Financial Specialist Jobs in Plano, 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 Professional Trainee - Benefits + 401K
- Irving, TX (20 miles from Plano, TX)
- 14 days ago
- Irving, TX (20 miles from Plano, TX)
- 14 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...
- Irving, TX (20 miles from Plano, TX)
- 17 days ago
- Irving, TX (20 miles from Plano, TX)
- 17 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...
Financial Rep Upcoming Grad - Starting at $16/hr
- Irving, TX (20 miles from Plano, TX)
- 17 days ago
- Irving, TX (20 miles from Plano, TX)
- 17 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...
Financial Representative Trainee - Starting at $16/hr
- Irving, TX (20 miles from Plano, TX)
- 22 days ago
- Irving, TX (20 miles from Plano, TX)
- 22 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...
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Financial Representative Trainee (Sales) - Dallas, TX
- Melissa, TX (19 miles from Plano, TX)
- 23 days ago
- Melissa, TX (19 miles from Plano, TX)
- 23 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...
Financial Analyst, Development & Construction Finance - Regional Office Based
- Euless, TX (24 miles from Plano, TX)
- moments ago
- Euless, TX (24 miles from Plano, TX)
- moments ago
POSITION SUMMARY: The Financial Analyst provides insight and guidance to support strategic growth strategies and financial decisions and is a critically important resource for annual financial planning...
Financial Analyst, Treasury Services
- Addison, TX (9 miles from Plano, TX)
- 3 hours ago
- Addison, TX (9 miles from Plano, TX)
- 3 hours ago
Overview The Treasury Services Financial Analyst, is responsible for but not limited to the following: daily cash management support, merchant and payment service support, executive cash reporting...
Support Financial Planning & Analysis (FP&A) team by being the first point of contact for issues and questions Collaborate with cross-functional stakeholders to plan for workforce needs to achieve Lead...
Financial Analyst II - Corporate Development
- Lewisville, TX (22 miles from Plano, TX)
- 7 hours ago
- Lewisville, TX (22 miles from Plano, TX)
- 7 hours ago
Financial Analyst II - Corporate Development Universal Health Services 401(k) United States, Texas, Lewisville 1965 Lakepointe Drive (Show on map) Jun 12, 2025 Responsibilities (This role has a...
Business Analyst Genesis10 life insurance, 401(k) United States, Texas, Plano 1820 Preston Park Boulevard (Show on map) Jun 13, 2025 Genesis10 is seeking a Business Analyst for our client in the...
ElevateU - Credit Analyst I First United Bank and Trust United States, Texas, Plano 2805 Dallas Parkway (Show on map) Jun 13, 2025 Join Our Team! We have a great team of friendly, talented and...
Finance Intern, Application Via Ripplematch
- Dallas, TX (18 miles from Plano, TX)
- 8 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 8 hours ago
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our...
Financial Analyst Intern, Application Via Ripplematch
- Dallas, TX (18 miles from Plano, TX)
- 8 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 8 hours ago
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our...
Senior Business Analyst - Program & Strategy Office First United Bank and Trust United States, Texas, Plano 2805 Dallas Parkway (Show on map) Jun 17, 2025 Join Our Team! We have a great team of...
Financial Services Representative (Bilingual)
- Dallas, TX (18 miles from Plano, TX)
- 12 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 12 hours ago
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and...
Demographic Data for Plano, TX
Moving to Plano, TX? Find some basic demographic data about Plano, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Plano, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Plano, 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
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Cost Accounting
- 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
- Collaboration
- Flexibility
- 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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