Financial Specialist Jobs in Appleton, WI
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.
- Amcor
- Oshkosh, WI (16 miles from Appleton, WI)
- 6 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 6 days ago
Accelerate the possible by joining a winning Amcor team thats transforming the packaging industry and improving lives around the world. At Amcor, we unpack possibility through our innovative and...
In PersonCollections Specialist Job Description The Collections Specialist manages the full lifecycle of accounts receivable activities, with a strong focus on collections oversight, account...
HybridWhy ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion to provide outstanding care. We are inspired to reinvent health care by...
Hybrid- Oshkosh
- Oshkosh, WI (16 miles from Appleton, WI)
- 16 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 16 days ago
About Oshkosh Defense, an Oshkosh company Oshkosh Defense stands behind those who dedicate their lives to protecting others. As an industry-leading tactical vehicle manufacturer, every day we...
In Person Part TimeFinancial Service Representative
- CURO Group Holdings Corp.
- Green Bay, WI (22 miles from Appleton, WI)
- 16 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 16 days ago
Overview Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then...
In PersonAbout us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences...
In PersonFinancial Analyst Business Partner Sr
- Plexus
- Neenah, WI (9 miles from Appleton, WI)
- 19 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 19 days ago
About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences...
In Person- Amcor
- Oshkosh, WI (16 miles from Appleton, WI)
- 30+ days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 30+ days ago
Accelerate the possible by joining a winning Amcor team thats transforming the packaging industry and improving lives around the world. At Amcor, we unpack possibility through our innovative and...
In PersonFinancial Services Representative
- Pyramid Consulting, Inc.
- Oshkosh, WI (16 miles from Appleton, WI)
- 30+ days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 30+ days ago
Immediate need for a talented Financial Services Representative. This is a 0 6+ months contract with potential for project extension (and/or opportunity to convert to full time with client)...
HybridWorld 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...
In PersonAbout Pierce, an Oshkosh company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the...
In PersonHighway Finance Assistant - Summer
- Outagamie County
- Appleton, WI
- 60+ days ago
- Appleton, WI
- 60+ days ago
The Office/Finance Assistant provides administrative and clerical support to ensure the efficient operation of the office while also assisting with accounting tasks such as processing invoices,...
In Person- Menasha Corporation
- Neenah, WI (9 miles from Appleton, WI)
- 60+ days ago
- Neenah, WI (9 miles from Appleton, WI)
- 60+ days ago
Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses,...
In PersonSenior Financial Systems Analyst
- Plexus
- Neenah, WI (9 miles from Appleton, WI)
- 60+ days ago
- Neenah, WI (9 miles from Appleton, WI)
- 60+ days ago
About us: At Plexus, our vision is to help create the products that build a better world. Driven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences...
In PersonDemographic Data for Appleton, WI
Moving to Appleton, WI? Find some basic demographic data about Appleton, WI 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 Appleton, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Appleton, WI 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 Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- 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 »