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Financial Excel Spreadsheets Jobs in California (NOW HIRING)

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Utilize QuickBooks and Excel to maintain precise financial records and project-specific spreadsheets. Required Qualifications * Industry Expertise: Proven experience in construction-specific ...

Maintain and update financial records in ACCESS databases and Excel spreadsheets . * Collaborate on process improvements and written procedure documentation. Required Skills & Experience * 3+ years ...

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Billing Clerk

Orange, CA · On-site

$28 - $30/hr

Position reports directly to Director of Project Finance and Administration. Responsibilities * New Job set-up in Quickbooks and Excel * Data Entry of Daily Work Sheets into Excel Spreadsheets

Expert in dealing with financial and numerical data and the use of excel spreadsheets, including vlookups, pivot tables, and financial modeling * Advanced proficiency in a variety of technology ...

New

... excel spreadsheets, send reports to clients as needed. Ad hoc projects and requests, sometimes of a ... Experience at a financial institution and familiarity with financial markets is preferred Thanks ...

... and excel spreadsheets, send reports to clients as needed. • Ad hoc projects and requests ... financial markets is preferred Thanks and Regards: Vikas Jalodiya Qualifications Additional ...

Financial Analyst

Richmond, CA · Hybrid

$70K - $75K/yr

This role is ideal for someone who combines strong accounting fundamentals with advanced Excel ... Ensure data integrity across spreadsheets, reports, and source systems. Knowledge, Skills and ...

Evaluate customer financial statements, payment histories, trade references, and D&B reports to set ... Transform raw, unformatted aging and credit data into clean Excel spreadsheets; perform VLOOKUPs ...

Work with complex excel spreadsheets to track and report project financials. Work proactively with project personnel to ensure charging is correct and within budget constraints. Maintain ...

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Financial Excel Spreadsheets information

What are financial Excel spreadsheets?

Financial Excel spreadsheets are digital documents created using Microsoft Excel to organize, analyze, and present financial data. They are commonly used by businesses and individuals for budgeting, forecasting, tracking expenses, creating financial statements, and performing complex financial calculations. These spreadsheets often include formulas, charts, and pivot tables to help visualize data and support decision-making. Financial Excel spreadsheets are essential tools for accountants, analysts, and finance professionals due to their flexibility and powerful analytical capabilities.

What are some common challenges faced when managing complex financial data in Excel spreadsheets?

One of the main challenges is ensuring data accuracy and consistency when dealing with large or multi-sheet workbooks, as small errors can lead to significant financial miscalculations. Additionally, maintaining version control and collaborating with team members can be difficult without proper organization and documentation. Financial professionals often need to build advanced formulas or macros to automate calculations, which requires a solid understanding of Excel functions and attention to detail. Regularly auditing and validating data, as well as protecting sensitive information, are also crucial aspects of the role.

What are the key skills and qualifications needed to thrive as a financial Excel spreadsheet specialist, and why are they important?

To thrive as a Financial Excel Spreadsheet Specialist, you need strong analytical skills, proficiency in financial principles, and advanced expertise in Excel, often supported by a degree in finance, accounting, or a related field. Mastery of Excel functions such as pivot tables, VLOOKUP, macros, and sometimes familiarity with VBA programming or financial modeling certifications is crucial. Attention to detail, problem-solving abilities, and effective communication set outstanding specialists apart. These skills ensure accurate financial analysis, efficient data management, and clear reporting for informed business decisions.

What is the difference between Financial Excel Spreadsheets vs Financial Analysts?

AspectFinancial Excel SpreadsheetsFinancial Analysts
Primary RoleCreating, managing, and analyzing financial data using ExcelInterpreting financial data, preparing reports, and providing insights
Skills RequiredAdvanced Excel skills, data organizationFinancial modeling, analytical skills, industry knowledge
CertificationsExcel certifications, basic finance knowledgeCPA, CFA, or similar certifications often preferred
Work EnvironmentOffice, primarily focused on spreadsheets and data entryOffice setting, meetings, report presentations

Financial Excel Spreadsheets focus on data management and analysis within Excel, while Financial Analysts interpret data to provide strategic insights. Both roles require strong Excel skills, but Financial Analysts typically have broader financial expertise and industry knowledge.

