Financial Specialist Jobs in Burlington, 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.
Supply Chain Financial Analyst
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 3 days ago
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 3 days ago
Supply Chain Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you an expert at interpreting data to identify trends that make an impact? Then you belong...
- Kenosha, WI (22 miles from Burlington, WI)
- 6 days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 6 days ago
Financial Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline has seen decades of growth, creating a steady work environment our employees can depend on. Were...
Financial Specialist Senior - Purchasing
- Union Grove, WI (12 miles from Burlington, WI)
- 11 hours ago
- Union Grove, WI (12 miles from Burlington, WI)
- 11 hours ago
This position is classified as a Financial Specialist Senior and is in pay schedule and range 02/13....
Project Cost Analyst -Industrial Hyper-Scale Projects
- Mount Pleasant, WI (17 miles from Burlington, WI)
- 2 days ago
- Mount Pleasant, WI (17 miles from Burlington, WI)
- 2 days ago
analysis, forecasting of financial trends on the project, monthly cost reporting, development of budgets, implementing financial controls on industrial projects and ability to present data to technical...
- Kenosha, WI (22 miles from Burlington, WI)
- 3 days ago
- Kenosha, WI (22 miles from Burlington, WI)
- 3 days ago
Overview Perform the functions of corporate pricing including reviewing and implementing price changes based on internal requests. Assist in establishing prices for new products, programs,...
Financial Services Specialist - Johnsburg Branch (IL)
- Johnsburg, IL (19 miles from Burlington, WI)
- 5 days ago
- Johnsburg, IL (19 miles from Burlington, WI)
- 5 days ago
Position Summary: The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union....
Financial Representative Trainee (Sales) - Milwaukee, WI
- Lyons, WI (4 miles from Burlington, WI)
- 6 days ago
- Lyons, WI (4 miles from Burlington, WI)
- 6 days ago
Financial Representative Trainee (Sales) - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee...
- Caledonia, WI (21 miles from Burlington, WI)
- 6 days ago
- Caledonia, WI (21 miles from Burlington, WI)
- 6 days ago
Credit Analyst Pay from $24 to $26 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 New hires earn a $2,500 year-end bonus! Join our growing Finance team as a Credit...
Part-Time Credit Analyst Internship
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 7 days ago
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 7 days ago
Part-Time Credit Analyst Internship Paid Internship - Year-Round Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Looking for a part-time job while in college? As a Uline...
Financial Data Analyst Internship - Summer 2026
- Lake Villa, IL (19 miles from Burlington, WI)
- 12 days ago
- Lake Villa, IL (19 miles from Burlington, WI)
- 12 days ago
Financial Data Analyst Internship Paid Internship - Summer 2026 Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Ready to boost your analytical skills and kick-start your...
Credit Analyst Internship - Summer 2026
- Zion, IL (23 miles from Burlington, WI)
- 12 days ago
- Zion, IL (23 miles from Burlington, WI)
- 12 days ago
Credit Analyst Internship Paid Internship - Summer 2026 Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Identify. Interpret. Inform. As a 2026 Uline Credit Analyst Intern,...
Financial Analyst Internship - Summer 2026
- Russell, IL (21 miles from Burlington, WI)
- 12 days ago
- Russell, IL (21 miles from Burlington, WI)
- 12 days ago
Financial Analyst Internship Paid Internship - Summer 2026 Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Ready to kick-start your career in an internship thats on the money?...
- Darien, WI (23 miles from Burlington, WI)
- 13 days ago
- Darien, WI (23 miles from Burlington, WI)
- 13 days ago
Job Summary Reporting to the Finance Director, you will perform analyses and reporting for assigned financial area with support. Assist in other financial research projects and analysis of...
Senior Business Systems Analyst - Finance
- Grayslake, IL (23 miles from Burlington, WI)
- 27 days ago
- Grayslake, IL (23 miles from Burlington, WI)
- 27 days ago
Senior Business Systems Analyst - Finance Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! As a Senior Business Systems Analyst, youll serve...
- Delavan, WI (19 miles from Burlington, WI)
- 45+ days ago
- Delavan, WI (19 miles from Burlington, WI)
- 45+ days ago
analysis for the BU, by product line, and other cuts of the business Perform comprehensive evaluations across factory operations, including productivity tracking, conversion/lead time improvement,...
Demographic Data for Burlington, WI
Moving to Burlington, WI? Find some basic demographic data about Burlington, 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 Burlington, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Burlington, 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
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 »