Financial Specialist Jobs in San Francisco, 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.
- Alameda, CA (7 miles from San Francisco, CA)
- 2 hours ago
- Alameda, CA (7 miles from San Francisco, 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...
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 Services Representative - Berkeley, CA
- Berkeley, CA (10 miles from San Francisco, CA)
- 12 hours ago
- Berkeley, CA (10 miles from San Francisco, 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,...
- Oakland, CA (11 miles from San Francisco, CA)
- 1 day ago
- Oakland, CA (11 miles from San Francisco, 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,...
Financial Analyst - A/P University of California San Francisco
- San Francisco, CA
- 1 day ago
- San Francisco, 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...
Sr. Business Analyst, eero Commercial Operations
- San Francisco, CA
- 1 day ago
- San Francisco, 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...
(Agile1)Business Analyst, Senior
- Oakland, CA (11 miles from San Francisco, CA)
- 2 days ago
- Oakland, CA (11 miles from San Francisco, 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...
- San Ramon, CA (22 miles from San Francisco, CA)
- 2 days ago
- San Ramon, CA (22 miles from San Francisco, CA)
- 2 days ago
Prepare month end variance analysis....
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...
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 5 days ago
- Walnut Creek, CA (19 miles from San Francisco, 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...
- Oakland, CA (11 miles from San Francisco, CA)
- 5 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 5 days ago
Uses existing financial models and/or develops new models for analysis and reporting. Works with senior management to support strategic planning and decision making....
Financial Analyst (7709U) 77881 University of California, Berkeley
- Berkeley, CA (10 miles from San Francisco, CA)
- 6 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 6 days ago
Financial Analyst (7709U) 77881 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of...
Financial Analyst (7709U) 77881 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of...
- Oakland, CA (8 miles from San Francisco, CA)
- 6 days ago
- Oakland, CA (8 miles from San Francisco, CA)
- 6 days ago
Uses existing financial models and/or develops new models for analysis and reporting. Works with senior management to support strategic planning and decision making....
- Berkeley, CA (10 miles from San Francisco, CA)
- 7 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 7 days ago
FINANCIAL ANALYST Virtual, GBR Career Path: Finance Organization: Cummins Inc. Role Category: Hybrid Job Type: Exempt - Entry Level ReqID: 2413912 DESCRIPTION We are looking for a talented...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in San Francisco, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Francisco, 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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