Financial Specialist Jobs in Lake Forest, IL
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.
Finance Analyst, North America
- Gallagher
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 14 hours ago
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 14 hours ago
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of...
In Person- Arthur J Gallagher & Co.
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 1 day ago
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 1 day ago
Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it's our purpose. Every day, we help clients...
In PersonFinancial Analyst - Schaumburg, IL
- Fictiv
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 1 day ago
- Schaumburg, IL (17 miles from Lake Forest, IL)
- 1 day ago
About MISUMI Americas MISUMI Americas, a division of MISUMI Group, is a leading provider of standard, configurable, and custom manufacturing solutions. By integrating a vast catalog of components...
In Person- Kranze Technology Solutions
- Rosemont, IL (16 miles from Lake Forest, IL)
- 1 day ago
- Rosemont, IL (16 miles from Lake Forest, IL)
- 1 day ago
The Financial Analyst will support KTS and other business units by leading key financial processes, including Monthly Business Review reporting, project-based tracking, forecasting, SOX compliance...
In Person- Northwestern University
- Evanston, IL (15 miles from Lake Forest, IL)
- 1 day ago
- Evanston, IL (15 miles from Lake Forest, IL)
- 1 day ago
Department: MCC Ind/EnggMgmt Sci Salary/Grade: NEX/11 Job Summary: Provides day-to-day financial & accounting support using an advanced knowledge of applicable skills, methods & practices & some...
In PersonSenior Analyst, Financial Operations
- CVS Health
- Northbrook, IL (8 miles from Lake Forest, IL)
- 2 days ago
- Northbrook, IL (8 miles from Lake Forest, IL)
- 2 days ago
Were building a world of health around every individual shaping a more connected, convenient and compassionate health experience. At CVS Health, youll be surrounded by passionate colleagues who...
In PersonSr. Accountant/Financial Analyst
- The Bradford Group
- Niles, IL (14 miles from Lake Forest, IL)
- 2 days ago
- Niles, IL (14 miles from Lake Forest, IL)
- 2 days ago
ImpassionedEmboldenedInfinitely Curious: The Bradford Group family of brands is a world leader in new product development. We have been selling joy for the last 50 years! Our global organization...
Hybrid- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 3 days ago
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 3 days ago
Apply Now Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, da-driven decisions in a rapidly evolving risk landscape. Here, youll be...
In Person- Hollister Incorporated
- Libertyville, IL (5 miles from Lake Forest, IL)
- 4 days ago
- Libertyville, IL (5 miles from Lake Forest, IL)
- 4 days ago
Financial Analyst II Date: May 28, 2026 Location(s): Libertyville, IL, US, 60048-3781 Location(s): Libertyville, IL, US, 60048-3781 Company: Hollister Incorporated We Make Life More Rewarding and...
HybridFinancial Analyst I#26-15605 Mettawa, IL Onsite Job Description Top 3 - 5 Skills Needed for each role Attention to Detail Ability to navigate multiple tasks at the same time Organizational skills...
In PersonFinancial Analyst III (Payroll Analyst)
- North Chicago, IL (5 miles from Lake Forest, IL)
- 5 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 5 days ago
Financial Analyst III (Payroll Analyst) Duration: 12+ months (Possible Extension) Module: Hybrid, M/F Remote Pay Range: $42-45/hr Top 3 5 Skills Needed for each role: Payroll E2E Processing...
In PersonResearch Information Scientist Business Analyst
- Abbott
- Abbott Park, IL (5 miles from Lake Forest, IL)
- 5 days ago
- Abbott Park, IL (5 miles from Lake Forest, IL)
- 5 days ago
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses...
In Person- Averosoft Inc.
- North Chicago, IL (5 miles from Lake Forest, IL)
- 5 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 5 days ago
As a project coordinator, you will be responsible for the financial aspects of IT projects supporting the R D function in the biopharmaceutical industry. Main responsibilities will include...
In PersonFinance Analyst, Legal Finance
- AbbVie, Inc
- North Chicago, IL (5 miles from Lake Forest, IL)
- 6 days ago
- North Chicago, IL (5 miles from Lake Forest, IL)
- 6 days ago
Company Description About AbbVie AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of...
In PersonBusiness Analyst, North America
- Gallagher
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 7 days ago
- Rolling Meadows, IL (13 miles from Lake Forest, IL)
- 7 days ago
Introduction At Gallagher Re, we bring clarity to complexity by helping clients around the world make confident, data-driven decisions in a rapidly evolving risk landscape. Here, you’ll be part of...
In PersonDemographic Data for Lake Forest, IL
Moving to Lake Forest, IL? Find some basic demographic data about Lake Forest, IL 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 Lake Forest, IL
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Lake Forest, IL 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 Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- 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 »