Financial Specialist Jobs in Maumee, OH
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.
- Toledo, OH (8 miles from Maumee, OH)
- 1 day ago
- Toledo, OH (8 miles from Maumee, OH)
- 1 day ago
I am looking for a Commercial Credit Analyst to join the team of a growing community bank in Central Ohio. Must have: 2+ years of expereince BA Degree or relevant experience C&I/CRE Understand...
- Bowling Green, OH (12 miles from Maumee, OH)
- 3 days ago
- Bowling Green, OH (12 miles from Maumee, OH)
- 3 days ago
The Lead Credit Analyst plays a key role in ensuring the accuracy, timeliness, and effectiveness of our credit and collections process. This position is responsible for cash application, customer...
- Toledo, OH (8 miles from Maumee, OH)
- 8 days ago
- Toledo, OH (8 miles from Maumee, OH)
- 8 days ago
The Strategic Pricing Analyst is responsible for driving and coordinating pricing segmentation strategies, assisting in quoting accounts and developing/implementing price improvement tools and...
Financial Representative - Toledo, OH
- Perrysburg, OH (6 miles from Maumee, OH)
- 9 days ago
- Perrysburg, OH (6 miles from Maumee, OH)
- 9 days ago
Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and...
Financial Representative - Toledo, OH
- Toledo, OH (8 miles from Maumee, OH)
- 10 days ago
- Toledo, OH (8 miles from Maumee, OH)
- 10 days ago
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you...
Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of...
- Northwood, OH (10 miles from Maumee, OH)
- 30+ days ago
- Northwood, OH (10 miles from Maumee, OH)
- 30+ days ago
NAMSA pioneered the industry and was the first independent company in the world to focus solely on medical device materials for safety. NAMSA started testing medical devices before the U.S. Food...
Credit Product Analyst - Credit Products
- Toledo, OH (8 miles from Maumee, OH)
- 30+ days ago
- Toledo, OH (8 miles from Maumee, OH)
- 30+ days ago
SUMMARY: Support the Bank's credit and commercial lending functions by actively underwriting commercial requests, modifications, and conducting line of credit and annual portfolio reviews while...
At our Maumee Cancer Center - Hours: Monday - Friday 8:00 am - 4:30 pm General Summary: The Pharmacy Financial Assistant is responsible for aiding patients with obtaining financial assistance...
FINANCIAL SERVICE REPRESENTATIVE, Full-time
- Wauseon, OH (23 miles from Maumee, OH)
- 30+ days ago
- Wauseon, OH (23 miles from Maumee, OH)
- 30+ days ago
Job Type Full-time Description Financial Service Representative Department: Finance - Cashiers Office Status: Full-time, 80 hours bi-weekly Shift: 1st Shift...
Dana is a global leader in the supply of highly engineered driveline, sealing, and thermal-management technologies that improve the efficiency and performance of vehicles with both conventional...
Demographic Data for Maumee, OH
Moving to Maumee, OH? Find some basic demographic data about Maumee, OH below.
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Salary for Financial Specialist Jobs in Maumee, OH
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Maumee, OH offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- 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
- Business Intelligence
- 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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