Financial Analyst Jobs in California

Job Title: Investment Advisor Representative Company: Location: San Francisco, CA Description: Financial Services ? Investments ? Investment Advisor Investment Advisors International (IAI) is dedicated to one simple mission - to create financially independent families by growing and protecting their wealth through active money management. Through our team of independent Investment Advisor Representatives (IARs), we bring professional money management services previously reserved for institutions and the wealthy to underserved, middle-income families. Prior financial or investment experience not required! Full or part time positions available! Requirements: High School Diploma required. 5 ? 7+ years prior work experience, preferably in sales, management, financial services, insurance, mortgage, securities or banking. Must be independent, results oriented and effective in managing time. Comfortable with a commission sales environment initially; recurring revenue structure after established; six figure earning potential Positions available in the following California locations: Modesto, Lodi, San Jose, Fresno, Visalia, Stockton, Sacramento, Elk Grove, Galt, and Bakersfield. As an Investment Advisor with Investment Advisors International, you have the opportunity to open the door on an exciting future. Through the IAI opportunity, you can build your own business, be your own boss and realize your own dreams. Company Information: Investment Advisors International (IAI) is one of the few companies of its kind in the industry today: IAI is dedicated to serving the financial needs of individuals and families from all walks of life. One difference about IAI is that its associates have the ability to offer products and services from a broad array of financial services providers - this allows our associates to find the very best solution for their clients. These solutions can come in many different forms, including insurance protection, lifestyle changes, or securities products, offered through our affiliated broker-dealer, World Group Securities, Inc. Submit your resume today and start a quality career with Investment Advisors International! http://hire.jobvite.com/j/?aj=o4FlVfwJ&s=Craigslist Related Terms: business development rep, business development representative, sales and business development, selling, biz dev, consult, consulting, portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, finance, selling, policy, underwrite, underwriter, LTC, insurance salesman, insurance salesperson, coverage, salesperson, salesman, saleswoman, selling, inside sales, outside sales, account executive, AE, customer service, entry level

Job Title: Financial Analyst III Company: Bank of the West Location: Los Angeles, CA Description: Responsible for providing financial analysis in support of the bank's financial planning and capital budgeting process, business unit profitability, product profitability, product pricing and merger and acquisition activities. Performs a variety of complex analytical duties including the collection and analysis of financial data from reports and various sources; performs statistical analyses. May act in a lead capacity.Position Accountabilities:1. Takes on a lead role in preparation of monthly unit profitability reports. 2. Conducts research and studies involving financial analysis, strategic planning, cost allocations and transfer pricing. Prepares management reports and makes presentations on study results. 3. Ensures allocations are processed correctly within the bank's cost allocation system in support of monthly management reporting.4. Performs monthly reviews and evaluates actual financial performance of the bank's business units and conducts variance analysis relative to plan and prior month. Functions as key finance liaison for at least one major profit group within the bank in this role. 5. Analyzes and interprets financial data and compiles statistical reports on current financial developments, financial policies and plans, and significant organizational developments.6. Assists with the integration of acquired entities into the unit profitability reporting and budgeting processes.7. Provides training and guidance to less-experienced staff.8. May assist in researching relevant business developments in the organization and/or industry.9. May assist in the development and implementation of customer and product profitability in conjunction with various other units.10. Performs other duties as assigned.Job Specifications:Req Education or Equivalent Experience: Bachelor's degree or equivalent combination of education and experiencePref Education or Equivalent Experience: Master's degree or CPARequired Experience: Five to seven years of experience in banking/financial services industry preferred Four to six years of financial analysis experienceField of Experience: Strong knowledge of financial and cost accounting, financial analysis and principles of economics Strong knowledge of financial institution balance sheet and profit and loss analysis techniques Strong understanding of regulatory issues such as capital issues and GAAP accounting as they relate to the banking industry Strong understanding and application of principles, standards, industry practices, techniques and concepts Demonstrates good judgment in selecting methods and techniques for obtaining solutionsAdministrative/Technical Skills: Analytical and research Balance figures Bank product and service knowledge Compile statistics and reports Coordinate meetings Perform math and analysis Presentation skills Problem solving Research information Use personal computers Verbal and written communication skillsLevel Supervised: May act in a lead capacity/instructional role for other employees performing similar work

