Financial Specialist Jobs in Pleasanton, 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.
- Livermore, CA (14 miles from Pleasanton, CA)
- 1 hour ago
- Livermore, CA (14 miles from Pleasanton, CA)
- 1 hour ago
Proficient in Microsoft Excel and financial modeling; experience with portfolio management software is a plus....
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 6 hours ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 6 hours ago
Coordinate with Pricing leadership and Sr Pricing Analysts to contribute to financial models for assessing financial impact and profitability of pricing proposals....
Financial Analyst, Dell Technologies Capital
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 11 hours ago
- Palo Alto, CA (21 miles from Pleasanton, CA)
- 11 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 Analyst - ISu0026T Finance
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 11 hours ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 11 hours ago
Imagine what you could do here. At Apple, new ideas have a way of becoming phenomenal products, services, and customer experiences very quickly. Bring passion and dedication to your job and...
Financial Analyst IS&T Finance
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 20 hours ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 20 hours ago
Job Summary Summary Posted: Mar 21, 2025 Weekly Hours: 40 Role Number: 200587506 Imagine what you could do here. At Apple, new ideas have a way of becoming phenomenal products, services, and...
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level....
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
Coordinate & drive finance-wide forecasting, budgeting, and variance analysis on a department level....
- Oakland, CA (21 miles from Pleasanton, CA)
- 1 day ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 1 day ago
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,...
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 1 day ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 1 day ago
Financial Analyst - C#25-57043 $64.28 per hour Sunnyvale, CA All On-site Job Description Job Description for contractor We are looking for a highly dynamic and motivated analyst to support Client...
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 1 day ago
Category (For Job Seekers) Manufacturing/Operations, Materials/Planning/Procurement/SCM Location 13147 - EMS Colorado Springs CO USA - Colorado Springs, CO 80918 US (Primary) Job Description...
Partner with Commercial and Functional teams including Operations and Global Marketing to acquire information for reporting and variance analysis....
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 2 days ago
- Sunnyvale, CA (19 miles from Pleasanton, CA)
- 2 days ago
Payrate: $65.00 - $70.00/hr. Summary: The Supply Planning Analyst role will focus on supporting the global outsourced strategy and site location strategy for teams and programs within Global...
(Agile1)Business Analyst, Senior
- Oakland, CA (21 miles from Pleasanton, CA)
- 2 days ago
- Oakland, CA (21 miles from Pleasanton, CA)
- 2 days ago
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...
Senior Staff SAP Business Analyst, Costing
- San Jose, CA (20 miles from Pleasanton, CA)
- 2 days ago
- San Jose, CA (20 miles from Pleasanton, CA)
- 2 days ago
What you'll do: We are looking for an Architect level Business Systems Analyst, with a focus on Product costing. As part of the IT Applications organization, you will support all the aspects of...
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 2 days ago
- Santa Clara, CA (21 miles from Pleasanton, CA)
- 2 days ago
Primary responsibility is valuation modeling for acquisitions, divestitures, investments and joint ventures, including preparation of the following analysis: Discounted Cash Flow Market Multiple Precedent...
Demographic Data for Pleasanton, CA
Moving to Pleasanton, CA? Find some basic demographic data about Pleasanton, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Pleasanton, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Pleasanton, 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
- Lending
- 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
- 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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