Financial Specialist Jobs in Cupertino, 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.
models to estimate economic and accounting impacts of commercial opportunities and investment decisions, and articulate concise and well-supported recommendations to senior leadership- Manage and foster...
- Sunnyvale, CA (7 miles from Cupertino, CA)
- 1 day ago
- Sunnyvale, CA (7 miles from Cupertino, CA)
- 1 day ago
Our client - a Multifamily Office in San Francisco - is looking to add a strong and analytically minded finance professional to their Portfolio Management team. The client solely works with...
- Mountain View, CA (8 miles from Cupertino, CA)
- 1 day ago
- Mountain View, CA (8 miles from Cupertino, CA)
- 1 day ago
modelling skills Ability to deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results Ability to...
Financial Assistant (SHORT-TERM, TEMPORARY)
- Saratoga, CA (3 miles from Cupertino, CA)
- 1 day ago
- Saratoga, CA (3 miles from Cupertino, CA)
- 1 day ago
Financial Assistant (SHORT-TERM, TEMPORARY) West Valley-Mission Community College District Saratoga, CA Full-time Finance Posted on March 30, 2025 Financial Assistant (SHORT-TERM, TEMPORARY)...
Financial Analyst (SHORT-TERM, TEMPORARY)
- Saratoga, CA (3 miles from Cupertino, CA)
- 1 day ago
- Saratoga, CA (3 miles from Cupertino, CA)
- 1 day ago
Financial Analyst (SHORT-TERM, TEMPORARY) West Valley-Mission Community College District Saratoga, CA Full-time Finance Posted on March 30, 2025 Financial Analyst (SHORT-TERM, TEMPORARY) Closing...
- Newark, CA (15 miles from Cupertino, CA)
- 2 days ago
- Newark, CA (15 miles from Cupertino, CA)
- 2 days ago
modeling efforts....
Strong analytical skills with expertise in financial modeling, data analysis, and problem-solving....
Finance Specialist Stanford University
- Stanford, CA (9 miles from Cupertino, CA)
- 2 days ago
- Stanford, CA (9 miles from Cupertino, CA)
- 2 days ago
Note: The following position will be hybrid (working on-site and working from home) based on the Stanford campus, subject to operational needs. Applicants must upload a cover letter and resume to...
- Mountain View, CA (8 miles from Cupertino, CA)
- 3 days ago
- Mountain View, CA (8 miles from Cupertino, CA)
- 3 days ago
Responsibilities: Budget Development & Management: Develop and maintain comprehensive budgets, forecasts, and financial models using advanced Excel techniques (e.g., pivot tables, complex formulas,...
Operations Business Analyst_Remote
- San Jose, CA (11 miles from Cupertino, CA)
- 3 days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 3 days ago
Job Description: Operations Business Analyst Mainly a remote position; the standard working arrangement for collaborators is primarily remote. However, attendance at the physical office location...
Remote WorkInsurance and Financial Services Agent
- Milpitas, CA (17 miles from Cupertino, CA)
- 4 days ago
- Milpitas, CA (17 miles from Cupertino, CA)
- 4 days ago
Find jobs SEARCH Enter anybination of title, description,pany name and location to find jobs.
- Santa Cruz, CA (15 miles from Cupertino, CA)
- 4 days ago
- Santa Cruz, CA (15 miles from Cupertino, CA)
- 4 days ago
This is a great time to join Santa Cruz METRO! Salaries are on a six-step salary range schedule with 5% increases yearly. Typical placement on this position is made at the first step of the salary...
- San Jose, CA (11 miles from Cupertino, CA)
- 4 days ago
- San Jose, CA (11 miles from Cupertino, CA)
- 4 days ago
Loan Adjustments Officer (Collections): At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our...
- Newark, CA (15 miles from Cupertino, CA)
- 5 days ago
- Newark, CA (15 miles from Cupertino, CA)
- 5 days ago
Essential Skills Minimum 5 years of experience with financial modeling. Minimum 5 years of experience with financial systems. Minimum 5 years of business acumen....
Principal Analyst, Finance Transformation
- Sunnyvale, CA (7 miles from Cupertino, CA)
- 5 days ago
- Sunnyvale, CA (7 miles from Cupertino, CA)
- 5 days ago
Company Description At Intuitive, we are united behind our mission: we believe that minimally invasive care is life-enhancing care. Through ingenuity and intelligent technology, we expand the...
Demographic Data for Cupertino, CA
Moving to Cupertino, CA? Find some basic demographic data about Cupertino, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job title
Salary for Financial Specialist Jobs in Cupertino, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Cupertino, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Specialist position
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- Generally Accepted Accounting Principles
- Financial Operations
- Corporate Finance
- Financial Forecasting
- Journal Entries
- Cost Accounting
- Credit Analysis
- Lending
- Month-End Close
- Financial Services
- Financial Analysis
- Financial Reporting
- Pivot Tables
- Business Processes
- Reconciliations
- Budget Forecasting
- Reconciliation
- Cost Analysis
- Business Analysis
- Forecasting
- Spreadsheets
- Modeling
- Finance
- Business Intelligence
- Accounts Receivable
- Accounting
- Microsoft Power BI
- Reimbursement
- Tableau
- Strategy Development
- Collections
- Analytical Skills
- Implementation
- Decision Making
- Auditing
- Presentation
- Budgeting
- Collaboration
- Documentation
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Budgets
- Microsoft PowerPoint
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Time Management
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Financial Specialist Related Career Advice Articles
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »