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.
Quantitative Analyst (Defense Tech)
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 hour ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 hour ago
About Our Client Our client is a cutting-edge defense technology company focused on transforming U.S. and allied military capabilities through advanced systems and software. Their platform...
CRE Financial Analyst - Multifamily Market Rate & AFFORDABLE
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 hour ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 1 hour ago
Company Description At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our...
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 5 hours ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 5 hours ago
Newport-Mesa Unified School District See attachment on original job posting please copy the link to apply through schooljobs.com Refer to the job posting for a list of required skills or if you...
Commercial Finance Analyst- Union City / Cerritos
- Cerritos, CA (23 miles from Newport Beach, CA)
- 15 hours ago
- Cerritos, CA (23 miles from Newport Beach, CA)
- 15 hours ago
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous...
- Tustin, CA (9 miles from Newport Beach, CA)
- 1 day ago
- Tustin, CA (9 miles from Newport Beach, CA)
- 1 day ago
The ideal candidate will be able to create robust operational and financial models from scratch, with the ability to translate and communicate the results into actionable items....
Financial Analyst 2 - Santa Ana, CA
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 1 day ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 1 day ago
Job Description Title: Financial Analyst 2 - Warehouse Operations Finance Management Analyst Location: 3 MacArthur Place, Santa Ana, CA, USA Schedule: Fully On-site 12 MONTHS + Finance management...
Credit Analyst - Multifamily Underwriter
- Brea, CA (23 miles from Newport Beach, CA)
- 2 days ago
- Brea, CA (23 miles from Newport Beach, CA)
- 2 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Program Financial Analyst, Project FAST
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 3 days ago
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 3 days ago
models and reporting tools to perform financial analysis and distill into actionable reports Develop and utilize Estimate-at-Complete model and forward-looking data analytics and trend analysis to...
Commercial Finance Analyst (Suntory)- Cerritos
- Cerritos, CA (23 miles from Newport Beach, CA)
- 3 days ago
- Cerritos, CA (23 miles from Newport Beach, CA)
- 3 days ago
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous...
- Orange, CA (13 miles from Newport Beach, CA)
- 3 days ago
- Orange, CA (13 miles from Newport Beach, CA)
- 3 days ago
Preferred Qualifications: Experience in budgeting, forecasting and financial modeling....
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 5 days ago
About Fisher & Paykel Healthcare At Fisher & Paykel Healthcare, our dedication unites us in a shared mission to improve patient care and outcomes through world-leading healthcare solutions. We...
Trade Compliance Financial Analyst
- Anaheim, CA (19 miles from Newport Beach, CA)
- 6 days ago
- Anaheim, CA (19 miles from Newport Beach, CA)
- 6 days ago
We are seeking an experienced consultant to join our team. This role is crucial for ensuring compliance with the United States-Mexico-Canada Agreement (USMCA) and managing the import and export...
10751 - IT Financial Analyst I, Cloud Billing
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 8 days ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 8 days ago
10751 - IT Financial Analyst I, Cloud billing Purpose: The Cloud Billing Analyst is responsible for overseeing and managing the billing and cost tracking processes for cloud services. This role...
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals. We hire...
Program Financial Specialist I
- Irvine, CA (11 miles from Newport Beach, CA)
- 9 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 9 days ago
SUMMARY Responsible for working with Alliant's Public Entity Program Account and Underwriting Teams to develop, maintain, and/or support financial activities. Provides creative business solutions...
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
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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
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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