Job Title: Financial Analyst Program - Commercial Real Estate, Real Estate Banking Group (3406987) Company: Wells Fargo Location: Los Angeles, CA Description: Job_Posting_Title: Financial Analyst Program - Commercial Real Estate, Real Estate Banking Group Requisition_Number: 3406987 Executive Org_Description: WHOLESALE BANKING Schedule Type: Regular Scheduled Hours: 40 State: CA City: LOS ANGELES Zip_Code: 90025 Job_Contact_Company: Wells Fargo Job Description: **PLEASE DO NOT CONTACT HIRING MANAGER DIRECTLY** The Financial Analyst Program in Commercial Real Estate, Real Estate Banking Group provides analysts with a strong foundation in credit analysis, and prepares you to understand and identify credit risks so that you can make informed lending decisions. As an analyst, you will participate in Credit Camp, a fundamental credit training course which combines analysts from all lines of business. The training covers the people, credit, and transaction underwriting framework with a specific focus on financial accounting, cash flow analysis, loan structuring and underwriting. Analysts also build upon their analytical knowledge by participating in on-going training classes and seminars during their tenure with the firm. ADVANCED CREDIT TRAINING Based on outstanding performance after the program, analysts apply to the Credit Management Training Program (CMTP) which is a 4.5 month classroom course in San Francisco or Charlotte. CMTP focuses on advanced level credit analyses, case studies, and presentations. At the conclusion of CMTP, analysts become a relationship manager or enter a credit-related role in Wholesale Banking, where their primary clients will be mid-sized companies, large corporations, and real estate developers and investors. Final placement is determined by business need and mutual interest. RESPONSIBILITIES You will become an integral part of a team and have the opportunity to assume significant responsibility that may include: - Researching specific real estate markets to assess market demand, potential for demand and rate growth, competitiveness of comparable properties, and risk presented by new supply - Participating in property tours and site visits to develop a deeper understanding of the real estate transaction - Assembling complex financial models that identify the potential financial performance of an asset, underwriting risks associated with demand, rate, expenses, and supply - Preparing information memorandums and recommendations for the senior credit committee - Reviewing and assisting in negotiating loan agreements and ancillary documents related to the closing of a transaction - Understanding client needs and identifying potential cross-sell opportunities for other Wells Fargo products and services Minimum Qualifications: - Excellent interpersonal, written, and verbal communication skills - Demonstrated excellence in working effectively as an individual and as a part of team Preferred Skills: - Bachelor-s degree in business administration, finance, or accounting - Professional experience through internships, part-time or full-time work, and/or extra-curricular activities in analyzing financial statements and assessing companies - Strong personal motivation and attention to detail - Strong organizational skills - Ability to multi-task and work in a deadline driven environment How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3406987. WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V. 3406987

Job Title: Financial Analyst Company: Location: Santa Ana, CA Description: CB Richard Ellis, the nation?s largest commercial real estate services firm, is seeking qualified individuals for its Financial Consulting Group. Specific responsibilities will include: - Analyzing and interpreting property level information including historical operating statements, budgets, leases, loan agreements, etc. - Perform Investment, Lease and Mortgage analysis using Argus and Excel software. - Preparing cash flows utilizing Argus and Excel. - Attending meetings with sellers, buyers, landlords and tenants to discuss financial and occupancy structures and strategies. Qualifications: Qualified candidates will have a Bachelors degree in Finance, Accounting, or Real Estate, a minimum 3.0 GPA, a strong understanding of financial concepts (IRR, NPV) and strong computer and analytical skills. Individual must have excellent financial skills and demonstrated experience in analyzing real estate lease and investment transactions. CB Richard Ellis Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world?s largest commercial real estate services firm (in terms of 2008 revenue). The Company has approximately 30,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 300 offices (excluding affiliates) worldwide. CB Richard Ellis offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting. CB Richard Ellis has been named a BusinessWeek 50 ?best in class? company for three years in a row. Please visit our Web site at www.cbre.com. CBRE is proud to be an equal opportunity employer. To apply for this position, please CLICK HERE ARBCBRE232-786985

