Financial Specialist Jobs in San Antonio, 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 Service Representative - Escalation Specialist
- San Antonio, TX
- 2 hours ago
- San Antonio, TX
- 2 hours ago
Job Posting: Financial Services Representative Escalation's Specialist Location: Hybrid (3 days in-office, 2 days remote) Hybrid is after the first 30-60 days Pay: $25/hr Shift: 8am-5pm (M-F),...
AF/SG - Business Analyst (Lackland Air Force Base, TX)
- San Antonio, TX
- 13 hours ago
- San Antonio, TX
- 13 hours ago
Company Overview: Integrated Data Services (IDS) is a leading provider of custom software products and Government financial management services. IDS was founded in 1997 in El Segundo, CA, and...
Its about insights that are out of sight. Does deciphering a secret code and discovering its hidden meaning excite you? Would you consider data to be your second language? Do you want the autonomy...
Job Type Full-time Description The Credit Analyst will support Texas Partners Bank commercial and private banking business plan by researching and calculating risks for complex commercial...
Tax Operations Business Analyst - Vice President
- San Antonio, TX
- 6 days ago
- San Antonio, TX
- 6 days ago
Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right...
POSITION SUMMARY/RESPONSIBILITIES Gather, analyze and report on the management actions of the University Health. Analyst will be actively involved in the operating budget, variance analyses...
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweeks Most Trustworthy Companies award, helps customers meet their financial needs and...
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Finance Associate to join our...
Financial Specialist-Intermediate (FCP Financial Services)
- San Antonio, TX
- 12 days ago
- San Antonio, TX
- 12 days ago
Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers...
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing...
Financial Specialist (Mid) Posted: 02/03/2025 CONTINGENT UPON CONTRACT AWARD Financial Specialist (Mid) San Antonio, TX Financial Management: Applied Training Solutions, LLC (ATS) is developing a team...
Financial Specialist (Senior) Posted: 02/03/2025 CONTINGENT UPON CONTRACT AWARD Financial Specialist (Senior) San Antonio, TX Financial Management: Applied Training Solutions, LLC (ATS) is developing...
- San Antonio, TX (5 miles from San Antonio, TX)
- 15 days ago
- San Antonio, TX (5 miles from San Antonio, TX)
- 15 days ago
Conducts cost/benefits analysis and return on investments (ROI) studies of major organizational problems or opportunities. Prepares plans of action for investments using financial analyses....
Conducts cost/benefits analysis and return on investments (ROI) studies of major organizational problems or opportunities. Prepares plans of action for investments using financial analyses....
An outdoor advertising company is looking for an Accounts Receivable Specialist in the San Antonio, TX area to join their team working a hybrid schedule (2 days in office/3 days remote). They will...
Demographic Data for San Antonio, TX
Moving to San Antonio, TX? Find some basic demographic data about San Antonio, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in San Antonio, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Antonio, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Networking
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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