Financial Specialist Jobs in Menlo Park, 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.
- Hi-Growth Construction Company
- San Bruno, CA (17 miles from Menlo Park, CA)
- 7 days ago
- Hi-Growth Construction Company
- San Bruno, CA (17 miles from Menlo Park, CA)
- 7 days ago
Join Our Team as a Project Analyst! Are you looking to join a dynamic project analysis team at a rapidly growing construction company? We seek a motivated Project Analyst to contribute to our...
- San Jose, CA (18 miles from Menlo Park, CA)
- 8 days ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 8 days ago
Cost Analyst Finance and Administration | San Jose, CA, United States JOB DESCRIPTION Forecasting variances, manufacturing spending, and preparing analytical reports Develop manufacturing cost,...
AIML - Financial Analyst, Data Operations
- Cupertino, CA (12 miles from Menlo Park, CA)
- 10 hours ago
- Cupertino, CA (12 miles from Menlo Park, CA)
- 10 hours ago
Job Summary Summary Posted: Aug 28, 2025 Weekly Hours: 40 Role Number: 20... Imagine what you could do here. At Apple, new ideas have a way of becoming extraordinary products, services, and...
- Pleasanton, CA (22 miles from Menlo Park, CA)
- 14 hours ago
- Pleasanton, CA (22 miles from Menlo Park, CA)
- 14 hours ago
Financial Analyst III_USA#25-69625 Pleasanton, CA All On-site Job Description Sr. Financial Analyst for Tech Finance Role is located in Pleasanton, CA - What is the work schedule for this...
Financial Analyst III, Corp FP&A
- Redwood City, CA (3 miles from Menlo Park, CA)
- 14 hours ago
- Redwood City, CA (3 miles from Menlo Park, CA)
- 14 hours ago
Return to selected search result Financial Analyst III, Corp FP&A Apply remote type Hybrid locations USA-CA-REDWOOD CITY time type Full time posted on Posted Today job requisition id R10000559...
- Oakland, CA (22 miles from Menlo Park, CA)
- 20 hours ago
- Oakland, CA (22 miles from Menlo Park, CA)
- 20 hours ago
Your Role The Enterprise Finance Consolidations and Business Systems team leads the Company's end-to-end consolidated financial forecasting and reporting, as well as the administration of core...
Sr Business Analyst, Distributed Cloud Services
- San Jose, CA (18 miles from Menlo Park, CA)
- 20 hours ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 20 hours ago
SaaS Business Acumen: Strong understanding of SaaS business models, COGS structures, subscription KPIs, and operational cost frameworks....
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The...
Senior Business Finance Analyst
- Oakland, CA (24 miles from Menlo Park, CA)
- 1 day ago
- Oakland, CA (24 miles from Menlo Park, CA)
- 1 day ago
Requisition ID # 166855 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview The Business Finance...
- San Jose, CA (18 miles from Menlo Park, CA)
- 1 day ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 1 day ago
*************CALIFORNIA BASED CANDIDATES ONLY* NO C2C*********** Job Title: Financial Analyst Work location: San Jose, CA (Hybrid) Job id - 3442 Pay - 30k- 60k/Annum Description: LOOKING FOR LOCAL...
- San Jose, CA (18 miles from Menlo Park, CA)
- 1 day ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 1 day ago
Our Company Changing the world through digital experiences is what Adobes all about. We give everyonefrom emerging artists to global brandseverything they need to design and deliver exceptional...
Financial Analyst, ISu0026T Finance
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 1 day ago
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 1 day ago
Do you love thinking analytically? Are you passionate about using your financial knowledge to navigate complex challenges? Just as our customers find value in Apple products, the Finance group...
Finance Analyst/Clerk - DoubleTree by Hilton Hotel San Jose
- San Jose, CA (18 miles from Menlo Park, CA)
- 2 days ago
- San Jose, CA (18 miles from Menlo Park, CA)
- 2 days ago
DoubleTree by Hilton Hotel San Jose is looking for a Finance Clerk to join the team. Located in the heart of Silicon Valley and within a 5-minute drive to San Jose International Airport, this...
Financial Analyst, IS&T Finance
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 2 days ago
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 2 days ago
Job Summary Summary Posted: Aug 26, 2025 Weekly Hours: 40 Role Number: 20... Do you love thinking analytically? Are you passionate about using your financial knowledge to navigate complex...
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 2 days ago
- Sunnyvale, CA (10 miles from Menlo Park, CA)
- 2 days ago
AppleCare Pricing Analyst Sunnyvale, California, United States Corporate Functions Summary Posted: Jun 20, 2025 Weekly Hours: 40 Role Number: 20... Apple is where individual imaginations come...
Demographic Data for Menlo Park, CA
Moving to Menlo Park, CA? Find some basic demographic data about Menlo Park, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Menlo Park, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Menlo Park, CA 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
- Budget Forecasting
- Reconciliation
- Forecasting
- Business Analysis
- 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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