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.
- Sturtevant, WI (7 miles from Racine, WI)
- 7 hours ago
- Sturtevant, WI (7 miles from Racine, WI)
- 7 hours 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...
Sr. Financial Systems Analyst SAP
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, WI)
- 1 day ago
JOB REQUIREMENTS: Auto req ID: 28409 Title: Sr. Financial SystemsAnalyst, SAP Costing - Remote Job Function: Finance Location: RemoteCompany: Harley-Davidson Motor Company Full or Part-Time: Full...
Remote Work- Salem, WI (20 miles from Racine, WI)
- 1 day ago
- Salem, WI (20 miles from Racine, WI)
- 1 day ago
Senior Credit Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline continues to grow as a top distributor of shipping, industrial and packaging materials. Were hiring...
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
Job Title: Credit and Collections SpecialistResponsibilities Monitor the firms accounts receivable and identify overdue accounts. Contact customers with overdue accounts and attempt to either...
Senior Credit & Collections Specialist
- New Berlin, WI (22 miles from Racine, WI)
- 1 day ago
- New Berlin, WI (22 miles from Racine, WI)
- 1 day ago
Job Description: Conduct credit applications and analyze credit reports, prior history, and external credit documentation to assess creditworthiness. Evaluate credit limits and terms based on...
Sr. 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
Job Title: Sr. Credit and Collections SpecialistResponsibilities Conduct credit applications and analyze credit reports, prior history, and external credit documentation to assess...
Americas Tax Technology Group - Business Analyst - Manager (SAP Implementation)
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days 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)
- 3 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days 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)
- 3 days ago
- New Berlin, WI (22 miles from Racine, WI)
- 3 days 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)
- 3 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
Support the development of financial models to analyze cash flow projections, deal structures, and investment returns....
Associate Financial Representative
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days 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)
- 3 days ago
- Franklin, WI (15 miles from Racine, WI)
- 3 days 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)
- 3 days ago
- Sturtevant, WI (7 miles from Racine, WI)
- 3 days 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)
- 4 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 4 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)
- 4 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 4 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...
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
Users interested in this job title also searched for the following job title
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
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Generally Accepted Accounting Principles
- Financial Modeling
- Financial Statements
- Financial Operations
- Accruals
- Macros
- Credit Analysis
- Lending
- Cost Accounting
- Month-End Close
- Financial Analysis
- Financial Reporting
- Business Requirements
- Underwriting
- Pivot Tables
- Financial Services
- Reconciliations
- Business Processes
- Cost Analysis
- Budget Forecasting
- Business Analysis
- Modeling
- Forecasting
- Business Intelligence
- Finance
- Microsoft Power BI
- Tableau
- Reimbursement
- Accounting
- Strategy Development
- Collections
- SQL
- 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
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 »