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.
Financial Representative Trainee (Sales) - Milwaukee, WI
- North Prairie, WI (21 miles from Burlington, WI)
- 21 days ago
- North Prairie, WI (21 miles from Burlington, WI)
- 21 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...
- Bristol, WI (13 miles from Burlington, WI)
- 3 days ago
- Bristol, WI (13 miles from Burlington, WI)
- 3 days ago
Pricing Analyst - Sales Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Informing Ulines comprehensive pricing strategy. As a Pricing Analyst for Sales, use your analytical...
- Bristol, WI (13 miles from Burlington, WI)
- 3 days ago
- Bristol, WI (13 miles from Burlington, WI)
- 3 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...
- Franksville, WI (17 miles from Burlington, WI)
- 3 days ago
- Franksville, WI (17 miles from Burlington, WI)
- 3 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...
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 13 days ago
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 13 days ago
JOB REQUIREMENTS: 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...
Part-Time Credit Analyst Internship
- Zion, IL (23 miles from Burlington, WI)
- 14 days ago
- Zion, IL (23 miles from Burlington, WI)
- 14 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...
- Lake Geneva, WI (10 miles from Burlington, WI)
- 19 days ago
- Lake Geneva, WI (10 miles from Burlington, WI)
- 19 days ago
Senior Credit Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Uline continues to grow as a top distributor of shipping, industrial and packaging materials. Were hiring...
IT Asset Management Specialist
- Round Lake, IL (21 miles from Burlington, WI)
- 26 days ago
- Round Lake, IL (21 miles from Burlington, WI)
- 26 days ago
IT Asset Management Specialist Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Keeping our tech tools, stacked! Uline is looking for an IT Asset Management Specialist to help...
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 30+ days ago
- Pleasant Prairie, WI (21 miles from Burlington, WI)
- 30+ days ago
analysis + Capital expenditure tracking + Assists with updating standard costs for new items + Supports Site Controller in annual budgeting/rolling forecast processes as needed + Performs ad hoc tasks...
Supply Chain Financial Analyst
- Wadsworth, IL (21 miles from Burlington, WI)
- 45+ days ago
- Wadsworth, IL (21 miles from Burlington, WI)
- 45+ 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...
Financial Specialist: Whitewater Branch
- Whitewater, WI (24 miles from Burlington, WI)
- 60+ days ago
- Whitewater, WI (24 miles from Burlington, WI)
- 60+ days ago
Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member....
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
- 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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