What finance jobs use financial excel spreadsheets the most?

Financial analysts, accountants, and financial managers frequently use financial Excel spreadsheets to analyze data, create financial models, and prepare reports. Proficiency in functions like pivot tables, formulas, and data visualization is essential for these roles, which often require advanced Excel skills and certifications such as Microsoft Office Specialist (MOS).

What jobs use financial excel spreadsheets?

Financial Excel spreadsheets are commonly used in roles such as financial analysts, accountants, budget analysts, and financial planners. These jobs require skills in data analysis, financial modeling, and reporting, often utilizing Excel functions, formulas, and pivot tables to manage and interpret financial data.

What are popular job titles related to Financial Excel Spreadsheets jobs in California?

For Financial Excel Spreadsheets jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Excel Spreadsheets jobs in California look for?

The top searched job categories for Financial Excel Spreadsheets jobs in California are:

What cities in California are hiring for Financial Excel Spreadsheets jobs?

Cities in California with the most Financial Excel Spreadsheets job openings:

Revenue Assistant - Finance dept - Hemet, CA

KPC GLOBAL MEDICAL CENTERS INC.

Hemet, CA • On-site

$21 - $23/hr

Full-time

Re-posted 6 days ago


Job description

SUMMARY

Under the supervision of the Senior Finance Manager, provides A/R and Revenue support to the finance

department.

RESPONSIBILITIES AND DUTIES:

• Assist with the sorting and reconciling of payments and correspondence for managed companies.

• Update Excel spreadsheets

• When needed, update various revenue spreadsheets via Excel.

• Perform Deposits

• Compile and deposit checks/payments for all companies

• Send Remits/Correspondence to Billing Companies

• Upload and send all remits and correspondence to appropriate billing companies

• Enter monthly management fee invoices and other A/R invoices as assigned.

• Perform additional duties as assigned.

EDUCATION & EXPERIENCE REQUIREMENTS:

• Associate Degree preferred

• 2 plus years of experience in an administrative role

SKILLS & ABILITIES REQUIREMENTS

• Prior experience in an office setting required.

• Ability to handle multiple assignments at the same time with moderate supervision.

• Above average customer service and written communication skills required.

• Computer skills, including knowledge of Excel, Word, and Outlook.

• Possess good problem-solving skills.

PHYSICAL REQUIREMENTS:

• Body Positions: Sitting and standing for prolonged periods.

• Body Movements: Arm and hand dexterity.

• Body Senses: Must have command of close and distant sight, color perception and hearing.

• Strength: Ability to lift and move up to 25-pounds.

WORKING ENVIRONMENT:

• Work in an office, where the climate is controlled

• Occasional travel between medical groups and/or hospitals when necessary. 0-25 % of the time.

• OSHA exposure category: III

• Category I – Position includes tasks that involve exposure to Blood borne Pathogens.

• Category II – Position includes tasks that do not have exposure to Bloodborne Pathogens, however

employment may require unplanned Category I tasks.

• Category III – Positions includes tasks that do not involve exposure to Bloodborne Pathogens. This

position would not be required to perform Category I tasks.



KPC Health logo

About KPC Health

Sourced by ZipRecruiter

KPC Health has an integrated approach to serving the people of Riverside, San Bernardino and Orange County. Our acute care medical centers provide high quality, comprehensive and affordable healthcare for the entire family. For us, healthcare is not just about caring for our patients, but also about investing in the people throughout our communities. We are one team with one mission and that mission is for all our patients, and their families to Enjoy Life in Great Health.

Industry

Health care and social assistance

Company size

201 - 500 Employees

Headquarters location

Santa Ana, CA, US

Year founded

2004

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