Financial Specialist Jobs in La Crosse, 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 Specialist: La Crosse Branch
- UW Credit Union
- La Crosse, WI
- 7 days ago
- La Crosse, WI
- 7 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....
In Person- Dairyland Power Cooperative
- La Crosse, WI
- 20 days ago
- La Crosse, WI
- 20 days ago
Are you ready to join an organization where we focus on People First, have fun at work and make a difference in what we do? Dairyland is proud of our People First culture centered around...
In Person- Dairyland Power Cooperative
- La Crosse, WI
- 45+ days ago
- La Crosse, WI
- 45+ days ago
Are you ready to join an organization where we focus on People First, have fun at work and make a difference in what we do? Dairyland is proud of our People First culture centered around...
In Person- WNB Financial
- Holmen, WI (15 miles from La Crosse, WI)
- 45+ days ago
- Holmen, WI (15 miles from La Crosse, WI)
- 45+ days ago
Position Summary: Contributes to the loan decision-making process and sound portfolio management by providing in-depth credit analysis on new and existing clients for Business Banking Officers and...
In Person- NextDecade
- Houston, MN (20 miles from La Crosse, WI)
- 90+ days ago
- Houston, MN (20 miles from La Crosse, WI)
- 90+ days ago
ABOUT NEXTDECADE CORPORATION NextDecade is committed to providing the world access to reliable, lower-carbon energy. We are focused on delivering secure and cost-effective energy through the safe...
In PersonDemographic Data for La Crosse, WI
Moving to La Crosse, WI? Find some basic demographic data about La Crosse, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in La Crosse, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in La Crosse, 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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