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...
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
- moments ago
- Jurupa Valley, CA
- moments 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...
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...
SSC FM - Business Analyst (Los Angeles Air Force Base, CA)
- El Segundo, CA
- 5 hours ago
- El Segundo, CA
- 5 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...
Business Analyst Intern (Accounting & Billing Operations Support)
- Santa Clara, CA
- 9 hours ago
- Santa Clara, CA
- 9 hours 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...
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...
Finance Assistant Redeemer Presbyterian Church Encinitas, California, United States Date Posted: 06/10/2025 Categories: Business/Finance - Administration/Assistant Denominations: Church Size: 1501...
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 -...
El Segundo, CA, USA | Salary | 85000-140000 per year | Full Time Working Capital Fund Financial Analyst DEFTEC delivers mission-critical solutions through skillfully delivered services and...
Senior Analyst, Business Planning and Execution
- San Francisco, CA
- 1 day ago
- San Francisco, CA
- 1 day ago
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Finance Job Details About...
El Segundo, CA, USA | Salary | 85000-140000 per year | Full Time FMS Financial Analyst DEFTEC delivers mission-critical solutions through skillfully delivered services and innovative products. We...
Demographic Data for California
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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
- 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
- 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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