Job Title: Financial Analyst I/II Company: Location: Sacramento, CA Description: Financial Analyst I/II Reference Job Code 306 The Golden 1 is seeking a Financial Analyst to join their Accounting team. This position will perform various accounting and finance functions. Duties include but are not limited to financial statement, and regulatory reporting, financial analyses and maintaining financial systems/models. Cross training will occur in several aspects of accounting & finance functions and will assist the Financial Accounting Manager in special assigned projects. The successful candidate must have excellent written/oral communication skills and strong computer skills (Microsoft Excel, Word, PowerPoint, and Access). The Golden 1 Credit Union is an Equal Opportunity Employer and offers an excellent benefits packages. Potential candidates for this position must meet the following requirements: ? BA degree preferably in Accounting, Finance, or Economics. ? Min of 1-year related accounting or finance experience (in a financial institution is preferred). ? Ability to work independently and as part of the Finance team. ? Successful candidate will have to pass a background and drug screening. Please apply with your cover letter, resume and salary requirements to: The Golden 1 Credit Union Recruiter II 8945 Cal Center Drive Sacramento, CA 95826 Fax: Register to View Reference Job Code 306 Email: Register to View

Job Title: Senior Financial Analyst - Treasury Company: Financial Additions Location: Westlake Village, CA Description: Our Client is a public, fast growing, established and stable service and retail company. They offer a great work environment and state of the art technology. The company has an immediate need for a Senior Analyst in the Treasury department Responsibilities Responsible for bank account management, cash positioning and forecasting, and payment management Create monthly, quarterly and yearly cash forecasts and perform variance analysis Perform forecasts and variance analysis for interest income Analyze and monitor investments and ensure that risk ratios and returns are in line with the company investment policy Assist with cash management updates and process improvements Monitor and analyze bank and credit card fees and research abnormal activity Assist with ad hoc projects and reporting Requirements Must has a degree in Accounting or Finance, MBA preferred Must have prior experience working with cash in a treasury function Must have experience with large ERP systems and advance Excel skills Must have strong knowledge of GAAP For immediate consideration, email your resume to Register to View

Job Title: Credit Analyst (Financial Services) Company: Accountemps Location: San Francisco, CA Description: Classification: TemporaryCompensation: $25.0 to $30.0 per hourA reputable Bank in San Francisco is looking for a Credit Analyst that can review personal credit and tax returns of customers of the bank. This position would require 2+ years of Credit analysis within a retail setting. Daily duties:Review individual credit data and individual tax returns to enter into Moody's Risk SoftwareProduce income cash flow statements and have extensive experience with personal and corporate tax returns. Qualified Candidates please e-mail J3F04P6FK6LHDY6VGHR_cbnv~cpp_xp^ Register to View line- Credit AnalystAccountemps is the world's leader in specialized temporary financial staffing. We provide exciting temporary, temporary-to-hire and project opportunities in the areas of accounting, bookkeeping, finance and many more. Through our parent company, Robert Half, we've been matching highly skilled finance and accounting professionals with clients since 1948. Our relationships with top companies in more than 360 locations worldwide ensure you enjoy competitive pay, challenging careers and assignments with excellent opportunities for full-time employment. Don't just take our word for it. In 2010 FORTUNER magazine again ranked us #1 in our industry on the list of 'World's Most Admired Companies' (FORTUNE, March 22, 2010). Nine out of 10 of our clients and candidates would recommend our service to a colleague. Apply now or contact your local Accountemps office at Register to View or visit to find out more about this job and other job opportunities. Accountemps is an Equal Opportunity Employer.Required Skills: Advanced Banking Credit Analysis, Advanced Tax - Individual, Advanced Tax - Corporate, Advanced MS Excel, Moody's Risk Software

Job Title: Financial Analyst - Finance Business Support Company: Bank Of America Location: Westlake Village, CA Description: The responsibilities of the Financial Analyst are similar to the intermediate finance analyst or business support, but they are of less magnitude and involve limited authority. This role requires the individual to: Work independently on general financial activities Perform profitability analysis Responsible for forecasting and financial reporting Work under the direction of senior staff on complex projects and analyses

Job Title: Senior Financial Analyst Company: Robert Half Management Resources Location: Concord, CA Description: Senior Financial Analyst JobId: 00340-134956 City: Concord State: CA Zip Code: 94520 Description: A large financial institution in the East Bay is searching for a consultant preferably with Mid Level SAS and advanced SQL knowledge; ability to write code from scratch and financial services industry knowledge to support Debit Card Portfolio Fraud Risk Management Initiatives. Consultant will work on a team that manages the Fraud Risk for over 22MM Business and Consumer Debit Card portfolio though data driven analytics. Responsibilities will include, but are not limited to the following: Assist as an analytical resource in developing and Implementing data driven Fraud Management strategies to optimize he risk mitigation and revenue tradeoff: work on analytical project & process enhancement for the enhanced fraud detection capability , support successful / smooth legacy portfolio conversion -Strong SQL required, SAS preferred but not required -Previous Risk Management Expertise -Business Banking knowledge huge plus Qualified consultants please send your resume to Register to View Good luck on your job search!

