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.
Financial Representative Trainee (Sales) - Milwaukee, WI
- New Berlin, WI (22 miles from Racine, WI)
- 22 days ago
- New Berlin, WI (22 miles from Racine, WI)
- 22 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...
Tax Services Senior Analyst - Financial Services - Private Client Services, EDGE
- Milwaukee, WI (22 miles from Racine, WI)
- 23 hours ago
- Milwaukee, WI (22 miles from Racine, WI)
- 23 hours ago
Location: Anywhere in country. At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
- Bristol, WI (17 miles from Racine, WI)
- 4 days ago
- Bristol, WI (17 miles from Racine, WI)
- 4 days ago
Pricing Analyst - Sales Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Informing Ulines comprehensive pricing strategy. As a Pricing Analyst for Sales, use your analytical...
- Bristol, WI (17 miles from Racine, WI)
- 4 days ago
- Bristol, WI (17 miles from Racine, WI)
- 4 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...
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- Franksville, WI (11 miles from Racine, WI)
- 4 days ago
- Franksville, WI (11 miles from Racine, WI)
- 4 days ago
Credit Analyst Pay from $24 to $26 per hour Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 New hires earn a $2,500 year-end bonus! Join our growing Finance team as a Credit...
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 4 days ago
JOB REQUIREMENTS: Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial,...
Financial Services Representative - Milwaukee, WI
- Milwaukee, WI (22 miles from Racine, WI)
- 6 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 6 days ago
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...
- New Berlin, WI (22 miles from Racine, WI)
- 11 days ago
- New Berlin, WI (22 miles from Racine, WI)
- 11 days ago
Conduct financial analysis to support decision-making, including variance analysis, trend analysis, and reconciliations....
Senior Business Analyst - Insight Ready Data
- Milwaukee, WI (22 miles from Racine, WI)
- 11 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 11 days ago
Why work at MGIC? Are you someone who wants to play a critical role in our company's success? Do you enjoy solving puzzles and finding a better way to get things done? Are you someone who likes to...
Personal Financial Representative - WI
- Milwaukee, WI (22 miles from Racine, WI)
- 13 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 13 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote Work- Milwaukee, WI (22 miles from Racine, WI)
- 13 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 13 days ago
Collections Specialist Growing national finance company! Paid training is provided for individuals with experience in management, sales, customer service, customer retention, call centers,...
- Milwaukee, WI (22 miles from Racine, WI)
- 14 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 14 days ago
. \* Provide variance analysis on internal financial information (purchase price, order close, overhead and market value related variances; product costs; and inventory changes). \* Take responsibility...
- Pleasant Prairie, WI (14 miles from Racine, WI)
- 14 days ago
- Pleasant Prairie, WI (14 miles from Racine, WI)
- 14 days ago
JOB REQUIREMENTS: Part-Time Credit Analyst Internship Paid Internship - Year-Round Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Looking for a part-time job while in...
- Milwaukee, WI (22 miles from Racine, WI)
- 14 days ago
- Milwaukee, WI (22 miles from Racine, WI)
- 14 days ago
JOB REQUIREMENTS: NAME OF EMPLOYER: Johnson Controls, Inc. POSITION TITLE: Financial Analyst POSITION LOCATION: 5757 N. Green Bay Ave, Milwaukee, Wisconsin 53209 JOB DESCRIPTION: Work amongst a...
- New Berlin, WI (22 miles from Racine, WI)
- 14 days ago
- New Berlin, WI (22 miles from Racine, WI)
- 14 days ago
JOB REQUIREMENTS: Description:The Collections Specialist role is an integral part of the Credit & Collections Team and is primarily responsible for a variety of collection and customer account...
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
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Budgeting
- Collaboration
- Flexibility
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- 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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