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.
- RMS Asset Management, LLC
- Irvine, CA
- 1 day ago
- RMS Asset Management, LLC
- Irvine, CA
- 1 day ago
Job Summary RMS is seeking a highly motivated Mortgage Data Analyst to join our dynamic team. This role is ideal for an individual who is looking to grow their career in data analysis and project...
- Hi-Growth Construction Company
- San Bruno, CA
- 6 days ago
- Hi-Growth Construction Company
- San Bruno, CA
- 6 days 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...
Cost Analyst Finance and Administration | San Jose, CA, United States JOB DESCRIPTION Forecasting variances, manufacturing spending, and preparing analytical reports Develop manufacturing cost,...
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional...
The Collections Specialist oversees the accounts receivable efforts of The United Firm's monthly receivables. This position will partner with the Finance Team and the Legal Department to ensure...
Position Summary Guggenheim Investments is seeking a Municipal Credit Analyst. The Municipal Credit Analyst is responsible for maintaining market coverage, conducting security and portfolio-level...
General information Name Accounts Receivable/Collections Specialist Ref # 1344 Date Wednesday, August 20, 2025 City Bell, CA State California Country United States Business Entity IFS Work Hours...
Your Role The Enterprise Finance Consolidations and Business Systems team leads the Company's end-to-end consolidated financial forecasting and reporting, as well as the administration of core...
SaaS Business Acumen: Strong understanding of SaaS business models, COGS structures, subscription KPIs, and operational cost frameworks....
Who We Are Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report....
Remote WorkSSC AATS - Business Analyst (Patrick Space Force Base, FL)
- El Segundo, CA
- 4 hours ago
- El Segundo, CA
- 4 hours ago
Company Overview: Integrated Data Services (IDS) is a leading provider of custom software products and Government financial management services. IDS was founded in 1997 in El Segundo, CA, and...
We are currently seeking a Collections Specialist II to join our team. In this role, you will initiate calls and/or correspondence with customers to inquire on outstanding A/R balances. The...
Client Service Associate- - Hybrid At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a...
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The...
Job Summary Summary Posted: Aug 27, 2025 Weekly Hours: 40 Role Number: 20... Imagine what you could do here. At Apple, new ideas have a way of becoming great products, services, and customer...
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
- Networking
- Listening
- Prospecting
- Direct Sales
- Events
- Results Oriented
- Financial Planning and Analysis
- Credit Underwriting
- Financial Statement Analysis
- Variance Analysis
- Financial Planning
- Financial Statements
- Financial Modeling
- Corporate Finance
- Journal Entries
- Lending
- Financial Analysis
- Month-End Close
- Credit Analysis
- Financial Services
- Underwriting
- Financial Reporting
- Pivot Tables
- Reconciliations
- Cost Analysis
- Budget Forecasting
- Reconciliation
- Forecasting
- Business Analysis
- Modeling
- Proposals
- Finance
- Acquisitions
- Reimbursement
- Microsoft Power BI
- Collections
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Budgeting
- Written Communication
- Documentation
- Reporting
- Data Analysis
- Collaboration
- Budgets
- Bachelor's Degree
- Microsoft PowerPoint
- Policy Development
- Filing
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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