Financial Specialist Jobs in San Diego, 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.
Job Summary The San Diego County Office of Education is recruiting for a Charter Schools Financial Analyst for the Charter School Services department of the Business Services division. Under...
analysis on headcount, spending and assumptions against prior forecast, and drive monthly business review and quarterly forecast process with business leaders Partner with business leaders and Human...
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of...
Job Title: Compliance Analyst Company: Cetera Financial Group This is a hybrid role, requiring 2 days weekly in the office. Pay The base annual salary range for this role is $75,000 to $85,000,...
Impact Lives, Impact Community Family Health Centers of San Diego (FHCSD) is passionate about providing exceptional health care to all, especially underserved communities with limited health care...
Provides administrative support in the billing and collections function of the medical revenue cycle process. Prepares new charges, completes insurance verification, maintains patient records, and...
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: Secret TRAVEL: Yes, 10% of the Time Description At Northrop Grumman, our employees have incredible opportunities to...
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...
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...
| Financial Professional | Southern California Financial Group Prudential Financial in San Diego, California (Hybrid role) Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the...
Billing & Collections Specialist - Part-Time
- Poway, CA (21 miles from San Diego, CA)
- 5 days ago
- Poway, CA (21 miles from San Diego, CA)
- 5 days ago
Billing & Collections Specialist - Part-Time 2.7 2.7 out of 5 stars 13100 Gregg Street, Poway, CA 92064 TTG is seeking a Billing & Collections Specialist to join the Corporate Accounting...
Day to day They have their recovery items for termed employees and replacements They stay organized, ensure everything is organized, go through the ticketing system and plan out the week, shipping...
Axos Bank Target Range: $18.00 - $19.00 Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. About This...
The Intuit Finance Global Business Services (GBS) team is critical in driving business growth and profitability through strategic, financial and operational leadership. Our interns have...
Conduct variance analysis to identify deviations from budgets and forecasts; propose corrective measures....
Demographic Data for San Diego, CA
Moving to San Diego, CA? Find some basic demographic data about San Diego, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in San Diego, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Diego, 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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