Financial Specialist Jobs in Racine, 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 (22 miles from Racine, WI)
- 90+ days ago
- Milwaukee, WI (22 miles from Racine, 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
- Pleasant Prairie, WI (14 miles from Racine, WI)
- 3 days ago
- Pleasant Prairie, WI (14 miles from Racine, WI)
- 3 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...
- Kenosha, WI (7 miles from Racine, WI)
- 6 days ago
- Kenosha, WI (7 miles from Racine, WI)
- 6 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 (22 miles from Racine, WI)
- moments ago
- Milwaukee, WI (22 miles from Racine, 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...
Product Category Financial Analyst
- Milwaukee, WI (22 miles from Racine, WI)
- 5 hours ago
- Milwaukee, WI (22 miles from Racine, WI)
- 5 hours ago
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 WorkFinancial Specialist: Milwaukee Area Branches
- Milwaukee, WI (22 miles from Racine, WI)
- 5 hours ago
- Milwaukee, WI (22 miles from Racine, WI)
- 5 hours ago
This Financial Specialist training class has a start date of September 29th....
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (22 miles from Racine, WI)
- 10 hours ago
- Milwaukee, WI (22 miles from Racine, WI)
- 10 hours ago
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 (13 miles from Racine, WI)
- 11 hours ago
- Union Grove, WI (13 miles from Racine, 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 (22 miles from Racine, WI)
- 1 day ago
- Milwaukee, WI (22 miles from Racine, 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 WorkFinancial Analyst - Technical Accounting
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
Rockwell 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...
Senior Investment Advisor - PNC Private Bank
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 2 days ago
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 (7 miles from Racine, WI)
- 2 days ago
- Mount Pleasant, WI (7 miles from Racine, 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...
- Kenosha, WI (7 miles from Racine, WI)
- 3 days ago
- Kenosha, WI (7 miles from Racine, WI)
- 3 days ago
Overview Perform the functions of corporate pricing including reviewing and implementing price changes based on internal requests. Assist in establishing prices for new products, programs,...
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 3 days ago
Calling 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...
- Milwaukee, WI (22 miles from Racine, WI)
- 6 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 6 days ago
The Operations Financial Analyst will be a key liaison between manufacturing and finance as the subject matter expert in our cost accounting and inventory management systems. The role requires a...
Demographic Data for Racine, WI
Moving to Racine, WI? Find some basic demographic data about Racine, WI below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Racine, WI
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Racine, 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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