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.
GENERAL SUMMARY Perform the analysis of financial statements and tax returns using nCino for Account Officers to use in their recommendations for new and renewal extensions of credit. Calculate...
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
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...
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...
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...
OPEN/PROMOTIONAL OPPORTUNITY FLSA Status: Exempt FUTURE SALARY INCREASES: Effective 7/1/2025, 3% Cost of Living Adjustment INCENTIVES FOR NEW EMPLOYEES: Sign on Bonus - $2,000 40 hours of sick...
Financial Analyst Associate - OCFO Engineering
- Livermore, CA
- 11 hours ago
- Livermore, CA
- 11 hours ago
Company Description Join us and make YOUR mark on the World! Are you interested in joining some of the brightest talent in the world to strengthen the United States security? Come join Lawrence...
Preferred Qualifications: Experience in budgeting, forecasting and financial modeling....
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...
Company Overview: Liberty SBF Manager LLC is a leader in providing structured credit solutions with a focus on real estate finance, including multifamily and commercial real estate. We work...
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) 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) West Valley-Mission Community College District Saratoga, CA Full-time Finance Posted on March 30, 2025 Financial Analyst (SHORT-TERM, TEMPORARY) Closing...
Overview St. John's Regional Medical Center, located in Oxnard, California is a recognized as a Top 250 Hospital in the Nation and as one of America's 100 Best Hospitals for Cardiac Care by...
Support monthly, quarterly, and year-end financial close activities through data preparation and variance analysis....
Remote WorkDemographic Data for California
Moving to California? Find some basic demographic data about California below.
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
- Financial Planning and Analysis
- Variance Analysis
- Financial Planning
- Financial Modeling
- Financial Statements
- Pricing Analysis
- 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
- Flexibility
- Data Analysis
- 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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