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.
Collections Specialist Growing national finance company! Paid training is provided for those with management, sales, customer service, customer retention, call center, collections, or related...
Travel Financial Analyst job in Green Bay, WI - Make $1090 - $1282/week (Job #2918324)
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
Travel Financial Analyst job in Green Bay, WI - Make $1090 - $1282/week (Job #2918324) Aya Healthcare, Inc. $1,090.00 - $1,282.00 / wk life insurance, sick time, 401(k) United States, Wisconsin,...
- Neenah, WI (9 miles from Appleton, WI)
- 10 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 10 days ago
JOB REQUIREMENTS: Financial Analyst - 879018 DESCRIPTION/RESPONSIBILITIES: Financial Analyst Job Description You\'re not the person who will settle for just any role. Neither are we. Because...
- Oshkosh, WI (16 miles from Appleton, WI)
- 10 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 10 days ago
JOB REQUIREMENTS: Finance Analyst II - 378 DESCRIPTION/RESPONSIBILITIES: Primary Purpose of the Role The Finance Analyst II is responsible for maintaining and developing systems in support of...
JOB REQUIREMENTS: We currently have a career opportunity for a full-time Senior Credit Analyst based out of our Calumet St location in Appleton! After initial onboarding onsite, this position...
Healthcare Credit Analyst (multiple levels)
- Oshkosh, WI (16 miles from Appleton, WI)
- 11 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 11 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Neenah, WI (9 miles from Appleton, WI)
- 11 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 11 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...
- Neenah, WI (9 miles from Appleton, WI)
- 13 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 13 days ago
JOB REQUIREMENTS: About the Voith Group The Voith Group is a global technology company. With its broad portfolio of systems, products, services and digital applications, Voith sets standards in...
Company / Location Information A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of...
- Oshkosh, WI (16 miles from Appleton, WI)
- 16 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 16 days ago
Finance Analyst II Req #378 Hoffmaster, Oshkosh, Wisconsin, United States of America Job Description Posted Tuesday, May 27, 2025 at 11:00 PM Hoffmaster is an industry leader producing the most...
Remote Work- Appleton, WI (5 miles from Appleton, WI)
- 18 days ago
- Appleton, WI (5 miles from Appleton, WI)
- 18 days ago
Company / Location Information A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of...
Associate Financial Representative
- Green Bay, WI (22 miles from Appleton, WI)
- 22 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 22 days ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
- Neenah, WI (9 miles from Appleton, WI)
- 22 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 22 days ago
Areas of focus include, Cost of Goods sold, variance analysis, and working primarily with the operations team to analyze business performance and support them in making fact based decisions....
Remote Work- Green Bay, WI (22 miles from Appleton, WI)
- 24 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 24 days ago
Are you a problem-solver who enjoys working with numbers and details? Want to be part of a fast-growing industry with endless potential? Here's your chance to join a construction team that's...
- Green Bay, WI (22 miles from Appleton, WI)
- 24 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 24 days ago
Are you detail-focused, good with numbers, and ready to be part of something growing? This is your chance to jump into the construction industry - no hard hat required! We're expanding fast in...
Demographic Data for Appleton, WI
Moving to Appleton, WI? Find some basic demographic data about Appleton, WI below.
Financial Specialist Online Courses and Training Opportunities
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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
- 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
- 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
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Here are some other career titles that require similar skills
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