Financial Specialist Jobs in Lakeville, MN
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.
- Minneapolis, MN (24 miles from Lakeville, MN)
- moments ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- moments ago
Job Title: Finance Analyst (Sr. Finance Analyst) Job ID: 20601 Location: 710 Client Parkway NE, Minneapolis, MN 55432 (Onsite) Duration: 8 Months Contract Pay Rate: $45–50/HR (W2) Top Must-Have...
Operations Associate III - Investment Advisor Operations, Performance Reporting & Reconciliation
- Minneapolis, MN (24 miles from Lakeville, MN)
- 5 hours ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 5 hours ago
Job Description What is the opportunity? As an Operations Associate III in the Investment Advisor Operations Performance Reporting & Reconciliation team with RBC Wealth Management, you will...
Product Category Financial Analyst
- Saint Paul, MN (24 miles from Lakeville, MN)
- 5 hours ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 5 hours ago
analysis, explaining deviations from budget and forecast, and recommending corrective actions.Business Partnership:Serve as a trusted advisor to the product management and engineering leadership team...
Remote WorkFunctional Coordinator/Business Analyst - Asset Finance
- Minnetonka, MN (23 miles from Lakeville, MN)
- 10 hours ago
- Minnetonka, MN (23 miles from Lakeville, MN)
- 10 hours ago
Description Summary: The Functional Coordinator/Business Analsyt provides Simply the Best customer service at all times. Responsibilities include providing advanced clerical/administrative support...
Remote Work- Minneapolis, MN (24 miles from Lakeville, MN)
- 11 hours ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 11 hours ago
The role of a Pricing Analyst is to partner with the sales teams by providing pricing guidance and analytical support. This is achieved by adhering to set-forth guidelines and thresholds while...
Analyst, Financial Systems Senior
- Bloomington, MN (13 miles from Lakeville, MN)
- 12 hours ago
- Bloomington, MN (13 miles from Lakeville, MN)
- 12 hours ago
HealthPartners is hiring a Financial Systems Analyst Senior. This position is responsible for the financial administration of Oracle Cloud Fusion ERP System for finance applications: General...
- Minneapolis, MN (24 miles from Lakeville, MN)
- 12 hours ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 12 hours ago
Identify and recommend changes to policies, procedures, and business model. Preferred Qualifications Bachelor's degree in computer programming or applicable experience....
- Bloomington, MN (13 miles from Lakeville, MN)
- 12 hours ago
- Bloomington, MN (13 miles from Lakeville, MN)
- 12 hours ago
Role can be based in either HQ based in Bloomington or Marshall MN * Schwan's Company, a U.S. affiliate of the global lifestyle brand CJ CheilJedang Corporation, is a leader in manufacturing and...
- Edina, MN (19 miles from Lakeville, MN)
- 1 day ago
- Edina, MN (19 miles from Lakeville, MN)
- 1 day ago
Job Type Full-time Description Who we are & why you will LOVE us! You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life;...
Student Activities Finance Assistant (Temporary)
- Eden Prairie, MN (20 miles from Lakeville, MN)
- 1 day ago
- Eden Prairie, MN (20 miles from Lakeville, MN)
- 1 day ago
Student Activities Finance Assistant (Temporary) Eden Prairie Schools - 3.9 Eden Prairie, MN Job Details Temporary $27.81 an hour 17 hours ago Qualifications High school diploma or GED Accounting...
- Eden Prairie, MN (20 miles from Lakeville, MN)
- 1 day ago
- Eden Prairie, MN (20 miles from Lakeville, MN)
- 1 day ago
Collections Specialist Lead - Hybrid in Eden Prairie, MN Requisition Number: 2305367 Job Category: Finance Primary Location: Eden Prairie, MN, US Optum is a global organization that delivers care,...
Financial Representative Trainee - Starting at $16/hr
- Bloomington, MN (13 miles from Lakeville, MN)
- 1 day ago
- Bloomington, MN (13 miles from Lakeville, MN)
- 1 day ago
Financial Representative Trainee (Sales) -Bloomington, MN Location: Minnesota Work Type: Full Time Regular Job No: 503881 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Registered Client Service Associate
- Saint Paul, MN (24 miles from Lakeville, MN)
- 1 day ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 1 day ago
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
2026 Finance Analyst Rotational Program
- Minneapolis, MN (24 miles from Lakeville, MN)
- 2 days ago
- Minneapolis, MN (24 miles from Lakeville, MN)
- 2 days ago
About this role: Wells Fargo is seeking talent to join the 2026 Finance Analyst Rotational Program within the Finance organization. Learn more about the career areas and lines of business at...
PeopleSoft Finance Business Analyst
- Saint Paul, MN (24 miles from Lakeville, MN)
- 2 days ago
- Saint Paul, MN (24 miles from Lakeville, MN)
- 2 days ago
Company Description Infojini Consulting is a full service IT consulting, services, and staffing firm with offices in Secaucus, NJ. Infojini Consulting is recognized as one of the fastest growing...
Demographic Data for Lakeville, MN
Moving to Lakeville, MN? Find some basic demographic data about Lakeville, MN below.
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Salary for Financial Specialist Jobs in Lakeville, MN
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Lakeville, MN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Networking
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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