Financial Specialist Jobs in Neenah, 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 Services Representative (203409)
- Appleton, WI (9 miles from Neenah, WI)
- 3 days ago
- Appleton, WI (9 miles from Neenah, WI)
- 3 days ago
Job #: 203409 Title: Financial Services Representative (203409) Location: Appleton Salary Range: $19/hour Description: Do you have experience working in the Medical field? Do you enjoy working...
Healthcare Financial Services Representative
- Appleton, WI (9 miles from Neenah, WI)
- 6 days ago
- Appleton, WI (9 miles from Neenah, WI)
- 6 days ago
Job Type: Full-Time Department: Specialty Medical Practice Education Required: High School Diploma or Equivalent About the Role: We are seeking a Financial Services Representative to join our busy...
- Oshkosh, WI (9 miles from Neenah, WI)
- 7 days ago
- Oshkosh, WI (9 miles from Neenah, WI)
- 7 days ago
Backing up other Financial Specialists - Senior and Management Services as required....
JOB REQUIREMENTS: Credit Analyst - R9519 DESCRIPTION/RESPONSIBILITIES: Essential to this Position: \* Work closely with sales, customer service, tax teams and commercial finance director to ensure...
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- Appleton, WI (9 miles from Neenah, WI)
- 9 days ago
- Appleton, WI (9 miles from Neenah, WI)
- 9 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...
- Oshkosh, WI (9 miles from Neenah, WI)
- 13 days ago
- Oshkosh, WI (9 miles from Neenah, WI)
- 13 days ago
JOB REQUIREMENTS: Job Details Job Location Oshkosh WI Universal Branch Corporate Office - Oshkosh, WI Position Type Full Time Salary Range \$19.34 - \$24.17 Hourly Description POSITION SUMMARY The...
- Appleton, WI (9 miles from Neenah, WI)
- 15 days ago
- Appleton, WI (9 miles from Neenah, WI)
- 15 days ago
Do you have a passion for finance and a knack for transforming data into actionable insights? Are you someone who thrives on deep analysis, strategic forecasting, and driving business results...
- Appleton, WI (9 miles from Neenah, WI)
- 27 days ago
- Appleton, WI (9 miles from Neenah, WI)
- 27 days ago
JOB REQUIREMENTS: We currently have a career opportunity for a full-time Senior Credit Analyst based out of our Calumet St location in Appleton! After initial onboarding onsite, this position...
- Appleton, WI (9 miles from Neenah, WI)
- 30+ days ago
- Appleton, WI (9 miles from Neenah, WI)
- 30+ days ago
Company / Location Information A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of...
- Oshkosh, WI (9 miles from Neenah, WI)
- 30+ days ago
- Oshkosh, WI (9 miles from Neenah, WI)
- 30+ days ago
Finance Analyst II Req #378 Hoffmaster, Oshkosh, Wisconsin, United States of America Job Description Posted Tuesday, May 27, 2025 at 11:00 PM Hoffmaster is an industry leader producing the most...
Remote Work- Appleton, WI (5 miles from Neenah, WI)
- 30+ days ago
- Appleton, WI (5 miles from Neenah, WI)
- 30+ days ago
Company / Location Information A.O. Smith is a global leader applying innovative technologies and energy-efficient solutions to products manufactured and marketed worldwide. The company is one of...
Associate Financial Representative
- Appleton, WI (9 miles from Neenah, WI)
- 30+ days ago
- Appleton, WI (9 miles from Neenah, WI)
- 30+ days ago
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...
- Menasha, WI (8 miles from Neenah, WI)
- 60+ days ago
- Menasha, WI (8 miles from Neenah, WI)
- 60+ days ago
Join the IPG Team! Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions-we are a community that values safety, people, passion,...
Highway Finance Assistant - Summer
- Appleton, WI (9 miles from Neenah, WI)
- 90+ days ago
- Appleton, WI (9 miles from Neenah, WI)
- 90+ 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,...
Demographic Data for Neenah, WI
Moving to Neenah, WI? Find some basic demographic data about Neenah, WI below.
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Salary for Financial Specialist Jobs in Neenah, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Neenah, 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
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Profitability Analysis
- Financial Forecasting
- Corporate Finance
- Balance Sheets
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Reconciliations
- Budget Forecasting
- Cost Analysis
- Reconciliation
- Forecasting
- Business Analysis
- Proposals
- Modeling
- Accounts Receivable
- Acquisitions
- Finance
- Microsoft Power BI
- Systems Applications & Products
- Reimbursement
- Accounting
- Collections
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Interpersonal Skills
- Collaboration
- Reporting
- Documentation
- Budgets
- Filing
- Bachelor's Degree
- Regulations
- Microsoft PowerPoint
- 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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