Financial Specialist Jobs in Santa Ana, 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.
- Signature Healthcare Services
- Corona, CA (18 miles from Santa Ana, CA)
- moments ago
- Corona, CA (18 miles from Santa Ana, CA)
- moments ago
Signature Healthcare Services is seeking the most distinctive candidate to assume the position of Financial Analyst and Internal Auditor. Through this position, you will acquire access to all...
In PersonFinancial Analyst, Manufacturing Company (direct hire)
- Marquee Staffing - Technical
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 1 hour ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 1 hour ago
Financial Analyst Irvine/Costa Mesa Area The Sr. Financial Analyst will be responsible for ensuring the accuracy of financial reporting, budgeting, and forecasting processes. This role involves...
In Person- Flow Control Group
- Orange, CA (2 miles from Santa Ana, CA)
- 4 hours ago
- Orange, CA (2 miles from Santa Ana, CA)
- 4 hours ago
We are seeking a detail-oriented and analytical Financial Analyst to support budgeting, forecasting, financial reporting, and data governance across the organization. This role will work closely...
In PersonFinancial Services Agent, Operations
- Desjardins Group
- Ontario, CA (24 miles from Santa Ana, CA)
- 5 hours ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 5 hours ago
Temporary position for 12 months The incumbent at Desjardins Ontario Credit Union, supports financial planners and advisors in carrying out operational activities originating from the sales teams,...
HybridFinancial Analyst (P2), Program Cost Controls ONSITE
- RTX
- Fullerton, CA (9 miles from Santa Ana, CA)
- 16 hours ago
- Fullerton, CA (9 miles from Santa Ana, CA)
- 16 hours ago
Date Posted: 2026-06-03 Country: United States of America Location: US-CA-FULLERTON-675 ~ 1801 Hughes Dr ~ BLDG 675 Position Role Type: Onsite U.S. Citizen, U.S. Person, or Immigration...
In PersonCommercial Finance Analyst Intern
- Ajinomoto Foods North America
- Ontario, CA (24 miles from Santa Ana, CA)
- 16 hours ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 16 hours ago
The Commercial Finance Analyst Intern plays a critical role in supporting business decision-making through financial analysis, forecasting, and performance insights. This role partners closely...
In Person Internship- United Health Group
- Ontario, CA (24 miles from Santa Ana, CA)
- 1 day ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 1 day ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by...
Remote- Irvine, CA (6 miles from Santa Ana, CA)
- 1 day ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 1 day ago
Title: Financial Analyst II Location: Irvine, CA 92612 Duration: 7+ months (Possible Extension) Hybrid, 3 days onsite & 2 days remote Pay Range: $38-42/hr Job Description : We are looking to...
In PersonInstitutional Analyst - Finance & Student Funding
- Stanbridge University
- Irvine, CA (6 miles from Santa Ana, CA)
- 2 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 2 days ago
Institutional Analyst - Finance & Student Funding On-siteAccountingFull time Irvine, California, United States OVERVIEW Description Stanbridge University is seeking an Institutional Analyst -...
In Person- Groupe SEB
- Irvine, CA (6 miles from Santa Ana, CA)
- 4 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 4 days ago
SEB Professional is a subsidiary of Groupe SEB. At SEB Professional North America, we are a leader in the professional coffee machine industry, offering three equipment lines: Schaerer, WMF, and...
Hybrid- ACCIONA S.A.
- Ontario, CA (24 miles from Santa Ana, CA)
- 4 days ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 4 days ago
ACCIONA is a global company, leading in the development of regenerative infrastructure that creates a positive impact on society. Our workforce consists of more than 65,000 professionals, present...
In PersonEmergency Financial Representative, FT Days
- PIH HEALTH
- Whittier, CA (20 miles from Santa Ana, CA)
- 4 days ago
- Whittier, CA (20 miles from Santa Ana, CA)
- 4 days ago
Emergency Financial Representative, FT Days PIH HEALTH - 3.6 Whittier, CA Job Details Full-time $21.00 - $33.78 an hour 19 hours ago Qualifications Customer communication Health insurance co-pays...
In Person- SEGA OF AMERICA INC
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
Financial Analyst Progress - Irvine, CA 92618 Quick Apply Overview Salary Range $72,000.00 - $90,000.00 Salary Position Type Full Time Quick Apply Description Hybrid Work Model #LI-hybrid Job...
HybridRetirement Planner - Los Angeles, CA
- Fidelity Investments
- Irvine, CA (6 miles from Santa Ana, CA)
- 6 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 6 days ago
Job Description: This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Los Angeles, CA area. Put your expertise in retirement planning to work every day...
In PersonEmergency Financial Representative, PT Days
- PIH Health Whittier Hospital
- Whittier, CA (20 miles from Santa Ana, CA)
- 6 days ago
- Whittier, CA (20 miles from Santa Ana, CA)
- 6 days ago
The Emergency Financial Representative is responsible for ensuring reimbursement to PIH Health from patients or other responsible parties along with assisting patients in understanding their...
In Person Part TimeDemographic Data for Santa Ana, CA
Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.
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Title Synonyms
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Salary for Financial Specialist Jobs in Santa Ana, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Santa Ana, 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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