Financial Specialist Jobs in Irvine, 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.
Senior Specialist, Program Finance Analyst
- Anaheim, CA (13 miles from Irvine, CA)
- 4 days ago
- Anaheim, CA (13 miles from Irvine, CA)
- 4 days ago
Preferred Additional Skills: Experience with cost-reimbursable contracts such as CPFF and T&M Knowledge of government contracts, funding profiles, sales outlook and variance analysis preferred Detail-oriented...
- Lakewood, CA (23 miles from Irvine, CA)
- 10 hours ago
- Lakewood, CA (23 miles from Irvine, CA)
- 10 hours ago
We are hiring a Collections Specialist. RESPONSIBILITIES: * Perform outbound collection calls. * Review orders on credit hold, as needed. * Send invoices and proof of deliveries to customers when...
Financial Analyst IV (Decision Support)
- Orange, CA (6 miles from Irvine, CA)
- 11 hours ago
- Orange, CA (6 miles from Irvine, CA)
- 11 hours ago
Financial Analyst IV (Decision Support) CalOptima CalOptima Health is seeking a highly motivated Financial Analyst IV (Decision Support) to join our team. The Financial Analyst IV (Decision...
Collections Specialist - ADESA Mira Loma
- Jurupa Valley, CA (24 miles from Irvine, CA)
- 16 hours ago
- Jurupa Valley, CA (24 miles from Irvine, CA)
- 16 hours ago
Collections Specialist - ADESA Mira Loma Mira Loma, CA **HIRING IMMEDIATELY** Pay range: $21-$23 hourly Job Summary Reporting to the Staff Accountant or designated manager, perform and follow up...
Insurance Solutions Business Analyst
- Costa Mesa, CA (10 miles from Irvine, CA)
- 1 day ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 1 day ago
Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside...
- Orange, CA (6 miles from Irvine, CA)
- 2 days ago
- Orange, CA (6 miles from Irvine, CA)
- 2 days ago
Finance Specialist Requirements / Qualifications For more information on Requirements/Qualifications, please contact the employer. Comments and Other Information For more information on Comments...
Financial Analyst, Charter Schools
- Costa Mesa, CA (10 miles from Irvine, CA)
- 2 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 2 days ago
The Orange County Department of Education (OCDE) serves some of Orange County's most vulnerable student populations and provides support and mandated fiscal oversight to 28 school districts...
- Cypress, CA (17 miles from Irvine, CA)
- 2 days ago
- Cypress, CA (17 miles from Irvine, CA)
- 2 days ago
Yamaha has an exciting opportunity for a Collections Specialist to join our Finance team in Cypress, CA. The Collections Specialist will be responsible for collecting and handling past due...
- La Palma, CA (18 miles from Irvine, CA)
- 2 days ago
- La Palma, CA (18 miles from Irvine, CA)
- 2 days ago
SUMMARY The position of Senior Credit Analyst is responsible for managing the Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing loan process and preparation of...
Financial Services Representative
- Artesia, CA (20 miles from Irvine, CA)
- 3 days ago
- Artesia, CA (20 miles from Irvine, CA)
- 3 days ago
SUMMARY The Financial Services Representative is responsible for providing the bank's customers with personalized banking and new accounts services by performing the following duties. Ensures...
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 3 days ago
- Foothill Ranch, CA (5 miles from Irvine, CA)
- 3 days ago
Key Responsibilities: Assist in developing and implementing underwriting policies and procedures. Evaluate and analyze credit applications to determine risk and approve or decline applications...
US E-Consulting - Consultant, Insurance Solutions, Functional Business Analyst - AI&E/IS
- Costa Mesa, CA (10 miles from Irvine, CA)
- 3 days ago
- Costa Mesa, CA (10 miles from Irvine, CA)
- 3 days ago
Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. Youll work alongside talented professionals...
Collections Specialist - ADESA Mira Loma
- Mira Loma, CA (20 miles from Irvine, CA)
- 4 days ago
- Mira Loma, CA (20 miles from Irvine, CA)
- 4 days ago
HIRING IMMEDIATELY Pay range: $21-$23 hourly Job Summary Reporting to the Staff Accountant or designated manager, perform and follow up with business collection efforts. Perform all duties...
Xumo, a joint venture between Comcast and Charter Communications, was formed to develop and offer a next-generation streaming platform for the entire entertainment industry. The company consists...
- Fountain Valley, CA (11 miles from Irvine, CA)
- 4 days ago
- Fountain Valley, CA (11 miles from Irvine, CA)
- 4 days ago
Financial Analyst Vaco $76,000.00 - $90,000.00 / yr United States, California, Fountain Valley Jun 07, 2025 Job Requirements: Provide financial analysis support for US & LATAM business units Use...
Demographic Data for Irvine, CA
Moving to Irvine, CA? Find some basic demographic data about Irvine, CA below.
Financial Specialist Online Courses and Training Opportunities
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Salary for Financial Specialist Jobs in Irvine, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Irvine, CA 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
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Lending
- 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
- Presentation
- Budgeting
- Collaboration
- 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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