Financial Specialist Jobs in California
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
- 1 day ago
- Hi-Growth Construction Company
- San Bruno, 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...
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...
Preparing variance analysis in support of program management for internal weekly and monthly reviews. Experience analyzing and reporting Earned Value Management data....
Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you...
Date Posted: 2025-05-12 Country: United States of America Location: CA601: Goleta (EW) Bldg H01 6380 Hollister Avenue Building H01, Goleta, CA, 93117 USA Position Role Type: Onsite U.S. Citizen,...
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...
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...
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...
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) CalOptima CalOptima Health is seeking a highly motivated Financial Analyst IV (Decision Support) to join our team. The Financial Analyst IV (Decision...
Financial Analyst III page is loaded Financial Analyst III remote type Hybrid locations Phoenix, Arizona, United States Of America time type Full time posted on Posted 3 Days Ago job requisition...
Collections Specialist - ADESA Mira Loma
- Jurupa Valley, CA
- 9 hours ago
- Jurupa Valley, CA
- 9 hours ago
Collections Specialist - ADESA Mira Loma Mira Loma, CA **HIRING IMMEDIATELY** Pay range: $21-$23 hourly Job Summary Reporting to the Staff Accountant or designated manager, perform and follow up...
proficiency (experience working on client deliverables a plus) 4) Proficiency in Argus, Yardi, Costar and Real Capital Analytics preferred 5) Knowledge of research products including: Capital IQ, Pitchbook, FactSet...
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...
analysis for quarterly tie out of off-balance sheet commitments for SOX audit compliance Education & Experience Bachelor's degree in Finance, Accounting, or Economics preferred...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in California
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in California 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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