Financial Specialist Jobs in Santa Clara, 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.
- Cupertino, CA (8 miles from Santa Clara, CA)
- 18 hours ago
- Cupertino, CA (8 miles from Santa Clara, CA)
- 18 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...
Business Analyst Intern (Accounting & Billing Operations Support)
- Santa Clara, CA
- 1 day ago
- Santa Clara, CA
- 1 day ago
Location: Santa Clara, CA (Hybrid 2 days/week in office) Employment Type: Part-Time 29 hours/week About the Role: We are seeking a detail-oriented and proactive Business Analyst Intern to support...
- Cupertino, CA (8 miles from Santa Clara, CA)
- 1 day ago
- Cupertino, CA (8 miles from Santa Clara, CA)
- 1 day 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...
Business Analyst Santa Clara, California - Posted on June 12, 2025 Published By Catherine Hamel Trillium Professional is now seeking a Business Analyst of Sales in Santa Clara! Pay rate is $75 -...
Financial Analyst II Technology
- San Jose, CA (3 miles from Santa Clara, CA)
- 1 day ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 1 day ago
analysis) Improve financial outcomes by analyzing results, monthly variances, identifying trends and recommending actions to management Review and approve purchase requisition in SAP and contracts...
- San Jose, CA (3 miles from Santa Clara, CA)
- 3 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 3 days ago
The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and...
I. Job Purpose Be responsible for financial analysis (revenue, cost & margin) in support the Business Unit and corporation's reporting. Coordinate and maintain accounting activities and prepare...
- San Jose, CA (3 miles from Santa Clara, CA)
- 4 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 4 days ago
Manage month-end processes including results reporting and variance analysis. Prepare monthly financial reporting packages for internal management review....
- Fremont, CA (14 miles from Santa Clara, CA)
- 4 days ago
- Fremont, CA (14 miles from Santa Clara, CA)
- 4 days ago
identify trends and opportunities for growth or cost savings Support the annual budgeting and monthly forecasting processes across departments or business units Prepare financial reports including variance...
HCM/Payroll Business Analyst and Systems Implementation Lead - Public Sector
- San Jose, CA (3 miles from Santa Clara, CA)
- 4 days ago
- San Jose, CA (3 miles from Santa Clara, CA)
- 4 days ago
HCM/Payroll Business Analyst and Systems Implementation Lead - Public Sector Crowe United States, California, San Jose 3031 Tisch Way (Show on map) Jun 09, 2025 Your Journey at Crowe Starts Here:...
FP&A Analyst (Financial Industry Experience Required)
- Fremont, CA (14 miles from Santa Clara, CA)
- 4 days ago
- Fremont, CA (14 miles from Santa Clara, CA)
- 4 days ago
Where it all began... In 1951 SF Fire Credit Union first opened its doors from a modest 10? 15? office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one...
- Milpitas, CA (8 miles from Santa Clara, CA)
- 4 days ago
- Milpitas, CA (8 miles from Santa Clara, CA)
- 4 days ago
About Commonwealth Fusion Systems: Commonwealth Fusion Systems is on a mission to deliver the urgent transition to fusion energy. Combining decades of research, top talent and new technologies,...
Remote Work- Cupertino, CA (8 miles from Santa Clara, CA)
- 4 days ago
- Cupertino, CA (8 miles from Santa Clara, CA)
- 4 days ago
Business Analyst V Job Title: Business Analyst V Business Development Partner Manager - Retail Location: Cupertino, CA or Austin, TX (Hybrid) Duration: 12 Months plus Pay Range: $70/hr-$85/hr on...
Sr. SAP Business Systems Analyst - Finance (FICO)
- Morgan Hill, CA (21 miles from Santa Clara, CA)
- 4 days ago
- Morgan Hill, CA (21 miles from Santa Clara, CA)
- 4 days ago
Sr. SAP Business Systems Analyst - Finance (FICO) Anritsu Company life insurance, tuition reimbursement, 401(k), profit sharing United States, California, Morgan Hill 490 Jarvis Drive (Show on...
Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service...
Demographic Data for Santa Clara, CA
Moving to Santa Clara, CA? Find some basic demographic data about Santa Clara, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Santa Clara, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Santa Clara, 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
- Lending
- 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
- Presentation
- Budgeting
- 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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