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.
Financial Analyst (Neenah, Wisconsin (US
- Neenah, WI (9 miles from Appleton, WI)
- 5 hours ago
- Neenah, WI (9 miles from Appleton, WI)
- 5 hours ago
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 the markets of...
- Green Bay, WI (22 miles from Appleton, WI)
- 9 hours ago
- Green Bay, WI (22 miles from Appleton, WI)
- 9 hours ago
ROLE PURPOSE: This is a newly created position to support the financial reporting and analysis function of the organization. Specializing in driving accountability in trade promotional activity by...
- Oshkosh, WI (16 miles from Appleton, WI)
- 11 hours ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 11 hours 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...
Collections Specialist Growing national finance company! Paid training is provided for those with management, sales, customer service, customer retention, call center, collections, or related...
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
Job overview: Schneider is seeking a Financial Analyst in Green Bay to provide in-depth analysis on a broad spectrum of operational and financial issues. The Financial Analyst will also play a key...
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
- Green Bay, WI (22 miles from Appleton, WI)
- 1 day ago
Requires a working knowledge of financial modeling methods & basic statistics....
Lead IT Business Analyst - Finance/Treasury Applications
- Greenville, WI (8 miles from Appleton, WI)
- 2 days ago
- Greenville, WI (8 miles from Appleton, WI)
- 2 days ago
About Oshkosh AeroTech, an Oshkosh company Oshkosh AeroTech is a leading provider of aviation ground support products, gate equipment and airport services to commercial airlines, airports,...
Hiring local candidates to Appleton, WI. Career changers encouraged to apply! Are you a self-motivated and driven individual who wants to make a difference in the lives of others? Joining our team...
AFG018 Financial Business Analyst ASL
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 5 days ago
Complete variance analysis on actual results versus budgetedvalues and develop measures to continuously improve budgeting accuracy.Be responsible for supporting monthly financial close by preparingbalance...
- Oshkosh, WI (16 miles from Appleton, WI)
- 5 days ago
- Oshkosh, WI (16 miles from Appleton, WI)
- 5 days ago
Backing up other Financial Specialists - Senior and Management Services as required....
- Neenah, WI (9 miles from Appleton, WI)
- 7 days ago
- Neenah, WI (9 miles from Appleton, WI)
- 7 days ago
Requisition #: 19968 Functional Area: Collections; Accounting Employment Type: Full-Time Work Options: In Office / Partial Remote from Neenah/Appleton/Oshkosh area #LI-Hybrid Work Hours: 8 a.m. -...
- Green Bay, WI (22 miles from Appleton, WI)
- 8 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 8 days ago
What you will do:-Conduct trend and variance analysis on margins, income statements, andbalance sheets -Prepare and analyze key financial metrics for management-Assist in the preparation of monthly,...
- 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 Financial Systems Analyst in Green Bay to provide financial systems support and analysis on a broad spectrum of operational and financial issues. The Financial...
Treasury Financial Analyst- Onsite Green bay, WI.
- Green Bay, WI (22 miles from Appleton, WI)
- 14 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 14 days ago
Present Value (NPV) of projects, Internal Rate of Return (IRR) of projects, and lease vs. buy analysis • Prepare accounting entries for cash and debt, and audit charges from banks or lenders CASH MANAGEMENT...
- Green Bay, WI (22 miles from Appleton, WI)
- 14 days ago
- Green Bay, WI (22 miles from Appleton, WI)
- 14 days ago
This position will be responsible for forecasting, reporting, analytical support and variance analysis for the organization....
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
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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