Financial Specialist Jobs in Oakland, 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.
- Palo Alto, CA (23 miles from Oakland, CA)
- 1 hour ago
- Palo Alto, CA (23 miles from Oakland, CA)
- 1 hour ago
Coordinate with Pricing leadership and Sr Pricing Analysts to contribute to financial models for assessing financial impact and profitability of pricing proposals....
- Alameda, CA (3 miles from Oakland, CA)
- 2 hours ago
- Alameda, CA (3 miles from Oakland, CA)
- 2 hours ago
with third parties to provide necessary information for tax preparation or the annual audit, when applicable Ensure data integrity and accuracy across various reporting systems and sources Conduct variance...
Senior Oracle Business Analyst
- San Francisco, CA (11 miles from Oakland, CA)
- 5 hours ago
- San Francisco, CA (11 miles from Oakland, CA)
- 5 hours ago
We are a high-growth startup focused on building scalable, resilient infrastructure to support rapid business expansion. Our business systems team is critical to ensuring that finance,...
Remote WorkFinancial Analyst, Dell Technologies Capital
- Palo Alto, CA (23 miles from Oakland, CA)
- 6 hours ago
- Palo Alto, CA (23 miles from Oakland, CA)
- 6 hours ago
You will deliver key market analyses, complete valuation and exit analysis, and conduct startup/early stage scans for landscape analysis as well as financial modelling....
Financial Services Representative - Berkeley, CA
- Berkeley, CA (7 miles from Oakland, CA)
- 12 hours ago
- Berkeley, CA (7 miles from Oakland, CA)
- 12 hours ago
Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...
SENIOR BUSINESS ANALYST IN OAKLAND, CA, USA! Date Posted: 04/29/2025 Hiring Organization: Rose International Position Number: 481959 Job Title: Senior Business Analyst Job Location: Oakland, CA,...
Financial Analyst - A/P University of California San Francisco
- San Francisco, CA (11 miles from Oakland, CA)
- 1 day ago
- San Francisco, CA (11 miles from Oakland, CA)
- 1 day ago
Under the direct supervision of the Accounts Payable Senior Manager and/or Accounts Payable Supervisor, this position is responsible for providing technical assistance in the planning and...
- Pleasanton, CA (21 miles from Oakland, CA)
- 1 day ago
- Pleasanton, CA (21 miles from Oakland, CA)
- 1 day ago
Partner with Commercial and Functional teams including Operations and Global Marketing to acquire information for reporting and variance analysis....
Sr. Business Analyst, eero Commercial Operations
- San Francisco, CA (11 miles from Oakland, CA)
- 1 day ago
- San Francisco, CA (11 miles from Oakland, CA)
- 1 day ago
At eero, our mission is to serve as the central nervous system of the home. While we began by revolutionizing home WiFi, we aim to create comprehensive solutions that serve both wireless and wired...
ONLY SUBMIT CANDIDATES CURRENTLY RESIDING LOCAL IN BAY AREA/NEAR WORK LOCATION - OAKLAND GENERAL OFFICE. ASSIGNMENT IS MAINLY REMOTE BUT REQUIRED ON-SITE IN OAKLAND 4-5 TIMES PER MONTH AT MANAGER...
- San Ramon, CA (11 miles from Oakland, CA)
- 2 days ago
- San Ramon, CA (11 miles from Oakland, CA)
- 2 days ago
Prepare month end variance analysis....
- Newark, CA (19 miles from Oakland, CA)
- 5 days ago
- Newark, CA (19 miles from Oakland, CA)
- 5 days ago
modeling efforts....
- San Francisco, CA (11 miles from Oakland, CA)
- 5 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 5 days ago
Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with...
- Pleasanton, CA (21 miles from Oakland, CA)
- 5 days ago
- Pleasanton, CA (21 miles from Oakland, CA)
- 5 days ago
Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo Are you someone who thrives on building meaningful relationships and making a real impact in people's lives? Do you have a...
- Walnut Creek, CA (10 miles from Oakland, CA)
- 5 days ago
- Walnut Creek, CA (10 miles from Oakland, CA)
- 5 days ago
funds, annuities, insurance, and managed accounts- Detail orientated with superior organizational skills and ability to prioritize- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, 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 Oakland, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Oakland, 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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