Financial Specialist Jobs in San Mateo, 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 (7 miles from San Mateo, CA)
- 1 day ago
- Hi-Growth Construction Company
- San Bruno, CA (7 miles from San Mateo, CA)
- 1 day 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...
- San Francisco, CA (15 miles from San Mateo, CA)
- moments ago
- San Francisco, CA (15 miles from San Mateo, CA)
- moments ago
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...
- Cupertino, CA (22 miles from San Mateo, CA)
- 10 hours ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 10 hours ago
Title: Financial Analyst I Location: Cupertino, CA 95014 Duration: 12 Months hybrid schedule - 3 days onsite 36122688 The Store Payroll Finance team acts as the primary finance partner for our...
- Cupertino, CA (22 miles from San Mateo, CA)
- 17 hours ago
- Cupertino, CA (22 miles from San Mateo, CA)
- 17 hours ago
Job Summary Summary Posted: Jun 16, 2025 Weekly Hours: 40 Role Number: 200608382 Imagine what you could do here. At Apple, new ideas have a way of becoming great products, services, and customer...
Senior Analyst, Business Planning and Execution
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, 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...
Insurance Solutions Business Analyst
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
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 (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, 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...
Acquisitions Analyst/Associate
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
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...
Senior Analyst, Finance Transformation
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
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 (15 miles from San Mateo, CA)
- 3 days ago
- Oakland, CA (15 miles from San Mateo, 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 (15 miles from San Mateo, CA)
- 3 days ago
- Oakland, CA (15 miles from San Mateo, 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 (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 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 (16 miles from San Mateo, CA)
- 4 days ago
- Oakland, CA (16 miles from San Mateo, 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 Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in San Mateo, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Mateo, 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
- Budgeting
- Presentation
- 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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Here are some other career titles that require similar skills
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