Financial Specialist Jobs in Texas
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.
- McNally Financial Services
- San Antonio, TX
- 11 days ago
- McNally Financial Services
- San Antonio, TX
- 11 days ago
McNally Financial Services is seeking a talented and liscensed Financial Broker to join our team. We are based in San Antonio, TX but you may work from your current location. Job Responsibilities:...
Remote WorkFinancial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503750 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503750 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503750 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee - Starting at $16/hr
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
Financial Representative Trainee (Sales) - Houston, TX Location: Texas Work Type: Full Time Regular Job No: 503753 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Financial Representative Trainee (Sales) - Houston, TX Location: Texas Work Type: Full Time Regular Job No: 503753 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Living Our Values All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take...
Business Analyst Associate - February 2026 Key Role Details We will be opening two separate job postings for the Business Analyst role, one for our February 2026 cohort and one for our August 2026...
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more...
analysis preferred....
Alluvionic is seeking talented individuals like you to join our team at The US Marshals Service. Make a difference while enhancing your skills and knowledge in an exciting and rewarding work...
2026 Entry Level Finance Analyst in Finance Leadership Development Program
- Irving, TX
- 1 hour ago
- Irving, TX
- 1 hour ago
Career Area:** Finance **Job Description:** **Your Work Shapes the World at Caterpillar Inc.** When you join Caterpillar, you're joining a global team who cares not just about the work we do but...
The POC will provide Operations CAM Support including EAC development, material analysis, and variance analysis....
At Houston Methodist, the Financial Analyst position is responsible for maintaining and analyzing data related to the financial performance of the assigned entity, hospital(s), and/or contractual...
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries,...
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Texas
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Texas 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
- 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
- Acquisitions
- Finance
- Microsoft Power BI
- Systems Applications & Products
- Reimbursement
- Accounting
- Collections
- Strategy Development
- Decision Making
- Process Improvement
- SQL
- 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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