Financial Analyst Jobs in San Mateo, 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.
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 (3 miles from San Mateo, CA)
- 12 hours ago
- Foster City, CA (3 miles from San Mateo, CA)
- 12 hours 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....
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 (20 miles from San Mateo, CA)
- 2 days ago
- Berkeley, CA (20 miles from San Mateo, CA)
- 2 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...
/21545/1a8f4061-b3e8-4c94-8493-09f39ae25b7b.png&z=8&s=BNK&ih_t=5%2F7%2F2025+8%3A24%3A05+PM&utm_medium=internal%20referrer&utm_campaign=internal-ihire-ageism_masterclass&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
- Palo Alto, CA (12 miles from San Mateo, CA)
- 3 days ago
- Palo Alto, CA (12 miles from San Mateo, CA)
- 3 days ago
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...
Senior Budget Analyst (Federal Agency)
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
Senior Budget AnalystClient: Federal AgencyLocation: San Francisco, CAClearance: DHS SuitabilitySecurity Clearance Statement: This position requires a government security clearance; the applicant...
- Palo Alto, CA (12 miles from San Mateo, CA)
- 4 days ago
- Palo Alto, CA (12 miles from San Mateo, CA)
- 4 days ago
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...
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 5 days ago
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 (13 miles from San Mateo, CA)
- 5 days ago
- Alameda, CA (13 miles from San Mateo, CA)
- 5 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 (13 miles from San Mateo, CA)
- 11 days ago
- Alameda, CA (13 miles from San Mateo, 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....
- Alameda, CA (13 miles from San Mateo, CA)
- 11 days ago
- Alameda, CA (13 miles from San Mateo, 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 (13 miles from San Mateo, CA)
- 13 days ago
- Alameda, CA (13 miles from San Mateo, CA)
- 13 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...
Asset Management Analyst, San Francisco
- San Francisco, CA (15 miles from San Mateo, CA)
- 13 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 13 days ago
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...
- Hayward, CA (14 miles from San Mateo, CA)
- 18 days ago
- Hayward, CA (14 miles from San Mateo, CA)
- 18 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 (15 miles from San Mateo, CA)
- 19 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 19 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 Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in San Mateo, CA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in San Mateo, 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
- Flexibility
- Implementation
- 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
- Treasury
- Financial Services
- Capital Markets
- Balance Sheets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Written Communication
- Prioritizing
- 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 »