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.
- Hi-Growth Construction Company
- San Bruno, CA (11 miles from San Francisco, CA)
- 6 days ago
- Hi-Growth Construction Company
- San Bruno, CA (11 miles from San Francisco, CA)
- 6 days ago
Join Our Team as a Project Analyst! Are you looking to join a dynamic project analysis team at a rapidly growing construction company? We seek a motivated Project Analyst to contribute to our...
Financial Analyst III, Corp FP&A
- Redwood City, CA (23 miles from San Francisco, CA)
- 5 hours ago
- Redwood City, CA (23 miles from San Francisco, CA)
- 5 hours ago
Return to selected search result Financial Analyst III, Corp FP&A Apply remote type Hybrid locations USA-CA-REDWOOD CITY time type Full time posted on Posted Today job requisition id R10000559...
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional...
- Oakland, CA (11 miles from San Francisco, CA)
- 11 hours ago
- Oakland, CA (11 miles from San Francisco, CA)
- 11 hours ago
Your Role The Enterprise Finance Consolidations and Business Systems team leads the Company's end-to-end consolidated financial forecasting and reporting, as well as the administration of core...
Senior Business Finance Analyst
- Oakland, CA (8 miles from San Francisco, CA)
- 16 hours ago
- Oakland, CA (8 miles from San Francisco, CA)
- 16 hours ago
Requisition ID # 166855 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview The Business Finance...
The Financial Analyst IV is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty &...
Asana is looking for a Financial Analyst to join the FP&A team. The FP&A team's goal is to help Asana optimize investments for long term growth through thoughtful analysis and deep collaboration...
Venture Banking Credit Analyst (Summer 2026 Start)
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients,...
Company Description Why Statkraft? Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it...
Environmental Products Quantitative Analyst
- San Francisco, CA (1 mile from San Francisco, CA)
- 2 days ago
- San Francisco, CA (1 mile from San Francisco, CA)
- 2 days ago
Company Description Why Statkraft? Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it...
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 2 days ago
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 2 days ago
Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching $1 for $1 company match up to 6%...
Position: Business Analyst - III Location: Remote Duration: Contract Job ID: 169736 Job Overview: We are seeking a Sales Compensation Analyst to join our Global Sales Compensation team. This role...
- Oakland, CA (11 miles from San Francisco, CA)
- 4 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 4 days ago
Requisition ID # 165652 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview The Business Finance...
Global Technology Solutions (GTS) teams and is a critical contributor to the monthly forecasting process, variance analysis, and monthly close activities....
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
Involved in month-end close process including preparing journal entries, consolidation, account reconciliations, variance analysis....
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
- Networking
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Portfolio Management
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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