Financial Specialist Jobs in Costa Mesa, CA
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.
- RMS Asset Management, LLC
- Irvine, CA (9 miles from Costa Mesa, CA)
- 2 days ago
- RMS Asset Management, LLC
- Irvine, CA (9 miles from Costa Mesa, CA)
- 2 days ago
Job Summary RMS is seeking a highly motivated Mortgage Data Analyst to join our dynamic team. This role is ideal for an individual who is looking to grow their career in data analysis and project...
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 hour ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 hour ago
analysis, profitability analysis, and other ad hoc analysis as needed by VP of Accounting/Finance, CFO and Sr....
Temporary Remote Financial Analyst 2
- Irvine, CA (10 miles from Costa Mesa, CA)
- 13 hours ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 13 hours ago
Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report....
Remote WorkCollections Specialist II (Hybrid)
- Carson, CA (22 miles from Costa Mesa, CA)
- 14 hours ago
- Carson, CA (22 miles from Costa Mesa, CA)
- 14 hours ago
We are currently seeking a Collections Specialist II to join our team. In this role, you will initiate calls and/or correspondence with customers to inquire on outstanding A/R balances. The...
Client Service Associate- - Hybrid At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a...
At VF, we strive to foster a culture of belonging based on respect, connection, openness, and authenticity. So, before we get to the job details, take a minute to learn a little more about us our...
D365 Business Analyst - Supply Chain
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 1 day ago
- Newport Beach, CA (7 miles from Costa Mesa, CA)
- 1 day ago
Company Mission Clean Energy is changing the way the world fuels its' vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know...
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 1 day ago
- Santa Ana, CA (5 miles from Costa Mesa, CA)
- 1 day ago
Staffmark Workforce Solutions offers this exciting contract opportunity at a global leader in electronics, mobile devices, and appliances located in Santa Ana, CA. Financial Analyst Top Skills...
- Compton, CA (23 miles from Costa Mesa, CA)
- 1 day ago
- Compton, CA (23 miles from Costa Mesa, CA)
- 1 day ago
Staffmark is hiring an Accounting Finance Specialist in Compton, CA! Take an important role in maintaining accurate accounting records and supporting payroll and timekeeping. This position offers...
Temporary Remote Financial Analyst 2 University of California Irvine
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 day ago
- Irvine, CA (10 miles from Costa Mesa, CA)
- 1 day ago
Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report....
Remote Work- Diamond Bar, CA (22 miles from Costa Mesa, CA)
- 2 days ago
- Diamond Bar, CA (22 miles from Costa Mesa, CA)
- 2 days ago
At Niagara, were looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water. Consider applying here, if you...
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 2 days ago
- Seal Beach, CA (11 miles from Costa Mesa, CA)
- 2 days ago
Experienced Financial Analyst Company: The Boeing Company The Boeing Company is hiring an Experienced Financial Analyst to support the Experimental Systems Group (ESG) in Seal Beach or El Segundo,...
- La Palma, CA (14 miles from Costa Mesa, CA)
- 2 days ago
- La Palma, CA (14 miles from Costa Mesa, CA)
- 2 days ago
SUMMARY The position of Credit Analyst is responsible for managing the Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing loan process and preparation of...
- Orange, CA (8 miles from Costa Mesa, CA)
- 3 days ago
- Orange, CA (8 miles from Costa Mesa, CA)
- 3 days ago
Financial Analyst Recruiter Addison Group Location Orange, California, United States Salary USD 95,000.00 - 105,000.00 per year Posted 22 Aug 2025 Closes 21 Sep 2025 Ref a1qPL000004N9hpYAC Job...
Commercial Finance Analyst FP&A, CPWS - Cerritos, CA
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 5 days ago
- Cerritos, CA (16 miles from Costa Mesa, CA)
- 5 days ago
analysis Support the analysis of pricing and promotional activities to drive effective use of trade spend Provide analytical support to corporate and regional teams as required for supplier reviews...
Demographic Data for Costa Mesa, CA
Moving to Costa Mesa, CA? Find some basic demographic data about Costa Mesa, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Costa Mesa, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Costa Mesa, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- 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
- Business Intelligence
- 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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