Job Title: Senior Financial Analyst - Investments Company: Toyota Financial Services Location: Los Angeles, CA Description: Toyota Financial Services Our people are the driving force behind our success and we're moving forward! Join a dynamic company known for rapid growth and solid success. To make your mark as Sr. Financial Analyst - Investments, you will: Coordinate and monitor State Street Bank accounting and custody activities. Obtain appropriate reports from State Street Bank's web-based Custody and Accounting systems to: Perform month-end close activities, including journal entry preparation and GL input. Perform compliance testing and verify adherence to investment guidelines. Assist in the preparation of schedules to support monthly, quarterly, and annual financial reporting requirements. This includes, but is not limited to, preparation of Investment fluctuation, Japan package, SEC filings, Tax reporting, Statutory filings, Certified financial statement disclosures, Cash flow, Yield calculations and Investment Committee Meeting materials. Review and reconcile reports to ensure accuracy. Follow-up with State Street Bank regarding discrepancies or unusual items. Monitor and evaluate the performance of investments held by the Toyota Financial Services Insurance Group. Develop standard measures for evaluating performance at the fund level, company level, and portfolio level. Evaluate each fund's impact on monthly, quarterly, and annual financial results. Create spreadsheets and models to identify key trends in investment performance. Monitor banking and cash activity for three insurance entities via Trema. Review daily and monthly reports to ensure proper accounting of transactions. Prepare cash flow analysis to meet short-term cash requirements (maintain liquidity). Act as primary Insurance Group contact with Treasury Department and banks. Coordinate wire transfers and custodial deposits with TFS Cash Management, TMS Cash Management, and banks as applicable. Work with the Accounting Policy Group and external resources to keep current on new accounting guidance as it relates to investments accounting. Independently or in conjunction with the Accounting Policy Group, research, interpret and implement new accounting guidance as needed. Formally document accounting methodology, disclosures, and procedures. Maintain and update SOX control documentation including SOX process narratives, control tables, and evidence of control performance. Review SAS 70 reports for PIMCO & State Street Bank and support the ongoing operation of investment accounting control procedures Support the quarterly review/assessment of the operating and design effectiveness of controls in place. Support initiatives proposed by Finance Technology, Treasury and other business partners as investments accounting subject matter expert. Lead and/or support TMIS governance projects as needed. Identify opportunities to streamline/automate accounting processes without impairing controls. Propose recommendations to management and independently coordinate implementation of changes approved by management. The candidate who fills this position will have the option to work a 9/80 alternative schedule which means working 80 hours over nine calendar days, with the tenth day off. The day off will be alternating Fridays. TFS is looking for individuals with strong business sense and practical expertise. Successful candidates should have: 3-5 years of professional accounting, treasury, and/or financial auditing experience. CPA desired. BA/BS in Accounting, Finance, Economics or Mathematics with demonstrated academic achievement. Demonstrated proficiency in usage of Microsoft Office applications, Lotus Notes, and Peoplesoft General Ledger. Experience with investment and cash management systems and query tools a plus. Turn toward great benefits: Work/Life benefits (flextime, 9/80 work schedules offered where applicable, tuition reimbursement) Vehicle lease and purchase (Associates are eligible date of hire, access to favorable rates and more incentives!) Medical, dental and vision insurance (Associates are eligible date of hire & premiums are paid by Toyota) Matching 401(k) and fully funded Pension Plan Paid time off (vacation, sick, personal, holidays) About Toyota Financial Services Headquartered in Torrance, Calif., Toyota Financial Services (TFS) is the finance and insurance brand for Toyota in the United States, offering retail auto financing and leasing through Toyota Motor Credit Corporation (TMCC) and extended service contracts through Toyota Motor Insurance Services (TMIS). Lexus Financial Services is the brand for financial products for Lexus dealers and customers. TFS currently employs over 3,000 associates nationwide, and has managed assets totaling more than $79 billion. It is part of a worldwide network of comprehensive financial services offered by Toyota Financial Services Corporation, a wholly-owned subsidiary of Toyota Motor Corporation. EOE. M/F/D/V. To Apply for this position, please CLICK HERE