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.
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 Work
- McNally Financial Services
- San Antonio, TX
- 4 days ago
- McNally Financial Services
- San Antonio, TX
- 4 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
- Dripping Springs, TX
- 20 days ago
- Dripping Springs, TX
- 20 days ago
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) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503746 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...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo...
Financial Representative Trainee (Sales) - Austin, TX. Job in Prairie View Gr8Jobs
- Prairie View, TX
- moments ago
- Prairie View, TX
- moments ago
Financial Representative Trainee (Sales) - Austin, TX Location: Texas Work Type: Full Time Regular Job No: 503750 Categories: Sales, Early Career Programs, Financial Representative Trainee...
Associate Professional Business Analyst#25-61847 Any city, TX All On-site Job Description Job Summary: We are seeking a highly motivated and detail-oriented Operations Business Analyst to join our...
Financial Analyst II Location San Antonio, TX, 78216, USA Category Finance Job Type Full Time Job Id FINAN005958 Salaried Location San Antonio, TX, 78216, USA Category Finance Job Type Full Time...
FINANCIAL ANALYST - Accounting & Financial
- Mount Pleasant, TX
- 5 hours ago
- Mount Pleasant, TX
- 5 hours ago
Description Financial Analyst (Accountant & Financials) GENERAL SUMMARY: This position supports the Small Bird Debone Regional Accounting Manager in various accounting functions to include...
Collections Specialist - Onsite Houston - Open House 6/20/25
- Houston, TX
- 14 hours ago
- Houston, TX
- 14 hours ago
Overview Join us for an Open House! When: Friday, 6/20/25 from 10am - 2pm CST Where: Transworld Systems, Inc. 1 0900 Corporate Centre Drive, Suite 100, Houston TX 77041 Work Location: This is an...
Our client in the oil and gas industry, is seeking a Financial Analyst III to join their team. As a Financial Analyst III, you will be part of the finance department supporting various strategic...
Demographic Data for Texas
Moving to Texas? Find some basic demographic data about Texas below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
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
- 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
- Lending
- 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
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »