Financial Specialist Jobs in Westlake, 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 - Starting at $16/hr
- Irving, TX (20 miles from Westlake, TX)
- 30+ days ago
- Irving, TX (20 miles from Westlake, TX)
- 30+ 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
- Irving, TX (20 miles from Westlake, TX)
- 30+ days ago
- Irving, TX (20 miles from Westlake, TX)
- 30+ 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 Westlake, TX)
- 5 hours ago
- Irving, TX (20 miles from Westlake, TX)
- 5 hours ago
Our client in the Irving, TX area is seeking a Collections Specialist to join their team. The Collections Specialist will have experience in the following: Handle AR functions including billing,...
Financial Analyst Staff - F-35 Customer Programs - Level 4
- Wht Settlemt, TX (23 miles from Westlake, TX)
- 5 hours ago
- Wht Settlemt, TX (23 miles from Westlake, TX)
- 5 hours ago
We are Lockheed Martin This position will report to the F-35 Customer Programs Sr. Business Manager and will be responsible for performing financial analysis and funding analysis on assigned...
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Lead Financial Reporting Analyst - Accounting Transformation
- Irving, TX (20 miles from Westlake, TX)
- 6 hours ago
- Irving, TX (20 miles from Westlake, TX)
- 6 hours ago
About this role: Wells Fargo is seeking a Lead Financial Reporting Analyst within the Accounting Transformation Team. This position will support significant portions of the Axiom implementation...
Credit & Collections Specialist
- Fort Worth, TX (20 miles from Westlake, TX)
- 8 hours ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 8 hours ago
Hiring Alert: Credit & Collections Analyst (2 openings) - Fort Worth, TX | Onsite | Up to $25/hr We're helping a growing organization in the distribution industry hire two Credit & Collections...
Senior Analyst, Business Systems
- Frisco, TX (24 miles from Westlake, TX)
- 23 hours ago
- Frisco, TX (24 miles from Westlake, TX)
- 23 hours 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...
Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services...
Developing financial analysis and reporting for BUs, month-end close processing, variance analysis and related business commentary....
Financial Analyst- Ft. Worth Texas
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
Financial Analyst Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving...
- Irving, TX (20 miles from Westlake, TX)
- 1 day ago
- Irving, TX (20 miles from Westlake, TX)
- 1 day ago
Departmental variance analysis. Annual budget and rolling forecasting process. Ad hoc financial analysis....
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
- Fort Worth, TX (20 miles from Westlake, TX)
- 1 day ago
Prepare project financial reports, including project forecasts and variance analysis. Identify and resolve discrepancies in project financial data....
Medical Insurance Collections Specialist
- Bedford, TX (11 miles from Westlake, TX)
- 1 day ago
- Bedford, TX (11 miles from Westlake, TX)
- 1 day ago
Description Introduction Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering...
Urgent -- Sr. Business Analyst : Onsite role : Telecom Domain
- Frisco, TX (24 miles from Westlake, TX)
- 2 days ago
- Frisco, TX (24 miles from Westlake, TX)
- 2 days ago
Business Analyst Seattle, WA /Frisco, TX LOCALS Only (Hybrid role) JOB SUMMARY: We are seeking a highly analytical and detail-oriented Business Analyst with a strong finance background to join our...
Patient Financial Specialist-Patient Financial Services
- Irving, TX (20 miles from Westlake, TX)
- 3 days ago
- Irving, TX (20 miles from Westlake, TX)
- 3 days ago
Summary: The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are...
Demographic Data for Westlake, TX
Moving to Westlake, TX? Find some basic demographic data about Westlake, TX below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Westlake, TX
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Westlake, 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 Modeling
- Financial Statements
- Profitability Analysis
- Financial Forecasting
- Corporate Finance
- Balance Sheets
- Journal Entries
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Pivot Tables
- Reconciliations
- Budget Forecasting
- Cost Analysis
- Reconciliation
- Forecasting
- Business Analysis
- Proposals
- Modeling
- Accounts Receivable
- Acquisitions
- Finance
- Microsoft Power BI
- Systems Applications & Products
- Reimbursement
- Accounting
- Collections
- Strategy Development
- Decision Making
- Process Improvement
- Implementation
- Analytical Skills
- Auditing
- Collaboration
- Reporting
- Documentation
- Budgets
- Filing
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- 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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