Financial Specialist Jobs in Wisconsin

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.

1-15 of 157 Jobs

Financial Professional Trainee - Benefits + 401K

  • Waukesha, WI
  • 3 hours ago
  • Waukesha, WI
  • 3 hours 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...

Supply Chain Financial Analyst

  • Kansasville, WI
  • 4 days ago
  • Kansasville, WI
  • 4 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...

Financial Analyst

  • Franksville, WI
  • 8 days ago
  • Franksville, WI
  • 8 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...

Pricing Analyst

  • Wilmot, WI
  • 10 days ago
  • Wilmot, WI
  • 10 days ago

Pricing Analyst Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Drive our business forward with strategic pricing! As a Pricing Analyst at Uline, you'll review data and the...

Pricing Analyst - Sales

  • Waukesha, WI
  • 11 days ago
  • Waukesha, WI
  • 11 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...

Financial Data Analyst

  • Stevens Point, WI
  • 1 hour ago
  • Stevens Point, WI
  • 1 hour ago

Zurich Cover More is seeking a Financial Data Analyst to join our Group in North America. The Financial Data Analyst will be responsible for reconciling premium and/or claims activity for various...

Financial Analyst Product Development

  • Milwaukee, WI
  • 11 hours ago
  • Milwaukee, WI
  • 11 hours ago

JOB REQUIREMENTS: Auto req ID: 33411 Title: Financial Analyst, ProductDevelopment - Remote Job Function: Finance Location: Remote Company:Harley-Davidson Motor Company Full or Part-Time: Full Time...

Remote Work

Internship Finance Intern

  • Milwaukee, WI
  • 11 hours ago
  • Milwaukee, WI
  • 11 hours ago

JOB REQUIREMENTS: TWIN DISC, Inc. has a proud history of engineeredtransmission and propulsion solutions for equipment that fuels theworld, feeds the globe, and creates our societies\'...

Lead Business Analyst

  • Madison, WI
  • 12 hours ago
  • Madison, WI
  • 12 hours ago

About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and...

Remote Work

Financial Analyst - REMOTE

  • Madison, WI
  • 14 hours ago
  • Madison, WI
  • 14 hours ago

Job Seekers can review the Job Applicant Privacy Policy by clicking here ( ). Job Description : Summary The Financial Analyst will provide financial and analytical support to Senior Financial...

Remote Work

Financial Analyst (Hybrid)

  • Madison, WI
  • 15 hours ago
  • Madison, WI
  • 15 hours ago

Experienced with financial concepts such as net present value, discount rates, discounted cash flow, internal rate of return, payback period, project Finance evaluation....

Finance Specialist

  • Greenfield, WI
  • 15 hours ago
  • Greenfield, WI
  • 15 hours ago

Finance Specialist The Finance Specialist will support the day-to-day financial operations of the Franklin County Community Development Corporation. Tasks include bookkeeping, accounts...

Collections Specialist

  • Madison, WI
  • 16 hours ago
  • Madison, WI
  • 16 hours ago

Collections Specialist Growing national finance company! Paid training is provided for those with management, sales, customer service, customer retention, call center, collections, or related...

Financial Analyst

  • Green Bay, WI
  • 20 hours ago
  • Green Bay, WI
  • 20 hours ago

Job overview: Schneider is seeking a Financial Analyst in Green Bay to provide in-depth analysis on a broad spectrum of operational and financial issues. The Financial Analyst will also play a key...

Financial Analyst Intern

  • Green Bay, WI
  • 1 day ago
  • Green Bay, WI
  • 1 day ago

Requires a working knowledge of financial modeling methods & basic statistics....

Demographic Data for Wisconsin

Moving to Wisconsin? Find some basic demographic data about Wisconsin below.


Local
National
5,893,722
141,683

Financial Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Financial Accounting
Explore the core financial accounting tools that will help you understand annual reports and footnotes - creating a solid understanding of the financial statements. This professional certificate...
Fundamentals of Financial Analysis
Learn the foundational accounting and finance skills needed to drive sound business decisions. Making decisions based on financial data is essential to the success of any company. This accounting...

Title Synonyms

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Salary for Financial Specialist Jobs in Wisconsin

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Financial Specialist positions.



Highest Education Level

Financial Specialists in Wisconsin offer the following education background
Bachelor's Degree
50.2%
Master's Degree
36.6%
High School or GED
4.1%
Associate's Degree
3.6%
Vocational Degree or Certification
2.7%
Doctorate Degree
2.1%
Some College
0.5%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



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