Financial Specialist Jobs in San Jose, 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.
Credit Business Analyst, Growth
- Robinhood
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 hour ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 hour ago
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The...
In PersonJob Title: Finance Intern About Skyhigh Security: Skyhigh Security is a dynamic, fast-paced, cloud company that is a leader in the security industry. Our mission is to protect the world's data,...
Hybrid InternshipSenior Analyst/ Staff Analyst, Finance Analytics & AI
- Snowflake
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how...
In PersonSenior Credit Business Analyst
- Robinhood
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The...
In Person- NVIDIA
- Santa Clara, CA (3 miles from San Jose, CA)
- 2 days ago
- Santa Clara, CA (3 miles from San Jose, CA)
- 2 days ago
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. Its a unique legacy of innovation thats fueled by great technologyand amazing people....
In Person- Aquent
- Palo Alto, CA (15 miles from San Jose, CA)
- 2 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 2 days ago
Placement Type: Temporary Salary: $70-75 Hourly Start Date: Jul 1, 2026 Aquent is seeking a Financial Analyst to support the fiscal operations and budget planning teams for a premier medical...
In PersonFinancial Analyst, Operations & Engineering
- Apple Inc.
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
Financial Analyst, Operations & Engineering Cupertino, California, United States Corporate Functions Summary Posted: May 29, 2026 Role Number: 20... Imagine what you could do here. At Apple, new...
In PersonFinancial Analyst, Retail & Sales Finance
- Apple Inc.
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 2 days ago
Financial Analyst, Retail & Sales Finance Cupertino, California, United States Corporate Functions Summary Posted: May 29, 2026 Role Number: 20... Do you love thinking analytically? Are you...
In Person- Navan
- Palo Alto, CA (15 miles from San Jose, CA)
- 3 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 3 days ago
Navan (Nasdaq: NAVN) is the leading all-in-one business travel, payments, and expense management platform. Our mission is to make travel easy for every frequent traveler by delivering an intuitive...
In PersonFinancial Analyst, Retail u0026 Sales Finance
- Apple Inc.
- Cupertino, CA (11 miles from San Jose, CA)
- 4 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 4 days ago
Do you love thinking analytically? Are you passionate about using your knowledge to navigate complex finance challenges? Just as our customers find value in Apple products, the Finance group finds...
In PersonFinancial Analyst, Operations u0026 Engineering
- Apple Inc.
- Cupertino, CA (11 miles from San Jose, CA)
- 4 days ago
- Cupertino, CA (11 miles from San Jose, CA)
- 4 days ago
Imagine what you could do here. At Apple, new ideas have a way of becoming extraordinary products, services, and customer experiences very quickly. Bring passion and dedication to your job and...
In Person- Russell, Tobin & Associates
- Mountain View, CA (10 miles from San Jose, CA)
- 4 days ago
- Mountain View, CA (10 miles from San Jose, CA)
- 4 days ago
Our client, a global fintech company, is seeking a Financial Analyst . Apply today for consideration! Job Title: Financial Analyst Location: Mountain View, CA Duration: 6+ Months Pay Range: $52 -...
In PersonResearch Finance Specialist (Remote Opportunity)
- Stanford University
- Palo Alto, CA (15 miles from San Jose, CA)
- 4 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 4 days ago
Research Finance Specialist (Remote Opportunity) School of Medicine, Stanford, California, United States NewFinance1 day ago Post Date109344 Requisition # ABOUT STANFORD NEPHROLOGY The Division of...
Remote Full Time- Stanford University
- Stanford, CA (16 miles from San Jose, CA)
- 5 days ago
- Stanford, CA (16 miles from San Jose, CA)
- 5 days ago
Jobs FAQs Finance Research & Finance Analyst School of Medicine, Stanford, California, United States New Apply for Job We're making updates to our website to provide you with an improved user...
Hybrid Full TimeFinancial Representative - Palo Alto, CA
- Fidelity
- Palo Alto, CA (15 miles from San Jose, CA)
- 5 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 5 days ago
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you...
In PersonDemographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, 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 Jose, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Jose, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Statements
- Financial Planning
- Financial Modeling
- Generally Accepted Accounting Principles
- Ad Hoc Reporting
- Corporate Finance
- Credit Analysis
- Financial Forecasting
- Balance Sheets
- Financial Reporting
- Cost Accounting
- Month-End Close
- Financial Analysis
- Journal Entries
- Pivot Tables
- Lending
- Reconciliations
- Financial Services
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Enterprise Resource Planning
- Business Intelligence
- Forecasting
- Business Analysis
- Modeling
- Financial Management
- Business Administration
- Finance
- Accounting
- Accounts Receivable
- Microsoft Power BI
- Reimbursement
- Analytical Skills
- Strategy Development
- Collections
- Decision Making
- Auditing
- Written Communication
- Budgeting
- Presentation
- Process Improvement
- Documentation
- Budgets
- Reporting
- Policy Development
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Scheduling
- Customer Service
- Time Management
- Leadership
- Communication Skills
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