Financial Analyst Jobs in Palo Alto, CA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
- San Jose, CA (15 miles from Palo Alto, CA)
- 20 hours ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 20 hours ago
Job Description: Requires bachelor's degree in business, accounting, or related. Job Requirements: Work with the manufacturing and purchase managers to investigate actual-to-budget variances and...
- San Mateo, CA (12 miles from Palo Alto, CA)
- 1 day ago
- San Mateo, CA (12 miles from Palo Alto, CA)
- 1 day ago
As a Finance Analyst, you will play a critical role in tracking the fund performance, preparing weekly and quarterly reports, and contributing to initiatives that enhance operational efficiency....
- Foster City, CA (10 miles from Palo Alto, CA)
- 1 day ago
- Foster City, CA (10 miles from Palo Alto, CA)
- 1 day ago
About the role: As a Financial Analyst at Replit, you'll be at the forefront of driving financial strategy and operational efficiency across our organization....
Senior Financial Planning & Analyst Lead
- San Mateo, CA (12 miles from Palo Alto, CA)
- 2 days ago
- San Mateo, CA (12 miles from Palo Alto, CA)
- 2 days ago
Conversica is the leading provider of Conversation Automation solutions, with billions of human interactions spanning more than a decade. Our Revenue Digital Assistants (RDAs) supercharge...
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Company Overview: Primitiva Global, with dual headquarters in Silicon Valley and Hong Kong, is a multi-asset allocator across a diverse range of funds. As a forward-thinking global investment...
Key Responsibilities: 1. Conduct research on the US Enterprise Software industry to assist with formulating investment strategies, prepare detailed analyses of specific segments and companies to...
- Alameda, CA (23 miles from Palo Alto, CA)
- 6 days ago
- Alameda, CA (23 miles from Palo Alto, CA)
- 6 days ago
Investment Analyst | Multi-Asset Family Office Location: San Francisco, CA (In-Person) Company: Confidential Family Office About the Role Our client, a confidential family office with a broad...
- San Jose, CA (15 miles from Palo Alto, CA)
- 8 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 8 days ago
The is now accepting applications for Budget Analyst. Under the general direction of the Director III - Internal Business Services, serves in a lead capacity to coordinate and plan the...
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 11 days ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 11 days ago
Senior Financial Analyst As a Senior Financial Analyst at Astranis, you will have exposure to a broad range of FP&A and corporate finance responsibilities....
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 11 days ago
- Santa Clara, CA (12 miles from Palo Alto, CA)
- 11 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...
- Alameda, CA (23 miles from Palo Alto, CA)
- 14 days ago
- Alameda, CA (23 miles from Palo Alto, CA)
- 14 days ago
We are seeking an Analyst, focused on the Tech sector. You will work closely with our team to research companies, analyze investments, and contribute to our long-term strategies. Key...
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 14 days ago
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 14 days ago
Qualifications & Skills Bachelor's degree in Business Administration, Finance, Accounting, or equivalent work experience. 2-5 years of experience in commercial lending, loan processing, credit analysis...
- Hayward, CA (16 miles from Palo Alto, CA)
- 19 days ago
- Hayward, CA (16 miles from Palo Alto, CA)
- 19 days ago
Budget Analyst-Accountant I Alameda County Office Of Education (ACOE) Hayward, CA Job Details Full-time $6,626.80 - $8,054.53 a month 14 hours ago Benefits Health insurance Dental insurance 401(k)...
Senior Budget Analyst-Accountant
- Hayward, CA (16 miles from Palo Alto, CA)
- 23 days ago
- Hayward, CA (16 miles from Palo Alto, CA)
- 23 days ago
Senior Budget Analyst-Accountant About the Employer The Alameda County Office of Education (ACOE) leads with a student-centered vision, innovating in the classroom and building safe and supportive...
Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial...
Demographic Data for Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Palo Alto, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Palo Alto, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Implementation
- Prioritizing
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Bloomberg Terminal
- FactSet
- Commercial Banking
- Cash Forecasting
- Private Banking
- Financial Services
- Wealth Management
- Capital Markets
- Balance Sheets
- Valuation
- Variance Analysis
- Financial Statements
- Investment Banking
- Investment Management
- Financial Planning and Analysis
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Accounting
- Analytical Skills
- Decision Making
- Written Communication
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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