Financial Specialist Jobs in Mckinney, 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
- Prosper, TX (13 miles from Mckinney, TX)
- 7 hours ago
- Prosper, TX (13 miles from Mckinney, TX)
- 7 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 (20 miles from Mckinney, TX)
- 1 hour ago
- Addison, TX (20 miles from Mckinney, TX)
- 1 hour 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...
- Frisco, TX (14 miles from Mckinney, TX)
- 1 hour ago
- Frisco, TX (14 miles from Mckinney, TX)
- 1 hour ago
Senior Business Analyst Frisco, TX Full Time Posted by: InfoVision Inc. Posted: Wednesday, 30 April 2025 denza Developer/Axiom Technical BA Location: Frisco, TX (primary) | AHOC, MI (secondary) |...
Prepare and present budget forecasts and monthly financial variance analysis to clients....
Financial Analyst, Development & Construction Finance - Regional Office Based
- Plano, TX (11 miles from Mckinney, TX)
- 1 day ago
- Plano, TX (11 miles from Mckinney, TX)
- 1 day ago
Supports the Development and Construction leaderships decision making through targeted analyses and financial modeling....
- Richardson, TX (16 miles from Mckinney, TX)
- 2 days ago
- Richardson, TX (16 miles from Mckinney, TX)
- 2 days ago
Finance Analyst Job ID 210886 Posted 25-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Dallas - Texas - United States of America About...
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
analysis Analyze departmental expenses by time frame Review projects with ROI/cost comparison Update workflow based on company policy changes Prepare ad-hoc reports as assigned by leadership and HQ...
Principal Data Analyst- Financial Services
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
Principal Data Analyst- Financial Services At Capital One, data is at the center of everything we do. When we launched as a startup we disrupted the credit card industry by individually...
Revenue Cycle Collections Specialist (Healthcare / Behavioral Health / Pediatrics)
- Addison, TX (20 miles from Mckinney, TX)
- 2 days ago
- Addison, TX (20 miles from Mckinney, TX)
- 2 days ago
Overview Join Behavioral Innovations as a Healthcare or Behavioral Health - Revenue Cycle Collections Specialist! ** This is a full-time, in-office position based at our corporate headquarters in...
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 2 days ago
IT Business Analyst#25-14431 Plano, TX Charlotte, NC Kennesaw, GA 40% Remote Contract Starts 6/09/2025 Ends 7/03/2026 Job Description Genesis10 is currently seeking an IT Business Analyst with our...
Financial Analyst - (Mid-Level)
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 3 days ago
modeling related to income, profitability, and key performance metrics....
Remote WorkDevelop and manage sales and marketing financial models to provide insights into customer price, volume, and mix to support revenue growth strategies....
- Frisco, TX (14 miles from Mckinney, TX)
- 5 days ago
- Frisco, TX (14 miles from Mckinney, TX)
- 5 days ago
Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy,...
Senior Data Analyst- Financial Services Tech
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
- Plano, TX (11 miles from Mckinney, TX)
- 6 days ago
Senior Data Analyst- Financial Services Tech At Capital One, data is at the center of everything we do. When we launched as a startup we disrupted the credit card industry by individually...
For those pools, responsibilities may include preparation and/or support of: Forward Pricing Rate Proposal (FPRP) process Monthly base and expense forecasts & variance analysis Data extraction, consolidation...
Demographic Data for Mckinney, TX
Moving to Mckinney, TX? Find some basic demographic data about Mckinney, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Mckinney, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Mckinney, 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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