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)
- 2 days ago
- Hi-Growth Construction Company
- San Bruno, CA (11 miles from San Francisco, CA)
- 2 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...
Associate Business Analyst or Senior Business Analyst
- San Ramon, CA (22 miles from San Francisco, CA)
- 1 hour ago
- San Ramon, CA (22 miles from San Francisco, CA)
- 1 hour ago
***************OPEN TO LOCAL CANDIDATES ONLY WITHIN USA, NO C2C CANDIDATES ********************* Requisition Title: Associate Business Analyst Location: Oakland, CA (Hybrid) JOB ID# 3261 Pay range...
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
Job Title Financial Analyst Job Description Summary Cushman & Wakefield's San Francisco-based Capital Markets team is seeking to hire a Financial Analyst to support all phases of the investment...
Senior Analyst, Business Planning and Execution
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About...
Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside...
Join Axon and be a Force for Good. At Axon, we're on a mission to Protect Life. We're explorers, pursuing society's most critical safety and justice issues with our ecosystem of devices and cloud...
US E-Consulting - Consultant, Insurance Solutions, Functional Business Analyst - AI&E/IS
- San Francisco, CA
- 3 days ago
- San Francisco, CA
- 3 days ago
Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. Youll work alongside talented professionals...
A leading global investment platform is seeking a highly motivated Analyst or Associate to join its Real Esate Acquisitions team in San Francisco. This role offers the opportunity to work on a...
About the Role We're looking for a Program Manager (L4) to lead high-impact, cross-functional initiatives that streamline operations and support finance-critical programs. This role sits on the...
Premium Finance Specialist We will count on you to: Design and negotiate insurance premium finance alternatives for clients and prospects that present significant underwriting risk to the finance...
Associate Business Finance Analyst
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
Requisition ID # 165637 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&E's Business...
Expert Business Finance Analyst - Investment Planning
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 3 days ago
Requisition ID # 162743 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&E's Business...
Research Finance Analyst University of California San Francisco
- San Francisco, CA
- 4 days ago
- San Francisco, CA
- 4 days ago
This is a part-time role at 40% FTE for an approximately one year contract period. The Senior Research Finance Analyst will be independently responsible for post-award administration for several...
Associate Business Finance Analyst
- Oakland, CA (8 miles from San Francisco, CA)
- 4 days ago
- Oakland, CA (8 miles from San Francisco, CA)
- 4 days ago
Requisition ID # 165637 Job Category: Accounting / Finance Job Level: Individual Contributor Business Unit: Finance Work Type: Hybrid Job Location: Oakland Department Overview PG&Es Business...
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
Users interested in this job title also searched for the following job title
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
- Events
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Pricing Analysis
- Profitability Analysis
- Balance Sheets
- Financial Forecasting
- Corporate Finance
- Journal Entries
- Credit Analysis
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Underwriting
- Budget Forecasting
- Reconciliations
- Cost Analysis
- Business Analysis
- Forecasting
- Modeling
- Proposals
- Finance
- Acquisitions
- Microsoft Power BI
- Reimbursement
- Accounting
- Strategy Development
- Collections
- Decision Making
- Analytical Skills
- Implementation
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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