Financial Specialist Jobs in Frisco, 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.
Senior Business Analyst, Claims Process & Insights
- Liberty Mutual Insurance
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
- Liberty Mutual Insurance
- Plano, TX (11 miles from Frisco, TX)
- 1 day ago
Conducts current state assessment, opportunity assessment, cost/benefit analysis, feasibility assessment, etc....
Remote WorkFinancial Representative Trainee (Sales) - Dallas, TX
- Melissa, TX (18 miles from Frisco, TX)
- 21 days ago
- Melissa, TX (18 miles from Frisco, TX)
- 21 days 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...
Sr. Specialist Program Finance 1
- Plano, TX (11 miles from Frisco, TX)
- 7 hours ago
- Plano, TX (11 miles from Frisco, TX)
- 7 hours ago
analysis preferred....
Business Analyst Must-Have Qualifications: Deep functional and technical expertise in the AFS Vision platform, including Closing, Boarding, Servicing, Processing, Collateral, Payoffs, workflows,...
Lead Business Analyst (Remote)
- Addison, TX (15 miles from Frisco, TX)
- 2 days ago
- Addison, TX (15 miles from Frisco, TX)
- 2 days ago
What You Will Do: As our Lead Business Analyst, you will play a critical role in supporting post-implementation activities for our new project management tool, AdaptiveWork. You will also leverage...
Remote WorkBUSINESS ANALYST - COMERCIAL BANK EXP Hi Professionals, Greetings from IFlowSoft Inc Location: Frisco TX ( 3 Days onsite) Business Analyst Role: AFS Vision SME (3 roles) Duration: 12Months+...
Sr Analyst, Credit Risk Mgmt - Data Science and Modeling
- Frisco, TX
- 2 days ago
- Frisco, TX
- 2 days ago
At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation...
- Coppell, TX (17 miles from Frisco, TX)
- 2 days ago
- Coppell, TX (17 miles from Frisco, TX)
- 2 days ago
About the Role: Requires in-depth conceptual and practical knowledge of theories and principles of pricing and applies general knowledge of business and industry practices. Working independently...
Business Analyst (Financial Services)
- Grapevine, TX (21 miles from Frisco, TX)
- 3 days ago
- Grapevine, TX (21 miles from Frisco, TX)
- 3 days ago
BASIC PURPOSE AND SCOPE OF POSITION The main responsibility of this role is to effectively serve as a liaison between business users and various technology functions to enhance operational...
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
- Plano, TX (11 miles from Frisco, TX)
- 3 days ago
Project description A leading bank is Australia is undertaking a major transformation program. Origination. The project intends to identify the current landscape of its Lending platform across its...
Operations, Supply Chain, and Quality (OSQ) - Financial Analyst - P2 - (Onsite)
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
Date Posted: 2025-06-11 Country: United States of America Location: MA135: Innovation Dr Tewks Bdg 300 836 North Street Building 300, Tewksbury, MA, 01876 USA Position Role Type: Onsite U.S....
Finance Analyst - South Central, TX
- Westlake, TX (24 miles from Frisco, TX)
- 3 days ago
- Westlake, TX (24 miles from Frisco, TX)
- 3 days ago
Requisition ID: 176388 Job Level: Mid Level Home District/Group: South Central District Department: Operational Finance Market: Transportation Employment Type: Full Time Position Overview The...
- Westlake, TX (24 miles from Frisco, TX)
- 3 days ago
- Westlake, TX (24 miles from Frisco, TX)
- 3 days ago
Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary....
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
- McKinney, TX (14 miles from Frisco, TX)
- 3 days ago
Business Analyst Department: Company Operations Employment Type: Full Time Location: McKinney, Texas Compensation: $60,000 - $70,000 / year Description Business Analyst $60,000 - $70,000/Yearly...
Financial Analyst - Westlake, TX (75k-85k + Bonus)
- Grapevine, TX (21 miles from Frisco, TX)
- 4 days ago
- Grapevine, TX (21 miles from Frisco, TX)
- 4 days ago
LHH is seeking a Financial Analyst to join a high-growth, multi-location healthcare services platform. This is an excellent opportunity for a motivated analyst to contribute to strategic financial...
Demographic Data for Frisco, TX
Moving to Frisco, TX? Find some basic demographic data about Frisco, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Frisco, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Frisco, 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
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Budgeting
- Presentation
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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