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.
Senior Business Analyst, Claims Process & Insights
- Liberty Mutual Insurance
- Plano, TX
- 1 day ago
- Liberty Mutual Insurance
- Plano, TX
- 1 day ago
Conducts current state assessment, opportunity assessment, cost/benefit analysis, feasibility assessment, etc....
Remote WorkFinancial Professional Trainee - Benefits + 401K
- Irving, TX (20 miles from Plano, TX)
- 12 days ago
- Irving, TX (20 miles from Plano, TX)
- 12 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)
- 15 days ago
- Irving, TX (20 miles from Plano, TX)
- 15 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)
- 15 days ago
- Irving, TX (20 miles from Plano, TX)
- 15 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)
- 20 days ago
- Irving, TX (20 miles from Plano, TX)
- 20 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 (Sales) - Dallas, TX
- Melissa, TX (19 miles from Plano, TX)
- 21 days ago
- Melissa, TX (19 miles from Plano, 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...
analysis preferred....
Commercial Middle Market Credit Analyst II
- Dallas, TX (18 miles from Plano, TX)
- moments ago
- Dallas, TX (18 miles from Plano, TX)
- moments ago
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The...
Regional Collections Coordinator
- Irving, TX (20 miles from Plano, TX)
- 3 hours ago
- Irving, TX (20 miles from Plano, TX)
- 3 hours ago
Company Details Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United...
- Dallas, TX (18 miles from Plano, TX)
- 9 hours ago
- Dallas, TX (18 miles from Plano, TX)
- 9 hours ago
As a financial analyst with ABM you will drive profitability results for a $1B entity utilizing your financial and technical skills. You will have the opportunity to interact with all levels of...
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Join the largest manufacturer of tile and natural stone in the United States and watch your career stand out with Dal-Tile, a subsidiary of Mohawk Industries. Our close-knit team of dedicated...
Contract Analyst - Business Enterprise Hub (Procurement Services) (Non-Civil Service)
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Contract Analyst - Business Enterprise Hub (Procurement Services) (Non-Civil Service) City of Dallas, TX - 3.7 Dallas, TX Job Details Full-time $62,381.02 - $76,594.30 a year 20 hours ago Benefits...
Insurance Solutions Business Analyst
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
- Dallas, TX (18 miles from Plano, TX)
- 1 day ago
Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside...
Business Analyst with AFS Vision
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
- Dallas, TX (18 miles from Plano, TX)
- 2 days ago
Business Analyst with AFS Vision Business Analyst Role: AFS Vision SME (Multiple Openings) Must-Have Qualifications: Deep functional and technical expertise in the AFS Vision platform , including...
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
- Frisco, TX (11 miles from Plano, TX)
- 2 days ago
Business Analyst Must-Have Qualifications: Deep functional and technical expertise in the AFS Vision platform, including Closing, Boarding, Servicing, Processing, Collateral, Payoffs, workflows,...
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
- 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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Here are some other career titles that require similar skills
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