Financial Specialist Jobs in Pewaukee, 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.
- Zurn Elkay Water Solutions Corporation
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 1 day ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 1 day ago
Commercial Financial Analyst The Company Zurn Elkay Water Solutions Corporation is a thriving, values-driven company focused on doing the right things. We're a fast growing, publicly traded...
In Person- Generac
- Waukesha, WI (4 miles from Pewaukee, WI)
- 1 day ago
- Waukesha, WI (4 miles from Pewaukee, WI)
- 1 day ago
We believe power is a promise - a shared commitment to be there for others when it matters most. For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen...
In Person- MILWAUKEE HEALTH SERVICES SYSTEM
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 2 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 2 days ago
POSITION SUMMARY: Responsible for the financial operations of the corporation. Develop and administer accounting policies and procedures for several accounting sections, typically the activities...
In Person- Broan-NuTone LLC
- Hartford, WI (17 miles from Pewaukee, WI)
- 3 days ago
- Hartford, WI (17 miles from Pewaukee, WI)
- 3 days ago
Broan-NuTone leads the residential ventilation industry in North America with our innovative products, fulfilling our mission to improve people's lives through better air. We are present in more...
Hybrid- Cognizant Technology Solutions
- Brown Deer, WI (16 miles from Pewaukee, WI)
- 4 days ago
- Brown Deer, WI (16 miles from Pewaukee, WI)
- 4 days ago
Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger...
Hybrid- University of WisconsinMilwaukee
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 4 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 4 days ago
Divisional Finance Officer University of Wisconsin-Milwaukee - 4.2 Milwaukee, WI Job Details Full-time $110,000 - $165,000 a year 1 day ago Qualifications Financial forecasting Preparation of...
In Person- Generac
- Waukesha, WI (4 miles from Pewaukee, WI)
- 5 days ago
- Waukesha, WI (4 miles from Pewaukee, WI)
- 5 days ago
We believe power is a promise - a shared commitment to be there for others when it matters most. For more than 65 years, we've turned big ideas into solutions that help protect homes, strengthen...
In PersonFinancial Services - Client Service Associate
- TalentLink Solutions
- Brookfield, WI (8 miles from Pewaukee, WI)
- 5 days ago
- Brookfield, WI (8 miles from Pewaukee, WI)
- 5 days ago
We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated to helping individuals and families plan, invest, and enjoy life through comprehensive financial...
In Person- Leonardo DRS, Inc.
- Menomonee Falls, WI (8 miles from Pewaukee, WI)
- 6 days ago
- Menomonee Falls, WI (8 miles from Pewaukee, WI)
- 6 days ago
Job ID: 114167 The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and...
In PersonSenior Program Financial Analyst
- Leonardo DRS
- Menomonee Falls, WI (8 miles from Pewaukee, WI)
- 7 days ago
- Menomonee Falls, WI (8 miles from Pewaukee, WI)
- 7 days ago
Job ID: 113785 The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U.S. Navy and...
In PersonSenior Municipal Credit Analyst - Healthcare Sector
- Northwestern Mutual Corporate Careers
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 7 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 7 days ago
Senior Municipal Credit Analyst - Healthcare Sector Northwestern Mutual - Corporate Careers 4.5 ( ) Milwaukee, WI on company site for later Why you should apply for a job to Northwestern Mutual -...
Hybrid- University of Wisconsin Milwaukee
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 8 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 8 days ago
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Divisional Finance...
In PersonSenior Commercial Portfolio Analyst
- BMO (Bank of Montreal)
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 9 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 9 days ago
Application Deadline: 06/29/2026 Address: 401 N Executive Drive Job Family Group: Commercial Sales & Service Analyze and prepare credit information to support lending decisions for new and...
In Person- Dreampak LLC
- New Berlin, WI (12 miles from Pewaukee, WI)
- 10 days ago
- New Berlin, WI (12 miles from Pewaukee, WI)
- 10 days ago
Are you interested in launching new and innovative products to the market? Changing the food and beverage industry? At DreamPak, we aspire to bring liquid food and beverage innovations to the...
In Person- Derse Inc.
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 13 days ago
- Milwaukee, WI (18 miles from Pewaukee, WI)
- 13 days ago
Derse is a complete face-to-face marketing agency and exhibit builder. We bring a smarter approach to building client sales while managing their trade show, marketing environments and event...
In PersonDemographic Data for Pewaukee, WI
Moving to Pewaukee, WI? Find some basic demographic data about Pewaukee, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Pewaukee, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Pewaukee, 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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