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
- 3 days ago
- McNally Financial Services
- San Antonio, TX
- 3 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 - Starting at $16/hr
- Houston, TX
- 3 hours ago
- Houston, TX
- 3 hours 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) - Dallas, TX Location: Texas Work Type: Full Time Regular Job No: 503746 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...
The Regional Financial Analyst is responsible for regional operations reporting, monthly analyses of performance against budget, creating reports to monitor financial performance for our Regional...
Outlier helps the world's most innovative companies improve their AI models by providing human feedback. In this role, you will become an AI coach, crafting compelling questions on Finance-related...
Remote WorkStellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler,...
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler,...
Job Details Job Location : Houston Head Office - Houston, TX Position Type : Full Time Salary Range : Undisclosed Job Category : Health Care Description Performance Home Medical has been a leader...
Make applying EASY....text CREDIT to ... and submit your resume! Join a great team and workplace! Founded in 1973, Texas First Bank is one of the fastest-growing financial organizations in...
Insurance Billing & Collections Specialist
- San Antonio, TX
- 10 hours ago
- San Antonio, TX
- 10 hours ago
Overview Smile Brands is a dominant player in the dental space and we are seeking a Insurance Collections Specialist to join our Revenue Cycle Management team. Someone who is detail-oriented with...
Establish financial modeling to measure NPV and IRR and prepare Cash on cash return/ROE projections with sensitivity analyses of different interest rate and cap rate and profit distribution plan....
Assistant Pricing Analyst - Beaumont Service Office
- Beaumont, TX
- 11 hours ago
- Beaumont, TX
- 11 hours ago
Salary Confidential Position range in Jefferson County $58k - $148k Per Year Assistant Pricing Analyst - Beaumont Service Office COBURN SUPPLY COMPANY INC Occupation: Sales Managers Location:...
Responsibilities Build financial models to support revenue and expense forecasting Assist with analysis and modeling for securities portfolio investments Manage and refine the daily liquidity reporting...
Innovate to solve the world's most important challenges At Advanced Materials, we are committed to offering the highest value-add specialty solutions in the advanced materials sector. Our goal is...
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
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Balance Sheets
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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