Financial Specialist Jobs in Excelsior Springs, MO
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) - Kansas City, KS
- Oak Grove, MO (21 miles from Excelsior Springs, MO)
- 3 days ago
- Oak Grove, MO (21 miles from Excelsior Springs, MO)
- 3 days ago
Financial Representative Trainee (Sales) - Kansas City, KS Location: Kansas Work Type: Full Time Regular Job No: 503991 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Reporting Analyst - Commercial Payments
- Kansas City, MO (24 miles from Excelsior Springs, MO)
- 18 days ago
- Kansas City, MO (24 miles from Excelsior Springs, MO)
- 18 days ago
analysis identify trends and anomalies Clearly communicate analytical findings and strategic recommendations to stakeholders at various leadership levels within the organization Perform other duties...
- Independence, MO (17 miles from Excelsior Springs, MO)
- 21 days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 21 days ago
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. At Northwest, we're here for what's next. Whether we're finding opportunities...
Permanent Non-Clinical - Finance/Accounting Financial Analyst
- Excelsior Springs, MO
- 25 days ago
- Excelsior Springs, MO
- 25 days ago
Aya Healthcare has an immediate opening for a Permanent Non-Clinical - Finance/Accounting Financial Analyst job in Excelsior Springs, Missouri paying $62000.00 to $88000.00 per year. This is a...
- North Kansas City, MO (22 miles from Excelsior Springs, MO)
- 30+ days ago
- North Kansas City, MO (22 miles from Excelsior Springs, MO)
- 30+ days ago
Summary SUMMARY: The Financial Analyst I applies business processes and analytical skills in a dynamic environment to support the reporting of the organization's financial results....
- Riverside, MO (24 miles from Excelsior Springs, MO)
- 45+ days ago
- Riverside, MO (24 miles from Excelsior Springs, MO)
- 45+ days ago
WERE CHANGING ENTERTAINMENT. COME JOIN US. Were always looking for talent that believes in having fun. At PENN Entertainment, youll get to be a part of an exciting industry, where the days and...
- Independence, MO (17 miles from Excelsior Springs, MO)
- 90+ days ago
- Independence, MO (17 miles from Excelsior Springs, MO)
- 90+ days ago
R10069038 Collections Specialist (Evergreen) (Open) Location: Independence, OH - Rockside Woods Blvd - Management - AMG-Corp How will you CONTRIBUTE and GROW? Location: Independence, Ohio...
Demographic Data for Excelsior Springs, MO
Moving to Excelsior Springs, MO? Find some basic demographic data about Excelsior Springs, MO 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 Excelsior Springs, MO
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Excelsior Springs, MO 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
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 »