Financial Specialist Jobs in Omaha, NE
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.
Product Category Financial Analyst
- Bennington, NE (16 miles from Omaha, NE)
- 5 hours ago
- Bennington, NE (16 miles from Omaha, NE)
- 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 WorkFinance Intern Summer 2026 - Kiewit Building Group
- Papillion, NE (11 miles from Omaha, NE)
- 1 day ago
- Papillion, NE (11 miles from Omaha, NE)
- 1 day ago
Requisition ID: 177402 Job Level: Internship Home District/Group: Kiewit Building Group Department: Operational Finance Market: Building Employment Type: Part Time Position Overview The Finance...
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our 93rd & W. Dodge Omaha, NE branch. Whats Important to You We know...
AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica) and Frontier Farm Credit are financial cooperatives that operate under shared management across eight...
At FNBO, our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success. Our...
What You Need Financial Services Knowledge: Understanding of brokerage accounts, mutual funds, annuities (both fixed and variable), and alternative investments....
Analytical Skills: Strong quantitative and analytical abilities, with experience in financial modeling, forecasting, and variance analysis....
At FNBO, our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success. Our...
Financial Services Representative I
- Council Bluffs, IA (3 miles from Omaha, NE)
- 14 days ago
- Council Bluffs, IA (3 miles from Omaha, NE)
- 14 days ago
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Council Bluffs, IA Downtown branch. Whats Important to You We...
Company: BHHIC Berkshire Hathaway Homestate Insurance Company As a member of the Berkshire Hathaway group of insurance companies, we offer outstanding opportunities for professionals interested in...
About the Role We are looking for a detail-oriented Credit Analyst to join our team and support our lending operations. In this role, you will analyze credit data and financial statements to help...
Investment Portfolio Analyst Job Summary American National Bank is looking for an Investment Portfolio Analyst who will assist in the management of American National Bank's securities investment...
Financial Services Representative Financial Services Representative
- Omaha, NE
- 20 days ago
- Omaha, NE
- 20 days ago
Financial Services Representative Charles Schwab 4 ( ) Omaha, NE Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say women are treated...
Licensed Financial Services Representative Licensed Financial Services Representative
- Omaha, NE
- 20 days ago
- Omaha, NE
- 20 days ago
Licensed Financial Services Representative Charles Schwab 4 ( ) Omaha, NE Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say women are...
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering...
Demographic Data for Omaha, NE
Moving to Omaha, NE? Find some basic demographic data about Omaha, NE 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 Omaha, NE
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Omaha, NE 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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