Financial Specialist Jobs in San Francisco, 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.
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...
- Walnut Creek, CA (19 miles from San Francisco, CA)
- 2 days ago
- Walnut Creek, CA (19 miles from San Francisco, 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...
- Oakland, CA (11 miles from San Francisco, CA)
- 2 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 2 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....
Financial Analyst, Experienced
- Oakland, CA (11 miles from San Francisco, CA)
- 2 days ago
- Oakland, CA (11 miles from San Francisco, CA)
- 2 days ago
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...
Financial Analyst (7709U) 77881 University of California, Berkeley
- Berkeley, CA (10 miles from San Francisco, CA)
- 3 days ago
- Berkeley, CA (10 miles from San Francisco, 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 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 (8 miles from San Francisco, CA)
- 3 days ago
- Oakland, CA (8 miles from San Francisco, 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 (10 miles from San Francisco, CA)
- 4 days ago
- Berkeley, CA (10 miles from San Francisco, 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...
- Berkeley, CA (10 miles from San Francisco, CA)
- 4 days ago
- Berkeley, CA (10 miles from San Francisco, 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 (8 miles from San Francisco, CA)
- 4 days ago
- South San Francisco, CA (8 miles from San Francisco, 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...
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
Who You Are As the Finance MBA Intern, you will work alongside the Director of Strategic Finance to support the Operations and Technology groups. You will work with FP&A and business partners on...
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 5 days ago
Who You Are Join our Accounting team as a Finance Intern and gain hands-on experience that will kickstart your career! Reporting directly to the Accounting Manager, you'll take on real accounting...
Material Cost Analyst (Associate, Experienced or Senior)
- Berkeley, CA (10 miles from San Francisco, CA)
- 5 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 5 days ago
Job Description At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive,...
Calling all originals: At Levi Strauss & Co., you can be yourself and be part of something bigger. Were a company of people who like to forge our own path and leave the world better than we found...
Construction Project Accountant (Title: Project Cost Control Specialist)
- San Francisco, CA
- 5 days ago
- San Francisco, CA
- 5 days ago
Salary Range: $36.06-$40.87 The Construction Project Accountant is a member of the Design & Construction team whose primary responsibilities are addressing accounting for construction projects....
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Financial Specialist Online Courses and Training Opportunities
Title Synonyms
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Salary for Financial Specialist Jobs in San Francisco, CA
Required or preferred licenses and certifications for Financial Specialist positions.
Highest Education Level
Financial Specialists in San Francisco, 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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