Financial Specialist Jobs in Newport Beach, 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.
Program Financial Analyst, Project FAST
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 18 hours ago
- Garden Grove, CA (14 miles from Newport Beach, CA)
- 18 hours ago
models and reporting tools to perform financial analysis and distill into actionable reports Develop and utilize Estimate-at-Complete model and forward-looking data analytics and trend analysis to...
Commercial Finance Analyst (Suntory)- Cerritos
- Cerritos, CA (23 miles from Newport Beach, CA)
- 19 hours ago
- Cerritos, CA (23 miles from Newport Beach, CA)
- 19 hours ago
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous...
- Orange, CA (13 miles from Newport Beach, CA)
- 19 hours ago
- Orange, CA (13 miles from Newport Beach, CA)
- 19 hours ago
Preferred Qualifications: Experience in budgeting, forecasting and financial modeling....
- Irvine, CA (11 miles from Newport Beach, CA)
- 2 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 2 days ago
About Fisher & Paykel Healthcare At Fisher & Paykel Healthcare, our dedication unites us in a shared mission to improve patient care and outcomes through world-leading healthcare solutions. We...
funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint...
Trade Compliance Financial Analyst
- Anaheim, CA (19 miles from Newport Beach, CA)
- 3 days ago
- Anaheim, CA (19 miles from Newport Beach, CA)
- 3 days ago
We are seeking an experienced consultant to join our team. This role is crucial for ensuring compliance with the United States-Mexico-Canada Agreement (USMCA) and managing the import and export...
modeling knowledge Attention to detail, organizational skills, curiosity, and continuous improvement Excellent communication skills for C-suite interactions Bachelor's Degree in Business, Economics...
modeling knowledge Attention to detail, organizational skills, curiosity, and continuous improvement Excellent communication skills for C-suite interactions Bachelor's Degree in Business, Economics...
10751 - IT Financial Analyst I, Cloud Billing
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 4 days ago
- Santa Ana, CA (10 miles from Newport Beach, CA)
- 4 days ago
10751 - IT Financial Analyst I, Cloud billing Purpose: The Cloud Billing Analyst is responsible for overseeing and managing the billing and cost tracking processes for cloud services. This role...
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals. We hire...
Market Access Business Analyst
- Aliso Viejo, CA (6 miles from Newport Beach, CA)
- 6 days ago
- Aliso Viejo, CA (6 miles from Newport Beach, CA)
- 6 days ago
Compensation: $83,000 - $99,000 per year. You are eligible for a Short-Term Incentive Plan with the target at 7.5% of your annual earnings; terms and conditions apply. Market Access Business...
Remote WorkProgram Financial Specialist I
- Irvine, CA (11 miles from Newport Beach, CA)
- 6 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 6 days ago
SUMMARY Responsible for working with Alliant's Public Entity Program Account and Underwriting Teams to develop, maintain, and/or support financial activities. Provides creative business solutions...
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 7 days ago
- Costa Mesa, CA (7 miles from Newport Beach, CA)
- 7 days ago
Join the BenQ Team! Are you ready to be a part of a globally trusted brand where cutting-edge technology meets exceptional talent? BenQ is an award-winning display solutions provider for lifestyle...
- Cerritos, CA (23 miles from Newport Beach, CA)
- 8 days ago
- Cerritos, CA (23 miles from Newport Beach, CA)
- 8 days ago
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and...
Franchise Commercial Credit Analyst
- Irvine, CA (11 miles from Newport Beach, CA)
- 9 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 9 days ago
Altius Search Group has partnered with a leading national equipment finance firm known for empowering small businesses and franchise operators through innovative financing solutions. We are...
Demographic Data for Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Newport Beach, 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
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