshkosh, 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.
- Appleton, WI (16 miles from Oshkosh, WI)
- 2 days ago
- Appleton, WI (16 miles from Oshkosh, WI)
- 2 days ago
Hiring local candidates to Appleton, WI. Career changers encouraged to apply! Are you a self-motivated and driven individual who wants to make a difference in the lives of others? Joining our team...
Backing up other Financial Specialists - Senior and Management Services as required....
- Fond du Lac, WI (21 miles from Oshkosh, WI)
- 2 days ago
- Fond du Lac, WI (21 miles from Oshkosh, WI)
- 2 days ago
JOB REQUIREMENTS: Why NEBAT? Trusted. Genuine. Successful. NationalExchange Bank & Trust is an independent, family-owned bank with big bankabilities, serving Southeastern Wisconsin. Founded in...
- Neenah, WI (9 miles from Oshkosh, WI)
- 4 days ago
- Neenah, WI (9 miles from Oshkosh, WI)
- 4 days ago
Requisition #: 19968 Functional Area: Collections; Accounting Employment Type: Full-Time Work Options: In Office / Partial Remote from Neenah/Appleton/Oshkosh area #LI-Hybrid Work Hours: 8 a.m. -...
- Menasha, WI (11 miles from Oshkosh, WI)
- 13 days ago
- Menasha, WI (11 miles from Oshkosh, WI)
- 13 days ago
Join the IPG Team! Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions-we are a community that values safety, people, passion,...
Financial Specialist - Part-time
- Appleton, WI (16 miles from Oshkosh, WI)
- 17 days ago
- Appleton, WI (16 miles from Oshkosh, WI)
- 17 days ago
JOB REQUIREMENTS: JOB SUMMARY: Under general supervision, the FinancialSpecialist plays a crucial role in managing various accounting functionsincluding accounts payable, fixed assets, account...
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
- Appleton, WI (16 miles from Oshkosh, WI)
- 20 days ago
- Appleton, WI (16 miles from Oshkosh, WI)
- 20 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything...
- Brillion, WI (21 miles from Oshkosh, WI)
- 25 days ago
- Brillion, WI (21 miles from Oshkosh, WI)
- 25 days ago
Pricing Analyst AriensCo - 1.3 Brillion, WI Job Details Full-time Estimated: $77.8K - $98.5K a year 4 hours ago Benefits Profit sharing Paid holidays Health insurance Dental insurance 401(k)...
- Ripon, WI (20 miles from Oshkosh, WI)
- 27 days ago
- Ripon, WI (20 miles from Oshkosh, WI)
- 27 days ago
Overview As a Financial Analyst with Alliance Laundry Systems, you will supporting the Corporate FP&A team in delivering budgets, forecasts, analysis of expenses, and other financial projects....
Credit Analyst Oshkosh, WI Job Reference ID: 89573 Category: Customer Service Job Type: Direct Hire Location: Oshkosh, WI ABR is recruiting a Credit Analyst for a client in Oshkosh, Wisconsin....
Financial Specialist III Job no: 501406 Work type: Full-time Location: Oshkosh Campus Categories: Non-Instructional Academic Staff Official Title:Financial Specialist III Business Title:Financial Specialist...
- Brillion, WI (21 miles from Oshkosh, WI)
- 30+ days ago
- Brillion, WI (21 miles from Oshkosh, WI)
- 30+ days ago
At AriensCo, we build more than exceptional products - we create opportunities that impact careers. Our culture values innovative thinking, hard work and determination. We interact in teams,...
Personal Financial Representative - WI
- Ripon, WI (20 miles from Oshkosh, WI)
- 30+ days ago
- Ripon, WI (20 miles from Oshkosh, WI)
- 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Appleton, WI (16 miles from Oshkosh, WI)
- 45+ days ago
- Appleton, WI (16 miles from Oshkosh, 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...
Demographic Data for Oshkosh, WI
Moving to Oshkosh, WI? Find some basic demographic data about Oshkosh, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Oshkosh, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Oshkosh, 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
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