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.
Senior Specialist, Program Finance Analyst
- Anaheim, CA (9 miles from Santa Ana, CA)
- 4 days ago
- Anaheim, CA (9 miles from Santa Ana, CA)
- 4 days ago
Preferred Additional Skills: Experience with cost-reimbursable contracts such as CPFF and T&M Knowledge of government contracts, funding profiles, sales outlook and variance analysis preferred Detail-oriented...
- Long Beach, CA (23 miles from Santa Ana, CA)
- moments ago
- Long Beach, CA (23 miles from Santa Ana, CA)
- moments ago
Come create your career with Volt Volt is immediately hiring for Collection Specialist in Long Beach, CA. As an Collections Specialist you will: Monitor customer accounts to identify outstanding...
- Lakewood, CA (17 miles from Santa Ana, CA)
- 3 hours ago
- Lakewood, CA (17 miles from Santa Ana, CA)
- 3 hours ago
We are hiring a Collections Specialist. RESPONSIBILITIES: * Perform outbound collection calls. * Review orders on credit hold, as needed. * Send invoices and proof of deliveries to customers when...
Emergency Financial Representative, PT Nights
- Downey, CA (20 miles from Santa Ana, CA)
- 3 hours ago
- Downey, CA (20 miles from Santa Ana, CA)
- 3 hours 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...
Financial Analyst IV (Decision Support)
- Orange, CA (2 miles from Santa Ana, CA)
- 3 hours ago
- Orange, CA (2 miles from Santa Ana, CA)
- 3 hours ago
Financial Analyst IV (Decision Support) CalOptima CalOptima Health is seeking a highly motivated Financial Analyst IV (Decision Support) to join our team. The Financial Analyst IV (Decision...
- Long Beach, CA (23 miles from Santa Ana, CA)
- 13 hours ago
- Long Beach, CA (23 miles from Santa Ana, CA)
- 13 hours ago
funds, annuities, insurance, and managed accounts Reports to: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard...
Insurance Solutions Business Analyst
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 1 day ago
- Costa Mesa, CA (5 miles from Santa Ana, 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...
- Orange, CA (2 miles from Santa Ana, CA)
- 2 days ago
- Orange, CA (2 miles from Santa Ana, CA)
- 2 days ago
Finance Specialist Requirements / Qualifications For more information on Requirements/Qualifications, please contact the employer. Comments and Other Information For more information on Comments...
Medical Collections Specialist
- Covina, CA (24 miles from Santa Ana, CA)
- 2 days ago
- Covina, CA (24 miles from Santa Ana, CA)
- 2 days ago
Experience with: - MediCal receivables - Collections - Billing - inpatient/outpatient hospital billing/collections - preparation of UBO 4 forms - injection codes
Financial Analyst, Charter Schools
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 days ago
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 2 days ago
The Orange County Department of Education (OCDE) serves some of Orange County's most vulnerable student populations and provides support and mandated fiscal oversight to 28 school districts...
- Cypress, CA (11 miles from Santa Ana, CA)
- 2 days ago
- Cypress, CA (11 miles from Santa Ana, CA)
- 2 days ago
Yamaha has an exciting opportunity for a Collections Specialist to join our Finance team in Cypress, CA. The Collections Specialist will be responsible for collecting and handling past due...
- La Palma, CA (12 miles from Santa Ana, CA)
- 2 days ago
- La Palma, CA (12 miles from Santa Ana, CA)
- 2 days ago
SUMMARY The position of Senior Credit Analyst is responsible for managing the Commercial, C&I, SBA, Real Estate Lending, Consumer and Commercial Equipment Leasing loan process and preparation of...
Financial Services Representative
- Artesia, CA (15 miles from Santa Ana, CA)
- 3 days ago
- Artesia, CA (15 miles from Santa Ana, CA)
- 3 days ago
SUMMARY The Financial Services Representative is responsible for providing the bank's customers with personalized banking and new accounts services by performing the following duties. Ensures...
- Foothill Ranch, CA (11 miles from Santa Ana, CA)
- 3 days ago
- Foothill Ranch, CA (11 miles from Santa Ana, CA)
- 3 days ago
Key Responsibilities: Assist in developing and implementing underwriting policies and procedures. Evaluate and analyze credit applications to determine risk and approve or decline applications...
US E-Consulting - Consultant, Insurance Solutions, Functional Business Analyst - AI&E/IS
- Costa Mesa, CA (5 miles from Santa Ana, CA)
- 3 days ago
- Costa Mesa, CA (5 miles from Santa Ana, 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...
Demographic 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
- 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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