Financial Specialist Jobs in Newport Beach, 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 (8 miles from Newport Beach, CA)
- 2 days ago
- RMS Asset Management, LLC
- Irvine, CA (8 miles from Newport Beach, 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 (11 miles from Newport Beach, CA)
- 1 hour ago
- Irvine, CA (11 miles from Newport Beach, 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 (11 miles from Newport Beach, CA)
- 14 hours ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 14 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 Work- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 14 hours ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 14 hours ago
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...
Financial Analyst, Real Estate
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 day ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 day ago
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...
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 (10 miles from Newport Beach, CA)
- 1 day ago
- Santa Ana, CA (10 miles from Newport Beach, 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...
Temporary Remote Financial Analyst 2 University of California Irvine
- Irvine, CA (11 miles from Newport Beach, CA)
- 1 day ago
- Irvine, CA (11 miles from Newport Beach, 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- Seal Beach, CA (18 miles from Newport Beach, CA)
- 2 days ago
- Seal Beach, CA (18 miles from Newport Beach, 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 (21 miles from Newport Beach, CA)
- 2 days ago
- La Palma, CA (21 miles from Newport Beach, 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 (13 miles from Newport Beach, CA)
- 3 days ago
- Orange, CA (13 miles from Newport Beach, 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 (23 miles from Newport Beach, CA)
- 5 days ago
- Cerritos, CA (23 miles from Newport Beach, 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...
Korean Speaking Financial Analyst
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
W2 Contract**Santa Ana, CA**ONSITE**$3338/hr** **Korean Bilingual Required** Top Skills Required: Analytical Responsible Deadline Driven This position is responsible for preparing and performing...
Financial Analyst (Korean Bilingual)
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 6 days ago
Title: Financial Analyst (Korean Bilingual) Client: Global leader in Technology/ Electronics Duration: 6 months contract with HIGH chance for extension or become permanent. Location: 3 Mac Arthur...
Billing/Collections Specialist
- Brea, CA (23 miles from Newport Beach, CA)
- 6 days ago
- Brea, CA (23 miles from Newport Beach, CA)
- 6 days ago
We are seeking a detail-oriented and motivated Medical Biller & Collections Specialist to join our dynamic team. This role is responsible for the full scope of the revenue cycle, from submitting...
Demographic Data for Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Newport Beach, 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
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- 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
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »