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.
- Neenah, WI (9 miles from Appleton, WI)
- 11 hours ago
- Neenah, WI (9 miles from Appleton, WI)
- 11 hours ago
Financial Analyst Job Description You're not the person who will settle for just any role. Neither are we. Because we're out to create Better Care for a Better World, and that takes a certain kind...
About 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...
Credit Analyst / Senior Credit Analyst
- Little Chute, WI (2 miles from Appleton, WI)
- 4 days ago
- Little Chute, WI (2 miles from Appleton, WI)
- 4 days ago
We are seeking an experienced Credit Analyst or Senior Credit Analyst to join our team. You will be at the forefront of the credit approval process, offering your expertise on medium to large loan...
Registered Client Service Associate
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
At Holl Financial Services, we make complex matters simple. We care about people, we work hard, and we are proud to make a difference in our clients lives. We are seeking a client-focused,...
- Neenah, WI (9 miles from Appleton, WI)
- 6 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 6 days ago
The position also plays a key role in monthly accounting tasks, including balance sheet reconciliation and internal audits....
- Green Bay, WI (22 miles from Appleton, WI)
- 6 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 6 days ago
Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you'll dive deep into credit data,...
- Oshkosh, WI (16 miles from Appleton, WI)
- 7 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 7 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...
- Oshkosh, WI (16 miles from Appleton, WI)
- 8 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 8 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...
Senior Financial Systems Analyst
- Green Bay, WI (22 miles from Appleton, WI)
- 9 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 9 days ago
Job overview: Schneider is seeking a Senior Financial Systems Analyst-Oracle EPM in Green Bay to provide financial systems programming, support and analysis on a broad spectrum of operational and...
POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will...
- Green Bay, WI (22 miles from Appleton, WI)
- 12 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 12 days ago
POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will...
- Green Bay, WI (22 miles from Appleton, WI)
- 16 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 16 days ago
Winland Foods, Inc., based in Oak Brook, IL, is a global manufacturer of private label and branded foods for retail and co-pack customers. We use only the finest ingredients and ensure every...
FP&A Tagetik Support Business Analyst
- Green Bay, WI (24 miles from Appleton, WI)
- 22 days ago
- Green Bay, WI (24 miles from Appleton, WI)
- 22 days ago
FP&A Tagetik Support Business Analyst Tagetik troubleshooting and Support role 6-12 Months contract to Hire Remote role Required Min. 2+ years experience working in Tagetik environment/system as...
Remote Work- Oshkosh, WI (16 miles from Appleton, WI)
- 26 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 26 days ago
Backing up other Financial Specialists - Senior and Management Services as required....
Do you have a passion for finance and a knack for transforming data into actionable insights? Are you someone who thrives on deep analysis, strategic forecasting, and driving business results...
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
- Networking
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- 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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