Financial Analyst Jobs in San Francisco, 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 Mateo, CA (15 miles from San Francisco, CA)
- 1 day ago
- San Mateo, CA (15 miles from San Francisco, 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 (17 miles from San Francisco, CA)
- 2 days ago
- Foster City, CA (17 miles from San Francisco, CA)
- 2 days 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 (15 miles from San Francisco, CA)
- 2 days ago
- San Mateo, CA (15 miles from San Francisco, 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...
Remote WorkFinancial Services Analyst 2 (4754C), Payroll - 78035
- Berkeley, CA (10 miles from San Francisco, CA)
- 3 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 3 days ago
Financial Services Analyst 2 (4754C), Payroll - 78035 University of California Berkeley - 4.2 Berkeley, CA Job Details Full-time $29.31 - $39.85 an hour 1 day ago Qualifications Mid-level IFRS...
/18944/1f874571-5a5a-4812-874f-4a00387d9871.png&z=8&s=BNK&ih_t=5%2F9%2F2025+10%3A05%3A09+AM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-formatting&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Financial Services Analyst 2 (4754C), Payroll - 78035 University of California, Berkeley
- Berkeley, CA (10 miles from San Francisco, CA)
- 5 days ago
- Berkeley, CA (10 miles from San Francisco, CA)
- 5 days ago
Financial Services Analyst 2 (4754C), Payroll - 78035 About Berkeley At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can...
Senior Budget AnalystClient: Federal AgencyLocation: San Francisco, CAClearance: DHS SuitabilitySecurity Clearance Statement: This position requires a government security clearance; the applicant...
Analyst, Asset Management San Francisco, CA Opportunity and Position Summary: This role is part of the Core and Value-Add ("CVA") platform, which includes both funds and separate accounts with...
- Alameda, CA (7 miles from San Francisco, CA)
- 6 days ago
- Alameda, CA (7 miles from San Francisco, 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...
- Alameda, CA (7 miles from San Francisco, CA)
- 12 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 12 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....
- Alameda, CA (7 miles from San Francisco, CA)
- 12 days ago
- Alameda, CA (7 miles from San Francisco, CA)
- 12 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 (7 miles from San Francisco, CA)
- 14 days ago
- Alameda, CA (7 miles from San Francisco, 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...
Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier...
Financial Services Analyst University of California San Francisco
- San Francisco, CA
- 16 days ago
- San Francisco, CA
- 16 days ago
Please Note: This is a contract position, depending on funding, maximum duration is 5 years. We offer full benefits, dental, vision with pension plans. The California Department of Public Health...
- Hayward, CA (19 miles from San Francisco, CA)
- 20 days ago
- Hayward, CA (19 miles from San Francisco, CA)
- 20 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)...
Investment Banking Analyst - Biotech/Pharma
- San Francisco, CA
- 21 days ago
- San Francisco, CA
- 21 days ago
Join us as a IB Analyst Biotech/Pharma at Barclays where you'll have the chance to provide innovative financial solutions tailored to our clients' needs. You will be working on a variety of assets...
Demographic Data for San Francisco, CA
Moving to San Francisco, CA? Find some basic demographic data about San Francisco, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in San Francisco, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in San Francisco, 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
Other Career Titles
Here are some other career titles that require similar skills
Financial Analyst Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »