Financial Specialist Jobs in Dallas, TX
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) - Dallas, TX
- Southlake, TX (23 miles from Dallas, TX)
- 13 hours ago
- Southlake, TX (23 miles from Dallas, TX)
- 13 hours ago
Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503746 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee - Starting at $16/hr
- Irving, TX (8 miles from Dallas, TX)
- 22 hours ago
- Irving, TX (8 miles from Dallas, TX)
- 22 hours ago
Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503746 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Professional Trainee - Benefits + 401K
- Irving, TX (8 miles from Dallas, TX)
- 22 hours ago
- Irving, TX (8 miles from Dallas, TX)
- 22 hours ago
Financial Representative Trainee (Sales) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503746 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Associate Financial Representative
- Addison, TX (12 miles from Dallas, TX)
- 6 hours ago
- Addison, TX (12 miles from Dallas, TX)
- 6 hours ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
WHO WE ARE Trusted by 700+ institutions to build communities and drive retention, Ready Education is the leading mobile student engagement platform (7 million active users) on a mission to improve...
Remote Work- Irving, TX (8 miles from Dallas, TX)
- 10 hours ago
- Irving, TX (8 miles from Dallas, TX)
- 10 hours ago
As a data-driven, strategic marketing agency, we believe our clients become stronger when they leverage the wealth of information consumers provide every day. At Targetbase, we integrate...
Patient Account Collection Specialist
- Arlington, TX (23 miles from Dallas, TX)
- 10 hours ago
- Arlington, TX (23 miles from Dallas, TX)
- 10 hours ago
Description Schedule: Full-time position that requires 1 mid / evening shift/per week/on a Monday, Tuesday, Wednesday, or Thursday 11am- 8pm CST & also 1 Saturday morning shift/per month/9am-1pm...
Remote WorkProvides financial modeling input into business cases, costs, and schedules to support customer growth revenue....
Senior Analyst - Business Intel
- Lewisville, TX (24 miles from Dallas, TX)
- 11 hours ago
- Lewisville, TX (24 miles from Dallas, TX)
- 11 hours ago
General information Career area Financial Analysis Work Location(s) 2911 Lake Vista Drive, TX, 500 Woodward Avenue, MI Remote? No Ref # 19593 Posted Date 04-11-25 Working time Full time Ally and...
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler,...
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler,...
Servicing of alternative investments and foreign accounts, including setup and maintenance. May participate in live meetings with the Financial Advisor and their respective client(s)....
2025 Summer Intern Program Quantitative Analyst Intern
- Coppell, TX (15 miles from Dallas, TX)
- 1 day ago
- Coppell, TX (15 miles from Dallas, TX)
- 1 day ago
At Mr. Cooper Group, You Make the Dream Possible. Our purpose is simple: Keeping the dream of homeownership alive. As a Mr. Cooper Group team member, you play a big role in making that dream...
Description Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on...
Key Job Responsibilities: Deal Analysis & Financial Modeling Conduct financial modeling and valuation analysis for potential mergers, acquisitions, partnerships, and investments....
Demographic Data for Dallas, TX
Moving to Dallas, TX? Find some basic demographic data about Dallas, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Dallas, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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