Financial Specialist Jobs in Oakland, 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.
- Newark, CA (19 miles from Oakland, CA)
- 2 days ago
- Newark, CA (19 miles from Oakland, CA)
- 2 days ago
modeling efforts....
- San Francisco, CA (11 miles from Oakland, CA)
- 2 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 2 days 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...
- Pleasanton, CA (21 miles from Oakland, CA)
- 2 days ago
- Pleasanton, CA (21 miles from Oakland, CA)
- 2 days ago
Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo Are you someone who thrives on building meaningful relationships and making a real impact in people's lives? Do you have a...
- Walnut Creek, CA (10 miles from Oakland, CA)
- 2 days ago
- Walnut Creek, CA (10 miles from Oakland, CA)
- 2 days ago
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...
Uses existing financial models and/or develops new models for analysis and reporting. Works with senior management to support strategic planning and decision making....
Your Role The Blue Shield of California Commercial Finance team is responsible for providing financial planning and analysis support for the mid to large segment employer groups. The Financial...
Finance Specialist Stanford University
- Stanford, CA (24 miles from Oakland, CA)
- 2 days ago
- Stanford, CA (24 miles from Oakland, 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...
Financial Analyst (7709U) 77881 University of California, Berkeley
- Berkeley, CA (7 miles from Oakland, CA)
- 3 days ago
- Berkeley, CA (7 miles from Oakland, CA)
- 3 days ago
Financial Analyst (7709U) 77881 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of...
Financial Analyst (7709U) 77881
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
- San Francisco, CA (11 miles from Oakland, CA)
- 3 days ago
Financial Analyst (7709U) 77881 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of...
- Oakland, CA (3 miles from Oakland, CA)
- 3 days ago
- Oakland, CA (3 miles from Oakland, CA)
- 3 days ago
Uses existing financial models and/or develops new models for analysis and reporting. Works with senior management to support strategic planning and decision making....
- Berkeley, CA (7 miles from Oakland, CA)
- 4 days ago
- Berkeley, CA (7 miles from Oakland, CA)
- 4 days ago
FINANCIAL ANALYST Virtual, GBR Career Path: Finance Organization: Cummins Inc. Role Category: Hybrid Job Type: Exempt - Entry Level ReqID: 2413912 DESCRIPTION We are looking for a talented...
Financial Analyst - High School
- Danville, CA (16 miles from Oakland, CA)
- 4 days ago
- Danville, CA (16 miles from Oakland, CA)
- 4 days ago
Financial Analyst - High School (15300), 40 hrs/wk - Monte Vista High School (2025-2026 School Year) View Job Description Requirements / Qualifications Cover Letter Resume 1 Current Letter of...
- Dublin, CA (17 miles from Oakland, CA)
- 4 days ago
- Dublin, CA (17 miles from Oakland, CA)
- 4 days ago
Financial Modeling: Develop and maintain financial models to support strategic initiatives and business decisions....
- Berkeley, CA (7 miles from Oakland, CA)
- 4 days ago
- Berkeley, CA (7 miles from Oakland, CA)
- 4 days ago
These roles require strong analytical skills, proficiency in financial modeling, and the ability to communicate effectively with various stakeholders....
Workday Financial Systems Analyst
- South San Francisco, CA (13 miles from Oakland, CA)
- 4 days ago
- South San Francisco, CA (13 miles from Oakland, CA)
- 4 days ago
Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies. It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and...
Demographic Data for Oakland, CA
Moving to Oakland, CA? Find some basic demographic data about Oakland, 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 Oakland, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in Oakland, 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 »