Financial Specialist Jobs in Green Bay, 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.
- Aston Carter
- Appleton, WI (22 miles from Green Bay, WI)
- 6 days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 6 days ago
Collections Specialist Job Description The Collections Specialist manages the full lifecycle of accounts receivable activities, with a strong focus on collections oversight, account...
Hybrid- ThedaCare
- Appleton, WI (22 miles from Green Bay, WI)
- 6 days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 6 days ago
Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion to provide outstanding care. We are inspired to reinvent health care by...
HybridFinancial Service Representative
- CURO Group Holdings Corp.
- Green Bay, WI
- 16 days ago
- Green Bay, WI
- 16 days ago
Overview Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then...
In Person- Plexus
- Appleton, WI (22 miles from Green Bay, WI)
- 16 days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 16 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...
In PersonFinancial Services Representative
- World Finance
- Appleton, WI (22 miles from Green Bay, WI)
- 30+ days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 30+ days ago
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweeks Most Trustworthy Companies award, helps customers meet their financial needs and...
In Person- Oshkosh
- Appleton, WI (22 miles from Green Bay, WI)
- 45+ days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 45+ days ago
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...
In PersonHighway Finance Assistant - Summer
- Outagamie County
- Appleton, WI (22 miles from Green Bay, WI)
- 60+ days ago
- Appleton, WI (22 miles from Green Bay, WI)
- 60+ days ago
The Office/Finance Assistant provides administrative and clerical support to ensure the efficient operation of the office while also assisting with accounting tasks such as processing invoices,...
In PersonDemographic Data for Green Bay, WI
Moving to Green Bay, WI? Find some basic demographic data about Green Bay, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Green Bay, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Green Bay, WI offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- Leadership
- Communication Skills
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