Financial Specialist Jobs in Milwaukee, 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.
Lead Analyst, Financial Reporting & Consolidations
- Milwaukee, WI
- 90+ days ago
- Milwaukee, WI
- 90+ days ago
Are you interested in making an impact? Our team is full of collaborators, multi-taskers and agile accounting professionals. We believe in partnership, in driving accountability and in working to...
Supply Chain Financial Analyst
- Caledonia, WI (15 miles from Milwaukee, WI)
- 10 days ago
- Caledonia, WI (15 miles from Milwaukee, WI)
- 10 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...
- Caledonia, WI (15 miles from Milwaukee, WI)
- 14 days ago
- Caledonia, WI (15 miles from Milwaukee, WI)
- 14 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...
Public Investments Quantitative Analyst Internship (undergraduate-level)
- Milwaukee, WI
- moments ago
- Milwaukee, WI
- moments ago
Northwestern Mutual's Public Investment Department seeks a Quantitative Analyst Intern to join us for the summer of 2025 and play a pivotal role in building out tools and conducting analyses that...
analysis, explaining deviations from budget and forecast, and recommending corrective actions.Business Partnership:Serve as a trusted advisor to the product management and engineering leadership team...
Remote WorkThis Financial Specialist training class has a start date of September 29th....
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Financial Specialist Senior - Purchasing
- Union Grove, WI (23 miles from Milwaukee, WI)
- 11 hours ago
- Union Grove, WI (23 miles from Milwaukee, WI)
- 11 hours ago
This position is classified as a Financial Specialist Senior and is in pay schedule and range 02/13....
Sr Analyst Finance Data Governance - US Based Remote
- Milwaukee, WI
- 1 day ago
- Milwaukee, WI
- 1 day ago
What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction....
Remote WorkRockwell Automation is a global technology leader focused on helping the worlds manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better...
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Project Cost Analyst -Industrial Hyper-Scale Projects
- Mount Pleasant, WI (23 miles from Milwaukee, WI)
- 2 days ago
- Mount Pleasant, WI (23 miles from Milwaukee, 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...
Senior Healthcare Business Analyst (Employee Benefits) - CMH Health
- Brookfield, WI (9 miles from Milwaukee, WI)
- 3 days ago
- Brookfield, WI (9 miles from Milwaukee, WI)
- 3 days ago
Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future. Milliman’s CMH Health Practice is...
Remote WorkCalling all innovators find your future at Fiserv. Were Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial...
- Brown Deer, WI (7 miles from Milwaukee, WI)
- 4 days ago
- Brown Deer, WI (7 miles from Milwaukee, WI)
- 4 days ago
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Computer Science Travel Percentage : 0% Job Description Every day, our...
Demographic Data for Milwaukee, WI
Moving to Milwaukee, WI? Find some basic demographic data about Milwaukee, 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 Milwaukee, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Milwaukee, 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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