Financial Specialist Jobs in Madison, 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.
Overview Come Find Your Spark at Quartz! The Project Portfolio Analyst will analyze portfolio and project management functions in the Project and Portfolio Management Office (PPMO). This position...
Remote WorkJob category: Academic Staff Employment type: Regular Job profile: Financial Specialist III Job duties: Reporting to the Finance Manager, the Financial Specialist III will work directly within one to...
Overview JOB TITLE: IT Financial Analyst CAYUSE COMPANY: Cayuse Commercial Services, LLC LOCATION: Remote - Central/Eastern Time Zone Preferred SALARY: $28.00-$35.00/hr EMPLOYEE TYPE: Full-Time...
Financial Representative Trainee (Sales) - Milwaukee, WI
- Lake Mills, WI (24 miles from Madison, WI)
- 6 days ago
- Lake Mills, WI (24 miles from Madison, 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...
- Evansville, WI (22 miles from Madison, WI)
- 12 days ago
- Evansville, WI (22 miles from Madison, WI)
- 12 days ago
POSITION SUMMARY: The Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will...
Analyst, Financial Reporting & Analysis - Statutory Reporting
- Madison, WI
- 12 days ago
- Madison, WI
- 12 days ago
At CVS Health, were building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nations leading...
Overview If you are passionate about helping people through lifes challenges and thrive in a dynamic, member-first environment, UW Credit Union is looking for a Collections Specialist (internally...
- Middleton, WI (6 miles from Madison, WI)
- 14 days ago
- Middleton, WI (6 miles from Madison, WI)
- 14 days ago
Description Springs Window Fashions is hiring for a Financial Systems Analyst based in our Middleton, WI Corporate Headquarters. This is an onsite (hybrid) role, with in-office days Monday,...
Business Analyst/Consultant III (Madison, WI, 53716) | 2025-08-05 15:35:42 Easy Apply Test Job Description Top Skills: Analyzing IT business systems and doing requirements gathering and writing....
Financial Services Representative
- Sun Prairie, WI (12 miles from Madison, WI)
- 45+ days ago
- Sun Prairie, WI (12 miles from Madison, WI)
- 45+ days ago
World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweeks Most Trustworthy Companies award, helps customers meet their financial needs and...
Join us today as a Credit Analyst! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first....
Demographic Data for Madison, WI
Moving to Madison, WI? Find some basic demographic data about Madison, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Madison, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Madison, 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
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Here are some other career titles that require similar skills
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