Financial Specialist Jobs in Racine, 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.
Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation)
- Milwaukee, WI (22 miles from Racine, WI)
- 9 hours ago
- Milwaukee, WI (22 miles from Racine, WI)
- 9 hours ago
At EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your...
Financial Services Representative - Milwaukee, WI
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...
Credit and Collections Specialist
- New Berlin, WI (22 miles from Racine, WI)
- 1 day ago
- New Berlin, WI (22 miles from Racine, 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
Support the development of financial models to analyze cash flow projections, deal structures, and investment returns....
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Associate Financial Representative
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, 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 (15 miles from Racine, WI)
- 1 day ago
- Franklin, WI (15 miles from Racine, 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 (7 miles from Racine, WI)
- 1 day ago
- Sturtevant, WI (7 miles from Racine, 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
JOB REQUIREMENTS: Solenis is a leading global producer of specialtychemicals focused on delivering sustainable solutions forwater-intensive industries, including consumer,...
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
Requisition ID: 34429 A Career in Beerand Beyond: Our purpose at Molson CoorsBeverageCompany is tobrew beverages that unite people to celebrate all life's moments. We'vebeen brewing iconic brands...
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
Accounting/Financial Analyst WBS, a subsidiary of WEC Energy Group, is seeking an Accounting/Financial Analyst in our Milwaukee, Wisconsin location. About Us WEC Energy Group is one of the nations...
Technical Business Analyst III - Digital Product - Billing & Payments
- Franklin, WI (15 miles from Racine, WI)
- 3 days ago
- Franklin, WI (15 miles from Racine, WI)
- 3 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 (7 miles from Racine, WI)
- 3 days ago
- Sturtevant, WI (7 miles from Racine, 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth...
- Muskego, WI (20 miles from Racine, WI)
- 4 days ago
- Muskego, WI (20 miles from Racine, 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
JOB REQUIREMENTS: At Associated Bank we strive to create an inclusiveculture where different perspectives are valued and recognized asstrengths critical to our success. If you thrive in an...
Demographic Data for Racine, WI
Moving to Racine, WI? Find some basic demographic data about Racine, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Racine, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Racine, 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
- 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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