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.
Quantitative Analyst (Defense Tech)
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 hours ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 hours ago
About Our Client Our client is a cutting-edge defense technology company focused on transforming U.S. and allied military capabilities through advanced systems and software. Their platform...
CRE Financial Analyst - Multifamily Market Rate & AFFORDABLE
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 hours ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 hours ago
Company Description At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our...
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 5 hours ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 5 hours ago
Newport-Mesa Unified School District See attachment on original job posting please copy the link to apply through schooljobs.com Refer to the job posting for a list of required skills or if you...
Commercial Finance Analyst- Union City / Cerritos
- Cerritos, CA (15 miles from Santa Ana, CA)
- 15 hours ago
- Cerritos, CA (15 miles from Santa Ana, CA)
- 15 hours ago
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous...
- Tustin, CA (2 miles from Santa Ana, CA)
- 1 day ago
- Tustin, CA (2 miles from Santa Ana, CA)
- 1 day ago
The ideal candidate will be able to create robust operational and financial models from scratch, with the ability to translate and communicate the results into actionable items....
Job Description Title: Financial Analyst 2 - Warehouse Operations Finance Management Analyst Location: 3 MacArthur Place, Santa Ana, CA, USA Schedule: Fully On-site 12 MONTHS + Finance management...
- Ontario, CA (24 miles from Santa Ana, CA)
- 2 days ago
- Ontario, CA (24 miles from Santa Ana, CA)
- 2 days ago
Sr Finance Analyst Job ID 214700 Posted 25-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Ontario - California - United States of...
Credit Analyst - Multifamily Underwriter
- Brea, CA (12 miles from Santa Ana, CA)
- 2 days ago
- Brea, CA (12 miles from Santa Ana, CA)
- 2 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Program Financial Analyst, Project FAST
- Garden Grove, CA (5 miles from Santa Ana, CA)
- 3 days ago
- Garden Grove, CA (5 miles from Santa Ana, CA)
- 3 days ago
models and reporting tools to perform financial analysis and distill into actionable reports Develop and utilize Estimate-at-Complete model and forward-looking data analytics and trend analysis to...
Commercial Finance Analyst (Suntory)- Cerritos
- Cerritos, CA (15 miles from Santa Ana, CA)
- 3 days ago
- Cerritos, CA (15 miles from Santa Ana, CA)
- 3 days ago
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous...
- Orange, CA (2 miles from Santa Ana, CA)
- 3 days ago
- Orange, CA (2 miles from Santa Ana, CA)
- 3 days ago
Preferred Qualifications: Experience in budgeting, forecasting and financial modeling....
- Chino, CA (18 miles from Santa Ana, CA)
- 5 days ago
- Chino, CA (18 miles from Santa Ana, CA)
- 5 days ago
About the Company PakLab is a leading contract manufacturer specializing in health & beauty and household products. With three decades of professional product development service experience, we...
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
- Irvine, CA (6 miles from Santa Ana, CA)
- 5 days ago
About Fisher & Paykel Healthcare At Fisher & Paykel Healthcare, our dedication unites us in a shared mission to improve patient care and outcomes through world-leading healthcare solutions. We...
Emergency Financial Representative, PT Evenings
- Whittier, CA (20 miles from Santa Ana, CA)
- 5 days ago
- Whittier, CA (20 miles from Santa Ana, CA)
- 5 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...
Trade Compliance Financial Analyst
- Anaheim, CA (9 miles from Santa Ana, CA)
- 6 days ago
- Anaheim, CA (9 miles from Santa Ana, CA)
- 6 days ago
We are seeking an experienced consultant to join our team. This role is crucial for ensuring compliance with the United States-Mexico-Canada Agreement (USMCA) and managing the import and export...
Demographic Data for Santa Ana, CA
Moving to Santa Ana, CA? Find some basic demographic data about Santa Ana, CA below.
Financial Specialist Online Courses and Training Opportunities
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
- Prospecting
- Direct Sales
- Results Oriented
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Analysis
- Financial Services
- Financial Reporting
- Pivot Tables
- Underwriting
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Proposals
- Finance
- Acquisitions
- Accounts Receivable
- Microsoft Power BI
- Accounting
- Reimbursement
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Filing
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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