Financial Specialist Jobs in Castle Rock, CO
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 Representative Trainee (Sales) - Denver, CO
- Franktown, CO (5 miles from Castle Rock, CO)
- 12 hours ago
- Franktown, CO (5 miles from Castle Rock, CO)
- 12 hours ago
Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503755 Categories: Sales, Early Career Programs, Financial Representative Trainee...
- Littleton, CO (22 miles from Castle Rock, CO)
- 2 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 2 days ago
The Collections Specialist is responsible for the collection of outstanding customer accounts from an existing client base and all other aspects of collections. This position will work closely...
Financial Services Specialist - 1 Remote - Colorado
- Lakewood, CO (24 miles from Castle Rock, CO)
- 2 days ago
- Lakewood, CO (24 miles from Castle Rock, CO)
- 2 days ago
Job Description For over 100 years, Nordstrom has created a reputation of Legendary Customer Service. As a Financial Services Specialist, you will be an Ambassador for Nordstrom, handling phone...
Remote WorkFinancial Services Representative
- Littleton, CO (22 miles from Castle Rock, CO)
- 3 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 3 days ago
Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo"...
Expert level preferred (knowledge of complex formulas and driver-based financial modeling), Collaborative team player, Demonstrated proficiency with financial accounting and budgeting software packages...
- Littleton, CO (22 miles from Castle Rock, CO)
- 6 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 6 days ago
Ad-Hoc Analysis: Develop ad-hoc financial models and insights to support strategic initiatives and answer business questions....
Remote WorkFinance Analyst - KBG (Spring 2025)
- Lone Tree, CO (15 miles from Castle Rock, CO)
- 7 days ago
- Lone Tree, CO (15 miles from Castle Rock, CO)
- 7 days ago
Requisition ID: 176168 Job Level: Entry Level Home District/Group: Kiewit Building Group Department: Operational Finance Market: Building Employment Type: Full Time Position Overview The Finance...
This position will remain open continuously until filled. The Town of Castle Rock's future and the quality of that depend on the choices we make today. Do you want to be part of a team that make...
- Centennial, CO (21 miles from Castle Rock, CO)
- 10 days ago
- Centennial, CO (21 miles from Castle Rock, CO)
- 10 days ago
DEA AFISS 2 JOB DESCRIPTION Senior Financial Investigator (SFI) and Financial Investigator (FI): Organizes and conducts detailed examinations of information generated during complex financial...
Personal Banker - Financial Services Representative II
- Castle Rock, CO
- 17 days ago
- Castle Rock, CO
- 17 days ago
At Premier Members Credit Union, we live our mission and corporatephilosophy daily by demonstrating B.R.A.V.E. - Build Relationshipsand Add Value Every day. In Branch Operations, we...
Sr Program Financial Analyst (Project Planning & Controls / Earned Value Management)
- Lone Tree, CO (15 miles from Castle Rock, CO)
- 23 days ago
- Lone Tree, CO (15 miles from Castle Rock, CO)
- 23 days ago
Advise Control Account Managers (CAMs) in performing variance analysis and preparing internal and external status reports....
Sr, Finance Analyst (Level 3 with active TS clearance)
- Littleton, CO (22 miles from Castle Rock, CO)
- 23 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 23 days ago
modeling Strong desire to learn and adapt to new technologies and processes Experience with process improvement initiatives Knowledge of Earned Value Management (EVM) principles Familiarity with COBRA...
Sr. Analyst, Financial Planning & Analysis
- Littleton, CO (22 miles from Castle Rock, CO)
- 27 days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 27 days ago
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety...
Construction Surety Underwriter/Financial Analyst
- Centennial, CO (21 miles from Castle Rock, CO)
- 28 days ago
- Centennial, CO (21 miles from Castle Rock, CO)
- 28 days ago
Who Are We? Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property...
Associate Financial Representative
- Littleton, CO (22 miles from Castle Rock, CO)
- 30+ days ago
- Littleton, CO (22 miles from Castle Rock, CO)
- 30+ 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...
Demographic Data for Castle Rock, CO
Moving to Castle Rock, CO? Find some basic demographic data about Castle Rock, CO below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Castle Rock, CO
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Castle Rock, CO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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